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The global mobile phone shipment was approximately 970 million units with a production value of about USD 79 billion in 2006. The market share of the top 9 manufacturers reached 90.72% and that of the top 5 manufacturers was 83.88%, and Nokia ranked first in terms of sales volume, reaching 347.5 million units.
Shares of Global Mobile Phone Shipment by Manufacturer, 2006
This report gives a detailed analysis on the status quo and future trend for 12 parts regarding the mobile phone including platform, RF, built-in memory, display screen, PCB, configuration parts & shell, passive components, camera module and mobile phone manufacturers, etc.
This report makes a research to the representative global mobile phone manufacturers and its parts suppliers.
As for the mobile phone platform, new comers will face big competitive pressure. It is quite difficult for survival without enough shipment, while the concentration degree is rather high in mobile phone industry, and plus tier-one manufacturers and platform suppliers are working more and more closely, so there has a high threshold for new comers. But MediaTek Inc., a dark horse in mobile phone platform industry, is very fortunate for it has caught hold of such two tier-one clients as Samsung and LG, and then ascends to be one of the international first-class mobile phone platform suppliers. Unfortunately, it is just Samsung and LG selecting MediaTek as the partner that causes the decline of sales.
Mobile phone RF field basically maintains its established pattern. SKYWORKS gets very depressed in mobile phone platform field and then gives up baseband field, and now specializes in RF. As for the power amplifier for mobile phone, RFMD still stands out and controls the market alone. And in the transceiver field, Qualcomm still takes the lead while NXP turns better, and STMicroelectronics holds its firm status under the big client of Nokia.
It shows no good sighs for built-in memory of mobile phone, especially in NOR flash field. The leading company Spansion lost 90 million US dollars in the year of 2006, less than USD 285 million in 2005 but it seems no reasons to be optimistic. Spansion plans to sell factories to get through the hardship. Also, Intel had a huge loss of USD 552 million. However, the factories that specialize in NAND flash have made a considerable profit, especially Samsung and Toshiba. NOR flash manufacturers have to seek the other ways for survival in the future; otherwise, they will be purchased either by private funds or by other companies.
Mobile phone display screen is falling into the trouble of successive profit decline. TFT-LCD display screen for mobile phone has dived nearly 100% since the second half of 2005 as batch of large-size TFT-LCD manufacturers began to produce small-size display screen. Such a transfer causes a sharp rise in supply and also makes TFT-LCD become the mainstream. But as the resolution of display screen for mobile phone gets further improved, QVGA will be the mainstream. However, it is very difficult for those large-size TFT-LCD manufacturers who began to produce small-size ones to go through the technical access to QAGA in a short time, so the price of mobile phone display screen is expected to get steady and even show a re-rise.
Mobile phone PCB market is still controlled by Taiwan manufacturers and their market share has already exceeded 50% and will be over 60% by 2007. As far as the technology is concerned, there is no obvious change and high-grade HDI still takes the mainstream. Panasonic and IBIDEN have not introduced their new technologies in a wide range yet due to the high cost. In the mobile phone PCB field, rigid-flex PCB is the hotspot. Most of mobile phone PCB manufacturers mainly engage in the RPC production while FPC manufactures are relatively independent. Whereas, the application amount of FPC is much lower, so most of PCB manufacturers prefer to make the PCB business contracted. As PCB manufacturers are quite sensitive to oil price, the continued decrease in oil price will help them to make more considerable profits.
A metallization wave sweeps over mobile phone configuration parts & shell guided by V3, which means, on the one hand, the metallization in a real way for more and more aluminum and magnesium alloys handsets have appeared; and on the other hand, the metallization of plastic shell, i.e. adopting NVCM process. Compared to plastic configuration parts & shell, metal one has a log of advantages though, it has not been promoted because of the high cost. But now, the emergence of V3 has broken the bottleneck in cost and decreased the cost. Ultra-thin mobile phone is the mainstream at present and will last a long time, and ultra-thin configuration is just the advantage what the metal material has.
There are no great changes in camera module of mobile phone. The mainstream configuration of mobile phone camera still comes to between 1.3 mega-pixels and 2 mega-pixels, but 2 mega-pixels camera is applied to high-end mobile phone and is expected to be the mainstream by 2007.
