Quarterly Mobile Phone Shipment and Forecast Report

 Mobile phone, PDA 와 같은 휴대기기 디스플레이 산업에 대한 supply chain, 출하량, 매출, ASP 를 애플리케이션별로 분석하며 또한 지역, 브랜드, 사이즈, 해상도별 전 세계 출하량 데이터를 제공

 

 목차

1. Executive Summary
2. Methodology
3. Mobile Phone Market Long-Term Forecast
4. Mobile Phone Display Market Quarterly Trends
5. Mobile Phone Display Prices
6. Sub-display and PHS/iDEN Shipment Trends
7. Color Mobile Phone Trends
8. Mobile Phone Shipments by Set Maker Brand
9. Mobile Phone Display Shipments and Revenue by Panel Supplier
10. Revenue & Shipment Forecast

Detailed Outline

1. Executive Summary

• Executive Summary
• Summary
• Color vs. Passive Main Displays
• Main Display Shipments by Technology, Size and Resolution
• Main Display Revenue by Technology, Size and Resolution
• Sub-display Shipments by Technology
• Main Display Shipment by Display Manufacturer
• Sub-display Shipments by Manufacturer
• Main Display Revenue by Display Manufacturer
• Mobile Phone Display Average Diagonal Size (Inches)
• Subscriber Growth & Subscriptions by Region
• Mobile Phone Demand (000) and % of Subscribers by Region/Country
• Mobile Phone Shipments by Display Technology & System
• Main Display Shipment Share by Region
• Main Display Inventory Accumulation
• Inventory by Display Technology

2. Methodology

• Methodology

3. Mobile Phone Market Long-Term Forecast

• Long Term Summary
• Subscribers and Y/Y Growth
• Subscribers by Region/Country (Units)
• Subscriber Share by Region/Country
• Population by Region/Country (Millions)
• Mobile Phone Demand (000) and Growth
• Mobile Phone Shipments Share by Region
• New Mobile Phone Purchasers by Region (000)
• New Mobile Phone Purchasers & Y/Y Change by Region/Country
• Mobile Phone Replacement Period by Region/Country (Years)
• Mobile Phone Replacement Volume by Region/Country
• Mobile Phone Unit Replacement Change
• Service Provider and Set Maker Relationship - USA
• Service Provider and Set Maker Relationship - Western Europe
• Service Provider and Set Maker Relationship - China, Japan and Korea
• Mobile Phone Demand by System (000)
• MP Units Share & Growth by System (%)
• Mobile Phone Demand by Color in Major Regions (000)
• Mobile Phone Demand by Technology (000)
• Mobile Phone Display Production by Technology (000)
• Mobile Phone Demand by Display Technology Units
• Mobile Phone Demand Share by Display Technology Units
• Mobile Phone Sub-display Units by Technology (000)
• Mobile Phone Sub-display Technology Share (%)

4. Mobile Phone Display Market Quarterly Trends

• Quarterly Trend Summary
• Mobile Phone Display Shipments (000/month)
• Display Shipments by Technology (000/month)
• Q/Q Mobile Phone Shipment Growth (% Basis)
• Y/Y Mobile Shipment Growth (% Basis)
• One Year Market Share Change by Display Technology
• Display Shipments by Communication Standard (000/month)
• Display Market Communication Standard Y/Y Growth (%)
• Q4'06 Shipments & Share by Standard & Set Maker (000/month)
• GSM Display Shipments
• GSM Display Share
• CDMA Display Shipments (000/month)
• CDMA Display Share (% Basis)
• PDC Display Shipments (000/month)
• PDC Display Share (% Basis)
• WCDMA Display Shipments (000/month)
• WCDMA Display Share (% Basis)
• Q4'06 Set Maker Volume and Share by Display Technology
• Q4'06 Display Value Chain by Set Manufacturer (000/month)
• Q4'06 Display Share by Set Manufacturer (Unit Basis)
• Q4'06 Display Share by Display Manufacturer (Unit Basis)
• Q4'06 Smart Phone Value Chain by Set Manufacturer (000/month)
• Q4'06 Smart Phone Share by Set Manufacturer (Units)
• Q4'06 Smart Phone Share by Display Manufacturer (Unit Basis)

