Taiwan handsets – 2Q 2006

Staff writer

Taiwan’s handset shipments in the second quarter of 2006 failed to meet an original estimate of 39 million units due to inventory pile-up at leading handset manufacturer Compal Communications and the delayed launch of new mobile phones from BenQ-Siemens. Second quarter shipments grew 13.5% on quarter to 36.76 million mobile phones, driven mainly by demand for replacement phones in emerging markets.

Table of contents

Introduction
Chart 1: Taiwan's handset shipments, 2Q05-4Q06 (k units)
Shipment breakdown
Transmission technology: GSM, CDMA, and WCDMA
Chart 2: Taiwan's handset shipments by transmission technology, 2Q05-2Q06
Handset type: Candy bar, clamshell, and slide phone
Chart 3: Taiwan's handset shipments by type, 2Q05-2Q06
Main displays of candy bars and slide phones
Chart 4: Taiwan's candy bar, slide phone shipments by main display colors, 2Q05-2Q06
Clamshell main display colors
Chart 5: Taiwan's clamshell shipments by main display colors, 2Q05-2Q06
Clamshell sub-display colors
Chart 6: Taiwan's clamshell shipments by sub-display colors, 2Q05-2Q06
Built-in cameras
Chart 7: Taiwan's handset shipments by camera pixels, 2Q05-2Q06
Third-quarter outlook
Transmission technology
Chart 8: Taiwan's handset shipments by transmission technology, 3Q05-3Q06
Handset type
Chart 9: Taiwan's handset shipments by type, 3Q05-3Q06
Main displays of candy bars and slide phones
Chart 10: Taiwan's candy bar, slide phone shipments by main display colors, 3Q05-3Q06
Clamshell main display colors
Chart 11: Taiwan's clamshell shipments by main display colors, 3Q05-3Q06
Clamshell sub-display colors
Chart 12: Taiwan's clamshell shipments by sub-display colors, 3Q05-3Q06
Built-in cameras
Chart 13: Taiwan's handset shipments by camera pixels, 3Q05-3Q06
Industry watch
Increased share for top-three manufacturers
Chart 14: Share breakdown of Taiwan’s top five-handset makers
Table 1: Taiwan leading handset makers (in terms of shipments), 1Q05-2Q06
Low-cost handset inventory to clear from mid-3Q
Chart 15: On-month revenue drop of major suppliers for Motorola, May 2006
Chart 16: On-month revenue drop of major suppliers for Motorola, June 2006
Chart 17: On-month revenue drop of major suppliers for Motorola, July 2006
Chart 18: New handset subscribers in India, Brazil, Russia and China (thousands)
Shipments to benefit from replacement market; potential orders from Nokia and LG
Table 2: Contract orders from major handset vendors
Nokia
Table 3: Outsourced CDMA orders from Nokia
Motorola
Table 4: New Motorola low-cost mobile phones for 2H 2006
Samsung and LG
Sony Ericsson
Table 5: Consolidated financial summary, second quarter ended June 30, 2006 of Sony Ericsson Mobile Communications
Own-brand phones as another shipment driver
Chart 19: Shipment breakdown by ODM and own-brand/ telecom carriers
Table 6: BenQ-Siemens 3G and high-end offerings
Table 7: BenQ-Siemens mid-range and entry-level offerings
Table 8: HTC handsets marketed by worldwide telecom carriers
Vying for orders from telecom companies
Table 9: Taiwan-developed smartphones displayed at Microsoft’s exhibit booth during Computex Taipei 2006
Outlook for 2006-2008
Chart 20: Taiwan’s handset shipment trend and global market share, 2004-2008 (million units)

Taiwan handsets – 2Q 2006

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