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Politics : Formerly About Applied Materials

AMAT 301.11

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Jan 9 9:30 AM EST

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To: Gottfried who wrote (49791)	7/26/2001 7:37:41 AM
From: Proud_Infidel	Read Replies (1) of 70976

Will 1.6 billion mobile displays be sold in 2007? Stanford Resources says yes SAN JOSE--Stanford Resources is very bullish about display business for mobile systems over the next seven years. But the real question is: Are the end-equipment markets going to grow as rapidly in the future as they have in the past? A new report from the market researcher says yes. It predicts that the market for display components used in mobile systems will nearly double by 2007, surging from $14.4 billion this year to $26.4 billion. Here's where I have a problem. The San Jose research firm predicts that 1.6 billion mobile display systems will be shipped in 2007 with at a value of $316 billion. That's a bunch. And it figures that global cellular phone shipments will grow from 462 million handsets this year to 906 million in 2007. I dunno. "Mobile systems use a variety of displays, from small passive matrix monochrome displays for handheld games to large active matrix color panels for portable computers," points out analyst Sanju Khatri. He estimates that liquid crystal display (LCD) technology will continue to dominate mobile systems applications, but that organic light-emitting diode (OLED) displays will gain market share from just 0.3% in 2001 to 8.3% in 2007. LCD shipments are expected to grow at 8% per year while OLED displays will increase at 88% annually. Global shipments of portable PCs will run nearly 27 million units this year, doubling to nearly 57 million systems in 2007, Stanford Resources predicts. Nearly all portable computers will incorporate an LCD display during this period, as OLED technology is not expected to be used in portable computers for several more years. But a small number of OLED displays will appear in "ultraportable" computers beginning in 2005, the researcher believes.

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