Mobile phone sales flatten, prices drop

MANHASSET, N.Y. – Mobile phone display shipments reached 275.3 million main displays and 60.7 million sub-displays the second quarter of 2006, flat with the previous quarter though up 32 percent year over year, according to a report by market research firm DisplaySearch Inc.

Mobile phone display revenue was $2.9 billion, down 5 percent quarter-to-quarter and 4 percent year-to-year, reflecting a 27 percent year-to-year drop in average selling prices.

“Mobile phone display revenue continues to contract due to the year-to-year drop in ASPs, even as the industry continues to shift to active matrix displays with larger average sizes,” said DisplaySearch vice president and analyst Barry Young. However, we expect the ASP reduction to moderate in the next few quarters, allowing revenue to grow with the increase in shipment volume.”

Active matrix liquid crystal displays now comprise 53.7 percent of total shipments, up from 41.7 percent a year ago. By the fourth quarter, active matrix displays are projected to comprise 60.4 percent of mobile phone displays.

Samsung SDI was the leading supplier of color super twisted nematic displays and ranks sixth in active-matrix LCDs. Philips is second in CSTN displays and fourth in AMLCDs. Sharp is the leading supplier of AMLCDs and seventh in CSTNs.

Overall, Samsung led in mobile phone display shipments with 44.9 million, or 16.3 percent of the market, followed by Philips with 32.1 million, or 11.7 percent. Sanyo Epson, Sharp, and Wintek round out the top five

Source- http://www.eetimes.com

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