Taipei, Friday, August 1, 2014 03:24 (GMT+8)
mostly cloudy
Taipei
29°C
Digitimes Insight: Japan earthquake has no significant impact on touch panel industry
Jason Yang, DIGITIMES Research, Taipei [Wednesday 30 March 2011]

Overall supply of touch panel materials has seen limited impact from the massive earthquake and tsunami that hit northeastern Japan, as most of the production plants are located in western Japan away from the disaster areas.

ITO is a key material for touch panels. ITO films are needed to make resistive touch and film-based projected touch panels. Although major ITO film suppliers are from Japan, most of their production plants are located away from the disaster area. There are also many ITO suppliers from Korea, Taiwan and China. Therefore, ITO supply is expected to remain normal.

For the supply of ITO targets, leading supplier JX Nippon Mining & Metals' Isohara plant in Ibaraki Prefecture and third-largest supplier Tosoh Specialty Materials' plant in Yamagata Prefecture were seriously affected by the earthquake. But second-largest supplier Mitsui Mining & Smelting's plant was not affected. Production outside Japan should help keep sufficient supply of ITO targets.

JX is also the leading supplier of treated rolled copper foil used in PCB and its production plant in Ibaraki Prefecture was seriously damaged. But the production plant of the second largest supplier Fukuda Metal Foil & Powder was away from the disaster areas. JX and Fukuda both have treated rolled copper foil production plants in Southeastern Asia and China, and therefore supply for the component will remain normal.

Anisotropic conductive film (ACF) is used to bind touch panels with control ICs. Japan-based Hitachi Chemical and Sony Chemical & Information Device together account for 90% of the total ACF market. Hitachi's Shimodate plant and Sony's Kunuma plant are both located close to the disaster areas, but they have confirmed that no damage was done to production equipment and they resumed production on March 16-17. Both plants are expected to be affected by the rolling black-outs but will maintain utilization rates of over 70%.

Top-4 ITO film providers

Company

Location

Nitto Denko

Hiroshima prefecture

Dike

Kyoto

Teijin Chemicals

Hiroshima Prefecture

Suzutora

Aichi Prefecture

Source: Digitimes Research, March 2011

Japan major touch panel makers

Company

Technology

Plant location

Note

Nissha

High-end resistive touch
Film-based projected capacitive touch

Kyoto

Away from disaster areas, no significant damage

Gunze

Kyoto

Away from disaster areas, no significant damage

Ishikawa Prefecture

Shiga Prefecture

Mie Prefecture

Glass-based projected capacitive touch

Hyogo Prefecture

Away from disaster areas, no significant damage

Andes (AIS)

Glass-based projected capacitive touch

Aomori Prefecture

Away from disaster areas, no significant damage.

Source: Digitimes Research, March 2011

Realtime news
  • Taiwan IC suppliers to benefit as Samsung steps up purchases of IC parts

    Bits + chips | 5h 16min ago

  • MediaTek hikes 4G smartphone solution shipment target for 2014

    Bits + chips | 5h 17min ago

  • Digitimes Research: Promotion of HEMS appliances in Japan faces problems

    Green energy | 7h 10min ago

  • Young Optics nets NT$54 million for 1H14

    Before Going to Press | 6h 28min ago

  • China market: Gome to start price-cuts to promote LCD TVs in August, says report

    Before Going to Press | 6h 32min ago

  • Teco to exhibit cloud-based smart home appliances at TAIROS

    Before Going to Press | 6h 47min ago

  • Samsung reports decreased handset and tablet shipments for 2Q14

    Before Going to Press | 6h 49min ago

  • PCB/LCD equipment supplier Asia Neo Tech to debut on OTC market

    Before Going to Press | 7h 14min ago

  • Nearly 50 firms stepping into 3D printing, says ITRI

    Before Going to Press | 7h 25min ago

  • Radiant Opto-Electronics nets NT$3.07 per share for 1H14

    Before Going to Press | 7h 27min ago

  • Taiwan market: WD launches NAS HDDs

    Before Going to Press | 7h 27min ago

  • Russia market: Smartphone competition heating up

    Before Going to Press | 7h 28min ago

  • Taiwan panel makers plan to cooperate with China TV vendors to tap international market

    Before Going to Press | 7h 28min ago

  • UMC to ramp 28nm wafer capacity

    Before Going to Press | 7h 29min ago

  • Wintek becomes major touch panel supplier for Xiaomi

    Before Going to Press | 7h 30min ago

  • HTC swings to profitability in 2Q14

    Before Going to Press | 7h 31min ago

Pause
 | 
View more
UHD TV market forecast, 2014-2017
Media news email alerts
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.