1. 4/28/2017 2:34 PM
2013年觸控面板產業趨勢及市場展望

2. 大綱
全球觸控面板市場展望(2011~2016)
主要應用產品發展趨勢及議題
投射式電容觸控面板結構別競爭態勢預估

3. 大綱 全球觸控面板市場展望(2011~2016) 主要應用產品發展趨勢及議題 投射式電容觸控面板結構別競爭態勢預估
主要應用產品觸控面板滲透率
主要應用產品投射式電容觸控面板滲透率
觸控面板市場規模展望
觸控面板市場技術別市占率展望
主要應用產品發展趨勢及議題
投射式電容觸控面板結構別競爭態勢預估

4. 主要應用產品觸控面板滲透率
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

5. 主要應用產品投射式電容觸控面板滲透率
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

6. Touch Panel Market Forecast (Volume)
觸控面板市場規模展望
Touch Panel Market Forecast (Volume)
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

7. 觸控面板市場技術別市占率展望 觸控面板技術別市占率變化–出貨量 觸控面板技術別市占率變化–產值
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

8. 大綱 主要應用產品發展趨勢及議題 多種結構的投射式觸控面板相互爭鳴 朝向四大區塊發展的平板電腦市場 平板電腦市場競爭逐漸提升
中國大陸超低價平板電腦市場值得觀察
主要平板電腦廠商之觸控面板採用變化
智慧型手機市場前兩大廠商擴大市場影響力
智慧型手機款數逐漸減少
主要智慧型手機廠商之觸控面板採用變化
來勢洶洶的嵌入式觸控面板
G2觸控面板亟需改善製程及良率
單層ITO觸控面板發展值得期待
觸控筆記型電腦隨Windows 8面市
筆記型電腦用G2觸控面板產能不足促使上下游合作
2013年觸控筆記型電腦規格變化

9. 多種結構的投射式觸控面板相互爭鳴
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

10. 朝向四大區塊發展的平板電腦市場
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

11. 平板電腦市場競爭逐漸提升 HHI: 6185 HHI: 3921 HHI: 3677
HHI (Herfindahl-Hirschman Index)
Source: Worldwide Tablet Market Tracker, IHS iSuppli

12. China AP / Control IC Makers
中國大陸超低價平板電腦市場值得觀察
Company
HKC
Onda
Ainol
Teclast
Lenovo
Model Name
M702
VX610W
NOVO7
M701
Vi10
P75a
VI20W
LePad A1
Price (CNY)
399
499
529
568
699
899
Price (USD)
63.3
79.2
83.9
90.1
110.9
142.6
Display
Display Size
7"
Resolution
800×480
800x480
800x600
1024x600
Touch
N/A
2 points Resistive
5 points PROCAP
5 points PROCAP OS
Android 2.3
IC/Memory AP
1.5GHz
1GHz
AP model name
AllWinner A10
AllWinner A10
Ingenic JZ4770
AllWinner A10
AllWinner A13
AllWinner A13
TI OMAP
DRAM
512MB
Memory
8GB
2GB
Network
WiFi
PMMA Cover Lens
5-Point Multi Touch
Swimming Pool Case
China AP / Control IC Makers
Source: Company Data, May 2012

13. 主要平板電腦廠商之觸控面板採用變化
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

14. 智慧型手機市場前兩大廠商擴大市場影響力 HHI (Herfindahl-Hirschman Index)
Source: Worldwide Mobile Handset Market Tracker, IHS iSuppli

15. 智慧型手機款數逐漸減少 智慧手機廠商每年新發表的產品款數，在2011年達到顛峰之後從2012年起大幅減少
減少新產品款數，不僅可以降低研發成本，更可以有效控管庫存成本以降低財務負擔，也可提升對觸控面板廠商的議價能力
對觸控面板產業而言，款數的減少不僅會提高對特定客戶的依賴度，觸控面板的技術發展也很容易受特定廠商的態度，因而失去主導能力

16. 主要智慧型手機廠商之觸控面板採用變化
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

17. 來勢洶洶的嵌入式觸控面板
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

18. 大片式(Sheet)G2觸控面板的強度及良率瓶頸
小片式(cell)G2觸控面板製程
大片式(sheet)G2觸控面板製程
大片式(Sheet)G2觸控面板的強度及良率瓶頸
Source: Capacitive Touch Panel Cover Glass Processing Technology, Manufacturing Process, and Market Forecast , IHS Displaybank

