AUSTIN,
TX -- Mobile phone display shipments are
expected to improve through 2009 due to relatively strong demand for
smartphones, video capabilities and the growing China market.
Total
mobile phone display shipments are forecast to increase 16.3% and 17.6% in the
second and third quarter, respectively, or 36.9% in aggregate, reversing a drop
of 11% sequentially and 19% year-over-year, according to DisplaySearch.
“Growth
in mobile phone display shipments will be driven by demand from major mobile
phone manufacturers such as Nokia, Samsung, LG, Sony Ericsson and Motorola, as
well as Chinese brands including Huawei, ZTE as well as Tianyu and
white box manufacturers,” said Hiroshi Hayase, DisplaySearch’s director of
small/medium display research. “In addition, the availability of low cost
mobile phones in these regions will also contribute to the anticipated growth
for this segment.”
More
than 20% of mobile phone displays were shipped to Chinese brands and white box
manufacturers, mainly in China. White boxes are unbranded mobile phones
designed to be similar to popular designs by top-tier brands such as Nokia,
Samsung and Apple. Produced in
China-based manufacturing facilities, these knockoffs are sold at significantly
lower price points. The total amount of mobile phone displays shipped for the
China market is expected to exceed display shipment amount for Samsung Telecom.
As a result, the demand for mobile phone displays will increase.
The number of mobile phone
shipments reached 276.1 million in the first quarter. Nokia retained its
top position with 31.7% share, followed by Samsung, LG, Motorola and Sony
Ericsson.
SAN JOSE–Worldwide sales of semiconductors for the second quarter were $51.7 billion, up 17% sequentially, the Semiconductor Industry Association reported today.
TEMPE, AZ – New orders for manufactured products jumped in July, carrying production along for the ride, according to the latest data from the Institute for Supply Management.
YAVNE, ISRAEL – Orbotech Ltd. reported second-quarter revenue slipped 11% from last year to $94 million, but managed to climb 2% from $91.9 million last quarter.
TAIPEI, TAIWAN – September is going to be a busy month as notebook makers are reporting fully booked capacity, says DigiTimes. According to DigiTimes, Quanta Computer expects third-quarter shipments at 10 million, with sequential growth at nearly 26%. Compal Electronics forecasts a 14% increase with 9 million units shipped. Inventec should see just over 6 million units shipped with 16% to 17% sequential growth, while Wistron is forecast for 13% growth and 7 million units shipped. August shipments should also see increases, as some orders will need to be brought forward to lessen September’s production load.