As for the mobile phone manufacturing, China is the world largest mobile phone manufacturing base and around 46.9% of world’s mobile phones are made in China i in 2006. Around 103 million mobile phones were sold in China's domestic market and 252.2 million were exported. Shenzhen, Tianjin, Beijing and Suzhou have become the important bases for mobile phone manufacturing, and have formed a complete mobile phone industry supply chain, especially Shenzhen. The mobile phone output is getting higher and higher in India. Basically, the assembly process for mobile phone is done there in India, but as mobile phone giants enter into Indian market successively, some matched manufacturers are planning to go there. However, as for the infrastructure and human resource, India is far enough to compare with China, so few matched manufacturers are willing to go there. As a result, India can pose no threats on China in a short term.
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The global mobile phone shipment was approximately 970 million units with a production value of about USD 79 billion in 2006. The market share of the top 9 manufacturers reached 90.72% and that of the top 5 manufacturers was 83.88%, and Nokia ranked first in terms of sales volume, reaching 347.5 million units.
Shares of Global Mobile Phone Shipment by Manufacturer, 2006
This report gives a detailed analysis on the status quo and future trend for 12 parts regarding the mobile phone including platform, RF, built-in memory, display screen, PCB, configuration parts & shell, passive components, camera module and mobile phone manufacturers, etc.
This report makes a research to the representative global mobile phone manufacturers and its parts suppliers.
As for the mobile phone platform, new comers will face big competitive pressure. It is quite difficult for survival without enough shipment, while the concentration degree is rather high in mobile phone industry, and plus tier-one manufacturers and platform suppliers are working more and more closely, so there has a high threshold for new comers. But MediaTek Inc., a dark horse in mobile phone platform industry, is very fortunate for it has caught hold of such two tier-one clients as Samsung and LG, and then ascends to be one of the international first-class mobile phone platform suppliers. Unfortunately, it is just Samsung and LG selecting MediaTek as the partner that causes the decline of sales.
Mobile phone RF field basically maintains its established pattern. SKYWORKS gets very depressed in mobile phone platform field and then gives up baseband field, and now specializes in RF. As for the power amplifier for mobile phone, RFMD still stands out and controls the market alone. And in the transceiver field, Qualcomm still takes the lead while NXP turns better, and STMicroelectronics holds its firm status under the big client of Nokia.
It shows no good sighs for built-in memory of mobile phone, especially in NOR flash field. The leading company Spansion lost 90 million US dollars in the year of 2006, less than USD 285 million in 2005 but it seems no reasons to be optimistic. Spansion plans to sell factories to get through the hardship. Also, Intel had a huge loss of USD 552 million. However, the factories that specialize in NAND flash have made a considerable profit, especially Samsung and Toshiba. NOR flash manufacturers have to seek the other ways for survival in the future; otherwise, they will be purchased either by private funds or by other companies.
Mobile phone display screen is falling into the trouble of successive profit decline. TFT-LCD display screen for mobile phone has dived nearly 100% since the second half of 2005 as batch of large-size TFT-LCD manufacturers began to produce small-size display screen. Such a transfer causes a sharp rise in supply and also makes TFT-LCD become the mainstream. But as the resolution of display screen for mobile phone gets further improved, QVGA will be the mainstream. However, it is very difficult for those large-size TFT-LCD manufacturers who began to produce small-size ones to go through the technical access to QAGA in a short time, so the price of mobile phone display screen is expected to get steady and even show a re-rise.
Mobile phone PCB market is still controlled by Taiwan manufacturers and their market share has already exceeded 50% and will be over 60% by 2007. As far as the technology is concerned, there is no obvious change and high-grade HDI still takes the mainstream. Panasonic and IBIDEN have not introduced their new technologies in a wide range yet due to the high cost. In the mobile phone PCB field, rigid-flex PCB is the hotspot. Most of mobile phone PCB manufacturers mainly engage in the RPC production while FPC manufactures are relatively independent. Whereas, the application amount of FPC is much lower, so most of PCB manufacturers prefer to make the PCB business contracted. As PCB manufacturers are quite sensitive to oil price, the continued decrease in oil price will help them to make more considerable profits.
