Is the touch industry going to be saved?
Author:Xiong Xiaohong Time:2021-06-09 16:49 Browse(196)
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At present, there are five major demands for touch panel: mobile phone, tablet, Nb, AIO and LCDMONITOR (Figure 1). The proportion of touch function between mobile phone and tablet is very high. However, the market is more concerned that the proportion of touch function attached to NB is actually not as high as expected. The main reason is that Nb with touch will make the screen thicker, and the price of the whole machine, Although there is little chance to use the camera and touch function, in fact, it is the way of delivery in the end, so the cost of these functions should be controlled at NT $1500 (about NT $3000 at present), so the penetration rate of Nb is not high.
in addition, although the proportion of AIO products is high.

Is the touch industry going to be saved?

however, the shipment volume is not large, However, the proportion of LCD monitor using touch panel is not high.
therefore, on the whole,
mobile phones account for about 70% of the output value of touch panel, and tablet computers account for about 20%. In total, the output value of the two major application areas accounts for about 90% of the output value of touch panel. The general direction of touch panel needs to be put on mobile phones and tablets.
in addition, although the proportion of the output value of vehicle touch panel has increased.
it is still higher than NB applications, At present, Taiwan manufacturers such as Youda, Qun Chuang and lingju all want to enter the automotive touch panel, but the certification time of the automotive touch panel is long, so the cakes that the manufacturers eat still need to be evaluated.
in this paper, the author analyzes the characteristics of the automotive touch panel% h+ r5 {7 C- X" j3 w0 A9 A! J.
^0 d8 A4 [6 l+ e, Y3 KGlobal touch panel manufacturers ranking: according to DisplaySearch's estimation, in 2014, the global touch module shipment was about 1.738 billion, and yoy grew by about 15%, including about 1.2 billion smart phones. Although it will grow to 2.404 billion in 2017, the growth rate has slowed down to 8%, and tablet computers are slowing down gradually,Computer mobile phone mobile phone sales this year, about 15~20% grew, and it grew by 10% in 2015. The main reason is that tablet computer market is being snatch by large size mobile phones..
this year, global touches' revenue has become flat or declining..
is mainly the rise of China's mainland manufacturers (Europe and Africa light factories), resulting in a serious price competition and stagnation. The price of touch panels of mobile phones, NB and tablet computers is falling fast. However, at present, the speed of price decline is slowing down, because many companies begin to withdraw (such as Mudong) or be consolidated9 R7 |8 @  H0 |; j( I8 k; ~# j6 @. H6 {8 RAnalysis of Touch Panel Companies: the revenue of touch panel companies is ranked by individual companies (Figure 2).
Samsung ranks first, and the gap between f-tpk and Samsung is widening. Samsung's mobile phones and tablets are all OLED, OLED is an alternative on cell, AMOLED is basically two pieces of glass, but RGB at the bottom and pureglass at the top are only waterproof, Next, Samsung will lose money from Hexin.
next, Samsung will work hard.
1q14 panel will lose money, and semiconductor will be transferred to TSMC. So Samsung only earns DRAM and NAND flash, so Samsung won't expand its memory significantly in the near future, Because Samsung's mobile phones don't sell well, and TV is gradually replaced by China, Samsung Group's mobile phone sales are not good, and if there is no innovation in mobile phones, the capacity of memory and panel will not be expanded for the time being. Generally speaking, Samsung's capital expenditure does not need to expand too much, but will expand the wafer foundry first.
in 2012, the output value of Taiwan's touch industry accounted for 35% of the worldIn 2013, only 26% of them were left, many of them went to China (6% to 9%) and Japan (17% to 23%), mainly because JDI and sharp benefited from the iPhone's incell products$ `0 s% x5 v% k3 o8 }%D P # a% Z2 a + R: J6 C $f / Z touch technology analysis 4 y6 B4 D3 W + C.
J, C8 o/ K3 @3 E/ w( a* i% BIf you look at the part of mobile phones, 58% of the touch technology of mobile phones comes from projection capacitors (Figure 3), including 26% from on cell and 10% from in cell (from iphonee). Generally speaking, the touch structure of early projection capacitors consists of three pieces of glass: one layer of TFT panel (composed of TFT and cell), sensor glass and surface glass cover glass, Projective capacitance means that touch technology includes infrared and other electronics. Because the distribution of electric field (power line) is projective, the inductive capacitance between finger and electrode is projective capacitance.
the principle of touch panel is that x-axis and y-axis must be arranged in series to form a matrix.
in addition, human hands are charged, Therefore, the change of capacitance can be detected by touch IC when the hand touches the glass. The conductive element material must be plated in the middle, that is, ITO (indium tin oxide). ITO can be plated on the top or bottom of the glass, or on the TFT panel (Fig. 4, dark yellow).
in the early stage, G (cover glass) / g (sensor glass) was the main projection capacitorCover glass is usually reinforced glass. The glass is too strong for ITO coating, and it is easy to break if it is not strong enough. Therefore, OGS (one glass solution) has been developed in panel factories. The sensor can replace the glass with film, and the proportion of film is very high, mainly because it is cheap enough and the production is fast enough, so the film is the mainstream of mobile phones.
