2015年中国智能手机市场分析

MonthlyChinaSmartphoneSupplyChainMarketOverviewinFebruary2015Thebelowreportwasgeneratedusingamosaic-basedresearchmethodology,meaningmultipleassessmentsanddetailedresearchwereusedintheprocessofgatheringdatatogeneratethisanalysis/report.Further,theviewsarticulatedinthisreportrepresenttheexperiencedprofessionalopinionofIsaiahbasedontheaforementionedprocess. Thecontentsofthiscommunication,includinganyattachments,maybeconfidential,privilegedorotherwiseprotected. Theyareintendedsolelyfortheuseoftheindividualorentitytowhichtheyareaddressed. Ifyouarenottheintendedrecipient,pleasedonotread,copy,anduseordisclosethecontentsofthiscommunication. Pleasenotifythesenderimmediatelyanddeletethecommunicationinitsentirety.Copyright©IsaiahInternationalInc.AllRightsReserved.ProprietaryandConfidential.1Isaiah’sOutlineCopyright©IsaiahInternationalInc.AllRightsReserved.ProprietaryandConfidential.21. Isaiah’sMethodology2. KeyTakeawaysFromOurResearchinFebruary20153. Qualcomm,GoogleandChinaIDHActionsResearch4. XiaomiSmartphoneSupplyChainResearch5. HuaweiSmartphoneSupplyChainResearch6. LenovoSmartphoneSupplyChainResearch7. MeizuSmartphoneSupplyChainResearch8. FingerprintSupplyChainResearch1.Isaiah’sMethodologyCopyright©IsaiahInternationalInc.AllRightsReserved.ProprietaryandConfidential.3§ IsaiahemployednumerousmethodsinobtainingandanalyzingdatafortheMonthlyChinaSmartphoneMarketOutlook.§ Ourresearchincluded,butwasnotlimitedto,thefollowing:§ CoverGlassMakers§ TouchPanelMakers§ TouchControllerICSuppliers§ LCDPanelMakers§ PanelDriverICSuppliers§ ApplicationProcessors(SoC)Suppliers§ CameraMakers§ ODMs/OEMs§ Smartphone/SmartWatchMakers§ Weoverlaidalldatatoarriveatauniversalglobalmosaicofthesupplyavailability. § IsaiahbelievesthisrepresentsbestcurrentaverageofSmartphoneandrelatedsupplychaintrendsandchanges.§ Whereasupplierisonformalallocation,wehavedoneourbesttonotethatasaspecificexception.§ Isaiahwillupdateandpublishthisdatamonthly(bytheendofeachmonth).§ Wewillpublishanymaterialinterimchanges,asrequired,betweenreports.2.OurKeyTakeawaysFromOurResearchinFeb’15Copyright©IsaiahInternationalInc.AllRightsReserved.ProprietaryandConfidential.4n QualcommisbelievedtocooperatewithChinaMobiletopromoteitsQRD(QualcommReferenceDesign,公板)chipsetssuitableforlowprice4G-LTEsmartphone(underUS$100) inChinamarket,andthepotentialIDHs maybe-Huaqin,Wingtechor Huiye.n Accordingtoourobservation,GoogleAndroidOneisbeingdevelopedonlowpricesmartphone(USD50~70)inChinamarket.Meanwhile,GoogleisconsideringcooperatingwithChinaIDHLongcheerandTinnotopromotetheadoptionofAndroidOnesmartphone.n TinnowasrankedthefourthChinaIDHwithtotalunitshipmentsof~25KKsmartphones,followedbyHuaqin(58KKunits),Wingtech(40KKunits)andLongcheer(30KKunits)inY2014.BOE(35%),LGD(26%)andIVO(32%)areTinno’stopthreepanelsuppliers.§ Xiaomi’sMiNoteProisverylikelytopostponeitsmassproductionsscheduleuntilApril~May’15timeframeasMSM8994isstillunder“super-hot-run”productionsinTSMC.Inourprojections,MiNoteProisexpectedtobuildtotal~8MunitsinY2015.§ Movingforward,XiaomiisexpectedtolaunchrefreshedHongmiNote3featuringanupgraded5.5”FHDdisplayin3Q15timeframe.WeanticipateTianma,BOEandAUOtobeitsmajorpanelsources.§ ThoseXiaomismartphonemodelsadoptingMediaTek’sprocessorswerestillprohibited(Hongmi1SandHongmiNote)thesalesinIndiaduetopatentlawsuitraisedbyEricsson.However,webelievethatQualcomm-basedmodels(Hongmi1S)stillhasaccesstoIndiamarket.2.OurKeyTakeawaysFromOurResearchinFeb’15Copyright©IsaiahInternationalInc.AllRightsReserved.ProprietaryandConfidential.5§ Inourview,Xiaomiisspeculatedtoreleaseits~RMB399/499smartphonefeaturinga4.7”WVGAdisplayinApr’15andJun’15respectively,theformerisdevelopedforTD-LTE/TD-SCDMA/GSMwhichadoptsa4GSoCLC1860inconjunctionwithWingtech,whilethelatterisoperatedforLTEFDD/WCDMA/CDMA/GSMwithQualcomm’sMSM8909andLongcheerwillbeitsODM. § HuaweiisscheduledtolaunchitsflagshipP8featuringa5.2”FHDdisplaysuppliedbyJDIinApr~May’15timeframe,andtheapplicationprocessorisverylikelytobetheKirin930(4G,SoC)usingTSMC’sadvanced16nmFinFETprocessintheirFab.Also,itlookslikethatHuaweiP8willprobablyhasanotherliteversion. § Inourstudy,Lenovo5.3”FHD(1080x1920)VibeX2ProwillbereleasedaroundApr~May’15,whichisexpectedtoadoptLGD’sNeoEdgewithAdvancedIn-cellTechnology.AndtheoverallLGDAITpanelforecastforVibeX2Proisabout~1MunitsinY2015. § Basedonourresearch,Meizuwilldevelop2~3smartphonemodels(MX5,MX5Pro)adoptingSuperAMOLEDdisplay.Moreover,G/F/FfulllaminationtouchstructurewillstillbeadoptedonMeizu’slowpriceSmartphonesincluding5.5”FHDm1Note,5”HDm1(魅蓝). Copyright©IsaiahInternationalInc.AllRightsReserved.ProprietaryandConfidential.63a.Qualcomm,GoogleandChinaIDHActionsResearch§ QualcommisnowplanningtocooperatewithChinaMobiletopromotetheQRD(QualcommReferenceDesign,公板)chipsetssimilartoMTK’sTurnkeypracticeforlowprice4G-LTEsmartphone(under$100) inChinamarket,andthetargetingsystemIDHs maybeHuaqin,Wingtechor Huiye.§ Asfarasthechipsetmodelsareconcerned,SnapdragonMSM8909andMSM8916areconsideredtobepilotcasesbyQualcommandChinaMobil