The growth in sales for these popular smartphone brands has led to increased requirements for high-end flat panel displays, including AMOLED used in the Galaxy S4 and LTPS TFT LCD used in the iPhone 5.
Santa Clara, CA (PRWEB) August 26, 2013
Increased demand for higher resolution, larger touch-enabled smartphones is leading to strong revenue growth in the mobile phone display market in 2013. According to the Quarterly Mobile Phone Display Shipment and Forecast Report by NPD DisplaySearch, overall mobile phone display revenues are expected to reach $33.3 billion by the end of this year, which is a 55% increase over 2012. This revenue growth is being driven by rising smartphone display average selling prices (ASPs). Shipments of mobile phone displays are expected to grow 15% in 2013, reaching 1.9 billion units.
"The top two brands leading growth in the global smartphone market—Samsung with its Galaxy S4 series and Apple with its iPhone 5 series—continue to increase production volume and market share," said Hiroshi Hayase, Vice President of Small/Medium Displays at NPD DisplaySearch. "The growth in sales for these popular smartphone brands has led to increased requirements for high-end flat panel displays, including AMOLED used in the Galaxy S4 and LTPS TFT LCD used in the iPhone 5."
Figure 1: Mobile Phone Display Revenues
Source: NPD DisplaySearch Quarterly Mobile Phone Display Shipment and Forecast Report
The increase in OLED mobile phone display revenue can be primarily attributed to the growth in the size and resolution of AMOLED displays, as Samsung moves from Galaxy S3 models (4.8" 1280 × 720) to Galaxy S4 (5.0" 1920 × 1080, with on-cell touch). Similarly, LTPS TFT LCD revenue growth can be attributed to the shift from the iPhone 4S (3.5" 960 × 640) to the iPhone 5 (4.0" 1164 × 640, with in-cell touch). These changes have helped to increase the ASP of AMOLED mobile phone displays from $48.36 in 2012 to $49.37 in 2013. The ASP of LTPS TFT LCDs rose from $26.74 to $34.57 over the same period.
AMOLED is expected to take the lead in mobile phone display revenues in 2013, accounting for a 37% share, closely followed by LTPS TFT LCD with 36.1% and a-Si TFT LCD with 26.5%. NPD DisplaySearch forecasts that a-Si TFT LCDs used in mobile phones will continue to lose revenue share. However, Chinese manufacturers are purchasing greater volumes of lower priced open-cell a-Si TFT LCDs (displays without backlights or driver ICs) for low-end smartphones. "At this point, the mobile phone display market is split between high-end AMOLED and LTPS TFT LCDs smartphone models, and low-priced, high-volume a-Si TFT LCD smartphone models," Hayase added.
The Quarterly Mobile Phone Display Shipment and Forecast Report covers the entire range of mobile phone displays shipped worldwide and regionally. For more information about the report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact(at)displaysearch(dot)com or contact your regional NPD DisplaySearch office in China, Japan, Korea or Taiwan.
About NPD DisplaySearch
NPD DisplaySearch, part of The NPD Group, provides global market research and consulting specializing in the display supply chain, including trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge. NPD DisplaySearch supply chain expertise complements sell-through information from The NPD Group, thereby providing a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information, visit us at http://www.displaysearch.com. Read our blog at http://www.displaysearchblog.com and follow us on Twitter at @DisplaySearch.
About The NPD Group, Inc.
The NPD Group provides global information and advisory services to drive better business decisions. By combining unique data assets with unmatched industry expertise, we help our clients track their markets, understand consumers, and drive profitable growth. Sectors covered include automotive, beauty, consumer electronics, entertainment, fashion, food/foodservice, home, luxury, mobile, office supplies, sports, technology, toys, and video games. For more information, visit http://www.npd.com and npdgroupblog.com. Follow us on Twitter: @npdtech and @npdgroup.