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市場調查報告書

智慧型手機用面板的中國市場趨勢預測 (2015年)

2015 China smartphone panel trend forecast

出版商 Digitimes Inc. 商品編碼 329625
出版日期 內容資訊 英文 22 Pages
商品交期: 最快1-2個工作天內
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智慧型手機用面板的中國市場趨勢預測 (2015年) 2015 China smartphone panel trend forecast
出版日期: 2015年01月15日 內容資訊: 英文 22 Pages
簡介

中國的手機 (手機終端) 廠商近幾年出貨台數急速提高,也進入高階產品市場。另一方面,中級智慧型手機的平均銷售價格有降低趨勢,還有出口用/地方城市用產品,低價格產品成為中心。受到以上趨勢影響,中國國內的智慧型手機用面板廠商蒙受價格降低壓力。2015年當下,中國製的高階智慧型手機用的FullHD面板的平均販價值降低到 21美元/台(與前一年同期比較減少11.5%),還有中級品用HD面板為11美元/台 (同減少11.5%),入門級用WVGA面板也降低到3美元/台 (同25%減少)。主要面板製造商間,試圖對抗轉移高階產品造成的收益降低。

本報告提供中國國內的智慧型手機用面板市場最新趨勢與未來展望相關分析、市場整體的趨勢和價格趨勢、各製造商市場佔有率、主要的面板製造商簡介與客戶資訊、主要智慧型手機、供應商概況面板採購數量佔有率 (各供應商)、今後的市場趨勢預測、方向性等調查評估。

簡介

  • 中國的智慧型手機面板市場趨勢
    • LTPS (低溫多晶矽)
    • 轉移至上級品市場的動向
    • 入門級產品的動向
  • 價格趨勢 (2014年)
    • 高階面板
    • 中級面板
    • 入門級面板
  • 各製造廠商的市場出貨量佔有率
    • BOE
    • Tianma
    • IVO

中國的面板廠商:未來預測

  • BOE
    • 主要客戶
  • Tianma
  • IVO

供應商趨勢

  • Huawei
    • 主要面板供應商
  • Lenovo
  • Coolpad
  • ZTE
  • TCL
  • Xiaomi
  • 面板廠商
目錄

China-based handset makers have been rapidly increasing their shipments over the past few years and have been introducing high-end smartphone products with specifications that are comparable with international brands.

On the other end of the market, the price of mid-range smartphones from China-based brands have been lowered to CNY800/unit (US$130/unit) from CNY1,000/unit. In addition, to replace feature mobile phones, China-based handset makers have introduced entry-level low-priced smartphone models with a retail price of CNY400/unit for export to emerging markets, as well as for third- and fourth-tier cities in China where infrastructures are less developed. The factors aforementioned mean the quality and price pressure on China-based smartphone panel makers has been growing.

Digitimes Research predicts by the end of 2015, the price of Full HD panels for high-end smartphones in China will drop below US$21/unit, an annual decrease of around 11.5%. The price of HD panels for mid-range smartphones and WVGA panels for entry-level smartphones will fall to US$11/unit (an on-year decrease of 10%) and US$3/unit (an on-year decrease of 25%), respectively.

BOE and Tianma have addressed the move to the higher-end by building 5.5G LTPS TFT LCD production lines and have achieved mass production since 2013-2014. For demand for mid-range smartphone panels, BOE aggressively increased the proportion of smartphone panels from its 6G production lines.

BOE has been benefitting from increasing production efficiency at its 6G production lines and its shipment share of HD-level smartphone panels is forecast to reach beyond 40% by the end of 2015.

Tianma has also benefitted from the support of its LTPS TFT LCD capacity and by the end of 2015, its shipment share of Full HD-level smartphone panels is expected to reach 6.5%.

IVO only has one 5G a-Si TFT LCD production line and has been focused on supplying panels to entry-level smartphone makers in southern China. However, China's feature mobile phone market has been transitioning to entry-level smartphones; hence in the beginning of 2015, the shipment share of entry-level smartphone panels from IVO is predicted to exceed 30% and will continue growing. The figure is expected to grow to 35.4% by the end of 2015.

Table of Contents

Introduction

  • Trends in the China smartphone panel market
    • LTPS
    • Table 1: China handset panel makers 5.5G LTPS TFT LCD plans, 2014-2015
    • Shift upmarket in 2H 2014
    • Chart 1: China panel makers shifted to thinner, higher-resolution panel production in 2H14
    • Entry-level trends
    • Chart 2: China vendors look to emerging markets, 3- and 4-tier China cities with entry-level products
  • Pricing trends in 2014
    • High-end panels
    • Chart 3: China market high-end smartphone panel price trend, 2014-2015 (US$)
    • Mid-range panels
    • Chart 4: China market mid-range smartphone panel price trend, 2014-2015 (US$)
    • Entry-level panels
    • Chart 5: China market entry-level smartphone panel price trend, 2014-2015 (US$)
  • Market segment shipments by maker
    • BOE
    • Chart 6: BOE panel shipments by market segment, 1Q14-4Q15 (k units)
    • Tianma
    • Chart 7: Tianma panel shipments by market segment, 1Q14-4Q15 (k units)
    • IVO
    • Chart 8: IVO panel shipments by market segment, 1Q14-4Q15 (k units)

China panel makers - 2015 forecast

  • BOE
    • Chart 9: BOE handset panel shipments, 1Q14-4Q15 (k units)
    • Customers
    • Chart 10: BOE customer proportion, 2014-2015 (k units)
  • Tianma
    • Chart 11: Tianma handset panel shipments, 1Q14-4Q15 (k units)
    • Customers
    • Chart 12: Tianma customer proportion, 2014-2015 (k units)
  • IVO
    • Chart 13: IVO handset panel shipments, 1Q14-4Q15 (k units)
    • IVO customers
    • Chart 14: IVO customer proportion, 2014-2015 (k units)

Vendor trends

  • Huawei
    • Table 2: Huawei trends and strategy, 2014-2015
    • Huawei suppliers
    • Chart 15: Huawei panel supplier breakdown, 2014-2015 (k units)
  • Lenovo
    • Table 3: Lenovo trends and strategy, 2014-2015
    • Lenovo suppliers
    • Chart 16: Lenovo panel supplier breakdown, 2014-2015 (k units)
  • Coolpad
    • Table 4: Coolpad trends and strategy, 2014-2015
    • Coolpad suppliers
    • Chart 17: Coolpad panel supplier breakdown, 2014-2015 (k units)
  • ZTE
    • Table 5: ZTE trends and strategy, 2014-2015
    • ZTE suppliers
    • Chart 18: ZTE panel supplier breakdown, 2014-2015 (k units)
  • TCL
    • Table 6: TCL trends and strategy, 2014-2015
    • TCL suppliers
    • Chart 19: TCL panel supplier breakdown, 2014-2015 (k units)
  • Xiaomi
    • Table 7: Xiaomi trends and strategy, 2014-2015
    • Xiaomi suppliers
    • Chart 20: Xiaomi panel supplier breakdown, 2014-2015 (k units)
  • Panel makers
    • Table 8: China panel maker trends and strategy, 2014-2015
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