5. Mobile Phone Display Prices

• Display Pricing Summary
• Weighted Average ASPs (WAA) by Technology & Growth
• Mobile Phone Display Prices
• Q/Q & Y/Y Mobile Phone Display Price Changes
• Mobile Phone Display ASP Q/Q and Y/Y Changes
• Premium to Upgrade from CSTN to TFT (1.8" Display)
• Premium to Upgrade from a-Si to p-Si (2.2" Display)

6. Sub-display and PHS/iDEN Shipment Trends

• Sub-display and PHS/iDEN Summary
• Sub-display Summary …
• Sub-display Shipments and Growth
• Sub-display Shipments by Technology (000/month)
• Sub-display Shipments by Panel Makers (000/month)
• Sub-display Shipment Share by Panel Makers (%)
• Sub-display MSTN Shipments by Set Makers
• Sub-display CSTN Shipments by Set Makers
• Sub-display LTPS Shipments by Set Makers
• Sub-display a-Si TFT Shipments by Set Makers
• Sub-display OLED Shipments by Set Makers
• PHS/iDEN Display Shipments and Growth (%)
• PHS/iDEN Display Shipments by Technology (000/month)
• PHS/iDEN Shipments by Set Maker
• a-Si TFT PHS/iDEN Shipments by Set Maker
• CSTN PHS/iDEN Shipments by Set Maker (000/month)
• MSTN PHS/iDEN Shipments by Set Maker (000/month)
• OLED PHS/iDEN Shipments by Set Maker (000/month)
• Smart Phone Display Shipments & Growth (%)
• Smart Phone Display Shipments by Technology (000/month)
• Smart Phone Shipments by Set Maker
• a-Si TFT Smart Phone Shipments by Set Maker
• LTPS Smart Phone Shipments by Set Maker (000/month)

7. Color Mobile Phone Trends

• Color Mobile Phone Summary
• Color Display Shipments & Share by Resolution (000/month)
• CSTN <128 × 128 Shipments by Set Maker (000/month)
• 128 × 128 Shipments by Set Maker (000/month)
• 128 × 160 Shipments by Set Maker (000/month)
• 132 × 176 Shipments by Set Maker (000/month)
• AMLCD 176 × 220 Shipments by Set Maker (000/month)
• AMLCD 208 × 208 Shipments by Set Maker (000/month)
• AMLCD 240 × 240 Shipments by Set Maker (000/month)
• AMLCD 240 × 320 Shipments by Set Maker (000/month)
• AMLCD 240 × 400 Shipments by Set Maker (000/month)
• AMLCD 320 × 320 Shipments by Set Maker (000/month)
• AMLCD 320 × 480 Shipments by Set Maker (000/month)
• AMLCD 200 × 640 Shipments by Set Maker (000/month)
• AMLCD 352 × 416 Shipments by Set Maker (000/month)
• AMLCD 480 × 640 Shipments by Set Maker
• AMLCD 480 × 690 Shipments by Set Maker
• AMLCD 480 × 800 Shipments by Set Maker
• Color Mobile Phone by Number of Colors (000/month)
• 4K Color Shipments (000/month) by Set Makers
• 65K Color Shipments (000/month) by Set Makers
• 262K Color Shipments (000/month) by Set Makers
• 16M Color Shipments (000/month) by Set Makers
• Color Shipments by Mode (000/month)
• Transmissive Shipments (000/month) by Set Maker
• Transflective Color Shipments (000/month) by Set Maker
• Emissive Color Shipments (000/month) by Set Maker

