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2007-2008年手机显示屏行业研究报告
字数:4.0万 页数:170 图表数:155
中文电子版:9000元 中文纸版:8500元 发布日期:2008-07
英文电子版:3000美元 英文纸版:2800美元
编号:CA052 附件:下载 购买报告

  原本预计2008年,因为众多厂家的新TFT-LCD投产而导致平均价格下滑。现在情况有所变化。这些新投产的TFT-LCD生产线有胜华的两条3代线,信利的一条2代线,天马的一条4.5代线,元太和精电财团买BOE-HYDIS的一条2.5代线,一条3代线,一条3.5代线,凌巨的一条3代线。这些生产线除天马和信利的是新生产线,其余原本是用来做大尺寸TFT-LCD的生产线。产能的大幅度增加而市场需求并未出现大幅度增加,手机、数码相机、车载、MP3这些主流市场都处于成熟期,需求增加最多不超过10%;而产能足足增加20%以上,平均销售价格自然要下滑。

  一些老牌大厂如夏普、三星、日立、TMDisplay为了打击这些后进厂家,提前在2007年  下半年发动价格战,迫使这些对TFT-LCD领域还缺乏经验的厂家一开始就面临最激烈的竞争。手机显示屏的价格已经降到了非常低的位置,2008年不再有太大的降价空间。
 
  全球经济形势对手机为核心的消费类电子产业将产生明确的影响。全球经济发展放缓,欧盟和美国两大经济体尤其明显,对消费类电子此类奢侈品的影响将是巨大的,人们会削减对消费类电子产品的消费尤其是高档消费类电子产品。中国和印度新兴经济体则面临严重通货膨胀或者滞胀的威胁,同样减少对消费类电子产品的需求。这个周期可能长达2-3年,最严重的危机应该是2009年下半年,而不是现在。消费类电子产业要审慎扩张,不过对于实力雄厚的企业,届时是扩展或并购的最佳时机。

2007年全球中小显示屏厂家市场占有率(销售额)
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It is forecasted that the average price of TFT-LCD will drop, as a result of many new TFT-LCD lines to put into production in 2008. Those new TFT-LCD production lines consist of two 3G lines from Wintek, one 2G line from Truly, one 4.5G line from Tianma, one 3G line from Giantplus, and one 2.5G line, one 3G line and one 3.5G line purchased by PVI & Varitronix financial syndicate. Among which, only the production lines of Tianma and Truly are new ones, the rest are originally planned to produce large-sized TFT-LCD panels. Market supply will have a considerable growth in production capacity, but market demand will not have a substantial rise as expected. In addition, chief products like handset, digital camera, in-vehicle device and MP3 are in a period of maturity, and their demand will rise at most 10% year on year, while their production capacity will increase by more than 20% year on year. Therefore, naturally the average selling price will drop.

The time-honored giants like Sharp, Samsung, Hitachi and TMDisplay initiated the price war in the latter part of 2007 in advance, forcing the new entrants who are still inexperienced in mobile display field to confront the most serious competition in the beginning. Currently, the price of handset display is quite low, so there is little room for a big drop in the price in 2008.

Global economic situation will have a clear-cut impact on the industry of consumer electronics with mobile phone as the core product. A slowdown in global economy, particularly in the EU and the U.S.A., will have a huge impact on demand for luxurious consumer electronics. In the meantime, emerging economies of China and India are facing serious inflation or the threat of stagflation, which also dampens the demand for consumer electronics. The cycle may probably last for two to three years, and the worst crisis should be in the second half of 2009 instead of now. Prudent attitudes should be taken towards the expansion of consumer electronics industry. Yet, it will be the best time for those powerful companies to carry out expansion or acquisition plan by then.

Market Shares of Global Medium- and Small-sized Display Manufacturers
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