Cover Image
市場調查報告書

全球和中國的行動電話用顯示器產業報告

Global and China Mobile Phone Display Industry Report, 2014-2015

出版商 ResearchInChina 商品編碼 320972
出版日期 內容資訊 英文 125 Pages
商品交期: 最快1-2個工作天內
價格
Back to Top
全球和中國的行動電話用顯示器產業報告 Global and China Mobile Phone Display Industry Report, 2014-2015
出版日期: 2014年12月10日 內容資訊: 英文 125 Pages
簡介

中國,是全球最大的智慧型手機市場,不過,由於國內的經濟發展緩慢和智慧型手機普及率高,市場呈現飽和狀態。中國的智慧型手機的出貨台數,2014年預計達到3億9,800萬台,與去年同期比較減少9%。

本報告提供全球和中國的行動電話用顯示器產業調查分析、TFT-LCD(薄膜電晶體液晶)概要、TFT-LCD的產業鏈、LCD市場與產業、行動電話用顯示器市場與產業、主要企業等相關的系統性資訊。

第1章 TFT-LCD概要

  • TFT-LCD的結構
  • TFT-LCD的生產過程
  • LTPS(低溫多晶矽)
  • LGZO和LTPS間的競爭
  • TFT-LCD的成本結構

第2章 TFT-LCD的產業鏈

  • TFT-LCD玻璃基板概要
  • TFT-LCD玻璃基板產業
  • Corning
  • Dongxu Optoelectronic Technology
  • 背光模組概要
  • 背光模組的成本結構
  • OPEN-CELL式和HINGE-UP式
  • 背光模組產業
  • Radiant Opto-Electronics
  • Coretronic
  • LCD驅動IC市場
  • LCD驅動IC產業
  • Novatek Microelectronics
  • 偏光板概要
  • 偏光板市場
  • 偏光板產業

第3章 LCD的市場與產業

  • 全球行動電話市場
  • 全球智慧型手機市場
  • 中國的行動電話市場
  • 平板電腦市場

第4章 行動電話用顯示器產業與市場

  • TFT-LCD產業的最近的發展
  • TFT-LCD產業的排行榜
  • 全球行動電話用顯示器的發展趨勢
  • 中國的行動電話用顯示器的發展趨勢
  • 全球行動電話用顯示器產業
  • 支援行動電話用顯示器廠商與行動電話供應商的關係

第5章 主要TFT-LCD供應商

  • AUO
  • Innolux
  • LG DISPLAY
  • Nanjing CEC Panda LCD Technology
  • BOE
  • CSOT
  • Sharp Corp
  • Samsung Display
  • CPT
  • HannStar Display
  • Tianma Micro-electronics
  • JAPAN DISPLAY
  • Truly International
  • Giantplus

圖表

目錄
Product Code: ZYW191

Global and China Mobile Phone Display Industry Report, 2014-2015 focuses on the following:

  • 1. Overview of TFT-LCD
  • 2. TFT-LCD industry chain
  • 3. LCD market and industry
  • 4. Mobile phone display market and industry
  • 5. 14 major mobile phone display companies

China is the world's largest smart phone market, but has experienced a decline in 2014, due to slower domestic economic growth and already high penetration of smart phones, presenting some kind of saturation on the market. Smart phone shipments reached 312 million units in China during Jan.-Oct. 2014, sliding by 10.4% compared with the same period in 2013, and is expected to arrive at 398 million units throughout the year 2014, down 9% against 2013. It is projected that China's economy will grow much slower in 2015, probably more dramatically than that in 2014. The Chinese smart phone market is estimated to fall by 13% in 2015 with 346 million units shipped.

Entering the year 2014, Chinese smart phone market has undergone dramatic changes, reflected by surprisingly rapid development of 4G and substantial increase in market share of domestic vendors and retreat of foreign brands. On the one hand, 4G mobile phones held only 7.4% of the Chinese mobile phone market in Feb. 2014, but the figure rose to 63.3% in Oct., compared with 83.8% in Feb. and 21.3% in Oct. for 3G mobile phones. On the other hand, local vendors excel at hype-style marketing, which is very effective to Chinese consumers. Local brands, especially Xiaomi, are far superior to foreign brand in the aspect of marketing tools.

Moreover, the market concentration was greatly enhanced. Top ten smart phone vendors together took up less than 70% market share in 2013, but the figure rose to over 85% in 2014, and is expected to exceed 90% in 2015, further squeezing the living space of small vendors. Fourth, Internet sales channel changed rules of market game. Smart phone sold over the Internet made up only 10% in 2013 but more than 20% in the third quarter of 2014. Furthermore, as operators cancelled subsidies, mobile phone vendors are stepping up their efforts on Internet sales.

