Global and China Mobile Phone Display Industry Report, 2014-2015
  • Dec.2014
  • Hard Copy
  • USD $2,400
  • Pages:125
  • Single User License
    (PDF Unprintable)       
  • USD $2,200
  • Code: ZYW191
  • Enterprise-wide License
    (PDF Printable & Editable)       
  • USD $3,400
  • Hard Copy + Single User License
  • USD $2,600

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.

手机显示屏 英文_副本.png

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.

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
2.8 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
5.4 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
5.13 Truly International
5.14 Giantplus

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

Global and China CMOS Camera Module (CCM) Industry Report, 2020-2026

The global CCM market has been ballooning thanks to expeditious penetration of multi-camera phones and advances in automotive ADAS, being worth $22.723 billion with a year-on-year spike of 16.6% in 20...

Global and China Multi-Layer Ceramic Capacitor (MLCC) Industry Report, 2020-2025

Electronic components like MLCC enjoy a rosy prospect alongside the burgeoning electronic manufacturing, the thriving internet and the prevalence of smart hardware. MLCC was much sought after and it...

Global and China Voice Coil Motor (VCM) Industry Report, 2019-2025

VCM (voice circle motor or voice coil actuator), a part for smartphone camera, shares around 6% of smartphone camera industry chain value. Globally, popularity of smartphones such as those with mult...

Global and China Aluminum Electrolytic Capacitor Industry Report, 2019-2025

Chinese aluminum electrolytic capacitor market has been expanding amid a transfer of its downstream industries to China like home appliance illumination, cellphones and computers as well as automatic ...

Global and China Flexible Printed Circuit (FPC) Industry Report, 2019-2025

Flexible printed circuit (FPC) products make their way into consumer electronics like smartphone and tablet PC, in the form of modules for display, touch control, fingerprint recognition, etc. The vol...

Global and China GaAs Industry Report, 2019-2025

Gallium arsenide (GaAs), one of the most mature compound semiconductors, is an integral part of smartphone power amplifier (PA). In 2018, GaAs-based radio frequency (RF) seized over half of the GaAs w...

Global and China Advanced Packaging Industry Report, 2019-2025

The global semiconductor packaging and testing market is enlarging with the prevalence of consumer electronics, automotive semiconductors and the Internet of Things (IoT), with its size edging up 2.5%...

Global and China MLCC Electronic Ceramics Industry Report, 2019-2025

MLCC is mainly used in audio and video equipment, mobile phones, computers and automobiles. The prospective boom of MLCC formula powder hinges on demand: 1) The accelerated renewal of consumer electro...

Global and China OLED Industry Report, 2019-2025

OLED, a new-generation display technology, features simple display structure, green consumables and flexibility and can be rolled up, which makes it easier to transport and install without considering...

Global and China Camera Module Industry Report, 2019-2025

Affected by factors like the maturity of mobile phone markets worldwide and the prolonged replacement of mobile phone by users, the mobile phone market has undergone a slowdown in growth rate. From Q4...

Global and China Multi-Layer Ceramic Capacitor (MLCC) Industry Report, 2018-2023

MLCC finds most application in consumer electronics, automobile and industrial fields and gets beefed up remarkably with the approaching 5G era of cellphones and tablet PCs, the advances in automotive...

Global and China Aluminum Electrolytic Capacitor Industry Report, 2018-2023

Aluminum electrolytic capacitor, a core electronic component, is widely used in consumer electronics, computers and peripherals, industry, electric power, lighting and automobiles. Global aluminum e...

Global and China CMOS Camera System Industry Report, 2017-2021

Global CCM (CMOS Camera Module) market was worth USD16.611 billion in 2015, a year-on-year rise of 3.8% from 2014, the slowest rate since 2010. Global market fell modestly in 2016 due to a drop in shi...

Global and China Organic Light-Emitting Diode (OLED) Industry Report, 2017-2021

Global OLED market size approximated USD15.7 billion in 2016, a 20.8% rise from a year earlier. Stimulated by reports that Apple will adopt OLED screen for multiple iPhone models in 2017-2018, OLED sc...

Global and China CMOS Camera System Industry Report, 2016-2020

Global and China CMOS Camera System Industry Report, 2016-2020 covers the following:1. Analysis of CMOS Image Sensor (CIS) Industry and Market, with 7 vendors involved.2. Analysis of CMOS Camera Lens ...

Global and China Multi-layer Ceramic Capacitor (MLCC) Industry Report, 2017-2020

The rapid development of consumer electronics and industrial intelligentization has greatly promoted the booming of passive components including multi-layer ceramic capacitor (MLCC). In 2015, China’s ...

Global PCB Industry Report, 2015-2020

Global PCB Industry Report, 2015-2020 highlights the followings:1. Global PCB Market and Status Quo of the Industry2. Global Downstream Markets of PCB3. Mobile Phone PCB Trends4. Tablet PC/Laptop Comp...

Global and China Organic Light-Emitting Diode (OLED) Industry Report, 2016-2020

The OLED market has been developing rapidly worldwide over the recent years, and its market size reached USD13 billion in 2015. With technology and capacity construction, OLED (from small-sized panels...

2005- All Rights Reserved 京ICP备05069564号-1 京公网安备1101054484号