A picture to understand the touch industry chain in mainland China: touch is the most popular / technically changing field in the Smart Terminal industry chain, and has created A-share stocks such as Leybold and Oufei. At present, there are about 10-15 touch module factories with shipments of more than 1KK / month in mainland China, and about 50 100,000-500,000 / month. In this field, various technologies / manufacturers of various types are engaged in full-scale wars, integrated reshuffle, and technological innovation. ——Pan Jiutang (Weibo)
Want to know more about touch technology design knowledge and industry trends, participate immediately: Elecfans touch technology (October) original blog post contest kicked off
October "touch technology Special" hot download electronic enthusiast network, how can you lack!
Mainland China Touch Industry Chain (Source: collated by Huaqiang Electronics Industry Research Institute)
China's domestic touch industry industry chain is developing rapidly
In recent years, the field of global touch technology has developed rapidly. In China, touch panel manufacturers have undergone technological transformation, improved their technical capabilities and mass production capabilities, and related supporting industries have also developed rapidly, catching up with some international first-tier manufacturers. The rapid development of domestic touch product capacity has brought considerable pressure to global touch manufacturers. The technological advantages of Chinese Taiwanese manufacturers have gradually disappeared. The Korean government and manufacturers realize that they do not have an advantage in the field of touch, and they are confident that they will reorganize and play their part. Technological advantages enhance industrial status.
South Korean manufacturers with On-Cell and In-Cell technologies already deployed in these two fields still have the opportunity to surpass the industrial status of China's touch technology. The downstream supply targets of Taiwanese manufacturers in China are mainly terminal manufacturers such as Apple and HTC, and the supply to the Chinese mainland market is gradually decreasing. Taiwan, China is the region with the highest proportion of global touch panel shipments, with a market share of over 46%. At the same time, Taiwanese manufacturers are the first to enter the mainland market and are also the most successful. Today, the advantages of Chinese Taiwanese touch manufacturers in the mainland market are much less than before.
Because of the high prices, high profits, and the dominance of new technologies, Taiwanese touch manufacturers have made a lot of money in the past few years. As a result, Taiwan ’s touch manufacturers ’expectations for the mainland market are too high, and Taiwan ’s touch manufacturers began to invest in a large scale to expand production capacity. With the rise and development of the mainland touch technology industry, the market share of Taiwan's touch manufacturers has gradually shrunk. The adjustment strategy of Korean touch manufacturers, the mass production of innovative technologies by American manufacturers, and foreign companies intend to seize the market in the field of touch. There are not many European, American, Japanese and Korean manufacturers investing in the touch industry in China, and they cannot be compared with Taiwan ’s touch manufacturers. However, the association with the domestic touch industry is mostly concentrated in chemical materials and high-end equipment The related equipment and materials provided by the control industry are relatively new to domestic manufacturers. In the past few years, South Korean manufacturers have mainly focused on the OLED field, and have indeed achieved remarkable results. However, the South Korean government and manufacturers have realized that they do not have an advantage in the field of touch panels, and they are confident that they will regroup and use the advantages of the government to focus on boosting the market position of the touch panel. However, judging from the currently formed global touch panel industry pattern, it is difficult for South Korea to achieve ideal results if it only depends on the domestic market and its own market. It is undeniable that South Korea's R & D capabilities in innovative technologies surpass domestic ones.
As In-Cell and On-Cell technologies become mainstream, Korean touch manufacturers that have taken the first step in these two fields still have the opportunity to surpass the domestic touch industry status. American manufacturers have provided a complete solution for the application technology of graphene replacing ITO touch screen. In mobile phone touch screens, indium tin oxide is expensive, expensive, fragile, and toxic, and graphene has more flexibility, high performance, low cost, and more environmentally friendly than the existing touch panel material indium tin oxide Features. Graphene-based touch screen phones are expected to reduce costs by 30%. In addition to being able to achieve functional substitution, it is more important that graphene has excellent flexibility, which is consistent with the general trend of display screens pursuing soft and foldable. Despite the huge market space, domestic graphene is still in the exploration stage of mass production, and technical innovation needs to be improved. The rapid increase in production capacity and scale is the first sign of the growth of domestic touch panel manufacturers. One is the rapid development of the touch supporting industry; the second is that the time to market for new products has been greatly shortened; the third is the wide range of end customers; the fourth is the large production capacity and the complete range of technologies.