Major Suppliers of Display for Key Mobile Phone Vendors in China

  Display supplier for high-end moobile phone Display supplier for mid-range mobile phone Display supplier for low-end mobile phone Market share in China in 2014
Samsung Samsung Display CPT/BOE BOE 13.50%
Xiaomi SHART/JDI AUO AUO 12.50%
Lenovo JDI BOE/TIANMA   12.20
Coolpad JDI AUO/INNOLUX CPT/BOE/TIANMA 12.00%
Huawei JDI LGD/AUO BOE/TIANMA 11.50%
Vivo JDI LGD/AUO   7.00%
iPhone JDI/LGD/SHARP     7.00%
OPPO SHARP/JDI AUO/INNOLUX nbsp; 5.20%
ZTE JDI HANNSTAR/INNOLUX BOE/TIANMA 5.10%
Meizu SHARP     1.80%

Contrary to what most people think, the Chinese brands, like Vivo and OPPO, are demanding on mobile phone display. More than half of displays for OPPO mobile phones come from Japanese JDI and Sharp, over 90% from Sharp for Meizu, 1/3 from Sharp for Xiaomi and 1/4 from JDI for Huawei. By contrast, foreign brands adopt cheap displays, like Samsung which purchases low-end non- AMOLED displays mainly from Chinese BOE and Giantplus.

With regard to industry, as the resolution of mobile phone display rises quickly, investment in LTPS is hot. By the end of 2016, there will be at least five G6 LTPS fabs and one G5.5 LTPS fab running in China, including G6 of AUO in Kunshan, BOE in Ordos and Chengdu, China Star in Wuhan, Foxconn in Chengdu, and G5.5 of Tianma in Xiamen. These production lines will cause severe oversupply in low-end market and sharp price decline; in high-end market, JDI, Sharp and LG Display are still able to make high profits by relying on In-Cell.

In respect to touch screen, with Wintek placed into bankruptcy protection, OGS and TOL touch screen market will shrink significantly. After years of development, In-Cell has been quite mature, and its price competitiveness has become more obvious. Being lighter and thinner, In-Cell sees a massive market expansion. Some local brands have introduced mobile phones with In-Cell display. It is projected that In-Cell display will approached 25% in 2015 and 43% in 2017. Plug-in touch screen is likely to contract drastically.

Table of Contents

1. Overview of TFT-LCD

  • 1.1 Structure of TFT-LCD
  • 1.2 TFT-LCD Production Process
  • 1.3 LTPS
  • 1.4 Competition between LGZO and LTPS
  • 1.5 Cost Structure of TFT-LCD

2. TFT-LCD Industry Chain

  • 2.1 Overview of TFT-LCD Glass Substrate
  • 2.2 TFT-LCD Glass Substrate Industry
  • 2.3 Corning
  • 2.4 Dongxu Optoelectronic Technology
  • 2.5 Overview of Backlight Module
  • 2.6 Cost Structure of Backlight Module
  • 2.7 OPEN-CELL and HINGE-UP
  • 2.8 Backlight Module Industry
  • 2.9 Radiant Opto-Electronics
  • 2.10 Coretronic
  • 2.11 LCD Driver IC Market
  • 2.12 LCD Driver IC Industry
  • 2.13 Novatek Microelectronics
  • 2.14 Overview of Polarizing Plate
  • 2.15 Polarizing Plate Market
  • 2.16 Polarizing Plate Industry

3. LCD Market and Industry

  • 3.1 Global Mobile Phone Market
  • 3.2 Global Smart Phone Market
  • 3.3 Chinese Mobile Phone Market
  • 3.4 Tablet PC Market

4. Mobile Phone Display Industry and Market

  • 4.1 Recent Developments in TFT-LCD Industry
  • 4.2 Rankings in TFT-LCD Industry
  • 4.3 Development Trend of Global Mobile Phone Display
  • 4.4 Development Trend of Mobile Phone Display in China
  • 4.5 Global Mobile Phone Display Industry
  • 4.6 Supporting Relationship between Mobile Phone Display Manufacturers and Mobile Phone Vendors

