Panel industry grab a single wave of touch-touch industry changes

With Japanese, Korean, Land, and Taiwanese panel makers fishing through the world, competing in the integration of touch panel products, it can be seen that not only the competition of smart mobile phone brand manufacturers is fierce, but also the competition of upstream related component manufacturers has become fierce. .

Parts and components industry observed that although most international mobile phone brand manufacturers have fallen into the slack period, including: Samsung Electronics, Sony Mobile Communications, HTC, etc. are facing significant pressure, the order of related upstream components has also shrunk. However, the mainland market has drastically increased the shipments of mainland handset brands, including: Lenovo, Huawei and others have the opportunity to expand the integration of touch panel products by single panel makers.

The component manufacturers stated that some mainland mobile phone brand companies took the fine line, seized the opportunity of the mainland mobile phone market, and actively broke through in the high-end model market. They took the first step in the specification warfare, taking Vivo's second-generation Xplay 3S model as an example. With the panel size enlarged to 6 inches, it is the world's first mobile phone equipped with a 2K resolution panel. Manufacturers of many mainland mobile phone brands invariably focus on thin and light models, and have the opportunity to drive in-cell touch panel business opportunities.

It is worth mentioning that mobile phone brand companies are better equipped with in-cell touch panels to meet the needs of thin and light models. Currently, only Japanese panel makers and Korean panel makers are able to support the technical level. Japanese monitors ( Japan Display and LG Display have successively introduced their own patented In-Cell in-cell touch TFT LCDs and are actively promoting the mobile phone market in mainland China.

Korean-based panel maker Samsung Display's On-Cell in-cell touch AMOLED, which currently has only a large number of On-Cell in-cell touch AMOLEDs on the market, due to Samsung’s smart phones in the second half of 2014 The sluggish market demand has slowed down the kinetic energy of Samsung's monitors, making Samsung's monitors also have to seek out the sea in the mainland market.

Samsung Display’s On-Cell in-cell touch AMOLED is currently available globally to more and more mobile phone brands including Samsung Electronics, BlackBerry, Nokia, Motorola Mobility, and Jinli.

In fact, panel makers have been focusing on in-cell touch products for a long time. Recently, they have aggressively broken through the defensive touch panel industry and provided many incentives. With more excellent cost structure, they hope to further expand the market territory. To exert greater influence and influence the restructuring of mobile phone components.

In fact, the in-cell touch panel includes: In-Cell in-cell touch panel, On-Cell in-cell touch panel, and On-Cell in-cell AMOLED panel. In the Korean, Japanese, Taiwanese, and landline panel supply chains, it is planned to accelerate the promotion of the in-cell touch panel in the first half of 2015.

With the continuous surge of smart phone components integration, mobile phone panel makers, panel driver IC operators, and touch IC operators have become more and more closely involved. Taiwan and land panel makers Tianma Microelectronics, Huaying, and Caijing In cooperation with IC design company F-Duntai, etc., they have laid out On-Cell touch panel products, and some touch IC makers have adopted acquisition strategies to acquire high-powered players by acquiring driver IC operators.

At present, the resolution of high-end mobile phones in the international market has reached Full HD and even higher levels. Currently, all high-end mobile phones are required to be produced with LTPS TFT LCD or LTPS AMOLED technology. According to DIGITIMES Research, although Taiwan-based panel makers AUO and Innotec have developed Full HD specifications for a-Si TFT LCD panel, the panel aperture ratio has been greatly reduced, the power consumption is high, and the quotation can only be compared. LTPS TFT products are reduced by 2 to 3 US dollars, the price competitiveness is not as expected, and the shipping condition is not ideal.

In addition, On-Cell in-cell touch panel products introduced by Taiwanese panel makers can only support 5 touch points. Current technology is difficult to contend with Japanese and Korean panel makers. Currently, they are mainly used in China's entry-level smart mobile phones. Species.