Domestic touch panels are mainly mobile phone applications, with a score of over 80%. The proportion of shipments of touch panels for mobile phones used by domestic manufacturers was 33.7% at the beginning of 2012 and increased to 39.6% by the end of the year. Whether the capacitive screen sensor is Glass or Film structure, the total domestic shipments exceed the demand by 30%, reaching a state of oversupply. The annual production capacity of the four major touch panel manufacturers Leibao Hi-Tech, Yushun Electronics, Ophelia, Ultrasonic Semiconductor's capacitive touch screens has increased to about 130 million, which has basically met the number of touch modules required for domestic smartphone shipments. Domestic touch panel manufacturers are mainly small and medium-sized enterprises with relatively simple backgrounds. They were rejected by first-tier manufacturers such as Samsung because of their small scale and insufficient production capacity. Therefore, the rapid increase in production capacity and scale is the first sign of the growth of domestic touch panel manufacturers.
The product types of domestic touch screens are relatively complete. Not only the shipments of G / G, G / F / F and other products are large, but also OFS, OPS, OGS and other products are in reserve. Many domestic touch manufacturers already have the ability to produce OGS products, and some manufacturers already have OGS product mass production and shipment capabilities. Compared with the previous years, the reaction speed of the capacitive screen technology is much faster, which shows that the domestic touch manufacturers fully pay attention to technology research and development and have a certain strength. In addition, the domestic production equipment and chemical material manufacturers have increased significantly, which is also a highlight. In addition to equipment manufacturers have begun to get rid of the predicament of simply acting as agents in the past few years, the supply of chemical adhesives, inks, tempered glass, and touch ICs has been localized.
Q3 China flat panel touch panel shipments will grow by 40%
The market research agency DIGITIMES Research observed that the three major telecom operators in mainland China simultaneously canceled the subsidy policy for low-end smartphones below 4 inches in May 2013, which led to the accumulation of market touch panel inventory. Shipment of mobile phone touch panels will decline by 1.0% from the previous quarter. In the fourth quarter, new models of smart phones with a size of more than 4.5 inches will be launched successively. The quarter rose by 1.8%.
In terms of touch panel technology for mobile phones, glass touch panel manufacturers in China, such as Leybold, began to push glass touch panels for mobile phones at the end of 2012 and early 2013 when ITO films were in short supply. The proportion of goods to goods will reach 25.2% in the fourth quarter. In addition, for tablet PCs and NB applications, Lan Si Wang, which originally produced only protective glass, was put into touch panel production in 2013 and successfully entered the Amazon low-end 7-inch Kindle Fire new model touch panel supply chain. Leybold also entered the new Nexus 7 touch panel supply chain to increase the shipment of touch panels for tablet PCs in China. Shipment of touch panels for tablet PCs from the Lu factory in the third quarter will increase by 42.9% from the previous quarter.
As for NB touch panels, Ophelia actively develops metal mesh thin film touch technology to compete with Taiwan ’s low-cost glass touch technology, and has been awarded by Lenovo, Acer, etc. The adoption will also push the mainland NB touch panel to account for 10% of the world's share.
Picture title: Changes in Shipment Volume of Touch Panels for Mobile Phones in Mainland China (Source: DIGITIMES)
According to the electronic enthusiast website, the latest touch chip market wars: Cypress announced the delivery of the 1 billionth CapSense capacitive touch sensor controller; the competition in the touch IC market has become fierce and Duntai fingerprint sensors are slashing prices; DIALOG Semiconductor Limited The company's multi-touch display sensor IC passed WINDOWS 8.1 certification; aiming at the touch-sensitive small home appliances Shengqun once again strong shot; breakout optical touch fingerprint recognition Shengqun 32-bit MCU shines; Ou Feiguang Metal Mesh comprehensive layout to grab Taiwan Touch orders.
Pos Machine,Smart Android Pos,Smart Mobile Tablet Terminal,Smart Pos Z90
Guangzhou Winson Information Technology Co., Ltd. , https://www.winsonintelligent.com