Stanford Resources, Inc., the leading market research firm focusing on the global electronic display industry, released its first annual report Mobile Display Systems, in which it forecasts the worldwide market for mobile display systems will grow to 1.6 billion units valued at $316 billion in 2007. The report also shows that the market for display components used in mobile systems will increase from $14.4 billion in 2001 to $26.4 billion in 2007.
Today, the mobile display systems market is completely dominated by liquid crystal display (LCD) technology and will continue to be during the forecast period, although the share of market volume held by organic light-emitting diode (OLED) displays will increase from 0.3% in 2001 to 8.3% in 2007. Typical of an established technology, the growth of mobile systems using LCDs will undergo a slower annual growth rate of 8%, whereas the number of systems using OLEDs will experience a higher growth rate of 88%.
"Mobile systems use a variety of displays, from small passive matrix monochrome displays for handheld games to large active matrix color panels for portable computers," said senior analyst Sanju Khatri. "This report provides insight into the ultra-competitive markets for mobile products, including a look at the importance of the display component in mobile systems."
Khatri added, "Mobile systems makers must contend with periodic supply-demand fluctuations in the LCD industry, especially for the large active matrix LCD panels. Some display manufacturers have actually shifted a portion of their manufacturing resources to smaller displays for mobile products to avoid the price wars and supply-demand uncertainty in the large panel market."
Key findings from the first edition of Mobile Display Systems
include:
-- In 2001, 90% percent of mobile systems will incorporate passive matrix displays. However, with the increasing demand for better and complex product features for mobile products, active matrix displays with higher resolution capability and color are poised for strong growth. Unit shipments of active matrix mobile products will increase at a CAGR of 30% in the period 2001 through 2007.
-- Mobile systems manufacturers are increasingly using more robust displays with higher information content, driven by requirements for cellular phones, PDAs, and handheld games. In 2001, 69% of mobile systems will use very small (1.x-inch) graphic displays, although the momentum will shift to small (2.x to 4.x inch) displays from 2001 forward.
-- The worldwide portable computer market will be nearly 27 million units in 2001, growing to nearly 57 million units in 2007. Nearly all portable computers will use LCDs during the forecast period. OLED displays are not expected to be used in portable computers for several years, with a small number being used in ultraportables beginning in 2005.
-- The global cellular phone market is expected to grow from approximately 462 million units in 2001 to 906 million units in 2007. The share of monochrome displays will fall to 90% in 2001 and is expected to drop to 39% by 2007. The availability of next-generation services will allow higher data transmission rates and as higher information content features become available, demand for handsets with color displays will expand, leading the way for handsets with active matrix displays.
-- The share of the system price accounted for by the factory price of display components varies by application and with system and display price fluctuations. For mobile systems, the display portion tends to be less than 20% of the system price. In general, high-value displays for notebook computers account for the largest share of the system price, while simpler displays account for the lowest share. However, there are exceptions, such as the use of color active matrix LCDs in handheld games, which are not expensive but do account for a large portion of the system price.
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