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Mobile Display Market Forecast and Manufacturer Strategies (2011-2015).
ROA Holdings, Sep 2011, Pages: 78
Mobile display has increasingly gained importance, together with the rapid expansion of smartphone market. From the aspects of environment, technology and business, ROA Holdings defines mobile display as “10-inch or smaller display customized to the mobile environment.” This report is particularly focusing on forecasting the supply and demand in the mobile display market.
By 2015, the mobile display market will expand at an annual growth rate of 5.9% in terms of shipment and 10.6% regarding sales. Due to the increase in high resolution products, as well as larger displays, the average selling price (ASP) is rising, therefore the growth rate of sales continue to be higher than that of shipments.
The ASP will grow by an average annual rate of 4.4% in a steady manner and reach USD 12.6 by 2015.
The production capacity continues to grow by an annual growth rate of 15% by 2015. In particular, the production capacity of LTPS is expected to grow. However, in Japan, where the production capacity has declined, the growth will depend on Apple’s investment in the country.
Taiwan, which secures the market by 40%, is forecasted to lose its production capacity gradually due to the resurgence of Japan and rise of China. Meanwhile, Japan and Korea will keep influencing in the high-end products market.
It is expected that demand will surpass supply, particularly in the high-end products by 2012, but the trend will be reversed since 2013. The oversupplied mobile display will provide momentum for new technologies, such as AMOLED and flexible display, to emerge and for the industry to actively adopt applications.
As it is increasingly difficult for the mobile display industry to expect high return as was in the past, some manufacturers will withdraw from the market or sell their business through continuous reorganization. Accordingly, a few manufacturers with sufficient investment capability will lead the market in general. In addition, starting with the investment of Apple, it is likely that mobile device makers will participate in the market by themselves, which will become a new trend for the mobile display industry
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