DisplaySearch Report Shows Small/Medium Display Shipments Rebound in Q2'02 Driven by New Market Leaders.Business Editors & High-Tech Writers AUSTIN, Texas--(BUSINESS WIRE)--Sept. 11, 2002 DisplaySearch, the worldwide leader in FPD (1) (Flat Panel Display) See LCD, plasma display, EL display, FED and flat panel display. (2) (Field Programmable Device) An umbrella term for all chips that can be programmed by the customer including SPLDs, CPLDs and FPGAs. See PLD. market research and consulting, indicated in its recently published Q3'02 Quarterly Small/Medium LCD Shipment and Forecast Report that small/medium display shipments increased in the mobile phone, PDA (Personal Digital Assistant) A handheld computer for managing contacts, appointments and tasks. It typically includes a name and address database, calendar, to-do list and note taker, which are the functions in a personal information manager (see PIM). , automotive monitor, video camera and digital still camera markets driven by significant shifts in supplier rankings in Q2'02. Samsung SDI (1) (Serial Digital Interface) A physical interface widely used for transmitting digital video in various formats. For electrical transmission, it uses a high grade of coaxial cable and a single BNC connector with Teflon insulation. replaced Epson as the leader in mobile phone displays, Epson replaced Picvue as the leader in PDA displays, TMDisplay (the merger of Toshiba's and Matsushita's display operations) surpassed Sharp as the leader in automotive monitors, and Sony replaced Casio as the leader in the digital still camera display market. There were also changes in leadership in display procurement The fancy word for "purchasing." The procurement department within an organization manages all the major purchases. in automotive monitors and digital still cameras. In the automotive monitor market, Panasonic was replaced by Fujitusu-TEN as the #1 OEM (Original Equipment Manufacturer) The rebranding of equipment and selling it. The term initially referred to the company that made the products (the "original" manufacturer), but eventually became widely used to refer to the organization that buys the products and in Q2'02. In the digital still camera market, Sony overtook o·ver·took v. Past tense of overtake. Fujifilm as the #1 digital still camera brand in Q2'02 with Fujifilm dropping to #4 behind Olympus and Canon. Nokia remained the #1 mobile phone maker in Q2'02, with Motorola and Samsung holding the #2 and #3 positions. In the PDA segment, Palm held on to the #1 position despite a decrease in Q2'02, and the combination of HP and Compaq resulted in a 16.9% share versus a combined 15.4% in Q1'02. Sony remained the top video camera brand. Display shipments in all small/medium markets rose by 20.3% Y/Y to 114.4 million units in Q2'02. Correspondingly, revenues increased by 15.1% Y/Y in Q2'02 to $1.4 billion. Table 1 (http://www.displaysearch.com/press/2002/091102.htm#table) shows small/medium display units and revenues for Q2'02 as well as Y/Y growth figures. As indicated, the PDA and digital still camera markets experienced the fastest Y/Y unit growth at over 40% with display revenues up 46% for PDAs and 17% for digital still cameras. DisplaySearch forecasts that growth will continue through the remainder of the year with total units up 22% and 8% Y/Y in Q3'02 and Q4'02, respectively. Revenues are expected to grow even faster in the remainder of the year up 32% and 38% Y/Y in Q3'02 and Q4'02, respectively. The anticipated growth is a function of the recovery in the mobile phone market and a shift from monochrome Also called "mono." Refers to display screens that use one foreground and one background color; for example, black on white, white on black or green on black. The first terminals connected to mainframes and minicomputers were monochrome, and monochrome screens were widely used on early to color displays. ASPs, which are provided in DisplaySearch's companion Quarterly Small/Medium LCD Pricing Report and referenced in the shipment report, were down in all application categories. However, the weighted average prices were up due to the shift in size and technology. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. DisplaySearch Vice President Barry Young Barry Young is a radio personality and President and CEO of WestStar TalkRadio Network, based in Phoenix, Arizona, a company he co-founded with national talk radio host, and wife, Kim Komando. , "The Q2'02 results and the following quarter's forecast signify sig·ni·fy v. sig·ni·fied, sig·ni·fy·ing, sig·ni·fies v.tr. 1. To denote; mean. 2. To make known, as with a sign or word: signify one's intent. a major turnaround in the small/medium market, which over the past few quarters has contracted. One of the main causes of mobile phone and PDA increases in units and revenues is the accelerating adoption of color not of the white race; - commonly meaning, esp. in the United States, of negro blood, pure or mixed. See also: Color displays. Digital still cameras also continue to experience increasing demand as a result of lower prices and the improved performance of the image capture technology. We are becoming optimistic op·ti·mist n. 1. One who usually expects a favorable outcome. 2. A believer in philosophical optimism. op that the small/medium market has recovered but continue to be cautious about the growth in capacity for AMLCDs and OLEDs." Shifts in display supplier rankings by shipments by application include: -- The top mobile phone display supplier in Q2'02 was Samsung SDI, which had a 23.7% share, up from 23.2% in Q1'02, followed by Philips and Epson. In the highly competitive and rapidly growing AMLCD mobile phone module market, TMDisplay was #1 at 25.9% followed by Epson and Sharp. -- Epson moved into the top position in the Q2'02 PDA market with a 16.9% share, up from 15.0%, followed by Sony and Picvue. -- In the automobile monitor market, TMDisplay became the #1 supplier with a 43.9% share, followed by Sharp and AU Optronics. -- In the video camera market, Sharp continued to lead in Q2'02 with a 31.9% share, followed by AU Optronics, TMDisplay and Sony. -- In the digital still camera market, Sony reclaimed the #1 position from Casio in Q2'02 with a 25.5% share, up from 24.1% in Q1'02. Sanyo remained #2, followed by Casio and AU Optronics. The Quarterly Small/Medium LCD Shipment Report is available for $5,495-$5,995 and the Quarterly Small/Medium LCD Pricing Report sells for $3,495-$3,995. For more information, please contact Kendra Smith at kendra@displaysearch.com or 512/459-3126. For more information, please visit http://www.displaysearch.com. You can also purchase DisplaySearch reports in Europe from Meko, the European source for display data and market research. Please contact Meko at TEL TEL Telephone TEL Telegram TEL Telugu (langauge) TEL Terrorist Exclusion List TEL Technology-Enhanced Learning TEL Transporter-Erector-Launcher TEL Tetra-Ethyl Lead TEL Team Deutsche Telekom : +(44) (0)1276 22677, FAX: +(44)(0)1276 64004, email: websales@meko.co.uk or Web: www.meko.co.uk. About DisplaySearch Founded in 1996, DisplaySearch is the worldwide leader in flat panel display A thin display screen for computer and TV usage. The first flat panels appeared on laptop computers in the mid-1980s, and the LCD technology became the standard. Stand-alone LCD screens became available for desktop computers in the mid-1990s and exceeded sales of CRTs for the first time market research and consulting. The company covers all FPD markets, technologies, materials, production equipment and FPD-related ICs. DisplaySearch works closely with all layers of the FPD food chain, delivering the industry's most valuable market forecasts, technology assessments, surveys, studies and analyses. In just six years, more than 500 companies from 20 countries have become customers. |
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