At the China Consumer Electronics Show held this year, Zhou Houjian, chairman of Hisense Group, wrote down the words “Driving hard†on Hisense Touch TV. He told the “China Electronics News†reporter: “We are very optimistic about the touch TV market. This product will first open the market in the field of education." This year, Hisense and Sharp and other color TV companies have launched a touch-screen TV, Apple introduced the iPad, Samsung and HTC and other manufacturers also introduced several smart phones, this series of information told Us: The touch screen "fired."
With the popularization of terminal applications, the touch panel industry has become "highly popular" and has become a strategic high ground for many enterprises to seize. At present, the main strategy of Japanese companies is to increase R&D efforts and occupy the high ground of technology; Chinese Taiwanese companies have chosen to actively follow up, and have expanded their touch panel production capacity to seize market size; while Korean companies have chosen to wait and see. Experts believe that the current rapid expansion of touch panel production capacity, the future panel prices will fall sharply, the level of yield will directly determine the success or failure of the company.
Will usher in the golden age
Recently, the stocks of Ultrasonic Electronics, Leybold Tech, Ophelia, Shenma A, Yushun Electronics, and Changxin Science and Technology have all reached daily limit. The touch panel industry is about to usher in an era of sustained high prosperity.
Apple's third-quarter financial report showed that in the third quarter of this year, Apple's net profit was 300 million US dollars, a 70% increase over the same period last year, while the iPhone alone sold 14.1 million, a substantial increase of 91%. In the fourth quarter, iPhone and iPad are still in short supply. Market research firm Gartner pointed out that the global touch screen mobile device sales this year will exceed 362 million units, an increase of 96.8%, of which only tablet PC sales close to 195 million units. It is estimated that by 2011 global tablet PC sales will reach 54 million units, and by 2014 it will reach 208 million units. The sales volume of touch-screen smart phones will reach 400 million by 2012, accounting for 82% of smart phones.
In the face of increasing market demand, Li Shaozong, general manager of Lehigh Tech, said: “The next two years will be the golden age of touch screens. The real benefit will be the earlier entry into this field.â€
According to market research agency DisplaySearch, the global touch panel output in 2010 will reach 7.9 million square meters, and in 2011 will exceed 10 million square meters. The monthly touch panel production capacity (in 3-inch units) is estimated to reach 296 million units in 2010, and it is estimated that the monthly production capacity will exceed 391 million units in 2011.
Compared with DisplaySearch, Japanese research company Techno Systems Research has more confidence. Its report shows that the number of mobile phones adopting full-touch operation mode or carrying QWERTY buttons has increased rapidly, and Apple Inc. has launched a full-touch type tablet computer iPad. With an increase in the proportion of touch panels on All-In-One PCs, the global touch panel market is expected to increase by 31% from the previous year to 610 million units. It is expected that its market size in 2016 will further increase to 1.36 billion units.
Korean companies do not move
For the prediction of panel demand by many research institutions, upstream manufacturers and panel manufacturers have made corresponding plans. Among these, the attitudes of Japan, Taiwan, and South Korean companies formed a sharp contrast.
In Taiwan, Lai Bao Gaoke, Ophelia, Shenghua, Yuhong, Hexin, Interface, Yingmao, Yanghua and other manufacturers have all expanded their production capacity. Even the panel dual tiger AUO and Chi Mei are actively deploying touch production. Lin Yingchang, general manager of Huaying, told reporters that Huaying will then carry out product integration in the direction of complete touch solutions and touch modules. The goal is to launch new products in the first quarter of next year. Reporter was informed that Huaying internal is also planning, next year will be the 6th generation line of about 10,000 mother glass production capacity for the production of medium-size touch panel products.
In Japan, photo printing, Hitachi, Sharp and other companies are making efforts to touch the field. Their characteristics are based on technology research and development. For instance, Hitachi has developed a special ink material for printing conductive films and dispersing nano-size silver particles. The on-cell touch panel has been reduced by approximately 30% (0.5mm) from the conventional panel thickness, and the Japanese Touch Panel Institute has continuously introduced new results for the touch panel.
In contrast, the South Korean manufacturers Samsung and LGD did not have much action. The current touch screens used by Samsung smartphones are mostly from Taiwanese manufacturers in China. Recently, it is reported that Samsung will mass production of 3.3-inch touch OLED panel, but unconfirmed.
