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Tag Archives: China

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

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

China’s Smartphone Market is Growing, Mostly for Chinese Brands

China’s smartphone market continues to grow; since passing North America to become the largest smartphone market in 2012, total shipments reached nearly 300 million units in 2013, and we forecast 400 million units in 2014 and double digit growth rates through 2016. Continue Reading

TV Panel Shipments Remain Strong – For Now

Currently, there are mixed signals on LCD TV panel supply/demand. Panel makers expect that inventory corrections have come to an end (panel price reductions were modest in December), continue to ship at high levels in Q4’13, and are forecasting firm panel shipments for Q1’14, despite the usual seasonal decline. Continue Reading

China Increasing LCD Glass Import Duty in 2014

China’s Ministry of Finance has announced that import duties for Gen 6 and smaller LCD glass substrates will increase from 4% to 6% in 2014, while duties for Gen 7 and larger will remain at 4%. As far as we know, import duties on aluminosilicate cover glass will also remain unchanged, at 3%. Continue Reading