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7/30/2019 2-3 Mobile Phone- Panels and Eco-System_Shawn_DisplaySearch
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Copyright 2011 DisplaySearch
Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.
Smart Phone Panels andEco-System
Shawn LeeResearch Director, NPD DisplaySearch
2012 DisplaySearch Taiwan FPD Conference
Taipei, Taiwan 2012. 4. 19-20
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Questions in 2011
Do you have
the answers?
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High resolution mobile display
100
200
300
2008 2009 2010 2011 2012
?
?400
2013
Newspaper
Book
Magazine
Art Photo1440dpi = 480ppi
Magic 3.2
Hero 3.2
Desire 4.3
WVGA
One X 4.7 HD
Saturn 3.2
HVGA
AMOLED
Galaxy S2
WVGA
AMOLED
Galaxy S3
qHD?
HD?AMOLED?
Retina Display326 ppi
iPhone 3GS
iPhone 4
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3 above Mobile Display Forecast
800x480
1280x720
1280x800
800x480
480x320
400x240
1280x720
1280x720
1920x1080
1280x768
960x640
- IGZO or more Masks
-GOA(Gate on Array)New Color Patterning Tech.
: FMM, LITI
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High Resolution and Large Size
Mobile Phone Thickness
Display PPI and Power
Consumption
Battery Density Trend
2003 2012
20mm 300ppi3G Smart Phone Booming
500Wh/L
550Wh/L
600Wh/L
Battery Dimension Trend
65mm
60mm
Height
Width
4.3
4.5
4.0
12-14%
12-14%
SHR LCD panel = High power consumption:> iPhone 4 : 6 pcs LED, but DBEF in POL> 4.7 HD : 10 pcs LED> AMOLED power is not good in white background> Battery developing can not keep up with Display
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Portable Devices
Display Size
Processor
Speed
Device
Weight
2G
1kg
Samsung
Series 3
10
Samsung Series 5Ultrabook
Toshiba
Satelite
1G
HTC One X
Galaxy S2
iPhone 4S Galaxy Note
HP - 14"
Pavilion
iPad
iPad was launched in 2010, and then mobile brands crossed the line of5-10 inch and 500g-1kg.
2.8-3.2
Palm size for
Smart Phone
Suit Pocket and
Notebook size for
Tablet
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Revenue and Gross Profit by Brands
Revenue
Gross Profit
New technologies anddeveloping are highlyrelated to performance.
Who is profitable whocross the line!! Foreseeprofitable brands willlaunch new technologiesand products.
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Gen 5 above glass input area
0.0
500.0
1,000.0
1,500.0
2,000.0
2,500.0
3,000.0
Q1'09 Q2'09 Q3'09 Q4'09 Q1'10 Q2'10 Q3'10 Q4'10 Q1'11 Q2'11 Q3'11 Q4'11 Q1'12 Q2'12 Q3'12 Q4'12
000m2/month
Small and Medium
Tablet/Mini-Note PC
Notebook PC
After 2010, LCD glass input area for small, medium and tablet panels wereincreasing hugely.
Before 2010, no one believed over 250 PPI panel would be manufactured in Gen 5above.
10 inch below panel have been crossed the line of Gen 5 to be produced in largegeneration.
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Gross Profit Y/Y Growth Rate by Mobile Brands
As a component vendors:To know who are and will be the dominator of mobile market, and then decide how to developand invest.To know the business strategy of these brands, and then decide how to co-work with them.
Source: Company financial result and YCHARTS
35%
0%
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How Apple and Samsung control supply chain of Displays
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Smart Phone ForecastOperation System
294M446M
727M
607M
844M1 B
2012 Forecast: Smartphone % by Brands:
Apple :22%Samsung :25%
Nokia :12%HTC : 9-10%(Maybe lower than forecast)Others : 30-31%(Forecast by interviewing to component vendors)
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Questions of Smart Phone in this year
Feel greatpressure of these
questions?
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Low-Cost Smart Phone Forecast
Low CostSmart Phone
Lenovo a60RMB 959(Around USD 160)
3.5 HVGA
Android 2.3
CPU 650MHz(MT6573)
294M446M
727M607M
844M1 B
2.9M 21M80M
141M
221M
339M
White Brand(Hero H4000)RMB 660(Around USD 110)
4.3 WVGA
Android 2.3
CPU 512MHz(NT6516)
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Kenyas telecom revolution
By the end of 2010, two-thirds ofKenyan above 15 years will beusing mobile money (see figure 1,green line) transferring anestimated US$ 7 billion (or 20percent of GDP).
Africa is now in a position to exportinnovation not just to importit. Rest assured, it wont be the lastproduct Africa is innovating andexporting globally.