A metallization wave sweeps over mobile phone configuration parts & shell guided by V3, which means, on the one hand, the metallization in a real way for more and more aluminum and magnesium alloys handsets have appeared; and on the other hand, the metallization of plastic shell, i.e. adopting NVCM process. Compared to plastic configuration parts & shell, metal one has a log of advantages though, it has not been promoted because of the high cost. But now, the emergence of V3 has broken the bottleneck in cost and decreased the cost. Ultra-thin mobile phone is the mainstream at present and will last a long time, and ultra-thin configuration is just the advantage what the metal material has.
There are no great changes in camera module of mobile phone. The mainstream configuration of mobile phone camera still comes to between 1.3 mega-pixels and 2 mega-pixels, but 2 mega-pixels camera is applied to high-end mobile phone and is expected to be the mainstream by 2007.
As for the mobile phone manufacturing, China is the world largest mobile phone manufacturing base and around 46.9% of world’s mobile phones are made in China i in 2006. Around 103 million mobile phones were sold in China's domestic market and 252.2 million were exported. Shenzhen, Tianjin, Beijing and Suzhou have become the important bases for mobile phone manufacturing, and have formed a complete mobile phone industry supply chain, especially Shenzhen. The mobile phone output is getting higher and higher in India. Basically, the assembly process for mobile phone is done there in India, but as mobile phone giants enter into Indian market successively, some matched manufacturers are planning to go there. However, as for the infrastructure and human resource, India is far enough to compare with China, so few matched manufacturers are willing to go there. As a result, India can pose no threats on China in a short term.
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2005-2006 www.researchinchina.com All Rights Reserved |
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1 Brief introduction to mobile phone industry chain 1.1 Brief introduction to mobile phone components 1.2 Status quo of mobile phone industry chain 1.3 Development trend of mobile phone industry chain 1.4 Cost of mobile phone 1.4.1 Cost of Bird D660 1.4.2 Cost of Lenovo V800, Amoi E65 and Bird D736 1.5 Market analysis of mobile phone with Ultra-low price and single chip2 Mobile phone platform 2.1 Brief introduction 2.2 Trend in 3G era 2.3 Alternative for separation or integration of baseband and application processor 2.4 Status quo 2.5 Major manufacturers 2.5.1 EMP 2.5.2 MediaTek Inc. 2.5.3 Qualcomm 3 Mobile phone RF 3.1 RF circuit structure 3.2 PF semiconductor process 3.2.1 GaAs 3.2.2 SiGe 3.2.3 RF CMOS 3.2.4 UltraCMOS 3.2.5 Si BiCMOS 3.3 RF semiconductor in 3G era 3.4 Status quo and trend of mobile phone RF industry 3.5 RF manufacturers 3.5.1 SKYWORKS 3.5.2 RFMD 4 Mobile phone built-in memory 4.1 Brief introduction 4.1.1 Conception 4.1.2 Three factions of PSRAM 4.1.3 CellularRAM 4.1.4 COSMORAM 4.1.5 UtRAM 4.1.6 Mobile SDRAM 4.1.7 NOR and NAND 4.2 Mobile phone memory market and industry status 4.3 Mobile phone built-in memory manufacturers 4.3.1 Intel 4.3.2 SPANSION 4.3.3 ELPIDA 4.3.4 STMicroelectronics 5 Mobile phone display screen 5.1 Development trend 5.2 Mobile phone display screen industry 5.3 Major mobile phone display screen manufacturers 5.3.1 Samsung 5.3.2 Samsung SDI 5.3.3 Epson 5.3.4 Hitachi 5.3.5 Sharp 5.3.6 Wintek 5.3.7 Toppoly 6 Mobile phone PCB 6.1 Brief introduction 6.2 Recent situation of global PCB industry 6.3 Mobile phone PCB technologies 6.3.1 HDI 6.3.2 ALIVH 6.3.3 FVSS 6.3.4 Mobile phone rigid-flex PCB 6.4 Mobile phone PCB industry 6.5 Mobile phone PCB manufacturers 6.5.1 Unimicron 6.5.2 Compeq 7 Mobile phone configuration parts & shell 7.1 Development trend 7.2 Status