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Author Archives: Shawn Lee

Shawn Lee

About Shawn Lee

Shawn is a Senior Analyst for DisplaySearch. He specializes in panel maker capacity, TFT LCD components and product plans.
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India’s Smartphone Market Drawing Attention from China

According to our recent research, the growth rate of the Chinese smartphone market was 28% Y/Y in Q1’14, down from 112% in Q1’13. Meanwhile, while Chinese telecom carriers are cutting subsidies, brands and makers are promoting low-price LTE smartphones Continue Reading

Five Impacts of Chinese Telecom Carriers Decision to Cut Subsidies

China Mobile, the country’s biggest telecom carrier, recently announced that it would cut subsidies for smartphone purchases, driven by a directive from the Chinese government to telecom carriers to cut their management and marketing expenses by 20% over the next three years. Continue Reading

Is Display Component Over Heat for China Smartphone Market?

When China Mobile announced a 100 million target for 4G LTE smartphone devices in 2014, component vendors aggressively dropped prices, even though the 4G smartphone market did not grow rapidly in 1H and the infrastructure and key components are not completely ready. Continue Reading

HD and FHD Smartphones Ramping Quickly in 2014

Display resolution in smartphones is changing rapidly. In our Smartphone Quarterly report, we forecast that HD (720×1280) and FHD (1080×1920) resolution smartphones are growing the fastest this year. The key drivers are adoption of LTE, application processor development, and display cost reductions. However, driver ICs could be a limiting factor for high resolution displays. Continue Reading