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April 1 news, according to relevant data show that in 2014 mainland China manufacturers smartphone shipments of touch panel is expected to 575.315 million pieces, panel shipments for 164.506 million pieces of tablets, used for laptop panel shipments of 10.362 million blocks, respectively year-on-year growth of 34.4%, 39.6% and 304.0%.
Study shows that the diaphragm type will account for 70.4% of smartphone shipments of touch panel, tablet trackpad accounted for 44.4%, and the corresponding proportion in the glass type will be 21.0% and 21.0%. Resistive touch panel in smartphones and tablet shipments are accounted for 8.6% and 1% respectively. Estimated 2014 mainland manufacturers phone with film type touch panel and glass type touch panel will be a 48.7% growth in 2013 and 48.7%, respectively.
In 2014, as the mainland brand world market share of smart phones continue to increase, China factory for the touch panel to become an international brand tablet PC and NB with touch panel supply chain, estimate the touch panel in mainland factory in mobile phone and NB application growth rate will be bigger than the Taiwan factory and factory. Shenzhen ophir light will account for 20% of the smartphone shipments of touch panel, flat touch panel shipments (11.1%), notebook accounted for 60%. Huayi force businesses in Taiwan will account for 7.2% of the smartphone, tablets was 13.3%. Letter, photoelectric, animal husbandry dongguang electricity and deep the photoelectric will respectively smartphone touch panel shipments by 12.3%, 5.1% and 4.1%.
A, embedded touch and high resolution technology maturity Drive the industrial upgrading
Touch screen industry after 2013 integrated touch screen industry in 2014 will further upgrade, embedded touch and high resolution technology maturity.
As the apple iphone 5, and other products issued and listed, declared with embedded touch screen (In - cell) technology mature and terminal equipment production formally. Has higher transmittance, thinner and other characteristics of the mature development of embedded touch screen technology, will become a smart phones, tablets and AIO touch display device for the future development trend.
DIGITIMES Research thinks, In 2014 - Cell embedded touch panel technology are expected to break through bottleneck, to reach more than 300 ppi resolution, but the technology is still In 2014 will by day factory sharp, JDI and LGD Korea factory. And On - the main window of the Cell is samsung AMOLED technology; As for the On - the Cell technology On the LCD panel, only for the current mass production products resolution WVGA or qHD level, precision of about 200 ppi, and because now the On - the Cell touch panel factory for single-layer multi-touch technology, touch sensitivity is poorer, therefore, the technology will be in 2014 years to mainland smartphone brand mid-range products as the main goals, it is difficult to in the end to high-end models.
At present, the technology of the embedded touch screen production mainly in Japan and South Korea panel factory hands, 2014 domestic panel factory, tianma and longteng photoelectric boe will production embedded type touch screen panel.
Second, the touch panel will be an unprecedented price war
According to market research firm Displaybank released the latest survey, according to a report in the smartphone and tablet, under the drive of the touch panel market in 2013 increased 76% to $10.42 billion, the year is predicted to grow to $15.64 billion, in 2014 is expected to further overall touch panel's average annual growth rate of 46%. For size, Displaybank said that small and medium size touch panel under 10 inches total proportion of touch panel (sales) will be more than 90%, is expected to have a department of every 2, 2014 with a touch panel. From a technical point of view, in 2013, the capacity of electrostatic type integral touch panel market proportion of products is expected to rise to 54%, is expected to further rise to 73% in 2014. In the context of mobile phone with touch panel, is expected to surge to 84% in 2014.
Although the touch panel to expanding the size of the market, but the market an unprecedented fierce price war. Because the smartphone and tablet market competition intensifying, plus NB market in the touch panel with Windows 8 import demand is low, in order to attract the attention of consumers, the price war is inevitable. According to the research associate Qiu Yubin Witsview, global tablet shipments in 2013 is expected to reach 190 million units, 2014 sets of 2014 will see the size, but it's obvious that the annual growth rate has slipped from 365.5% at the beginning in 2011 to 20.5% in 2014.
The size of the tablet market is divided into about 7 inches and 10.1 inches two categories, the price of the mainstream market, currently at around $129. In 2014, is expected to have a chance to dip below $100. As for in product line of 10.1 inches, the mainland many white brand operators in order to attract market attention, also began to adopt is also solution, from the mainland of the touch panel and touch panel is still a "cheap" procurement, in order to reduce costs, increase market competitiveness.
Smartphones, along with the pictures of the 4 g issued by China mainland, will again bring about replacement. Market huge intelligent natural attracted a traditional touch screen mobile phone with touch panel manufacturers and panel makers violent competition, competition as a result, the touch panel market price war is inevitable. At present, with the smart phones with touch panel big size, the price war spread to the high-end smart phones with touch panel.
