Global and China display device Small and Medium Enterprises Industry Report, 2009-2010

In general, the units display less than 10 inches defined as display devices for small and medium enterprises. Year 2010 saw some significant changes in the industry Panel SMEs.

First, Japanese firms experienced a decline in revenues.

Japanese small and medium business manufacturers of flat panels are mainly export-oriented due to the narrowness of the domestic market. The prices already high Japanese products were up over the yen's appreciation in 2009 and 2010 down. Although the Japanese products to offer superior performance and keep irreplaceable positions in many areas, farmers still prefer to reduce the purchase of Japanese products on the concerns of cost. Sharp, Epson Imaging Devices (EID) and Hitachi Displays, in particular EID, different degrees of declined. Back in 2006, assessed the situation EID and incorrectly focused exclusively on technology TFD, who was in the tomb of TFT-LCD and the decline in four successive years following result. Other Japanese manufacturers panel of small and medium companies such as NEC, Mitsubishi Electric and Sony Mobile Display primarily to provide the parent company. NEC and Mitsubishi Electric to see in poor performance and declining demand for the panels of small and medium enterprises.

Second, the original high size TFT-LCD manufacturers focused their investments in small and medium-range increases.

Traditionally, panel maker SMEs expand vigorously revenue from other areas, while reducing investments in their heart of business. Together with mushrooms large generation of production lines at the top TFT-LCD G5, the competitiveness of the current large-scale production lines of TFT-LCD G5 and fall sharply in large-format printing that brings no choice, but only to increase investment in the box small and medium enterprises. HannStar fastest growth. Previously almost no products in the field of small and medium panel, it is an advantage of the explosive development of netbooks and aggressive in 2009 in the small and medium-range.

Sales of HannStar sector of small and medium in 2009, almost six times more than in 2008. In 2010, HannStar a digital photo frame and mobile phone fields is entered, and the program has increased significantly over four times more than 2009, but saw no significant increase in revenues. LG Display, first with small investments in small and medium-haul, the supplier screen Apple iPhone and iPad 4 after the victory over the Sharp. The display 4 of the iPhone is currently the highest density of pixels on the screen as well size and has almost reached the limit of visual resolution. Traditional panel SME manufacturers can not resist the attack on aggressive pricing of conventional large TFT-LCD manufacturers, they increase investment in other areas. An example of Wintek when phone manufacturers moving with the largest screen in the world of transport, has increased its investment in the touch screen in 2009. Sales of the touchscreen 29% occupied the total turnover of Wintek in 2009 and rose to 63% in 2010 and an estimated 76% to 2011. However announced by Varitronix Removing the field of mobile phone display at the end of 2009, while increasing investment in the display board.

Third, mergers and acquisitions have created all the time.

Taiwan Innolux purchased Toppoly, the largest supplier of Nokia mobile phone screens, and at the end of 2009 and Innolux ChiMei Optoelectronics were No. 1 and No. 3 overall Taiwan TFT-LCD manufacturers and small and medium combined shipping the largest panel manufacturers in the world. On the other hand, depth bombs EID also tried to merge with Sony Mobile Display. At the end of 2009, the business of LG Display OLED acquired by Kodak, which bought the copyright and TMD AUO OLED LTPS TFT-LCD plant in Singapore.

AM-OLED is the hottest topic in 2010. After years of perseverance, Samsung Mobile Display (SMD), the display operations and the company Samsung SDI display of small and medium-sized Samsung Electronics has developed a breakthrough in AM-OLED area increased significantly with the expedition. Such Samsung, HTC and Lenovo AM OLED handsets launched a large scale, at the request of AM-OLED exceeded supply. LG Display and AUO has also increased investment in OLED. However, only SMD Mass production of AM-OLED and suppliers have achieved absolute benefits of most manufacturers to refuse to adopt as OLED screen.

Just as they have lithium, polysilicon, and LED arrays fact, companies abound on the Chinese mainland in OLED, with announced investments of at least RMB30 billion €. What needs to be mentioned is the area OLED is very high technical limitations. For example, RITDISPLAY, founded the second largest producer in 2000, OLED, only production increasingly falling, instead of AM-AM-OLED OLED, despite a decade of effort. RITDISPLAY currently devoted to the use of the screen Touch box and was finally released out of the area of ​​OLED. While Japan Tohoku Pioneer Corporation, the first company worldwide to achieve a production mass can not see OLED mass production AM-OLED current.

Another emerging OLED is the need for production line TFT-LCD line LTPS TFT-LCD production, as well, which is also the main reason why the global OLED 2 ~ 5 companies, which can not function without the production lines TFT-LCD mass production of AM-OLED. Is also the reason why the acquisition of TDG is AUO LTPS TFT-LCD factory, the first step in the field of the OLED. As with mainland China, except Tianma, all other manufacturers, the OLED field attempt to give you no production lines for TFT-LCD.

For more information about this report, see http://www.researchinchina.com/Htmls/Report/2010/5966.html

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