5. Major TFT-LCD Vendors

  • 5.1 AUO
  • 5.2 InnoLux
  • 5.3 LG DISPLAY
  • 5.4 Nanjing CEC Panda LCD Technology
  • 5.5 BOE
  • 5.6 CSOT
  • 5.7 Sharp
  • 5.8 Samsung Display
  • 5.9 CPT
  • 5.10 HannStar
  • 5.11 Tianma Micro-electronics
  • 5.12 JAPAN DISPLAY
  • 5.13 Truly International
  • 5.14 Giantplus

Selectecd Charts

  • Structure of TFT-LCD
  • Color Filter Production Process
  • TFT Production Process
  • LCD Production Process
  • IGZO Capacity Distribution by Vendor, 2014-2016E
  • Global IGZO (Oxide) Production Lines
  • Global LCD Glass Substrate Demand, 2010-2011
  • Global LCD Glass Substrate Market Size, 2010-2011
  • Market Share of Major Global TFT-LCD Glass Substrate Manufacturers, 2014
  • Shipments of Major Global TFT-LCD Glass Substrate Manufacturers by Size
  • Revenue and Gross Margin of Corning, 2008-2014
  • Corning's Revenue and Net Income from TFT-LCD Glass Substrate, 2009-2014
  • Revenue and Operating Profit of Dongxu Optoelectronic Technology, 2008-2014
  • List of Production Lines of Dongxu Optoelectronic Technology
  • Laptop Computer Display Panel-use Backlight Module Structure
  • Computer Display Panel Backlight Module Structure
  • TV Panel Backlight Module Structure
  • Cost Structure of Backlight Module for 13.3-inch LED Laptop Computer Display Panel
  • Cost Structure of Backlight Module for 18.5-inch LED Computer Display Panel
  • Cost Structure of Backlight Module for 42-inch LED TV Panel
  • Laptop Computer Case Supply Chain Management (SCM) under Hinge-up Mode
  • BLU under Hinge-up Mode
  • Open-cell Shipment Proportion, 2006-2012
  • Market Share of Global Major Backlight Module Vendors (by Revenue), 2012
  • Relationship between BLU-VS-Panel Makers
  • Revenue and Operating Margin of Global Major Backlight Module Vendors, 2010-2012
  • Revenue of Global Major Backlight Module Vendors, 2010-2012
  • Organization of Radiant Opto-Electronics
  • Revenue and Gross Margin of Radiant Opto-Electronics, 2008-2014
  • Monthly Revenue of Radiant Opto-Electronics, Oct 2012-Oct 2014
  • Production Base Distribution of Radiant Opto-Electronics
  • Capacity of Radiant Opto-Electronics by Factory, 2012
  • Revenue Breakdown of Radiant Opto-Electronics by Product, 2012-2014
  • Revenue Breakdown of Radiant Opto-Electronics by Customer, 2012-2014
  • Monthly Shipments of NB/Tablet PC BLU of Radiant Opto-Electronics, 2012-2014
  • Monthly Shipments of Monitor BLU of Radiant Opto-Electronics, 2012-2014
  • Monthly Shipments of TV BLU of Radiant Opto-Electronics, 2012-2014
  • Revenue and Operating Margin of Coretronic, 2006-2014
  • Monthly Revenue of Coretronic, Oct. 2012-Oct. 2014
  • Revenue Breakdown of Coretronic by Business, 2010-2014
  • Quarterly BLU Shipments of Coretronic by Application, Q32013-3Q2014
  • Quarterly BLU Revenue of Coretronic by Application, Q32013-3Q2014
  • Global Display Driver IC Market Size, 2009-2016E
  • Global Display Driver IC Market Size by Type, 2009-2014
  • LCD Driver IC Industry Chain
  • Market Share of Major Large Area TFT-LCD Driver IC Vendors, 2014
  • Market Share of Major Small-Medium Area TFT-LCD Driver IC Vendors, 2014
  • Ranking of Major Global Driver IC Vendors by Revenue, 2010-2013
  • Organization Chart of Novatek Microelectronics
  • Revenue and Operating Margin of Novatek Microelectronics, 2006-2014
  • Monthly Revenue of Novatek Microelectronics, Oct. 2012-Oct. 2014
  • TV Driver IC Shipments of Novatek Microelectronics, 2001-2015E
  • Quarterly Revenue Breakdown of Novatek Microelectronics by Product, Q12013-Q42014
  • Polarizing Plate Market Size, 2011-2017E
  • Polarizing Plate Market by Technology, 2013-2018E
  • Market Share of Major Companies of Polarizing Plate for TV, 2014
