Taipei, Saturday, July 4, 2015 00:33 (GMT+8)
mostly cloudy
Taipei
29°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)

China AP market 2Q15 shipment forecast

CHINA SMARTPHONE AP | Jun 29, 10:47

Digitimes Research predicts China smartphone AP shipments in second-quarter 2015 will show annual growth due to the depletion of inventories in the first quarter of 2015 and new smartphone products being introduced which contains new AP solutions. The new product...

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...

Taiwan LCD TVs – 1Q 2015

TAIWAN DISPLAY SYSTEM | May 22, 15:51

Taiwan's LCD TV makers saw strong seasonal impacts in the first quarter of 2015. Shipments to North America saw a particularly sharp decline as a result of reduced procurement from Mexico and major client Toshiba quitting the North America market.

Taiwan handsets – 1Q 2015

TAIWAN MOBILE DEVICE | May 15, 15:58

Most of Taiwan's handset makers felt strong seasonal effects in the first quarter. Foxconn suffered particularly as a result of drastic drops in orders from Sony Mobile and Microsoft Mobile.

China smartphone market and industry – 1Q 2015

CHINA SMARTPHONE | May 13, 10:56

According to Digitimes Research's survey of the Mainland China smartphone supply chain, as well as other relative vendors, increased demand for Apple's new device models, Mainland China's high-end smartphone models experienced lackluster sales in the first quarter...

High-brightness LED market trends and forecast, 2015
2015 global tablet demand forecast
2015 global notebook demand forecast
  • 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.