The reporter learned from the interview that the reasons behind Samsung’s choice of “doing nothing†are behind it. It is understood that the cost of touch-related components in the touch screen accounts for 29% of the entire panel module, which is a very high proportion. At present, Samsung, LGD and other Korean panel makers have made great efforts in the LED, 3D, and even OLED industry layout, and it seems that they have no time to consider the touch field.
Yield is low
During the interview, analysts from a number of research institutions told reporters that starting from June 2010, many chip and panel companies’ new investments were centered on touch screens. In the next two to three years, the touch market will be their first choice. Investment areas. At the same time, they also said: "In the next 2 years, touch panels will face a crisis of shortage."
It is understood that the main reason for the current lack of touch panel is the yield is not high. Experts told reporters that at present a capacitive touch panel consists of four major components: TFT glass, color filters, touch glass, and surface-strengthened glass. Among them, the role of touch glass is the most rampant, and the low yield rate is its biggest bottleneck. When the strengthened glass manufacturers complete the strengthening of the glass and send it to the touch sensor manufacturers for processing, the low yield rate may leave only 10 of the 5 glasses. sheet.
Ye Zhenxiu, an analyst at the Institute of Industrial Intelligence at the Taiwan Investment Council, told the “China Electronics News†reporter: “The main problem with projected capacitive touch screens is that the cost is too high. Take the current high-end capacitive touch screen as an example. The 3-inch price cost is about It can reach more than ten dollars, but this problem will disappear with the maturity of the manufacturing process, the expansion of industrial scale, and the standardization of control ICs."
The DisplaySearch report points out that as more and more suppliers enter this market and as the output increases, the average price of 5-inch to 10.2-inch panels used in mini-notebooks and tablet PCs declines very quickly. Tablet PCs currently have a 9.7-inch iPad as the mainstream, followed by a 7-inch display, such as Samsung's Galaxy Tab and ViewSonic 7, which will have an even smaller screen size in the future.
Reporter Comments
The yield rate determines the outcome
Faced with the touch market, the differences in corporate strategies in Taiwan, Japan, and South Korea have hidden myths. At present, the touch panel technology is not yet mature, and the overall structure of the touch panel may change. Manufacturers with large production capacity will temporarily choose to wait until the direction of development is basically determined before they launch a Jedi counterattack.
However, the touch panel industry has three key success points. First, it needs to have production capacity. Second, it must be able to make panels, and finally there must be a satisfactory quality rate. The three are indispensable. It should be said that if the yield rate is low, even if the product is produced, it will become more and more deficient. The future yield rate will be the key to the success of the company.
With the popularization of terminal applications, the touch panel industry has become "highly popular" and has become a strategic high ground for many enterprises to seize. At present, the main strategy of Japanese companies is to increase R&D efforts and occupy the high ground of technology; Chinese Taiwanese companies have chosen to actively follow up, and have expanded their touch panel production capacity to seize market size; while Korean companies have chosen to wait and see. Experts believe that the current rapid expansion of touch panel production capacity, the future panel prices will fall sharply, the level of yield will directly determine the success or failure of the company.
Will usher in the golden age
Recently, the stocks of Ultrasonic Electronics, Leybold Tech, Ophelia, Shenma A, Yushun Electronics, and Changxin Science and Technology have all reached daily limit. The touch panel industry is about to usher in an era of sustained high prosperity.
Apple's third-quarter financial report showed that in the third quarter of this year, Apple's net profit was 300 million US dollars, a 70% increase over the same period last year, while the iPhone alone sold 14.1 million, a substantial increase of 91%. In the fourth quarter, iPhone and iPad are still in short supply. Market research firm Gartner pointed out that the global touch screen mobile device sales this year will exceed 362 million units, an increase of 96.8%, of which only tablet PC sales close to 195 million units. It is estimated that by 2011 global tablet PC sales will reach 54 million units, and by 2014 it will reach 208 million units. The sales volume of touch-screen smart phones will reach 400 million by 2012, accounting for 82% of smart phones.
In the face of increasing market demand, Li Shaozong, general manager of Lehigh Tech, said: “The next two years will be the golden age of touch screens. The real benefit will be the earlier entry into this field.â€
According to market research agency DisplaySearch, the global touch panel output in 2010 will reach 7.9 million square meters, and in 2011 will exceed 10 million square meters. The monthly touch panel production capacity (in 3-inch units) is estimated to reach 296 million units in 2010, and it is estimated that the monthly production capacity will exceed 391 million units in 2011.
