スマートフォン向け液晶パネルの価格下落が続いており、メーカーは利益をなんとか確保すべく製造コストの低減に焦点を当て解を見つけようとしている。例えば5"FHDパネルは2014年に単価が前年比35%低下と言う急激な下落を経験したが、製造コストの削減は14%に留まった。
IHSによると現在の価格トレンドがこのまま続けば2015年の末には製造コストは損益分岐点に近づくという。
As smartphone panel selling prices continue to fall, display makers are focused on finding ways to reduce production costs, in order to eke out profits. For example, five-inch Full HD mobile phone panels experienced a drastic on-year unit-shipment decline of 34%, but manufacturing costs fell only 14% in 2014. If current price trends continue, manufacturing costs for five-inch Full HD panels are expected to reach the break-even point by the end of 2015, according to IHS.
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IHSによると現在の価格トレンドがこのまま続けば2015年の末には製造コストは損益分岐点に近づくという。
As smartphone panel selling prices continue to fall, display makers are focused on finding ways to reduce production costs, in order to eke out profits. For example, five-inch Full HD mobile phone panels experienced a drastic on-year unit-shipment decline of 34%, but manufacturing costs fell only 14% in 2014. If current price trends continue, manufacturing costs for five-inch Full HD panels are expected to reach the break-even point by the end of 2015, according to IHS.
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「テレビ向けﾊﾟﾈﾙの価格は昨年比較的フラットにとどまった。一方スマホ向けバネルの価格は下落が続いている。」とJ.Kim(IHS主席アナリスト)は言う。
「パネルメーカーが増えていて生産割り当てが増加しているが、一方の今の市場の需要は普及型パネルと低価格パネルしか伸びていない。そのため収益を支えるために製造コストの低減に各メーカーは力を注いでいる。」
"Prices for TV panels have remained relatively flat since last year, but smartphone panel prices have been continuously falling during the same period," said Jimmy Kim, principal analyst and researcher for IHS. "Growing numbers of panel makers are increasing their production allocations; however, in the current smartphone market, only mainstream and low-end products show any demand growth at all. Manufacturers are therefore looking at cost-saving measures, in order to bolster their bottom lines."
スマホ向けパネル価格の下落に伴い、あるパネルメーカーはLTPSから酸化TFTに切り替えた。他にも複数チップLEDに切り替えたり、RAMレスドライバーIC、光学シートとコスト低減に効く他の部材と複合したりと原価低減を図っている。
With smartphone panel prices falling, some panel makers are replacing LTPS with oxide semiconductor substrates. Others are reducing costs, by introducing multi-chip LED packages, RAM-less driver integrated circuits (ICs), composite optical sheets and other cost-effective component solutions.
プレミアムスマホが飽和してきてるとはいえ、普及・低価格型が伸びているとして生産割り当てを未だに増やすメーカーがいる。この状況ではさらに低価格への圧力が強まると、IHSは見ている。
Although panels for premium smartphones are becoming saturated, some panel makers are still expected to increase their capacity allocation for smartphone panels, since demand for mainstream and low-end products shows growth. This situation will, however, add pressure to lower prices for cost-competitive products, said IHS.
「パネルメーカーが増えていて生産割り当てが増加しているが、一方の今の市場の需要は普及型パネルと低価格パネルしか伸びていない。そのため収益を支えるために製造コストの低減に各メーカーは力を注いでいる。」
"Prices for TV panels have remained relatively flat since last year, but smartphone panel prices have been continuously falling during the same period," said Jimmy Kim, principal analyst and researcher for IHS. "Growing numbers of panel makers are increasing their production allocations; however, in the current smartphone market, only mainstream and low-end products show any demand growth at all. Manufacturers are therefore looking at cost-saving measures, in order to bolster their bottom lines."
スマホ向けパネル価格の下落に伴い、あるパネルメーカーはLTPSから酸化TFTに切り替えた。他にも複数チップLEDに切り替えたり、RAMレスドライバーIC、光学シートとコスト低減に効く他の部材と複合したりと原価低減を図っている。
With smartphone panel prices falling, some panel makers are replacing LTPS with oxide semiconductor substrates. Others are reducing costs, by introducing multi-chip LED packages, RAM-less driver integrated circuits (ICs), composite optical sheets and other cost-effective component solutions.
プレミアムスマホが飽和してきてるとはいえ、普及・低価格型が伸びているとして生産割り当てを未だに増やすメーカーがいる。この状況ではさらに低価格への圧力が強まると、IHSは見ている。
Although panels for premium smartphones are becoming saturated, some panel makers are still expected to increase their capacity allocation for smartphone panels, since demand for mainstream and low-end products shows growth. This situation will, however, add pressure to lower prices for cost-competitive products, said IHS.
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