Source : World Bank
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Worldwide Subscriptions Forecast by Technology and Region
3G
2015 4G Subscribers:
Asia Pacific: 113M
Caribbean and Latin America:18MEastern Europe:22M
Middle East & Africa:18M
North America:137M
Western Europe:58M
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LTPS and AMOLED investment is expensive
AMOLED Supply and Demand LTPS Supply and Demand
Year Total Array Cell Module CF AMOLED Total Y/Y Growth
1999 1,847$ 717$ 357$ 708$ -$ 3,629$ NA
2000 3,390$ 1,333$ 664$ 1,314$ -$ 6,701$ 84.7%
2001 2,010$ 731$ 362$ 715$ -$ 3,818$ -43.0%
2002 2,809$ 995$ 501$ 904$ 7$ 5,217$ 36.6%
2003 3,265$ 1,237$ 614$ 1,229$ 23$ 6,368$ 22.1%
2004 6,784$ 2,844$ 881$ 2,782$ 42$ 13,334$ 109.4%
2005 5,423$ 2,213$ 679$ 2,146$ 34$ 10,495$ -21.3%
2006 6,657$ 2,582$ 729$ 2,610$ 130$ 12,708$ 21.1%
2007 4,256$ 1,649$ 418$ 1,748$ 134$ 8,205$ -35.4%
2008 7,392$ 2,800$ 704$ 2,905$ 138$ 13,939$ 69.9%
2009 3,692$ 1,426$ 362$ 1,515$ 83$ 7,079$ -49.2%
2010 7,211$ 2,550$ 603$ 2,681$ 642$ 13,687$ 93.4%
2011 6,492$ 1,987$ 501$ 2,070$ 906$ 11,954$ -12.7%
2012 2,577$ 505$ 132$ 503$ 727$ 4,443$ -62.8%
2013 5,200$ 1,366$ 322$ 1,403$ 1,214$ 9,505$ 113.9%2014 4,109$ 1,238$ 298$ 1,299$ 835$ 7,778$ -18.2%
2015 5,183$ 1,916$ 466$ 2,008$ 1,782$ 11,355$ 46.0%
Q411 FPD Equipment Spending ($M) Forecast Back-end AMOLED equipment is quiteexpensive as much of the processing is in avacuum. Typically FMM evaporation and glass
frit encapsulation lines will cost more than LCDcolor filter and cell lines for equivalent amountsof TFT capacity.
But AMOLED investments for commercialproduction still account for a relatively smallamount of the total equipment spend.
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Mobile Phone Price Trend
2009 2013
USD 100
USD 200
USD 300
USD 400
Traditional Phone
Smart Phone
DisplaySearch forecast 2013: 1G-2G Subscribers will be 4 Billion , 3G will be 1.65 Billion, 4G willbe 110 Million.
Low cost smart phone will create another market?
- What is the structure of low cost smart phone?
Low Cost Smart Phone
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Material Cost of Low Cost Smart Phone
If CG+P-Cap Touch is USD 15, then display is USD 10.
Sale Price Profit of BrandsTouch and
Display
Other
Components
4.3
WVGA$110 $10 $25 $75
TFT
-PPI of 4.3 WVGA is
under 220, it can bemanufactured in Gen
5 or even Gen 6.
-Save cost and thin
glass by outsourcing.
-Outsourcing CF is
expensive but BM
can be narrowed forbetter transmittance
rate.
Cell
-TN with Wide
View Film?
POL
- Standard
without DBEFpatter.
EE Parts
- Ram-less
- GOA
BLU
- LED *
10(Estimated)
- Reduce cost
of BEF
Yield Rate
- Life time of each
one mobile displayis around 6-8
months, or even
shorter, yield rate is
key factor of margin.
Note: Panel price is estimated, real price is depended on panel specification.
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Another Smart Market Car Display
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Visual Monitor 2,350 2,480 2,530 2,410 2,050 2,135 4,550 10,200 13,200 14,800 16,000 16,850
Navigation 6,670 7,740 9,520 12,020 13,570 11,700 17,200 21,250 25,000 27,350 29,250 30,450
Inconsole 0 350 510 695 1,480 2,500 5,580 8,570 9,850 11,000 12,080 12,990
Growth (%) 30% 17% 19% 20% 13% -4% 67% 46% 20% 11% 8% 5%
-30%
-20%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
55,000
60,000
65,000
(Kunit/Year)
Lexus GS Series
-12.3 Display
-Touch pad
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Copyright 2011 DisplaySearch. Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions. 20
Thank You!
Shawn LeeDisplaySearch
web: www.displaysearch.com
email: shawn.lee@displaysearch.com
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