NewswireToday - /newswire/ -
Beijing, China, 2011/09/01 - ResearchInChina, the vertical portal for Chinese business intelligence, announces the release of a new report –Global and China Touch Panel Industry Report, 2010-2011.
The touch panel industry has presented the polarization after the explosion in 2010, the revenue of the large manufacturers has increased rapidly, while that of the small ones has risen by slight margin and even declined. TPK and Wintek have dominated the high-end sector of the industry and enjoyed the lion’s share by virtue of technical and client edges. The touch panel market remains booming in 2011, but it is difficult for the small & medium-sized manufacturers to make profits. In 2010 when the market thrived, a lot of enterprises expanded their capacities, which resulted in the fierce price competition of both resistive touch screen and capacitive touch screen.
TPK and Wintek are still the exclusive suppliers of Apple, yet Wintek gets increasingly marginalized, especially in large-sized iPad touch screen sector. Apple offers more orders to TPK who boasts higher yield than Wintek. Although Hon Hai, the parent company of CHIMEI INNOLUX, is the major OEM of Apple, merely the touch sensor of CHIMEI INNOLUX was approved by Apple in April. CHIMEI INNOLUX can only ship the touch sensor to TPK who makes the shipment of final products together with Wintek. TPK is most competitive in touch screen and LCD panel as well as the mounting yield of cover glass, which brings along the higher revenue that includes the sales from LCD panels.
In 2011, the single-plate touch glass solution, also known as Touch on Lens or One Glass Solution, becomes the hot topic of touch screen industry. The touch control module of the solution has reduced a layer of ITO coating and a piece of glass mounting and directly embedded the touch control sensor into the single-plate glass layer, which will greatly reduce the cost and perform better in production speed and yield.
Wintek, being severely beaten by TPK, takes the lead in the mass-production of Touch on Lens. It introduced the technology into such models as Wildfire and CHACHA of HTC in Q2 2011, with the monthly average output of 500K~600K pieces and still on the rise. In addition, Samsung Electronics will employ such product design in Q3.
Touch on Lens has to deal with the following problems in the future. First of all, the strong interference might lead to the breakdown of the lowest-layer LCM and a layer of SIO2 needs to be plated, which will increase the cost and the procedures. Secondly, the inferior strength fails to meet the rising requirements of increasingly large-sized display based mobile phones, particularly the smart phones. Thirdly, color filter manufacturers are better at integrating touch sensor and cover glass than the traditional touch screen manufacturers. Fourthly, mother cover glass has to undergo CNC cutting after the surface mounting of touch sensor and then be mounted with LCM, the yield is hence relatively low and the cost will expand. Finally, the rare supporting control IC must pay special attention to interference.
Only the joint promotion of Wintek, TPK, Young Fast, and Nissha can the market be opened for Touch on Lens. Nevertheless, Touch on Lens clearly represents the general trend, yet with slow progress. Promisingly, it will approximate 25% of capacitive touch screen at the end of 2012 and 60% at the end of 2014.