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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (41287)1/4/2001 10:08:55 AM
From: Proud_Infidel  Respond to of 70976
 
LCD Modules for Mobile Phones to Exceed Those for PCs in 2003: Nikkei Survey
January 4, 2001 (TOKYO) -- The global production value of LCD monitors in 2001 is estimated to reach US$26.615 billion, up 15.6 percent from 2000, according to a study done by Nikkei Market Access.



This growth will be supported by the production of small and midsize TFT-LCD modules mainly for mobile phones. The output of 10-in. or larger TFT-LCD modules is estimated at US$15.78 billion for 2001, up only 8.8 percent from the previous year. However, the production of small and midsize TFT-LCD modules less than 10-in. will increase sharply to US$3.71 billion, up 46.6 percent from the previous year.

The slowing pace of growth for large TFT-LCD modules is due to the big drop in unit price. The rapid growth of small modules is thought to push up overall growth, and a double-digit growth of overall LCD modules will be maintained.

Such a trend will continue at least until 2005. The production value of LCD modules for mobile phones is expected to exceed that for notebook PCs in 2003. The output value of LCD modules for mobile phones will be more than US$10 billion in 2003, commanding the largest or a 30 percent share of all LCD production.

While the production of LCDs for mobile phones grows, the average unit price also will increase due to the shift toward color monitors. On the contrary, the production for notebook PCs is not expected to increase sharply, and the average unit price is likely to fall as the sizes of screens reach maximum dimensions.

The LCD market largely depended on production for notebook PCs until now. The output value of large LCD modules comprised a share of more than 70 percent of all LCDs until 1999.

LCD makers have been trying to expand the market for LCD modules for desktop PCs and TVs so as to be less dependent on production for notebook PCs. Mobile phones are a most powerful candidate in this regard.

By Nikkei Market Access
*figure for 2000 is an estimate, 2001-2005 projections.

(Mayumi Amagai, Nikkei Market Access)

Subject 50522