  • Market Share of Major Companies of Polarizing Plate for Notebook PC, 2014
  • Market Share of Major Companies of Polarizing Plate for Tablet PC, 2014
  • Market Share of Major Manufacturers of Polarizing Plate for Monitor, 2014
  • Global Mobile Phone Shipments, 2007-2015E
  • Global 3G/4G Mobile Phone Shipments by Region, 2011-2014
  • Global Mobile Phone Sales to End Users by Vendor, 2013 (Thousands of Units)
  • Global Smartphone Sales to End Users by Vendor, 2013 (Thousands of Units)
  • Global Smartphone Sales to End Users by Operating System, 2013 (Thousands of Units)
  • Shipments of Global Top13 Smart Phone Vendors, 2013-2015E
  • Monthly Mobile Phone Shipments in China, Jan.-Oct. 2014
  • Market Share of Major Vendors in Chinese Smart Phone Market, 2014
  • Market Share of Major Vendors in Chinese 4G Mobile Phone Market, 2014
  • Global Tablet PC Shipments, 2011-2016E
  • Market Share of Major Tablet PC Brands, 2013
  • Output of Global Tablet PC Makers, 2012&2013
  • Monthly Total TFT LCD Revenues and Growth, Sep. 2013-Sep. 2014
  • Monthly LCD-TV Panel Units Shipments and Growth, Sep. 2013-Sep. 2014
  • Monthly Monitor Panel Units Shipments and Growth, Sep. 2013-Sep. 2014
  • Monthly Notebook PC Panel Units Shipments and Growth, Sep. 2013-Sep. 2014
  • Monthly Tablet PC Panel Units Shipments and Growth, Sep. 2013-Sep. 2014
  • Market Share of Major Global TFT-LCD Large Size Panels by Shipment, Q2'2014
  • Operating Margin of Major Global TFT-LCD Large Size Panel Vendors, 2002-2013
  • Ranking of Major Global TFT-LCD Panel Vendors by Revenue, 2012-2014
  • Operating Margin of Major Global TFT-LCD Panel Vendors, 2012-2014
  • Global Development Trend of Smart Phone Display Size, 2013-2017E
  • Global Development Trend of Smart Phone Touch Technology, 2013-2017E
  • Global Development Trend of Smart Phone Display Technology, 2013-2017E
  • Global Development Trend of Smart Phone Display Resolution, 2013-2017E
  • Chinese Mobile Phone Market by Size, 2014
  • Development Trend of Smart Phone Display Size in China, 2013-2017E
  • Chinese Mobile Phone Market by Resolution, 2014
  • Development Trend of Smart Phone Display Resolution in China, 2013-2017E
  • Chinese Mobile Phone Market by PPI, 2014
  • Development Trend of Smart Phone Display Technology in China, 2013-2017E
  • Shipments of Major Global Small- and Medium-sized Display Vendors, 2013-2014
  • Market Share of Major Suppliers of Mobile Phone Display in China, 2014
  • Share of Major Display Suppliers for Samsung Mobile Phones, 2014
  • Share of Major Display Suppliers for Apple Mobile Phones, 2014
  • Share of Major Display Suppliers for Huawei Mobile Phones, 2014
  • Share of Major Display Suppliers for Lenovo Mobile Phones, 2014
  • Share of Major Display Suppliers for ZTE Mobile Phones, 2014
  • Share of Major Display Suppliers for COOLPAD Mobile Phones, 2014
  • Share of Major Display Suppliers for OPPO Mobile Phones, 2014
  • Share of Major Display Suppliers for Xiaomi Mobile Phones, 2014
  • Share of Major Display Suppliers for Vivo Mobile Phones, 2014
  • Organization Chart of AUO
  • Revenue and Gross Margin of AUO, 2009-2014
  • Revenue Breakdown of AUO by Region, 2012&2013
  • Revenue Breakdown of AUO by Application, 2012&2013
  • Shipments Breakdown of AUO by Application, 2012&2013
  • Major Suppliers of Key Raw Materials and Components
  • Display Revenue Breakdown of AUO by Application, 3Q13-3Q14
  • Display Revenue Breakdown of AUO by Size, 3Q13-3Q14
  • Shipments and ASP of AUO, 3Q13-3Q14
  • Small & Medium Panel Shipments of AUO by Area & Revenue, 3Q2013-3Q2014
  • Production Line List of AUO
  • LCM Bases of AUO
  • Organization Chart of INNOLUX
  • Revenue and Operating Margin of INNOLUX, 2010-2014
