JDI's Strategy and Action Plan for Smartphone Panels, and Its Development in China

Table of Contents

1. Development of the Global Smartphone Market
1.1 Chinese Brands Outshine Established Players

2. Development of the Global Smartphone Panel Market
2.1 Market Volume Keeps Expanding
2.2 Competition Now Focusing on PPI after Upsizing Race Ceases
2.3 Panel Makers in Major Reshuffle
2.4 Production Capacity Key for Success in High Resolution Panel War

3. Strategic Deployment of Japan Display
3.1 Japanese Small and Medium Panel Industry Reconstructed with Government Intervention
3.2 High Technical Barriers as Source of Competitive Advantage

4. Action Plans of Japan Display
4.1 Broad Customer Portfolio Increases Chance of Partnering with Chinese Brands
4.2 Lowering Costs Key Factor to Make High-end Low-cost Phones Competitive

5. Conclusion

Appendix

List of Tables

Table 1  Leading Panel Makers' Latest LTPS Line Development Plans

List of Figures

Figure 1  Worldwide Smartphone Market Volume by Region, 2011 - 2015
Figure 2  Global Smartphone Market Share by Branded Vendor, 2011 - 1H 2014
Figure 3  Global Smartphone Market Share by Price Point, 2011 - 2015
Figure 4  Worldwide Smartphone Panel Shipment Volume, 2011 - 2015
Figure 5  Smartphone Panel PPI versus Screen Size Development, 2012 - 2014
Figure 6  Worldwide Smartphone Panel Market Share by Branded Vendor, 2011 - 2013
Figure 7  Worldwide Small and Medium Panel Makers' Shipment Area by Display Technology, 2013
Figure 8  Major Makers' Smartphone Panel Shipment Share by Display Technology, 2013
Figure 9  JDI's Core Competence Analysis
Figure 10  Division of Work between JDI and TDI
Figure 11  Development of PPIs versus Screen Sizes