China Mobile Phone Industry Chain Report, 2006-2007

China Mobile Phone Industry Chain Report, 2006-2007

The global mobile phone shipment was approximately 970 million units with a production value of about USD 79 billion in 2006. The market share of the top 9 manufacturers reached 90.72% and that of the top 5 manufacturers was 83.88%, and Nokia ranked first in terms of sales volume, reaching 347.5 million units.

This report gives a detailed analysis on the status quo and future trend for 12 parts regarding the mobile phone including platform, RF, built-in memory, display screen, PCB, configuration parts & shell, passive components, camera module and mobile phone manufacturers, etc.

This report makes a research to the representative global mobile phone manufacturers and its parts suppliers.

As for the mobile phone platform, new comers will face big competitive pressure. It is quite difficult for survival without enough shipment, while the concentration degree is rather high in mobile phone industry, and plus tier-one manufacturers and platform suppliers are working more and more closely, so there has a high threshold for new comers. But MediaTek Inc., a dark horse in mobile phone platform industry, is very fortunate for it has caught hold of such two tier-one clients as Samsung and LG, and then ascends to be one of the international first-class mobile phone platform suppliers. Unfortunately, it is just Samsung and LG selecting MediaTek as the partner that causes the decline of sales.

Mobile phone RF field basically maintains its established pattern. SKYWORKS gets very depressed in mobile phone platform field and then gives up baseband field, and now specializes in RF. As for the power amplifier for mobile phone, RFMD still stands out and controls the market alone. And in the transceiver field, Qualcomm still takes the lead while NXP turns better, and STMicroelectronics holds its firm status under the big client of Nokia.

It shows no good sighs for built-in memory of mobile phone, especially in NOR flash field. The leading company Spansion lost 90 million US dollars in the year of 2006, less than USD 285 million in 2005 but it seems no reasons to be optimistic. Spansion plans to sell factories to get through the hardship. Also, Intel had a huge loss of USD 552 million. However, the factories that specialize in NAND flash have made a considerable profit, especially Samsung and Toshiba. NOR flash manufacturers have to seek the other ways for survival in the future; otherwise, they will be purchased either by private funds or by other companies.

Mobile phone display screen is falling into the trouble of successive profit decline. TFT-LCD display screen for mobile phone has dived nearly 100% since the second half of 2005 as batch of large-size TFT-LCD manufacturers began to produce small-size display screen. Such a transfer causes a sharp rise in supply and also makes TFT-LCD become the mainstream. But as the resolution of display screen for mobile phone gets further improved, QVGA will be the mainstream. However, it is very difficult for those large-size TFT-LCD manufacturers who began to produce small-size ones to go through the technical access to QAGA in a short time, so the price of mobile phone display screen is expected to get steady and even show a re-rise.

Mobile phone PCB market is still controlled by Taiwan manufacturers and their market share has already exceeded 50% and will be over 60% by 2007. As far as the technology is concerned, there is no obvious change and high-grade HDI still takes the mainstream. Panasonic and IBIDEN have not introduced their new technologies in a wide range yet due to the high cost. In the mobile phone PCB field, rigid-flex PCB is the hotspot. Most of mobile phone PCB manufacturers mainly engage in the RPC production while FPC manufactures are relatively independent. Whereas, the application amount of FPC is much lower, so most of PCB manufacturers prefer to make the PCB business contracted. As PCB manufacturers are quite sensitive to oil price, the continued decrease in oil price will help them to make more considerable profits.

A metallization wave sweeps over mobile phone configuration parts & shell guided by V3, which means, on the one hand, the metallization in a real way for more and more aluminum and magnesium alloys handsets have appeared; and on the other hand, the metallization of plastic shell, i.e. adopting NVCM process. Compared to plastic configuration parts & shell, metal one has a log of advantages though, it has not been promoted because of the high cost. But now, the emergence of V3 has broken the bottleneck in cost and decreased the cost. Ultra-thin mobile phone is the mainstream at present and will last a long time, and ultra-thin configuration is just the advantage what the metal material has.

There are no great changes in camera module of mobile phone. The mainstream configuration of mobile phone camera still comes to between 1.3 mega-pixels and 2 mega-pixels, but 2 mega-pixels camera is applied to high-end mobile phone and is expected to be the mainstream by 2007.

As for the mobile phone manufacturing, China is the world largest mobile phone manufacturing base and around 46.9% of world’s mobile phones are made in China i in 2006. Around 103 million mobile phones were sold in China's domestic market and 252.2 million were exported. Shenzhen, Tianjin, Beijing and Suzhou have become the important bases for mobile phone manufacturing, and have formed a complete mobile phone industry supply chain, especially Shenzhen. The mobile phone output is getting higher and higher in India. Basically, the assembly process for mobile phone is done there in India, but as mobile phone giants enter into Indian market successively, some matched manufacturers are planning to go there. However, as for the infrastructure and human resource, India is far enough to compare with China, so few matched manufacturers are willing to go there. As a result, India can pose no threats on China in a short term.

