Mobile phone market on the up according to research by Displaysearch

The mobile phone market rebounded strongly in the last quarter of 2009 resulting in shipments of 1.46 billion units, according to the Quarterly Mobile Phone Shipment and Forecast Report by DisplaySearch.

In its research the company found that in 2009 there were 409 million units, which calculated to the market being up by 32 percent year-on-year. However, despite this, 2009 revenues fell by 4.7 percent to $11.6B.The company blamed this on falling prices.

Calvin Hsieh, Research Director at DisplaySearch, said: “The year 2009 saw some important transitions for the mobile phone display market.

“Not only did TFT LCD exceed 50% of the market, but Taiwanese and Chinese suppliers shipped the majority of the displays.”

In addition shipments of a-Si TFT LCDs (including cell shipments) for mobile phones accounted for 52.3 percent of mobile phone shipments in 2009, up from 44.6 percent in 2008, as suppliers shifted their business from CSTN and MSTN. Shipments from Taiwanese and Chinese panel suppliers rose from 47 percent from 2008 to 55.7 percent in 2009 and it was good news for panel suppliers who experienced strong year-on-year shipment growth including AUO (21percent), BYD (83 percent) and Giant Plus (20 percent).

 However, the lower prices for MSTN and CSTN displays, still a large part of shipments from China, skewed revenue shares. As a result, Taiwan and China’s revenue share in 2009 was 37.6 percent, compared to 35.6 percent for Japan and 26.4percent for Korea.

And manufacturers are also doing well. In its first year, Samsung Mobile Display had a 19.2 percent share of mobile phone display shipments, overtaking Wintek (10.5 percent). Samsungs figures included  68.5 percent of shipments as a-Si TFT LCDs while Wintek increased the share of a-Si TFT LCD shipments from 27.6 percent of total shipments in 2008 to 37.7 percent in 2009. Meanwhile, InnoLux increased the share of a-Si TFT LCD in its shipments to 76.6 percent, while increasing its overall market share to 5.5 percent, from 2.4  percent in 2008.