Compared with DisplaySearch, Japanese research company Techno Systems Research has more confidence. Its report shows that the number of mobile phones adopting full-touch operation mode or carrying QWERTY buttons has increased rapidly, and Apple Inc. has launched a full-touch type tablet computer iPad. With an increase in the proportion of touch panels on All-In-One PCs, the global touch panel market is expected to increase by 31% from the previous year to 610 million units. It is expected that its market size in 2016 will further increase to 1.36 billion units.
Korean companies do not move
For the prediction of panel demand by many research institutions, upstream manufacturers and panel manufacturers have made corresponding plans. Among these, the attitudes of Japan, Taiwan, and South Korean companies formed a sharp contrast.
In Taiwan, Lai Bao Gaoke, Ophelia, Shenghua, Yuhong, Hexin, Interface, Yingmao, Yanghua and other manufacturers have all expanded their production capacity. Even the panel dual tiger AUO and Chi Mei are actively deploying touch production. Lin Yingchang, general manager of Huaying, told reporters that Huaying will then carry out product integration in the direction of complete touch solutions and touch modules. The goal is to launch new products in the first quarter of next year. Reporter was informed that Huaying internal is also planning, next year will be the 6th generation line of about 10,000 mother glass production capacity for the production of medium-size touch panel products.
In Japan, photo printing, Hitachi, Sharp and other companies are making efforts to touch the field. Their characteristics are based on technology research and development. For instance, Hitachi has developed a special ink material for printing conductive films and dispersing nano-size silver particles. The on-cell touch panel has been reduced by approximately 30% (0.5mm) from the conventional panel thickness, and the Japanese Touch Panel Institute has continuously introduced new results for the touch panel.
In contrast, the South Korean manufacturers Samsung and LGD did not have much action. The current touch screens used by Samsung smartphones are mostly from Taiwanese manufacturers in China. Recently, it is reported that Samsung will mass production of 3.3-inch touch OLED panel, but unconfirmed.
The reporter learned from the interview that the reasons behind Samsung’s choice of “doing nothing†are behind it. It is understood that the cost of touch-related components in the touch screen accounts for 29% of the entire panel module, which is a very high proportion. At present, Samsung, LGD and other Korean panel makers have made great efforts in the LED, 3D, and even OLED industry layout, and it seems that they have no time to consider the touch field.
Yield is low
During the interview, analysts from a number of research institutions told reporters that starting from June 2010, many chip and panel companies’ new investments were centered on touch screens. In the next two to three years, the touch market will be their first choice. Investment areas. At the same time, they also said: "In the next 2 years, touch panels will face a crisis of shortage."
It is understood that the main reason for the current lack of touch panel is the yield is not high. Experts told reporters that at present a capacitive touch panel consists of four major components: TFT glass, color filters, touch glass, and surface-strengthened glass. Among them, the role of touch glass is the most rampant, and the low yield rate is its biggest bottleneck. When the strengthened glass manufacturers complete the strengthening of the glass and send it to the touch sensor manufacturers for processing, the low yield rate may leave only 10 of the 5 glasses. sheet.
Ye Zhenxiu, an analyst at the Institute of Industrial Intelligence at the Taiwan Investment Council, told the “China Electronics News†reporter: “The main problem with projected capacitive touch screens is that the cost is too high. Take the current high-end capacitive touch screen as an example. The 3-inch price cost is about It can reach more than ten dollars, but this problem will disappear with the maturity of the manufacturing process, the expansion of industrial scale, and the standardization of control ICs."
The DisplaySearch report points out that as more and more suppliers enter this market and as the output increases, the average price of 5-inch to 10.2-inch panels used in mini-notebooks and tablet PCs declines very quickly. Tablet PCs currently have a 9.7-inch iPad as the mainstream, followed by a 7-inch display, such as Samsung's Galaxy Tab and ViewSonic 7, which will have an even smaller screen size in the future.
Reporter Comments
The yield rate determines the outcome
Faced with the touch market, the differences in corporate strategies in Taiwan, Japan, and South Korea have hidden myths. At present, the touch panel technology is not yet mature, and the overall structure of the touch panel may change. Manufacturers with large production capacity will temporarily choose to wait until the direction of development is basically determined before they launch a Jedi counterattack.
However, the touch panel industry has three key success points. First, it needs to have production capacity. Second, it must be able to make panels, and finally there must be a satisfactory quality rate. The three are indispensable. It should be said that if the yield rate is low, even if the product is produced, it will become more and more deficient. The future yield rate will be the key to the success of the company.
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