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To: inaflash who wrote (32585)	6/21/2006 5:59:19 AM
From: franklin1	Read Replies (1) \| Respond to of 60323

DisplaySearch: Mobile phone main display shipments up 43% to 274.6 million units in 1Q Press release, June 21; Jessie Shen, DigiTimes.com [Wednesday 21 June 2006] Research firm DisplaySearch reports shipments of 274.6 million main displays and 58.6 million sub-displays for mobile phones, with total revenues of US$3.3 billion in the first quarter of 2006. Active-matrix (AM) displays are now more than 73% of the total shipments, up from 63.5% a year ago, noted the firm. This trend is expected to continue and by the third quarter of this year, the AM share is forecast to reach 78%, according to DisplaySearch. DisplaySearch's report details display shipments by 22 suppliers and display purchases by 20 mobile phone makers in terms of display technology, size, resolution, color and average selling price (ASP) for a seven-quarter period. Value chains are included showing quarterly purchases and shipments between handset makers and display makers, broken down by display technology. Among the top-five leading panel makers in the first quarter, Samsung SDI and Philips are strong in CSTN LCDs, while Sanyo Epson, Sharp and Wintek are the leaders in AM LCD production. In addition, DisplaySearch used the display purchases by mobile phone makers to project mobile phone sell-in on a quarterly basis. Motorola's success with both the RAZR and entry-level phones has enabled it to cut into Nokia's lead, reducing the share difference by 5.9% on-year in the first quarter of 2006 and adding a projected additional 1.9% share improvement in the second quarter. Due to targeting the low end, Motorola is now the leader in MSTN display based phones with quarterly purchases of 11.7 million substrates, compared to Nokia's 10.8 million. In the first quarter of 2006, Samsung and LG Electronics (LGE) lost share on year, while Sony Ericsson gained 1.5%. Samsung and LGE are both expected to have slight gains in share sequentially in the second quarter, as BenQ-Siemens struggles to gain control of their recent merger.