In addition, with the mainland touch panel industry in capacity and yield increase, and the Taiwan industry competition intensifies, in addition to smartphones, tablets, in areas such as electricity, NB, touch panel 2014 price competition will be more serious. Because the touch panel production capacity exceeds the demand, the price fight still is the main melody in 2014.
Third, business competition in the field of large size touch screen
Because of smart phones and tablet computer market of high-speed growth momentum is slowing, touch touch industry expanding big size capacity, grab market opportunities. According to Displaybank, large size touch panel in 2013 accounted for the overall market share of 11%, is expected in 2014 the proportion will rise to 22.5%.
Apple in the touch screen do the promotion in people's everyday life, while companies such as samsung touch screen magnifying trend increasingly clear. At present, the small size touch screen after the early stage of the volume, the overall yield is larger, the market is saturated, and the threshold is low, into many funds; Relatively speaking, large size touch screen defective rate is not high, demand is big, will obviously have a broader space. In general, the larger than 10.4 -inch touch screen, now only OGS and GF2 technology can realize large size touch screen.
Due to many factors, 2013 touch laptop permeability is much lower than the PC industry to touch 20% permeability of optimism; There is also a super this touch screen screen supply gap, The PC industry have underestimated the demand for Windows touch screen devices. From the point of sales, Windows 8 touch-screen PC demand far exceeded expectations. It is reported, is the biggest bright spot of Windows support touch function, it will need to use the touch screen to large size.
From 2010 to 2012, the overall touchscreen market maintained a rapid growth trend, the main benefit from the growth of smartphone shipments. But due to production delivery and competitive, most touch screen manufacturers have experienced the pain of falling margins on. But since the third quarter of 2012, with a touch of notebook shipments, and rapid advances in tablets, integral touch industry supply and demand improving. The status of the 2013 large size screen appear in short supply, but of the touch screen size of the market is still small; Touch screen area will demand faster growth in 2014, the overall industry boom is still very high.
For now, the touch screen industry leading companies basically in this aspect have a large size touch screen layout, and orders also begin to produce. Touch industry still product in 2014
Four, panel factory actively rob into the traditional touch screen manufacturers under pressure
For traditional touch screen enterprise, to maintain high profit ability, we must expand the scale of production capacity. This year, after last year's industry integration, the traditional touch screen manufacturer's profitability will be increased, but will face the great competitive pressure panel makers.
Due to the small size of touch panel shipments, panel makers intervene takes a lot of manpower and material resources, so we have a lot of touch module and a touch panel manufacturer engaged in the field. Large size of touch screen market more and more mature, especially embedded touch-screen technology OGS, In/On the cell development unceasingly, panel makers participation is higher and higher. Mainly because of the touch screen after the period of processing is more complex, and after the period of processing was fit to the end customer demand, such as shape, color, structure, etc., panel makers will have more advantage.
Last year large touch-screen makers to retreat, boe, auo panel industry giants into the touch screen, with its vertical integration integration advantages, attract brands order. 2014 is really touch the first year of life and death of the industry, if the end result of market competition is a delegate with Japan and South Korea In/On - cell touch technology into the mainstream, the downstream manufacturers began to screen panel makers procurement integration, touch screen manufacturers for short periods of time can't have this technology and form a complete set of production line, the order will decrease greatly, some large touch-screen enterprise also tough it through. But fortunately now let the traditional touch screen manufacturers, because of the panel makers In/On - cell screen production costs remain high at present, only some high-end models adopted, for the traditional touch screen manufacturers mid-range phones market opportunities still exist. But from the point of long-term development, the market is more and more conducive to the traditional touch screen manufacturers.
In the field of OGS touch screen, boe, deep the photoelectric, tianma, panel makers have been involved in; And the In - cell touch is combined with panel's most in-depth field, at present, sharp, JDI, LGD has mass production - cell In touch panel technology and conditions, the main supply apple. Continental deep tianma panel makers - cell technology is still In the production feasibility In technology research and development stage, In order to achieve production, still need further verification to the stability of the product, the perfection of related resources and the production of the mass production verification, etc. On - cell touch panel field, samsung, LGD enterprise strength strong two panel.
As for display terminal market demand is higher and higher, panel makers in the field of touch screen in the depth and breadth of will increase, the traditional touch screen manufacturers market prospect in the future will be more walk more narrow, they face panel makers pressure of competition will be more and more big, perhaps 2014 will be the traditional touch screen manufacturers of challenges and opportunities coexist, challenge in the next few years will be bigger and bigger, and the business is reducing year by year.
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