8. Mobile Phone Shipments by Set Maker Brand

• Q4'06 Mobile Phone Brand Market Share (Units)
• Set Maker Shipments and Share
• Q4'06 Set Maker Shipments and Share by Wireless Technology (000/month)
• Q4'06 Set Maker Shipments and Share by Panel Technology (000/month)
• Alcatel’s Display Purchases by System and Technology (000/month)
• Apple’s Smart Phone Purchases by System and Technology (000/month)
• BenQ-Siemens’ Display Purchases by System and Technology (000/month)
• Birds’ Display Purchases by System and Technology (000/month)
• Casio Hitachi’s Display Purchases by System and Technology (000/month)
• Fujitsu's Main and Sub-display Purchases by System and Technology (000/month)
• Kyocera's Main and Sub-display Purchases by System and Technology (000/month)
• Kyocera's PHS/iDEN Purchases by System and Technology (000/month)
• HP Smart Phone Purchases by System and Technology (000/month)
• HTC Smart Phone Purchases by System and Technology (000/month)
• LG's Main and Sub-display Purchases by System and Technology (000/month)
• Mitsubishi's Main Display Purchases by System and Technology (000/month)
• Motorola's Main and Sub-display Purchases by System and Technology (000/month)
• Motorola’s PHS/iDen Display Purchases by System and Technology (000/month)
• NEC's Main and Sub-display Purchases by System and Technology (000/month)
• Nokia's Main and Sub-display Purchases by System and Technology (000/month)
• Nokia's Smart Phone Purchases by System and Technology (000/month)
• Pantech’s Main and Sub-display Purchases by System and Technology (000/month)
• Panasonic's Main and Sub-display Purchases by System and Technology (000/month)
• Palm’s Smart Phone Purchases by System and Technology (000/month)
• RIM’s Smart Phone Purchases by System and Technology (000/month)
• Sagem's Main and Sub-display Purchases by System and Technology (000/month)
• Samsung’s Main and Sub-display Purchases by System and (000/month)
• Sanyo's Main and Sub-display Purchases by System and Technology (000/month)
• Sanyo’s PHS/iDen Display Purchases by System and Technology (000/month)
• Sharp's Main and Sub-display Purchases by System and Technology (000/month)
• Sharp's Smart Phone Purchases by System and Technology (000/month)
• Sony Ericsson's Main and Sub-display Purchases by System and Technology (000/month)
• TCL's Main and Sub-display Purchases by System and Technology (000/month)
• Toshiba's Main and Sub-display Purchases by System and Technology (000/month)
• Others’ Main and Sub-display by System and Technology (000/month)
• Other’s PHS/iDen Display Purchases by System and Technology (000/month)
• Other’s Smart Phone Display Purchases by System and Technology (000/month)