19. 單層ITO觸控面板發展值得期待 三種單層ITO觸控面板 雙層ITO觸控面板超單層ITO演進 GG G2 G1 GFF G1F GF1
Point
Bar
Hybrid
No. of channel
X*Y
Y*2
X+Y
Method of driving
Self
Mutual
Multi Touch
Multi (5-point)
Single
Multi(5-point)
Source: LG Display
雙層ITO觸控面板超單層ITO演進 GG G2 G1
GFF
G1F
GF1
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

20. Ultrabook Specifications
觸控筆記型電腦隨Windows 8面市
Ultrabook Specifications
Platform
Huron River
Chief River
Shark Bay
Release date
Oct 2011
June 2012
2Q 2013 (expected)
Processor
Sandy Bridge
Ivy Bridge
Haswell
Height
(maximum)
18 mm for 13.3" and smaller displays
21 mm for 14.0" and larger displays
18 mm for 13.3" and smaller displays
21 mm for 14.0" and larger displays
23 mm for convertible tablets
18 mm for 13.3" and smaller displays
21 mm for 14.0" and larger displays
Source: Intel

21. 筆記型電腦用G2觸控面板產能不足促使上下游合作
Generation
Width
(mm)
Length
10.1"
11.6"
12.1"
13.3"
14.0”
15.6” G3
550
650 6 3 2
G3.5
620
750 9 8 4 G4
680
880
G4.5
730
920 10 G5
1100
1300 28 20 24 18 12
G5.5
1500 40 30 32 16 G6 60 42 48 36 25
觸控面板感測器與模組廠商的合作
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

22. 2013年觸控筆記型電腦規格變化
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

23. 大綱 全球觸控面板市場展望(2011~2016) 主要應用產品發展趨勢及議題 投射式電容觸控面板結構別競爭態勢預估
優劣分明的各類投射式電容觸控面板
各類投射式電容於不同應用產品的發展
主要應用產品及各類投射式電容觸控面板市占率預估

24. <Pros and Cons by Touch Structure>
優劣分明的各類投射式電容觸控面板
<Pros and Cons by Touch Structure>
In-Cell
AMOLED
OCTA (on-cell) GG
GFF G2
G1F G1
GF2
Sheet
Cell
Narrow Bezel
★★★ ★★ ★
Cost ★☆
★★☆
Yield Rate
Small Size
Mass Production
Large Size
Performance
Thin and Light
Optical
Strength
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

25. Promising Touch Structures by Application
各類投射式電容於不同應用產品的發展
Promising Touch Structures by Application
Smartphone
Tablet PC
Notebook PC
AIO PC /
LCD Monitor
High-end GG G2
(Cell)
GFF GG G2
(sheet)
On-cell
In-cell G2
(Cell) G2
(sheet)
G1F
GF2
G1F
GF2
GF2
GFF
Mid-end GG
GFF G2
(sheet) G2
(sheet)
GFF GG G2
(sheet)
G1F GG
GFF
G1F
GF2
GF2
GFF
Low-end
PFF
GF1 G1
GF1
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

26. 主要應用產品及各類投射式電容觸控面板市占率預估
五大應用產品別市占率變化–出貨量
各類投射式電容觸控面板結構別市占率變化–出貨量
Source: Touch Panel Issue and Cost/Industry Analysis 2013, IHS Displaybank

27. 謝謝聆聽 敬請賜教 IHS Displaybank Touch Panel Related Reports
Touch Panel Issue and Cost/Industry Analysis 2013
OCA/OCR for Touch Panel - Market and Technology Analysis
ITO Film/ITO Glass for Touch Panel Market and Technology Analysis
Capacitive Touch Panel Cover Glass Processing Technology, Manufacturing Process, and Market Forecast
Capacitive Touch Panel Structure and Manufacturing Process
Embedded Touchscreen Technology and Market Analysis
Key Patent Analysis of In-cell Touch Technology
Capacitive Touch Sensor Key Patents Analysis - Pattern Design, Patterning, Sensing, Etc
Apple Touch Sensor Panel (TSP) Key Technology - GG (DITO & SITO) Key Patent Analysis
Key Patent Analysis Related to Touch Panel Integrated with Cover Window/Display - Touch Panel integrated with Cover window/Display as one body
High-Performance Touch Panel Structure-related Key Patent Analysis
Key Patent Analysis of ITO Film & ITO Glass for Touch Panel
Key Patent Analysis of Tempered Glass for Touch Panel
iPhone's Multi-Touch Gesture Key Patent Analysis
Capacitive Type Touch Panel Controller IC Key Patent Analysis