Screens and batteries Dominant Asians
Von laptop, 10:50Using modern multimedia devices, it is a little like the search for gold in the Canadian Klondike River. There dug the end of the 19th Century, all of gold, but few were in the end find. Definitely well deserved but the manufacturers and sellers of blades and other gold detector.
And today? Competing producers of smart phones, laptops, navigation systems and flat screen televisions with ever-new design and features to the attention of customers. But which instruments are best sellers know later in the production of new models constantly, no one. However, there is something that must have all equipment: good display, and – in mobile applications – strong batteries.
Modern blade manufacturer. The “blade manufacturer” in the electronics and the Internet age are sitting almost all in Asia (see chart ro): 94 percent of manufacturers of liquid crystal displays (LCD) to ship their goods from Taiwan, South Korea and Japan. With high performance lithium-ion battery similar to the Asian dominance is overwhelming.
The outlook for the sector of the Dell Latitude d620 battery and display manufacturers in the coming years very well. So globally, sales of LCD screens, after a slump this year break due to the strong demand, especially for devices for mobile applications by 2011 for the first time the milestone of $ 100 billion. Without bending the curve in the rechargeable batteries (see chart below left). To 13 percent annually, the market growth to 2013 – from just under eight billion dollars to be nearly twelve billion dollars.
More and more powerful. pleased that the display and Dell Latitude E6500 battery manufacturers about future increases in sales may depend mainly associated with the trend towards ever more powerful mobile devices. Especially dramatic is the change in the mobile phones. According to market research firm Frost & Sullivan in 1996 there were 124 million mobile phone users worldwide. In three years their number will have risen to 2.96 billion. The share of mobile phone users in the world population continues to grow rapidly: from 47 percent in 2008 to 64 percent in 2012.
Then there is the change in the quality of use. The expansion of pure telephony through to the data transfer is in full swing. A few years ago there were hardly affordable mobile phones that could handle large amounts of data in pocket format. A cheap ubiquitous Internet coverage, such as lack of flat rates, as well. Currently, the growth for this high-performance mobile devices, also known as smartphones, estimated in 2012 to eleven percent per year.
The success of Apple’s iPhone illustrates the change best. Than before such phones were almost distributed only in the business, Apple made it a million-selling mass-produced. For some time there are more and more iPhone competitors, of which the customer also typical for the iPhone – “Apps” mentioned – Additional applications demand. Many of these programs, such as news services, weather or current business updates will only work with an Internet connection.
Similarly, the trend is in computers. Fewer and fewer inpatient units are sold, but the business is flourishing with portable notebooks. And they are getting better equipped, at present even with displays that allow a spatial representation. The growth is driven mainly by small, powerful netbooks that provide fast Internet access. Whether MP3 player, iPhone, netbooks, or the new e-books, electronic reading devices that provide on which thousands of books and read them: all need modern LCD displays, which are also energy-saving and cost-effective, and powerful lithium-ion batteries.
Many applications. Not only private consumers to boost sales. In medical technology, the need for Dell Latitude E5500 battery and displays for portable devices increases to as much as in the defense: The soldier who fight without Navi, Smartphone and notebook must contain, at a loss.
Four-fifths of all the built-in LCD displays are manufactured in South Korea and Taiwan. After a weak first half year is now generally an increasing demand for LCD displays observed. The demand, especially for small panels up to ten inches is so strong that the factories in this capacity would be freed, which were really designed for larger notebooks and monitors, reported the journal DisplaySearch “two months ago.
South Korea forward. Market leader in LCD displays in South Korea LG Display, Samsung Electronics and LG Electronics. Taiwan AU Optronics and Chi Mei Optoelectronics are the top manufacturer, TPV Technology Limited from China urges stronger in the market. Japan is NEC, Sharp and Hitachi represented in the ranks of the LCD manufacturers.
The technological trends are already evident. For smaller displays are touch screens, as they made the iPhone popular, always in demand. For those referred to in technical terms, active matrix OLED displays, new applications are found, such as secondary displays in mobile phones and digital cameras. Moreover, they not only three inches to be installed in small devices, but also in larger notebooks, even in sunlight where they will be very well read.
From LCD to OLED. Spatial 3-D images on laptop screens are another recent trend. The new OLED technology that makes possible even with TV sets very sharp images, should in future be a big seller. With OLED films, the electronic newspaper, and entirely new lighting opportunities for houses will come onto the market. All the major manufacturers are working flat out on these developments.
From an investor point of view, also offer companies that build both LCDs and lithium-ion Dell Vostro 1510 battery . These are mainly Japanese companies, including Sony, Panasonic and Toshiba. However, since all should have to struggle into 2010 with losses, Samsung SDI is the better choice. The South Koreans do in the crisis year 2009 with its “high-tech blades” good profits.
Market leaders from Korea
LG Display has a market capitalization of 6.18 billion euros and a market share of 30 percent of the world’s leading manufacturer of advanced TFT liquid crystal displays and supplies including Dell and Hewlett-Packard. In addition, the South Koreans are also in the production of future OLED display technology at the forefront.
Almost everywhere, when it comes to smart phones or touch screens for flexible displays for laptops, flat screen TV, desktop PC or medical applications, LG Display is in the game. Currently, the Koreans are planning to expand its production capacity by building a new, four-billion-dollar plant in the Chinese province of Guangzhou. LG Display was well through the crisis and has a P / E (2010) of 7.2 is very attractive. Earnings per share should increase from 1.69 € to 2.41 € in the year next year.