9. Mobile Phone Display Shipments and Revenue by Panel Supplier

• Shipments & Revenue Summary
• Panel Shipments and Share by Panel Supplier (000/month)
• Q/Q and Y/Y Mobile Phone Shipment Growth (% Basis)
• Q4'06 LCD Panel Supplier Share (Units)
• Q4’05 LCD Panel Supplier Share (Units)
• Revenues and Share by Panel Manufacturer ($US Millions)
• Revenues Growth by Panel Maker
• Q4'06 Revenue by Panel Manufacturer
• Q4’05 Revenue Share by Panel Manufacturer
• Q4'06 Panel Maker’s Shipments by Technology (000/month)
• Q4'06 Panel Maker’s Revenue by Technology ($US Millions)
• ASPs ($US) by Panel Maker
• ASPs ($US) Growth by Panel Maker
• Alps’s Shipments (000/month)
• Alps’s Shipment Share (%)
• Alps’s Mobile Phone Display Module Revenues ($US Millions/Quarter)
• Alps’s Display Module Revenues Share (%)
• Alps’s Sub Display Module Shipments and Share (000/month)
• AUO’s Shipments (000/month)
• AUO’s Shipment Share (%)
• AUO’s Mobile Phone Display Module Revenues ($US Millions/Quarter)
• AUO’s Display Module Revenues Share (%)
• AUO’s PDA Module Shipments and Share (%)
• AUO’s PDA Module Revenues and Share (%)
• BOE’s Shipments (000/month)
• BOE’s Shipment Share (%)
• BOE’s Display Module Revenues ($US Millions/Quarter)
• BOE’s Display Module Revenue Share (%)
• Casio’s Shipments (000/month)
• Casio’s Shipment Share (%)
• Casio’s Display Module Revenues ($US M/Quarter)
• Casio’s Display Module Revenue Share (%)
• Casio’s Sub-display Module Shipments & Share (000/month)
• Casio’s PDA Shipments (000/month)
• Casio’s PDA Shipment Share (%)
• Casio’s PDA Revenues ($US M/Quarter)
• Casio’s PDA Revenue Share (%)
• EDT’s Shipments (000/month)
• EDT’s Shipment Share (%)
• EDT’s Display Module Revenues ($US Millions/Quarter)
• EDT’s Display Module Revenue Share (%)
• EDT’s Sub-display Module Shipments & Share (000/month)
• Epson’s Shipments (000/month)
• Epson’s Shipment Share (%)
• Epson’s Display Module Revenues ($US M/Quarter)
• Epson’s Display Module Revenue Share (%)
• Epson’s Sub-display Module Shipments & Share (000/month)
• Epson’s PDA Shipments (000/month)
• Epson’s PDA Shipment Share (%)
• Epson’s PDA Revenues ($US M/Quarter)
• Epson’s PDA Revenue Share (%)
• GiantPlus’s Shipments (000/month)
• GiantPlus’s Shipment Share (%)
• GiantPlus’s Display Module Revenues ($US Millions/Quarter)
• GiantPlus’s Display Module Revenue Share (%)
• GiantPlus’s Sub-display Module Shipments and Share (%)
• Hitachi’s Shipments (000/month)
• Hitachi’s Shipment Share (%)
• Hitachi’s Display Module Revenues ($US Millions/Quarter)
• Hitachi’s Display Module Revenue Share (%)
• Hitachi’s Sub-display Module Shipments and Share (000/month)
• Hitachi’s PDA Shipments (000/month)
• Hitachi’s PDA Shipment Share (%)
• Hitachi’s PDA Revenues ($US Millions/Quarter)
• Hitachi’s PDA Revenue Share (%)
• Hyundai’s Shipments (000/month)
• Hyundai’s Shipment Share (%)
• Hyundai’s Display Module Revenues ($US Millions/Quarter)
• Hyundai’s Display Module Revenue Share (%)
• Hyundai’s Sub-display Shipments & Share (000/month)
• Innolux’s Shipments (000/month)
• Innolux’s Shipment Share (%)
• Innolux’s Display Module Revenues ($US Millions/Quarter)
• Innolux’s Display Module Revenue Share (%)
• Innolux’s PDA Shipments (000/month)
• Innolux’s PDA Shipment Share (%)
• Innolux’s PDA Revenues ($US Millions/Quarter)
• Innolux’s PDA Revenue Share (%)
• LG Innotech’s Shipments (000/month)
• LG Innotech’s Shipment Share (%)
• LG Innotech’s Display Module Revenues ($US Millions/Quarter)
• LG Innotech’s Display Module Revenue Share (%)
• LG Innotech’s Sub-display Shipments & Share (000/month)
• LG Philips’s Shipments (000/month)
