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超大屏手機(jī)時代還得再等等

超大屏手機(jī)時代還得再等等

Peter Suciu 2012-08-20
手機(jī)制造商希望推出更多帶有超大屏幕的高端智能手機(jī),。(下一代iPhone就可能是大屏幕,。)問題在于,,有些屏幕制造商可能跟不上趟。由于液晶顯示屏技術(shù)的電視機(jī)和手機(jī)設(shè)備需求疲軟,,全球顯示器行業(yè)都感受到了壓力,。不過,蘋果iPhone 5的面世有望幫助顯示設(shè)備生產(chǎn)商擺脫頹勢,。

????說起智能手機(jī)的屏幕,,當(dāng)然是越大越好。三星(Samsung)Galaxy Note等設(shè)備的屏幕越來越大,,即將推出的iPhone也可能是大屏幕:尺寸更大的屏幕自然更適于觀看視頻,、玩游戲、操作照片及其他應(yīng)用程序,。

????不幸的是,,手機(jī)屏幕前景暗淡——與手機(jī)屏幕越來越大不同——據(jù)調(diào)研機(jī)構(gòu)NPD DisplaySearch稱,實(shí)際上,,手機(jī)屏幕的(銷量)可能會減少,。這家調(diào)研公司稱,由于今年一季度手機(jī)出貨量低于預(yù)期,,今年下半年(手機(jī)屏幕銷量)可能會下滑,。

????韓國LG顯示(LG Display)等公司已經(jīng)感覺到了壓力。LG顯示是全球第二大液晶顯示屏制造商,僅次于行業(yè)領(lǐng)導(dǎo)者三星電子(Samsung Electronics),。LG顯示第二季度凈虧損9,800萬美元,,該公司將虧損歸因?yàn)椴捎靡壕э@示屏技術(shù)的電視機(jī)和手機(jī)設(shè)備需求疲軟?!妒謾C(jī)出貨與預(yù)測季報》(Quarterly Mobile Phone Shipment and Forecast Report)稱,,NPD DisplaySearch修正了對未來幾個季度的預(yù)測。

????為什么會這樣,?多重因素導(dǎo)致了手機(jī)顯示屏需求疲軟,,其中包括歐洲經(jīng)濟(jì)增長放緩,以及消費(fèi)者的觀望態(tài)度,?!疤O果(Apple)銷量未達(dá)到分析師們的預(yù)期,”弗雷斯特研究公司(Forrester Research)首席分析師查爾斯?戈?duì)柸f稱:“人們預(yù)期iPhone 5將有可能在下月發(fā)布,,并在不久后發(fā)售,。很多人可能都在推遲夠買iPhone,以免一個月后,,他們的朋友們都在炫耀最新最出色的iPhone,,他們自己卻只能拿著老款iPhone。

????因此,,憑借即將推出的新款iPhone,,蘋果有可能打破移動顯示屏市場的頹勢。戈?duì)柸f補(bǔ)充說:“我預(yù)期將看到iPhone 5逆勢而動,,因?yàn)樵谛驴頸Phone于本季度推出之前,,對iOS(設(shè)備)的需求已經(jīng)銳減?!碧O果的對手三星也逆勢而上,在于六月結(jié)束的這一季度獲得59億的美元(收入),,三星Galaxy S系列手機(jī)則成為這家韓國電子巨頭的又一熱銷產(chǎn)品,。分析人士預(yù)計,目前控制全球智能手機(jī)市場三分之一的三星或?qū)⒃?月這一季度銷售1,500萬到2,000萬部Galaxy S III手機(jī),。

????業(yè)內(nèi)其它企業(yè)也能獲得這樣的成功嗎,?有可能?!拔覀冾A(yù)計今年比2011年略有增長,,增長主要來自智能手機(jī)市場,”調(diào)研公司IHS iSuppli負(fù)責(zé)中小型顯示器的高級經(jīng)理維尼塔?賈漢威爾表示,?!叭匀挥幸恍┎块T受到影響,這種情況在影響手機(jī),而手機(jī)反過來又會影響手機(jī)顯示屏市場,?!边@些因素包括前面提到的歐洲經(jīng)濟(jì)放緩,以及中國市場的疲軟,。

????不過,,盡管經(jīng)濟(jì)放緩,移動顯示屏仍將有所增長——一定程度上是因?yàn)閷π滦推聊坏男枨?。賈漢威爾補(bǔ)充說:“2012年,,手機(jī)總出貨量仍在增長,蘋果iPhone的出貨量仍在市場中占有很大比例,?!眎Phone可能采用所謂的in-cell技術(shù),該技術(shù)能集成液晶顯示面板內(nèi)的觸摸傳感器,。賈漢威爾表示,,這可能使手機(jī)屏幕變得更大——在這個過程中不增加手機(jī)重量,同時變薄,。最重要的是,,它將刺激需求。

????其它前沿技術(shù)也有可能刺激需求,,雖然這些技術(shù)的名字讀起來很拗口,。NPD DisplaySearch表示,在其它類型顯示屏顯露疲軟跡象的同時,,耗能更少的AMOLED顯示屏增速顯著,。NPD此前預(yù)計其季度環(huán)比增幅為23%,但實(shí)際數(shù)字高達(dá)26%,。與之形成鮮明對比的是傳統(tǒng)LTPS TFT LCD技術(shù),,雖然此前預(yù)測仍有增長可能,但其實(shí)際卻呈下滑趨勢,。

