Taipei, Wednesday, April 22, 2015 04:02 (GMT+8)
light drizzle
Taipei
18°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
  • Two STATS ChipPAC subsidiaries in Taiwan merge

    Bits + chips | 6h 58min ago

  • Win Semi expects to post double-digit growth in 2Q15 sales

    Bits + chips | 7h 2min ago

  • 32-inch TV panel pricing expected to drop US$2-3 during late April, says WitsView

    Displays | 7h 24min ago

  • GET to issue 150 million new shares for private placement

    Green energy | 7h 26min ago

  • China March mobile phone user base reaches 1.9 billion, says MIIT

    Before Going to Press | 7h 15min ago

  • China building home-grown DRAM industry, to pose threat to existing leaders in 2017

    Before Going to Press | 7h 44min ago

  • Memory related device suppliers to break into Taiwan top-10 IC design houses in 2015

    Before Going to Press | 7h 57min ago

  • Taiwan market: HTC to introduce mid-range HTC One E9+

    Before Going to Press | 7h 58min ago

  • Huawei Technologies aims at revenues of US$70 billion for 2018

    Before Going to Press | 7h 59min ago

  • IoT to drive semiconductor growth, says TSMC co-CEO

    Before Going to Press | 8h ago

  • Second-tier China LED makers may start price-cut competition

    Before Going to Press | 8h 32min ago

  • Digitimes Research: Taiwan large-size TFT LCD panel shipments to increase 5% in 2Q15

    Before Going to Press | 8h 33min ago

  • Intel to launch quad-core SoFIA LTE chips in 4Q15, say Taiwan makers

    Before Going to Press | 8h 33min ago

  • Over 50% of Philips sales came from green products in 2014

    Before Going to Press | 8h 34min ago

  • Global Sources Electronics debuts UAVs exhibition

    Before Going to Press | 8h 35min ago

  • Hampoo showcases Intel platform-based tablet solutions at Global Sources Electronics

    Before Going to Press | 8h 36min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

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 China IC design market forecast
2015 global tablet demand forecast
Analysis of China revised domestic semiconductor industry goals
  • 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.