Taiwan touch panel makers' shipments of handset touch panels dropped 3% in the third quarter of 2013. While shipments did stabilize in the fourth quarter, the makers expect another 7.5% decline in the first quarter of 2014 largely due to decreased iPhone 4/4S touch panel demand, according to Digitimes Research.
Taiwan makers are also seeing orders from Samsung Electronics transferred to other makers, but still expect steady orders from China-based handset vendors in the first quarter.
In terms of tablet panel shipments, Taiwan makers' 11-inch and below size units dropped 2.1% on quarter during the fourth quarter due to yield issues in producing Amazon entry-level tablets, said Digitimes Research.
Taiwan makers' shipments of touch panels used in notebook applications grew 13.3% in the third quarter of 2013 but are expected to drop nearly 20% in the first quarter of 2014. The drop will come as China makers such as O-Film develop thin-film projected capacitive touch panel solutions such as metal mesh, and offer the technology at competitive prices in the market, added Digitimes Research.
Content from this blog post was provided by the Digitimes Research Tracking team, which focuses on shipment data and market trends in the global mobile device supply chain. Digitimes Research provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, China Touch Panel, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.