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The Taiwanese Mobile Phone Industry, 1Q 2004 and Beyond
Market Intelligence & Consulting Institute (MIC) [a division of Institute for Information Industry (III)], July 2004
After demand peaked in the fourth quarter, global mobile shipment volume reached 150 million units while shipment value totaled approximately US$1 billion in the first quarter of 2004. For the first time, Taiwanese shipment fell behind global shipment growth due to limited contracts and customers' increased in-house production. Value was boosted due to Taiwanese branded efforts in southeast Asian markets. In the second quarter, Taiwanese shipment volume is expected to see gains due to an increase in branded shipments and shortened generational transitions between models. Yet dwindling demand for knocked-down kits from China and competition for business from major vendors will present challenges.
List of Topics
Quarterly forecast of Taiwanese shipment volume up to 4Q 2004. Special discussions on WCDMA, and the growing dominance of East Asian makers and their branded business. 1Q 2004 review of volume, volume by assembly level, value, ASP, and product architecture including product mix, product mix by tier, displays, camera modules and handset shapes. Taiwanese mobile phone market share of baseband, power amplifier, and transceiver suppliers. Manufacturer rankings and profiles, customer portfolios, industry concentration analysis, production locations, shipment destinations, and business types.
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