Smart phones will be "five hegemony" in the second half of the year

In general, the second half of the year is the traditional peak season of the mobile phone industry. The speed of replacing smart phones with smart phones continues to accelerate. According to the Takubo Industry Research Institute, global mobile phone shipments in the second half of 2011 will reach 855 million units, which is better than the first half of the year. Android smartphones will be more prosperous under the aggressive promotion of big manufacturers. Driven by the new iPhone, Android 2.3 release and the Windows Phone 7 operating system, smart phones are expected to continue to grow substantially in the second half of 2011.

China becomes the second largest market

In 2012, China is expected to become the second largest smartphone market in the world.

The focus of future smart phone market growth will shift from developed countries to emerging markets, from high-end smart phones to low-end smart phones. In Europe and the United States, high-end smart phones with a retail price of 500 to 600 US dollars are the mainstream, and emerging market demand for low-end and mid-range smart phones has increased substantially. For example, Samsung is targeting mid-range smartphones in emerging markets, where dual-card dual-standby phones are popular. In addition, smart phones of 1,000 to 2,000 yuan will also boost the growth of domestic 3G mobile phone users.

According to forecasts, the number of domestic mobile phone subscribers will reach 900 million in 2011, and domestic smart phones will also enter a period of rapid growth. Not only local mobile phone manufacturers such as ZTE and Huawei have pioneered the introduction of entry-level Android smartphones, but also Acer, Asus, Dell and other computer manufacturers. Started in the smart phone market layout, the cottage manufacturers also hope to rely on smart phones promoted to brand manufacturers. Takuya expects China to become the world’s second-largest smartphone market in 2012.

Will be staged five tigers hegemony

In the smart phone market, major brand manufacturers have laid out to seize the initiative.

Nokia bets Microsoft. Microsoft released the Windows Phone 7 operating system (codenamed Mango) in May 2011. In addition to HTC, Samsung, LG, Acer, ZTE, and other vendors joining the camp, Nokia also abandoned Symbian Press Windows Phone 7, which is expected to drop in 2011. In the first half of the year, the company launched a dual-card dual-standby mobile phone with a price of less than RMB1,000. Each quarter's target is to launch a new model to focus on the low-end market.

RIM market share fell. BlackBerry's current launch of low-end and mid-range handsets is still insufficient, making it difficult to expand in emerging markets. If the existing BlackBerry platform cannot quickly attract users' attention, it must speed up the transition to the new QNX platform and even move closer to the mainstream market. In addition, it remains to be seen whether BlackBerry will be able to compete differentially with Microsoft’s search engine Bing and map services.

Samsung builds its flagship product. Samsung is expected to launch a number of New Products, including the Galaxy S II smart phone, the Wave 578 (Bada system), and touch and dual SIM card devices to expand into emerging markets and increase market share in the second half of 2011. The sales volume of Galaxy S II has exceeded 500,000 units. Future generations of machines will likely support LTE communication technology and become the few models that support 4G. Samsung is best at creating flagship products by combining best-selling platforms with its own hardware technology.

HTC specifications continue to advance. HTC’s shipment target for 2011 is 50 million units. In the first quarter of 2011, handset sales reached 9.3 million, and it is expected to reach 11 million in the second quarter of 2011 and it will become the seventh largest mobile phone manufacturer in the world. In the first quarter of 2011, HTC has replaced RIM as the second-largest smartphone brand in the US market. The future 4G smart phone shipments will become HTC's main growth driver, and improve the full range of ASP products.

Apple's new iPhone is ready to go. The industry expects the iPhone's new machine to have a chance to unveil in the fall of 2011. A new generation of iPhone will solve the "antenna door" problem. Overall, iPhone shipments in the second quarter of 2011 ranged from approximately 17.5 to 18 million, of which 16 million were in the 3G version and 1.5 to 2 million in the CDMA version.

Multiple core racks form the mainstream

On the one hand, mainstream mobile phone companies adopt dual-core architectures and on the other hand, prevent the shortage of components.

With NVIDIA, Qualcomm, Samsung, and other large companies launching dual-core processors, most smartphone chip platforms already support dual-core. It is expected that in the second half of 2011, the high-end flagship models will be equipped with dual-core processors. Currently, dual-core mobile phones launched by various mobile phone manufacturers are equipped with different processor platforms. However, the future mobile phones will be multi-core architecture.

Nokia's first Windows Phone phone may use dual-core processors, while other mobile phone makers plan to launch Qualcomm's dual-core platform in the fourth quarter of 2011. Most of the Windows Phone 7.1 models will be powered by Qualcomm's dual-core platform. RIM also announced that it will launch dual-equipped in the second half of 2011. The core BlackBerry. As for Apple's next-generation iPhone, it may also adopt a dual-core architecture.

In addition, the smart phone software system will also be gradually completed, and a new round of NFC mobile phone boom is expected to come. For example, Samsung's Nexus S phone adopts NFC technology, Apple also plans to use NFC mobile payment function on devices such as iPhone and iPad, while Nokia and Microsoft are jointly developing NFC mobile payment function.

Due to the increasing demand for high-end panel market from smart phones, the current capacity of adopting LTPS TFT-LCD panels has reached the upper limit. In addition, Japanese panel makers have shifted the production of LTPS panel production lines with lower production efficiency to other non-Japanese panel makers. Failed to invest in expanding the production capacity of small and medium-sized panels. It is expected that the high-resolution panel will be in short supply in 2011, and the situation of oversupply after 2012 will continue.