quo of mobile phone metallization market 7.3 Brief introduction to related materials 7.4 Market status 7.5 Industry status 7.6 Related manufacturers 7.6.1 Green Point 7.6.2 Chicheng 7.6.3 Perlos 8 Mobile phone electroacoustic component 8.1 Brief introduction 8.2 Brief introduction to MEMS microphone 8.3 Mobile phone electroacoustic component 8.4 Industry status 8.5 Industrial manufacturers 8.5.1 Merry 8.5.2 Hosiden 9 Mobile phone passive components 9.1 Brief introduction 9.2 Development trend of MLCC 9.3 MLCC industry pattern 9.4 Industrial manufacturers 9.4.1 Murata 9.4.2 Yageo 9.4.3 Walsin 10 Mobile Phone Battery 5.1 Brief introduction 10.1.1 Liquid li-ion battery 10.1.2 Polymer li-ion battery 10.2 Mobile phone battery industry pattern 10.3 Mobile phone battery industry pattern in mainland China 10.4 Manufacturers 10.4.1 BYD 10.4.2 Samsung SDI 10.4.3 Sanyo Energy 10.4.4 LG Chem 11 Mobile phone camera module 11.1 Brief introduction 11.2 Lens manufacturers 11.2.1 Assembly technology of mobile phone camera module 11.2.2 Assembly manufacturers 11.3 Mobile phone camera module industry and its market development trend 11.4 CMOS sensor manufacturers 11.4.1 Omnivision 11.4.2 Micron 11.4.3 Magnachip 11.5 Mobile phone camera module lens manufacturers 11.5.1 Genius 11.5.2 Largan Precision 11.5.3 Asia Optical 11.5.4 Kinko Optical 11.5.5 Enplas 12 Mobile phone manufacturers 12.1 Mobile phone brand manufacturers 12.1.1 Samsung 12.1.2 SonyEricsson 12.1.3 Nokia 12.1.4 LG 12.1.5 Motorola 12.1.6 BenQ 12.1.7 Bird 12.1.8 TCL 12.1.9 Lenovo 12.1.10 Konka 12.1.11 Sharp 12.1.12 Yulong 12.2 OEM and ODM manufacturers 12.2.1 HTC 12.2.2 Compal 12.2.3 Arima 12.2.4 Foxconn 12.2.5 Flextronics 12.2.6 ELCOTEQ
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2005-2006 www.researchinchina.com All Rights Reserved |
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Industry chain model of international mobile phone manufacturers Basic structure of mobile phone Consumption of applications to DMIPS ARM’s forecast of development orientation of MODEM Brief introduction to ARM1156 Global baseband market scale, 2004-2008 Forecast of market share of major manufacturers in 2.5G GSM mobile phone platform market, 2006 Market share of major Chinese baseband manufacturers, 2006 EMP product roadmap Operating revenue and gross margin of MediaTek, 1999-2005 Operating revenue and yr-on-yr growth of MediaTek, Jan-Nov 2006 After-tax returns in 12 successive quarters of MediaTek Organizational structure of MediaTek Application block diagram of MT6218B Interior block diagram of MT6218B Memory management of MT6218B Interior block diagram of MT6219 Regional revenue structure of Qualcomm, FY2004-FY2006 Revenue statistics of chip department of Qualcomm in 5 successive fiscal years Chip shipment and market share in CDMA of Qualcomm, FY2002-FY2006 Baseband product roadmap of Qualcomm Single-band UMTS chip development roadmap of Qualcomm Triple-band UMTS chip development roadmap of Qualcomm Block diagram of typical RF of wireless terminal units Process flow of typical RF components of wireless communication units Comparison among HBT, PHEMT and MESFET Comparison of frequency spectrum of 2.5G, 2.75G and 3G signals Market share statistics of global market of power amplifier for mobile phone, 2006 Market share statistics of global market of transceiver for mobile phone, 2006 Revenue of SKYWORKS, FY2002-FY2006 Statistics and forecast of core business revenue of SKYWORKS, FY2003-FY2007 Statistical and forecasted operating profit of SKYWORKS, FY2003-FY2007 Future strategies of SKYWORKS SPA/FEM shipment and main clients of SKYWORKS, FY2003-FY2006 Key orders of SKYWORKS Mobile platform strategies of SKYWORKS Operating Revenue of RFMD, FY2002-FY2006 Profit of RFMD, FY2002-FY2006 Development roadmap of built-in memory of mobile phone Comparison among CellularRAM, MobileSDRAM and