“The year 2009 saw some important transitions for the mobile phone display market,” noted Calvin Hsieh, Research Director at DisplaySearch. “Not only did TFT LCD exceed 50% of the market, but Taiwanese and Chinese suppliers shipped the majority of the displays.”
Shipments of a-Si TFT LCDs (including cell shipments) for mobile phones accounted for 52.3% of mobile phone shipments in 2009, up from 44.6% in 2008, as suppliers shifted their business from CSTN and MSTN. In 2009, a-Si TFT LCD (including cell shipments) achieved a remarkable growth rate of 22.3% Y/Y. AMOLED displays in mobile phones have been well received, but only a reached a 1.5% share in Q4’09, with difficulties reaching higher resolution for future smart phone specifications. A small number of suppliers will limit AMOLED shipment shares in 2010.
Shipments from Taiwanese and Chinese panel suppliers rose from 47.0-% of 2008 to 55.7% in 2009. Panel suppliers who experienced strong Y/Y shipment growth include AUO (21%), BYD (83%), Giant Plus (20%), InnoLux (140%), RiTdisplay (82%), Shenzhen Tianma (98%) and Truly (44%). However, the lower prices for MSTN and CSTN displays, still a large part of shipments from China, skewed revenue shares. As a result, Taiwan and China’s revenue share in 2009 was 37.6%, compared to 35.6% for Japan and 26.4% for Korea.
The following figure shows the top five suppliers by shipment; they have more than half the market. Samsung ranked first in mobile phone display shipments with a 19.2% market share, followed by Wintek (10.5%), Sharp (9.0%), Truly (8.0%) and AUO (7.9%).
In its first year, Samsung Mobile Display had a 19.2% share of mobile phone display shipments, overtaking Wintek (10.5%); 68.5% of its shipments were a-Si TFT LCDs. Wintek increased the share of a-Si TFT LCD (including cell) shipments from 27.6% of total shipments in 2008 to 37.7% in 2009. Meanwhile, InnoLux increased the share of a-Si TFT LCD in its shipments to 76.6%, while increasing its overall market share to 5.5%, from 2.4% in 2008.
Based on detailed supplier surveys, DisplaySearch small/medium displays research examines shipment, revenue, and pricing data by key metrics including market application, size, resolution, technology and supplier. Available research includes four quarterly reports focusing on different aspects of the market. The comprehensive Quarterly Small/Medium Shipment and Forecast Report provides full market analysis while the Quarterly Small/Medium Pricing Report, Quarterly Mobile Phone Shipment and Forecast Report and Quarterly Small/Medium Value Chain Report focus on ASPs, mobile phone displays, and market share data, respectively. Please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, email@example.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan for more information. [May 7, 2010]
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