• LG Philips’s Shipment Share (%)
• LG Philips’s Display Module Revenues ($US Millions/Quarter)
• LG Philips’s Display Module Revenue Share (%)
• LG’s Shipments (000/month)
• LG’s Shipment Share (%)
• LG’s Display Module Revenues ($US Millions/Quarter)
• LG’s Display Module Revenue Share (%)
• LG’s Sub-display Shipments & Share (000/month)
• LiteArray’s Sub-display Shipments & Share (000/month)
• NEC’s PDA Shipments (000/month)
• NEC’s PDA Shipment Share (%)
• NEC’s PDA Revenues ($US Millions/Quarter)
• NEC’s PDA Revenue Share (%)
• NESS’s Sub-display Shipments & Share (000/month)
• Optrex’s Shipments (000/month)
• Optrex’s Shipment Share (%)
• Optrex’s Display Module Revenues ($US Millions/Quarter)
• Optrex’s Display Module Revenue Share (%)
• Optrex’s Sub-display Module Shipments & Share (000/month)
• Optrex’s PDA Shipments (000/month)
• Optrex’s PDA Shipment Share (%)
• Optrex’s PDA Revenues ($US Millions/Quarter)
• Optrex’s PDA Revenue Share (%)
• Orion’s Sub-display Module Shipments and Share (000/month)
• Philips’s Shipments (000/month)
• Philips’s Shipment Share (%)
• Philips’s Display Module Revenues ($US Millions/Quarter)
• Philips’s Display Module Revenue Share (%)
• Philips’s PDA Shipments (000/month)
• Philips’s PDA Shipment Share (%)
• Philips’s PDA Revenues ($US Millions/Quarter)
• Philips’s Display Module Revenue Share (%)
• Picvue's Shipments (000/month)
• Picvue's Shipment Share (%)
• Picvue's Display Module Revenues ($US Millions/Quarter)
• Picvue's Display Module Revenue Share (%)
• Picvue’s Sub-display Module Shipments & Share (000/month)
• Picvue's PDA Shipments (000/month)
• Picvue's Shipment Share (%)
• Picvue's PDA Revenues ($US Millions/Quarter)
• Picvue's Display Module Revenue Share (%)
• Pioneer's Sub-display Shipments & Share (000/month)
• RiTdisplay’s Shipments (000/month)
• RiTdisplay’s Shipment Share (%)
• RiTdisplay’s Display Module Revenues ($US Millions/Quarter)
• RiTdisplay’s Display Module Revenue Share (%)
• RiTdisplay’s Sub-display Shipments & Share (000/month)
• Samsung’s Shipments (000/month)
• Samsung's Shipment Share (%)
• Samsung's Display Module Revenues ($US Millions/Quarter)
• Samsung’s Display Module Revenue Share (%)
• Samsung’s Sub-display Module Shipment and Share (%)
• Samsung’s PDA Shipments (000/month)
• Samsung's PDA Shipment Share (%)
• Samsung's PDA Revenues ($US Millions/Quarter)
• Samsung’s PDA Revenue Share (%)
• Sanyo Epson’s Shipments (000/month)
• Sanyo Epson’s Shipment Share (%)
• Sanyo Epson’s Display Module Revenues ($US Millions/Quarter)
• Sanyo Epson Display Module Revenue Share (%)
• Sanyo Epson’s Sub Display Module Shipments and Share (000/month)
• Sanyo Epson’s PDA Shipments (000/month)
• Sanyo Epson’s PDA Shipment Share (%)
• Sanyo Epson’s PDA Revenues ($US Millions/Quarter)
• Sanyo Epson PDA Revenue Share (%)
• Samsung SDI’s Shipments (000/month)
• SDI’s Shipment Share (%)
• SDI’s Display Module Revenues ($US Millions/Quarter)
• SDI’s Display Module Revenue Share (%)
• SDI’s Sub-display Module Shipments and Share (000/month)
• Samsung SDI’s PDA Shipments (000/month)
• SDI’s PDA Shipment Share (%)
• SDI’s PDA Revenues ($US Millions/Quarter)
• SDI’s PDA Revenue Share (%)
• Sharp's Shipments (000/month)
• Sharp's Shipment Share (%)
• Sharp's Display Module Revenues ($US Millions/Quarter)
• Sharp's Display Module Revenue Share (%)
• Sharp’s Sub-display Module Shipments & Share (000/month)
• Sharp's PDA Shipments (000/month)
• Sharp's PDA Shipment Share (%)
• Sharp's PDA Revenues ($US Millions/Quarter)
• Sharp's Display Module Revenue Share (%)
• SII's Shipments (000/month)
• SII's Shipment Share (%)