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T9 g. a ﹤ 4 @ on cell will win. G5 | + X, | 3 L $G0 L + G5 V+| 6 \ $f / | 0 p; N8 H + s | in Figure 4, g / G is thicker, and it will be gradually eliminated in the future. OGS has a low yield because coverglass is reinforced glass, so the future technology will be mainly on cell and in cell. On cell means on the back side of the panel, which means ITO is exposed to the outside of the atmosphere, while in cell means inside of the cell, which means ITO is made in the panel to isolate the atmosphere, Although Apple currently uses in cell, the yield is very low. Qun Chuang and Youda have invested in in cell technology ten years ago, but they have not made any progress yet, so the yield is very low.
on cell is made outside the panel.
the thickness of on cell is as thin as OGS. Compared with in cell, it has the advantage that if the touch control panel is damaged, it can still be sold, so on cell does not need to be scrapped, OGS cover glass needs to be scrapped, and in cell needs to be scrapped LCD should be scrapped.
LCD should be scrappedTherefore, on cell technology will become the mainstream in the future.
in addition to apple, other methods should use oncell.
although on cell glass will encounter yield problems when it is sent to Yuecheng or NAGase for thinning (0.4mm is the thinnest thickness in the panel factory.
two pieces is 0.8mm), it is more competitive than the other two methods for panel factories.
'b; ^ 7 Z & K!}: E0 ` 6 K8 W- ~# o/ |2 x9 F6 iThe largest number of flat-panel products is the projection capacitor.
the film type accounts for about 70%, including the GF2 products exported by f-tpk to iPad (Fig. 5), while GIS is the intelsson under honghaixia, and its film product GF2 is also exported to iPad. However, if on cell is used, the proportion of the film will change.
NB touch is mainly made of glass (70% of which are OGS).
although the proportion of touch will increase in the second half of the year, However, the on cell of the panel factory will gradually come up.
the on cell of the panel factory will come up% V% {" R1 w" L4 O' s$ N7 y1 O0 p3 y* NTouch IC Analysis: Duntai accounts for about 45% of the leakage rate of touch phones in China.
therefore, in terms of shipment volume, Duntai ranks first in the world, Huiding and Morningstar are also strong at the bottom of Lianfa branch.
the shipment volume of mobile touch IC is 16.8%, second only to Xinsi (19.2%).
Flat Touch IC is the highest in Botong (37.8%) and ATMEL (17.9%)" L.
`' p" i$ x: e; k/W3 K: C3 R) s% E6 L $C drive IC Analysis: major manufacturers such as Lianyong, xuyao, Samsung and Renesas are leading in high resolution (HD and full HD) product technology, and yiliqiang is investing in 12 inch wafers, so the cost is low, However, in terms of technology, it lags behind the big manufacturers.
the leading manufacturers of driver IC technology are xuyao, Lianyong, Qijing, Hanchang and Renesas.
the risk of pure touch IC made by Ruiding, Horia, Purui and Yilong will become very large.
the risk of pure touch IC made by Ruiding, Horia, Purui and Yilong will become very large3? & R3 C8 w% C & M) I there will be several main ICs when the mobile phone is turned on.
firstly, CPU + GPU will transmit data to the panel, and Puri will do TCON (timing controller) IC. When the mobile phone AP transmits data to the driver IC, TCON will be integrated into the driver IC, and the driver IC will be directly placed on the panel glass.
there are two kinds of Mipi and EDP (embedded DisplayPort.
Puri is doing), Intel drives the x86 architecture, but at present mobile phones are mainly based on ARM architecture. If you use EDP, you can only bind the Intel chip. Therefore, Puri can only hope that the mobile phone will use EDP. However, due to the disadvantages of having to use the x86 architecture and power consumption factors, many mobile phone manufacturers are reluctant to use EDP unless MediaTek and Qualcomm are willing to cooperate to modify the chip content, Therefore, Puri still relies on the iPhone 6.
$o (U * W. U2 B & T)3 U% w  [6 d9 m+ D. k/ x4 _ The DSI (display serial interface) interface standard developed by Mipi (mobile industry processor interface) for mobile phone industry has been widely used in tablet computersThe embedded DisplayPort (EDP) interface defined by VESA for personal computer applications is not only used for all-in-one computers and notebook computers.
it is also used by tablet devices, especially those using x86.
! B J; X% P! W6 G1[; _ 0 n$ Z# z% Z$ d- Q) dAs a whole,
with on cell as the trend in the future, if the company only makes touch IC, the risk will be higher and higher, so the probability of future integration of touch IC factory with other factories will be higher. At present, there are products integrating touch and sensor into one chip (Figure 7).
a large part of touch IC will be integrated by MediaTek or base band of Qualcomm, In the near future, touch IC will be integrated with fingerprint identification IC or touch pen function IC.
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when the gold coin arrives, the hand carries soy sauce, and the head goes down.
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in the future, touch IC will be integrated with fingerprint identification IC or touch pen function IC
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