????手機(jī)技術(shù)似乎與其制造商的市場地位一致,。索尼(Sony)和宏達(dá)電(HTC)這類公司發(fā)布了采用LTPS TFT LCD技術(shù)的數(shù)款旗艦機(jī),而三星則一直在力推薄膜顯示技術(shù)AMOLED,。(三星的Galaxy S3手機(jī)配備了一款4.8寸的720HD AMOLED顯示屏,。)戈?duì)柸f稱:“三星對AMOLED技術(shù)最為熱衷。他們利用這項(xiàng)技術(shù)與其它手機(jī)形成了差異,。AMOLED技術(shù)能帶來極高的分辨率和效果極佳的黑色表現(xiàn),。”

????最終,,我們極有可能看到新手機(jī)的屏幕和分辨率都有所提升,。NPD DisplaySearch預(yù)計4.3寸,支持720HD的顯示屏將變得更加普遍。業(yè)內(nèi)人士正在密切關(guān)注蘋果的一舉一動,。預(yù)計蘋果將在9月12日的發(fā)布會上發(fā)布新款設(shè)備,。

????譯者:項(xiàng)航

????As far as the displays on mobile smartphones go, bigger is better. The increasingly large displays of devices like Samsung's Galaxy Note and, possibly, the upcoming iPhone are great: bigger screens are naturally better for watching videos, playing games, and manipulating photos and other apps.

????Too bad the outlook for cell phone displays is murky and -- unlike the screen size of gadgets -- could actually be shrinking according to NPD DisplaySearch, which predicts a decline for the second half of this year as first quarter mobile phone shipments were lower than forecasters' estimates.

????Among those already feeling the pinch is South Korean LG Display, the world's second-biggest maker of liquid crystal display panels after industry leader Samsung Electronics. LG Display, which reported second-quarter net loss of $98 million, noted the loss on the sluggish demand for TV sets and mobile devices that use the LCD display technology. According to the Quarterly Mobile Phone Shipment and Forecast Report, NPD DisplaySearch revised is forecast for the upcoming quarters.

????What gives? Several factors created weaker demand for mobile displays, including the economic slowdown in Europe as well as also a wait-and-see attitude from consumers. "Apple did not have the sales that analyst predicted," said Charles Golvin, principal analyst with Forrester Research (FORR). "There has been expectations for the iPhone 5, which will likely be announced next month and on sale shortly thereafter. A lot of people are likely holding off buying an iPhone so they aren't stuck with a device a month before their friends are showing off the latest and greatest."

????Thus with a new handset on the way, Apple (AAPL) could actually break out from the slowdown in the mobile display market. "I expect to see the iPhone 5 buck the trend, due to the drop-off in demand for iOS leading up this quarter's release of the new handset," Golvin added. Rival Samsung has also bucked the trend, and reported a $5.9 billion for the June-ending quarter, as its Galaxy S Handset proved another hit for the South Korean electronics giant. Analysts have estimated that Samsung, which now controls more than a third of the total global smartphone market, could sell between 15 million and 20 million of its Galaxy S III handsets in the September quarter.

????Can the rest of the industry expect this kind of success? Perhaps. "We are expecting slight growth over 2011, primarily from the smartphone market," said Vinita Jakhanwal, senior manager of small and medium displays, with IHS iSuppli. "There are still a couple of sectors that are getting impacted, but this is impacting devices, which in turn is impacting the mobile display market." These include the aforementioned slowdown in the Europe as well as a softening in the Chinese market.

????But despite the slowdown, mobile displays should still see some growth -- thanks, in part, to demand for new types of screens. "Total devices are still increasing in 2012," added Jakhanwal. "Apple's iPhone shipments remain a significant part of the market." The iPhone may use so-called in-cell technology that integrates the touch sensors within the LCD panel. This could result in a handset that will have a larger screen -- but without adding weigh in the process -- and will be thinner as well noted Jakhanwal. Crucially, that would boost demand.

????Other cutting-edge, if hard-to-pronounce developments could also help boost demand. NPD DisplaySearch noted that AMOLED displays, which consume less power, actually had higher growth while other technologies showed declines. NPD had estimated 23% quarter-over-quarter growth, but it actually surpassed this, reaching 26%. In contrast, old-school LTPS TFT LCD technology was forecast to be up but fell.

????The technology in the phones also seems to match the various makers' place in the market. Sony (SNE) and HTC were among the companies to release premium models that utilized the LTPS TFT LCD technology, while Samsung's support of AMOLED, the thin-film display technology, is driving rapid growth. (Samsung's Galaxy S3 featured a 4.8-inch 720HD AMOLED display.) "Samsung has been the most enthusiastic support of AMOLED," added Golvin. "They're used that as a way to differentiate their handsets. It is able to provide very high-resolution and very good black levels."

????Ultimately, screen size and resolution are likely to increase in new phones. NPD DisplaySearch predicted that 4.3-inch screen displays and handsets offering 720 HD resolution will become even more popular. That leaves industry observers waiting to see what Apple will do. It is expected to unveil its latest device at a September 12 event.

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