1 Brief introduction to mobile phone industry chain
1.1 Brief introduction to mobile phone components
1.2 Status quo of mobile phone industry chain
1.3 Development trend of mobile phone industry chain
1.4 Cost of mobile phone
1.4.1 Cost of Bird D660
1.4.2 Cost of Lenovo V800, Amoi E65 and Bird D736
1.5 Market analysis of mobile phone with Ultra-low price and single chip

2 Mobile phone platform
2.1 Brief introduction
2.2 Trend in 3G era
2.3 Alternative for separation or integration of baseband and application processor
2.4 Status quo
2.5 Major manufacturers
2.5.1 EMP
2.5.2 MediaTek Inc.
2.5.3 Qualcomm

3 Mobile phone RF
3.1 RF circuit structure
3.2 PF semiconductor process
3.2.1 GaAs
3.2.2 SiGe
3.2.3 RF CMOS
3.2.4 UltraCMOS
3.2.5 Si BiCMOS
3.3 RF semiconductor in 3G era
3.4 Status quo and trend of mobile phone RF industry
3.5 RF manufacturers
3.5.1 SKYWORKS
3.5.2 RFMD

4 Mobile phone built-in memory
4.1 Brief introduction
4.1.1 Conception
4.1.2 Three factions of PSRAM
4.1.3 CellularRAM
4.1.4 COSMORAM
4.1.5 UtRAM
4.1.6 Mobile SDRAM
4.1.7 NOR and NAND
4.2 Mobile phone memory market and industry status
4.3 Mobile phone built-in memory manufacturers
4.3.1 Intel
4.3.2 SPANSION
4.3.3 ELPIDA
4.3.4 STMicroelectronics

5 Mobile phone display screen
5.1 Development trend
5.2 Mobile phone display screen industry
5.3 Major mobile phone display screen manufacturers
5.3.1 Samsung
5.3.2 Samsung SDI
5.3.3 Epson
5.3.4 Hitachi
5.3.5 Sharp
5.3.6 Wintek
5.3.7 Toppoly

6 Mobile phone PCB
6.1 Brief introduction
6.2 Recent situation of global PCB industry
6.3 Mobile phone PCB technologies
6.3.1 HDI
6.3.2 ALIVH
6.3.3 FVSS
6.3.4 Mobile phone rigid-flex PCB
6.4 Mobile phone PCB industry
6.5 Mobile phone PCB manufacturers
6.5.1 Unimicron
6.5.2 Compeq

7 Mobile phone configuration parts & shell
7.1 Development trend
7.2 Status quo of mobile phone metallization market
7.3 Brief introduction to related materials
7.4 Market status
7.5 Industry status
7.6 Related manufacturers
7.6.1 Green Point
7.6.2 Chicheng
7.6.3 Perlos

8 Mobile phone electroacoustic component
8.1 Brief introduction
8.2 Brief introduction to MEMS microphone
8.3 Mobile phone electroacoustic component
8.4 Industry status
8.5 Industrial manufacturers
8.5.1 Merry
8.5.2 Hosiden

9 Mobile phone passive components
9.1 Brief introduction
9.2 Development trend of MLCC
9.3 MLCC industry pattern
9.4 Industrial manufacturers
9.4.1 Murata
9.4.2 Yageo
9.4.3 Walsin

10 Mobile Phone Battery
5.1 Brief introduction
10.1.1 Liquid li-ion battery
10.1.2 Polymer li-ion battery
10.2 Mobile phone battery industry pattern
10.3 Mobile phone battery industry pattern in mainland China
10.4 Manufacturers
10.4.1 BYD
10.4.2 Samsung SDI
10.4.3 Sanyo Energy
10.4.4 LG Chem

11 Mobile phone camera module
11.1 Brief introduction
11.2 Lens manufacturers
11.2.1 Assembly technology of mobile phone camera module
11.2.2 Assembly manufacturers
11.3 Mobile phone camera module industry and its market development trend
11.4 CMOS sensor manufacturers
11.4.1 Omnivision
11.4.2 Micron
11.4.3 Magnachip
11.5 Mobile phone camera module lens manufacturers
11.5.1 Genius
11.5.2 Largan Precision
11.5.3 Asia Optical
11.5.4 Kinko Optical
11.5.5 Enplas

12 Mobile phone manufacturers
12.1 Mobile phone brand manufacturers
12.1.1 Samsung
12.1.2 SonyEricsson
12.1.3 Nokia
12.1.4 LG
12.1.5 Motorola
12.1.6 BenQ
12.1.7 Bird
12.1.8 TCL
12.1.9 Lenovo
12.1.10 Konka
12.1.11 Sharp
12.1.12 Yulong
12.2 OEM and ODM manufacturers
12.2.1 HTC
12.2.2 Compal
12.2.3 Arima
12.2.4 Foxconn
12.2.5 Flextronics
12.2.6 ELCOTEQ