• SII's Display Module Revenues ($US Millions/Quarter)
• SII's Display Module Revenue Share (%)
• SII’s Sub-display Shipments & Share (000/month)
• SONY Shipments (000/month)
• Sony's Shipment Share (%)
• Sony's Display Module Revenues ($US Millions/Quarter)
• Sony's Display Module Revenue Share (%)
• SONY PDA Shipments (000/month)
• Sony's PDA Shipment Share (%)
• Sony's PDA Revenues ($US Millions/Quarter)
• Sony's PDA Revenue Share (%)
• ST LCD's Shipments (000/month)
• ST LCD's Shipment Share (%)
• ST LCD's Display Module Revenues ($US Millions/Quarter)
• ST LCD's Display Module Revenue Share (%)
• ST LCD's PDA Shipments (000/month)
• ST LCD's PDA Shipment Share (%)
• ST LCD's PDA Revenues ($US Millions/Quarter)
• ST LCD's PDA Revenue Share (%)
• TMDisplay's Shipments (000/month)
• TMDisplay's Shipment Share (%)
• TMDisplay's Display Module Revenues ($US Millions/Quarter)
• TMDisplay's Display Module Revenue Share (%)
• TMDisplay's Sub-display Module Shipments & Share (000/month)
• TMDisplay's PDA Shipments (000/month)
• TMDisplay's PDA Shipment Share (%)
• TMDisplay's PDA Revenues ($US Millions/Quarter)
• TMDisplay's PDA Revenue Share (%)
• TPO’s Shipments
• TPO’s Shipment Share (%)
• TPO’s Display Module Revenues ($US Millions/Quarter)
• TPO’s Display Module Revenue Share (%)
• TPO’s PDA Shipments
• TPO’s PDA Shipment Share (%)
• TPO’s PDA Revenues ($US Millions/Quarter)
• TPO’s PDA Revenue Share (%)
• Toppoly’s Shipments
• Toppoly’s Shipment Share (%)
• Toppoly’s Display Module Revenues ($US Millions/Quarter)
• Toppoly’s Display Module Revenue Share (%)
• Toppoly’s PDA Shipments
• Toppoly’s PDA Shipment Share (%)
• Toppoly’s PDA Revenues ($US Millions/Quarter)
• Toppoly’s PDA Revenue Share (%)
• Univision’s Sub-display Module Shipments & Share (000/month)
• URT's Shipments (000/month)
• URT's Shipment Share (%)
• URT's Display Module Revenues ($US Millions/Quarter)
• URT's Display Module Revenue Share (%)
• URT’s Sub-display Module Shipments & Share (000/month)
• Wintek's Shipments (000/month)
• Wintek's Shipment Share (%)
• Wintek's Display Module Revenues ($US Millions/Quarter)
• Wintek's Display Module Revenue Share (%)
• Wintek’s Sub-display Module Shipments & Share (000/month)
• Wintek's PDA Shipments (000/month)
• Wintek's PDA Shipment Share (%)
• Wintek's PDA Revenues ($US Millions/Quarter)
• Wintek's PDA Revenue Share (%)
• Other Panel Makers' Shipments (000/month)
• Other Panel Makers' Shipment Share (%)
• Other Display Module Revenues ($US Millions/Quarter)
• Other Panel Makers' Display Module Revenue Share (%)
• Others’ Sub-display Module Shipments and Share (000/month)
• Other Panel Makers' PDA Shipments (000/month)
• Other Panel Makers' PDA Shipment Share (%)
• Other PDA Revenues ($US Millions/Quarter)
• Other Panel Makers' PDA Revenue Share (%)

10. Revenue & Shipment Forecast

• Summary
• Forecasted Shipments (000) and Growth
• Forecasted Shipments by Technology
• Forecasted Shipment Share by Technology
• Shipments (000) by Technology, Size & Resolution
• Shipment Share by Technology, Size & Resolution
• Q/Q Growth by Technology, Size & Resolution
• Y/Y Growth by Technology, Size & Resolution
• Forecasted Revenue (US$M) and Growth
• Forecasted Revenues by Technology
• Forecasted Revenue Share by Technology
• Revenue by Technology, Size & Resolution
• Revenue Share by Technology, Size & Resolution
• Q/Q Revenue Growth by Panel
• Y/Y Growth by Technology, Size & Resolution
• Forecasted ASP (US$) and Growth
• Forecasted ASP by Technology, Size & Resolution
• ASP Q/Q Change by Technology, Size & Resolution
• ASP Y/Y Change by Technology, Size & Resolution