amoled make the changemarket positioning comparison 7 0% 11% 89% 1% 1% 0% 31% 25% 6% 37%
TRANSCRIPT
AMOLED make the Change
CINNO Research
Copyright © 2015 CINNO Research
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Global Mobilephone Panel Shipment
Remark: Regional 2015 Forecast is base on panel makers’ BP
3
586 663
704
792
640 639 671
738
Q1 Q2 Q3 Q4 Q1 Q2(E) Q3(F) Q4(F)
2014 2015
Maker QoQ% YoY% 2015
Total -19% +9% +1%
Japan -7% +71% +16%
Korea -10% +12% +7%
Taiwan -21% -3% +5%
China -24% +5% -10%
Global Mobilephone Panel Shipment Q1’15 Panel Maker Performance
Unit: Millions
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What happened in AMOLED world
4
61
43
18
Q1'14 Q1'15
~30% Capa. Lose
~80M Lose@2015
※ Samsung’s AMOLED Smartphone Shipment Q’ty Trend
Who will be the god to change Samsung’s situation ?
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2014 Regional GDP vs. Smartphone %
5
60%
35%
85%
30% 32%
19%
86%
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
W.Europe M.E.Europe N.America L.America India M.E.Africa China
GDP per capita Smartphone%
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AMOLED Models On Shelf Timeline
6
1
4 2 2 1 1
1
6
3 5
1
1
1
Q1 Q2 Q3 Q4 Q1 Q2
2014 2015
Under HD HD FHD WQHD
1 1 1 2
2 1
2 1
1
2
1
2
2
Q1 Q2 Q3 Q4 Q1 Q2
2014 2015
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Authorized Users may not provide this report, or any part, to non-Authorized Users (internal or external) as stated in the Terms & Conditions.
Market Positioning Comparison
7
0%
11%
89%
1% 0%1%
31%25%
6%
37%
<500 RMB 500~1,000 1,000~2,000 2,000~3,000 3,000~4,000 ≥4,000 RMB
Oversea Brand
China Brand
42%
17%
14%
12%
7%4%
Samsung
MOTO
OPPO
VIVO
Gionee
Microsoft
YotaPhone
BlackBerry
Coolpad
Others
※ Q2’15 China Market AMOLED Smartphone Sales Qty & Price Range
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Samsung AMOLED Strategy
8
17%
37%
46%
WVGA
qHD
HD
FHD
WQHD
22%
9%
23%
33%
13%
54% 54%
Q1’14 SDC OLED Spec. Share Q1’15 SDC OLED Spec. Share
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China Smartphone Brands’ Attitude
71%
22%
7% a-Si
LTPS
Oxide
AMOLED
53%35%
8%3%
29% 47%
Q2’14 Smartphone Tech. Q2’15 Smartphone Tech.
9
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China Brand Smartphone Tech. FCST
6% 10% 12% 13%8% 12%22%
38%
52%
66% 70%
2%
5%
7%
9%
11%13%
12' 13' 14' 15' 16' 17' 18'
a-Si Oxide LTPS AMOLED
8% 9%15% 17% 24% 30% 37%
12' 13' 14' 15' 16' 17' 18'
a-Si Oxide LTPS AMOLED
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