  • Revenue, Gross Margin, EBITDA Margin of INNOLUX, 4Q2012-3Q2014
  • Total Debt and Debt Ratios of INNOLUX, 4Q2012-3Q2014
  • Inventory Trend of INNOLUX, 4Q2012-3Q2014
  • Area Shipments and TFT LCD ASP Trend of INNOLUX, 4Q2012-3Q2014
  • Small & Medium Size Unit Shipments and Sales Trend of INNOLUX, 4Q2012-3Q2014
  • Sales Breakdown of INNOLUX by Application, 4Q2012-3Q2014
  • Sales Breakdown of INNOLUX by Size, 4Q2012-3Q2014
  • TFT-LCD Fabs Profile of INNOLUX
  • Profile of Touch Sensor Fabs
  • Revenue and Operating Margin of LG Display, 2009-2015E
  • Quarterly Revenue and Gross Margin of LG Display, 1Q2013-3Q2014
  • IFRS Statements of Financial Position of LG Display, 2012-2014
  • Shipments of LG Display by Application, 2009-2013
  • Revenue Breakdown of LG Display by Application, 2009-2013
  • Revenue Breakdown of LG Display by Region, 2011-2013
  • Quarterly Shipments and ASP of LG Display, 3Q2013-3Q2014
  • Quarterly Revenue of LG Display by Application, 3Q2013-3Q2014
  • Quarterly Revenue of LG Display by Area, 3Q2013-3Q2014
  • Fabs Capacity List of LG Display
  • Fabs Capacity of LG Display, 2011-2013
  • Footprint of LG Display
  • Manufacturing Base Footprint of LG Display
  • Organization Chart of Nanjing CEC Panda LCD Technology
  • Raw Material Purchases of Nanjing CEC Panda LCD Technology, 2013
  • Suppliers of Raw Material for Nanjing CEC Panda LCD Technology, 2013
  • Top5 Customers of Nanjing CEC Panda LCD Technology, 2013
  • Revenue and Operating Profit of BOE, 2008-2014
  • Milestone of BOE
  • Manufacturing Base Footprint of BOE
  • Quarterly Revenue of BOE, 1Q10-3Q14
  • Snapshot of Financial Position of BOE's Main Subsidiaries, 2013
  • Revenue and Operating Margin of Sharp, FY2008-FY2015
  • Revenue Breakdown of Sharp by Business, FY2013-FY2015
  • Operating Margin of Sharp by Business, FY2013-FY2015
  • Resolution of Sharp Mobile Phone Panels, 2013-2014
  • Production Line List of Sharp
  • Revenue and Operating Margin of Samsung Display, 2010-2015E
  • Revenue Breakdown of Samsung Display by Product, 2010-2015E
  • Operating Profit Breakdown of Samsung Display by Product, 2012-2015E
  • Production Line List of Samsung
  • Revenue and Operating Margin of CPT, 2007-2014
  • Production Line List of CPT
  • Revenue and Operating Margin of Hannstar, 2006-2014
  • Distribution of Hannstar's Production Bases
  • Revenue and Operating Margin of Tianma Micro-electronics, 2005-2014
  • Organization Chart of Tianma Micro-electronics
  • List of Tianma Micro-electronics' Production Lines
  • Capacity, Output and Utilization of Tianma Micro-electronics' Subsidiaries, 2012-2013
  • Customer Distribution of Tianma Micro-electronics, 2012-2013
  • Capacity of Tianma Micro-electronics
  • JDI Group in Transition
  • Quarterly Revenue Breakdown of JDI by Business, 2Q2013-2Q2014
  • Quarterly Operating Margin of JDI by Business, 2Q2013-2Q2014
  • Customer Distribution of JDI by Region, 1Q2013-4Q2014
  • Shipments of JDI by Resolution, 2014
  • Business Model of JDI
  • Monthly Revenue of STC, Oct. 2012-Oct. 2014
  • Revenue and Operating Margin of Truly International, 2005-2014
  • Quarterly Revenue and Gross Margin of Truly International, 1Q2013-4Q2014
  • LCD Business Revenue Breakdown of Truly International by Technology, 2006-2011
  • Revenue of Truly Semiconductors by Business, 2012-2015E
  • Shipments Breakdown of Truly Semiconductors by Product, 2012-2015
  • ASP of Truly Semiconductors by Product, 2012-2015
  • Main Customers of Truly's Mobile Phone LCD
  • Main Customers of Truly's Auto Display
  • Touch Screen Capacity of Truly
  • Customers of Truly's CCM
  • Revenue and Gross Margin of Giantplus, 2005-2014
  • Monthly Revenue of Giantplus, Oct.2012-Oct.2014
Back to Top