PSRAM Characteristics of CellularRAM Statistics and forecast of memory shipment of mobile phones, 2005-2010 Market share of major mobile phone memory manufacturers worldwide, 2006 Revenue and profit of flash memory department of Intel, 2005Q4-2006Q4 Characteristics of flash memory of Intel Sketch map of MirrorBit Product structure of Spansion Structure of revenue from mobile phone display screen by technology, 2005Q1-2006Q4 Market shares of mobile phone display screen manufacturers worldwide Market shares of mobile phone TFT-LCD manufacturers worldwide Market shares of mobile phone CSTN-LCD manufacturers worldwide Market shares of mobile phone MSTN-LCD manufacturers worldwide Quarterly shipment of small-size display screen of Samsung, 2004Q2-2006Q4 Sales revenue and operating profit margin of Samsung SDI, 2005Q2-2006Q3 Investment proportion of Samsung SDI by field, 2007 Investment in R&D personnel of Samsung SDI by field, 2007 Investment in R&D of Samsung SDI by field, 2007 Shipment and average sales price of small-size display screen of Samsung SDI, 2005Q4-2006Q3 Statistics and forecast of revenue proportion and structure of Samsung SDI, 2000, 2005 & 2010 Type and structure of small-size display screen products of Samsung SDI, 2005Q4-2006Q3 Focus of Samsung SDI on mobile display business Development plan of Samsung SDI on active OLED Mobile phone display screen products of Epson Roadmap of production capacity expansion of system LCD of Sharp Revenue proportion and structure of Wintek Production value statistics of PCB by technology worldwide Production value statistics of PCB by region worldwide Monthly shipment growth rate of FPC and traditional PCB worldwide, Jan 2003-Oct 2006 Monthly BOOK/BILL ratio of FPC industry, Jan 2004-Aug 2006 Statistics and forecast of production value of global FPC industry Regional output of global FPC industry by production value, 2002-2007 Production value and growth rate of Taiwan FPC industry, 2002-2005 Sketch map of FVSS Market shares of global major mobile phone PCB manufacturers, 2006 Statistics and forecast of top 3 Taiwan-based mobile phone PCB manufacturers, 2003Q1-2006Q4 Factory distribution and business profile of Unimicron Mainstream mobile phones using metal shell, 2006H2 Statistics and forecast of price of mobile phone shell (front and back cover), 2003-2008 Statistics and forecast of price of mobile phone configuration parts, 2003-2008 Statistics and forecast of shipment of mobile phone configuration parts & shell, 2003-2008 Market share of global major mobile phone configuration parts & shell manufacturers, 2006 Statistics and forecast of revenue, gross profit and profit of Green Point, 2006Q1-2007Q4 Statistics and forecast of revenue proportion and structure of Green Point, 2006Q1-2007Q4 Statistics and forecast of revenue and gross profit of Chicheng, 2006Q1-2007Q4 Statistics and forecast of revenue proportion and structure of Chicheng, 2006Q1-2007Q4 Latest mobile phone products of Chicheng Sales Revenue of PERLOS, 2001-2006 Human resource distribution of PERLOS by region, 2006 Plant area distribution of PERLOS by region, 2006 Statistical and forecasted Shipment of mini speaker and telephone receiver (microphone) worldwide, 2003-2008 Statistical and forecasted shipment of global hand-free mobile phone headphones and Bluetooth earphone market, 2003-2008 Revenue statistics of HOSIDEN, FY2002- FY2006 Product application structure of HOSIDEN, FY2006 Sales Revenue and profit of Murata, 2005Q2-2006Q4 Revenue structure of Murata, 2005Q2-2006Q4 Revenue structure of Murata, FY2002- FY2006 Product application structure of Murata, 2005Q2-2006Q4 Product application structure of Murata, FY2002- FY2006 Revenue structure of Murata by region, 2005Q2-2006Q4 Revenue structure of Murata by region, FY2002- FY2006 Sales revenue of Murata Beijing, 1997-2005 Product application structure of