Display report

,Smart Phone/Tablet Display Marketing,Smart Phone,1,Tablet,2,Content,Smart Phone,1,*Mobile Phone Display Revenues Forecast to Grow 47%,in 2011,Reaching$22.4 Billion in 2012,Mobile Phone Display Revenue Forecast(Millions),*The fastest-growing display technology is AMOLED,which is,forecast to reach 128million units(191%Y/Y)in 2011 and 212million,(66%Y/Y)in 2012.AMOLED revenues for mobile phone displays will,reach$4.0billion in 2011 and$6.4billion in 2012,.,*Smart Phone Growth Driving Demand for High Resolution LTPS,in both TFT LCD and AMOLED.,*Expanded Growth for OLED Displays Reaching over US$3.1B by 2012;,AMOLEDs,Projected to Achieve a Five Year CAGR of 96%,*A-,Si,TFT LCD Continues to Lead,While AMOLED and LTPSTFTLCD are increasing their share of the,mobile phone display market,increased demand for larger sizes and,higher resolutions has allowed mainstream a-,Si,TFTLCD to maintain a,60%share of mobile phone display shipments,followed by LTPSTFTLCD,which increased its share to 22.5%.,2007,2008,2009,2010,2011,2012,AMOLED,3,513.0,16,919.4,36,987.8,65,457.0,85,930.9,118,554.8,PMOLED,72,589.3,84,313.7,88,252.1,94,864.8,101,087.9,108,563.4,Y/Y AMOLED,1071%,382%,119%,77%,31%,38%,Y/Y PMOLED,1%,16%,5%,7%,7%,7%,*,OLED Display Shipments(000),*OLED Display Revenue(US$millions),2007,2008,2009,2010,2011,2012,AMOLED,$93,$422,$1,115,$1,909,$2,219,$2,719,PMOLED,$395,$405,$394,$393,$392,$396,Y/Y AMOLED,517%,354%,164%,71%,16%,23%,Y/Y PMOLED,-12%,2%,-3%,0%,0%,1%,*OLED Display Forecast 2006-2015,*LTPS TFT LCD Shifting to Bigger Sizes for Smart Phones,1.a-,Si,TFT LCD continued to lead with 61.5%of mobile phone displays in 2010.,2.LTPSTFTLCD is very competitive in smart phones,which requires higher,resolution and pixels per inch LTPSTFTLCD display shipments for,mobile phones reached 316million in 2010,accounting for 19.5%of display,shipments.,3.Compared to shipment results for 2008(320million)and 2009(298million),LTPS TFT LCD has not grown as fast as a-,Si,TFT LCD.because of limited,available capacity.However,LTPSTFTLCD is shifting to bigger sizes,for smart phones.,To meet the growing demand for LTPS,capacity expansions are expected.,*WVGA and HVGA Resolutions Show Strongest Growth,To compete with the,iPhone,4,mobile phone manufacturers also upgraded,resolutions of high-end models.Previously,the most popular resolution for,LTPSTFTLCD was QVGA(240 x320)at 42.5%share,but it quickly dropped to,17.5%in Q410.WVGA has been the most important resolution for mainstream,smart phones since Q210.For WVGA formats,(including LCD and AMOLED),480800 shipments reached 29million in Q410,up 26.1%Q/Q;and480864,reached 11.8million,up 10.9%Q/Q.,Leading resolutions for LTPSTFTLCD in 2010 included WVGA(480800 at,8.6%share and 480864 at 12%),nHD,(640 x360,15.5%),used by Nokias,touch-based smart phones,and DVGA(640 x960,11.6%),the,iPhones,format.,As a result of the,iPhones,popularity,DVGA shipments accounted for an 18.5%share of LTPSLCD shipments in Q410,up from 1.2%in Q110,and was the,top smart phone resolution with 15.1million shipments in Q410,up 13.4Q/Q.,hVGA,(320 x480)shipments fell 36%Q/Q in Q310,but surged in Q410 to 11million,up 105.7%Q/Q.These trends signal a transition for smart phone,displays,as WVGA took over the mainstream high-end lines and,hVGA,fell back to cost-effective models in order to maintain shipments in 2010.,*Smart Phone and Tablet PC Demand Drives Wide-Viewing Angle Display,Technologies,led by IPS and FFS,.,To meet the demand in advanced performance applications such as smart phones and,tablet PCs,TFTLCD manufacturers are applying wide-viewing angle technology to,small/medium displays.In-plane switching(IPS)and fringe field-switching(FFS),technologies are expected to grow as a result.Display shipments with IPS/,FFSare,forecast to increase from 214million units in 2010 to 600million units in 2014.,Tablet,2,*The overall result will be an increase in the mobile PC category.,Mobile PC shipment growth is expected to be in the double digit range,throughout the forecast period,peaking in 2011,at 30.4%Y/Y,and gradually declining to 17.7%growth in 2014.,Worldwide Annual Tablet(Slate)PC Shipment Forecast,*Momentum behind tablet(slate)PC shipments is growing,with a Y/Y increase,of nearly 200%to 55.7million units expected in 2011,Though growth rates,will slow over the forecast period,the slate PC share of the overall mobile PC,market,which also includes notebooks and mini-notes,will rise to nearly,35%,or 172.4million units,by 2014.Total shipments of the mobile PC market,are expected to reach 503.8million units by 2014.,*In Tablet marketing,the categories of 7”wide,10”standard,and,10”wide to be the dominant screen sizes used by new products in the,coming years.,*Forecasts 200%Y/Y Growth for Tablet(Slate)PCs,to 55.7 Million Units in 2011,*Tablets will be a vital contributor to overall mobile PC shipment growth,but notebook PCs will remain the largest segment of the mobile PC market.,The 20%Y/Y shipment growth rate of notebooks combined with t