Taipei, Tuesday, March 31, 2015 23:53 (GMT+8)
mostly cloudy
Taipei
23°C
4Q12 trends in the Greater China touch panel industry
Jason Yang, DIGITIMES Research, Taipei [Thursday 20 September 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
In 2012, shipments for touch panels used in handsets will increase 17.8% on year in 2012, making up 76.2% of touch panel shipments. In the second half of 2012, the market focus is on the iPhone 5, which uses in-cell touch screen technology. Due to the integration of display panels and touch panel functions, the high technological threshold will mean Taiwan touch panel makers are unable to enter the iPhone's supply chain. As a result panel orders will be allocated to Japan Display and LG Display. Sharp may also obtain orders by fourth-quarter 2012.
Abstract
Global touch panel shipments by application, 2010-2012 (k units)

In the global touch panel market, handset applications will account for the highest proportion of shipments at 76.2% in 2012. In second-half 2012, the main change in the handset touch screen market is the release of Apple's iPhone 5 that uses in-cell touch screen technology. The supply chain for Apple's panels will be shifted from Taiwan-based panel makers to Japan and Korea- based ones, which will cause shipments for panels used in handsets to decrease for Taiwan-based panel makers from 41.3% in first-quarter 2012 to 26.9% in fourth-quarter 2012.

Additionally, China-based panel makers will benefit from low-priced handsets in China. Due to such handsets having strict cost requirements, they will be beneficial for China-based touch screen makers. This will allow the makers' shipments of touch panels used in handsets to increase from 32.7% in first-quarter 2012 to 39.4% in fourth-quarter 2012.

Tablet touch screen applications have seen the biggest growth in recent years and are bringing in more profit per panel due to their larger size compared with panels used in handsets. In 2012, the proportion of panel shipments used in tablets will be 8.4%. The biggest change in the tablet touch screen market will be Apple's 7.85-inch iPad, which uses double-layer ITO thin-film touch panels provided by Japan-based panel makers. Thus, Taiwan-based panel makers' global shipments for tablets will fall to 69% in fourth-quarter 2012 from 90.9% in first-quarter 2012.

In the second half of 2012, as Windows 8 is about to reach the market, Taiwan-based panel makers will proactively enter supply chains for PCs that use touch panels. Because Taiwan-based panel makers began cultivating OGS (one glass solution) panel technology relatively early, they will still see revenues from PC-use touch screens due to the panel area being larger in PCs compared with handsets, despite the penetration rate for projected-capacitive touch screen notebooks and all-in-one (AIO) PCs only reaching 1% in fourth-quarter 2012.

Table of contents
Price: NT$24,000 (approx. US$840)
Realtime news
  • IC demand from China picking up, say Taiwan firms

    Bits + chips | 1h 49min ago

  • HTC to unveil new HTC One family products in April in Beijing

    Mobile + telecom - Newswatch | 1h 51min ago

  • China market: Xiaomi unveils 5 new products

    IT + CE | 1h 57min ago

  • E Ink reports 2014 revenues

    Displays | 2h ago

  • VIS signs OTP IP license agreement with Attopsemi

    Bits + chips | 2h 1min ago

  • Taiwan plastic chassis makers reducing capacities

    IT + CE | 2h 46min ago

  • LG Chem to invest US$100 million to expand China polarizer facilities, says report

    Displays | 3h 10min ago

  • Getac Technology expects 2015 ruggedized device shipments to grow at least 15%

    IT + CE | 3h 12min ago

  • VIS signs OTP IP license agreement with Attopsemi

    Before Going to Press | 2h 9min ago

  • Wistron invests in Arbor Technology

    Before Going to Press | 2h 10min ago

  • Neo Solar Power installs double-glass N-type BiFi PV modules in Japan

    Before Going to Press | 3h 25min ago

  • Foxconn scores points in automating production in eastern China

    Before Going to Press | 3h 29min ago

  • Foxconn to not engage in production, marketing of electric vehicles

    Before Going to Press | 3h 30min ago

  • Genesis Photonics develops automotive flip-chip high-power LED lighting solution

    Before Going to Press | 3h 31min ago

  • Novatek obtains TV chip orders from Japan- and Korea-based brand vendors

    Before Going to Press | 3h 34min ago

  • Micron raises NAND flash quotes

    Before Going to Press | 3h 34min ago

  • ASE to deal out cash dividend of NT$2 for 2014

    Before Going to Press | 3h 35min ago

  • Philips to sell majority interest in combined LED components and automotive lighting business to GO Scale Capital

    Before Going to Press | 3h 36min ago

  • Samsung expected to delay a second round of investment for expanding flexible display

    Before Going to Press | 3h 36min ago

  • Digitimes Research: Lenovo to fall short of 10 million smartphone shipments in 1Q15

    Before Going to Press | 3h 37min ago

  • BYD posts revenues of CNY7.251 billion from new energy-based cars

    Before Going to Press | 3h 59min ago

Pause
 | 
View more

High-brightness LED market trends and forecast, 2015

RESEARCH EXTRAS | Mar 16, 17:50

Digitimes Research forecasts that in 2015, the global high-brightness (HB) LED industry will have annual growth of 7.5% in terms of output, reaching US$13.7 billion. The total number of LEDs used will reach 186 billion units, representing annual growth of 32.6%,...

2015 China IC design market forecast

RESEARCH EXTRAS | Jan 23, 10:50

Global economic growth is forecast to reach 3.8% in 2015, up from 3.3% in 2014. From the perspective of the electronics industry though, PC shipments will continue to decline, smartphone shipment growth will drop, and tablet shipments may decline. Despite the...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN DISPLAY SYSTEM | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

2015 global notebook demand forecast
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.