Yageo, 2006 Quarterly production capacity of chip resistor and MLCC of Yageo, 2005Q1-2006Q4 Quarterly utilization rate of production capacity of chip resistor and MLCC of Yageo, 2005Q1-2006Q4 Structure of Walsin Production capacity change of MLCC of Walsin, 2000-2006 Product structure of Walsin, 2006 Production capacity change of chip resistor of Walsin, 2000-2006 Liquid Li-ion battery manufacturing process flow Structure of prismatic polymer Li-ion battery Polymer Li-ion battery manufacturing process flow Regional market share of lithium battery worldwide Quarterly shipment of Li-ion battery cell makers, FY2004-FY2006 Revenue structure of BYD, 2004-2006H1 Regional revenue structure of BYD, 2006H1 CMOS mobile phone camera module industry chain Mobile phone camera module manufacturing process flow Market shares of global major CMOS sensor vendors, 2006 Principle of CSP integration process Principle of COB integration process Market shares of camera module integrators, 2005H1 Product application structure of Omnivision, 2007Q2 Revenue of Ominivision, 2004Q1-2007Q2 Revenue and gross margin of Micron, 2006Q1-2007Q1 Expense spent on R&D, marketing and management of Micron, 2006Q1-2007Q1 Product department structure of Micron Quarterly mobile phone shipment of Samsung, 2005Q1-2006Q4 Mobile phone shipment of Samsung by region, 2005-2006 Revenue and before-tax profit margin of Sony Ericsson, 2005Q2-2006Q4 Mobile phone shipment and average price of Sony Ericsson, 2005Q2-2006Q4 Mobile phone sales revenue and before-tax profit margin of Sony Ericsson, 2005Q2-2006Q4 Shipment and average price of Sony Ericsson, 2005Q2-2006Q4 Quarterly mobile phone shipment of LG, 2005Q4-2006Q4 Quarterly mobile phone sales revenue and operating profit of LG, 2005Q4-2006Q4 Mobile phone sales revenue and operating profit of Motorola, 2006 Mobile phone shipment and market share of Motorola, 2006Q1-2006Q4 Framework of mobile department of BenQ Revenue structure of BenQ by division, 2004Q4-2006Q3 Statistics and forecast of product revenue structure of HTC, 2006Q1-2007Q4 Revenue and gross margin of HTC, 2000-2006 Structure of Compal Statistical and forecasted operating revenue and profit margin of Compal Communications, 2001-2006 Organizational structure of Arima Communications Global pattern of Arima Product roadmap of Arima Communications Statistical and forecasted revenue and gross margin of Arima Communications, 2001-2006 Shipment and average sales price of Arima Communications, 2005Q1-2006Q4 Investment structure of Arima Communications in mainland China Performance comparison among Si BJT, SiGe HBT, RF CMOS, Bi CMOS, MES FET, PHEMT, GaAs HBT Comparison among 2.5G, 2.75G and 3G in RF Comparison among 2.5G, 2.75G and 3G in RF frequency Comparison among 2.5G, 2.75G and 3G in requirements for RF system Sales revenue and gross margin of Spansion, 2004Q4-2006Q4 Wafer plants of Spansion Seal and test plants of Spansion Mobile phone display screen products of Samsung Small-size display screen products of Sharp Product lines of Wintek Demands of different types of electronic products for HDI multilayer PCB Production capacity and clients of Taiwan top 3 mobile phone PCB manufacturers Characteristics comparison of mobile phone shell materials Estimated global demands for magnesium alloy used in mobile phone Estimated global demands for aluminum alloy used in mobile phone Financial results forecast of Green Point, 2006 Supply chain of electroacoustic components of major mobile phone manufacturers Proportion of three products of Merry, 2005-2007 Client structure of Merry Relationship of CMOS image sensor IC with wafer plants Responsibilities of all the departments of HTC Main raw material providers of Arima Communications Statistics and forecast of annual production capacity of Arima Communications, 2004-2007
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