2014年包含電容式、IR/Optical、電阻、SAW等所有技術(shù)方式的觸控面板市場(chǎng)規(guī)模達(dá)18.53億片,相比2013年預(yù)計(jì)增長(zhǎng)19.1%,而2015年將增長(zhǎng)15.1% 達(dá)到21.328億片,更在2018年市場(chǎng)規(guī)模有望將達(dá)到27.979億片的規(guī)模。
最近幾年實(shí)現(xiàn)兩位數(shù)甚至是三位數(shù)成長(zhǎng)率的觸控面板產(chǎn)業(yè),隨智能手機(jī)與平板電腦市場(chǎng)的逐漸飽和,以及PC相關(guān)市場(chǎng)的滲透率未能達(dá)到預(yù)期,從2017年開(kāi)始增長(zhǎng)率將有望下降至個(gè)位數(shù);仡櫼噪娙菔接|控面板的代表的2014年觸控面板產(chǎn)業(yè)發(fā)生了諸多變化。在供過(guò)于求仍未消退的情況下競(jìng)爭(zhēng)仍慘烈進(jìn)行中,同時(shí)觸控面板企業(yè)的收益率整體下降,出現(xiàn)虧損的企業(yè)不計(jì)其數(shù)。為了生存有的擴(kuò)大規(guī)模加速內(nèi)制化,相反也有企業(yè)不再追求規(guī)模而擴(kuò)大事業(yè)內(nèi)容,追求盈利。2015年觸控面板企業(yè)仍繼續(xù)為了生存將傾注努力。
2014年,引領(lǐng)觸控面板產(chǎn)業(yè)發(fā)展的智能手機(jī)與平板電腦成長(zhǎng)逐漸緩慢,高端智能手機(jī)市場(chǎng)占比也在不斷減小。與此相反,300美金以下的低端智能手機(jī)市場(chǎng)快速成長(zhǎng)占據(jù)較大比重。在平板電腦市場(chǎng),199美金以下的8英寸以下產(chǎn)品備受關(guān)注,10英寸級(jí)的500美金以上平板電腦產(chǎn)品增長(zhǎng)停滯。未來(lái)伴隨智能手機(jī)與平板快速增長(zhǎng)觸控面板產(chǎn)業(yè)同步成長(zhǎng)的良性循環(huán)結(jié)構(gòu)將不復(fù)存在,且筆記本電腦與AIO PC上面板的滲透率仍未達(dá)到預(yù)期。僅有Detachable form factor的觸控筆記本電腦在市場(chǎng)上得到良好反響讓人感到稍許安慰。
無(wú)法擺脫慘烈的競(jìng)爭(zhēng)及供應(yīng)過(guò)剩處境的觸控面板產(chǎn)業(yè),當(dāng)今還要積極面對(duì)來(lái)自LCD企業(yè)推出的顯示面板集成型觸控面板LCD In-cell、LCD On-cell、AMOLED On-cell的市場(chǎng)侵蝕。假設(shè)警覺(jué)性不足,2015年觸控面板產(chǎn)業(yè)將會(huì)面臨更加殘酷的結(jié)構(gòu)調(diào)整。
與引領(lǐng)觸控面板產(chǎn)業(yè)成長(zhǎng)的智能手機(jī)、平板電腦、筆記本電腦、AIO PC等產(chǎn)品的成長(zhǎng)遲緩,車載(Automotive)與Smart watch用觸控面板市場(chǎng)將成為引領(lǐng)未來(lái)產(chǎn)業(yè)的新應(yīng)用產(chǎn)品。雖說(shuō)眼前的競(jìng)爭(zhēng)固然重要,但也需加緊開(kāi)發(fā)新登場(chǎng)的觸控面板應(yīng)用產(chǎn)品車載(Automotive)與Smart watch用最佳觸控面板。
而預(yù)測(cè)觸控面板產(chǎn)業(yè)的未來(lái)發(fā)展將變得更加困難與混亂。因此,IHS企劃了“Touch Panel Industry and Cost Analysis 2014”報(bào)告并搜集相關(guān)資料,分析了Samsung、Apple、Xiaomi、Huawei、Lenovo、ZTE、Coolpad、LG、Sony、HTC等20家公司,展望了應(yīng)用類別、產(chǎn)品別、電容式結(jié)構(gòu)別市場(chǎng)前景。同時(shí),對(duì)整機(jī)與觸控面板企業(yè)的供應(yīng)鏈,以及主要電容式產(chǎn)品尺寸與結(jié)構(gòu)別成本進(jìn)行了分析,希望此報(bào)告可以成為進(jìn)一步透測(cè)了解快速變化的觸控面板產(chǎn)業(yè)的指南。
[目錄](méi)
I. Overview
Introduction
Research Methodology
II. 主要觸控面板產(chǎn)業(yè)及技術(shù)議題
電容觸控技術(shù)持續(xù)主導(dǎo)產(chǎn)業(yè)
多種電容式觸控面板結(jié)構(gòu)
多種In-cell/On-cell技術(shù)
結(jié)構(gòu)別優(yōu)缺點(diǎn)分析 - OVERALL
結(jié)構(gòu)別優(yōu)缺點(diǎn)分析 – 智能手機(jī)用
結(jié)構(gòu)別優(yōu)缺點(diǎn)分析 – 平板電腦與筆記本電腦用
G2(OGS)與顯示面板一體型觸控面板比較
智能手機(jī)價(jià)格別顯示相關(guān)規(guī)格預(yù)測(cè)(2015年)
中國(guó)智能手機(jī)市場(chǎng)的智能手機(jī)顯示面板尺寸變化
智能手機(jī)售價(jià),以及觸控面板成本占BOM的成本比重
智能手機(jī)價(jià)格別最佳觸控面板
高端觸控面板的關(guān)鍵要素
LCD與觸控面板的直接鍵合增加
觸控面板Total Solution的崛起
GFF觸控面板的價(jià)格別采用厚度變化
GFF觸控面板的厚度變化趨勢(shì)
GFF厚度變化帶來(lái)的影響
G2(OGS)觸控面板的low-end化與G1的登場(chǎng)
Metal Mesh G2(OGS)觸控面板
LCD In-cell觸控面板的市場(chǎng)擴(kuò)大可能性
LCD On-cell觸控面板的優(yōu)缺點(diǎn)與中國(guó)市場(chǎng)攻略
One layer觸控結(jié)構(gòu)的崛起
One layer觸控感應(yīng)的pattern及電極
One layer ITO GG – GG1
仍處于強(qiáng)勢(shì)的薄膜類型觸控感應(yīng)
Narrow Bezel技術(shù)(薄膜觸控)
多種non-ITO薄膜觸控方案
保護(hù)玻璃的種類及特性- 藍(lán)寶石保護(hù)蓋
藍(lán)寶石與玻璃保護(hù)蓋的工藝差異
崛起中的中國(guó)OEM/ODM專業(yè)企業(yè)
Microsoft的‘Windows 8.1 with Bing’項(xiàng)目的影響
柔性(曲面)移動(dòng)裝置用觸控面板結(jié)構(gòu)
柔性(曲面)移動(dòng)裝置用觸控– 薄膜保護(hù)蓋的必要性
觸控市場(chǎng)分類:一般消費(fèi)市場(chǎng)與產(chǎn)業(yè)用市場(chǎng)
車載用顯示面板的種類與觸控面板適用
車載用觸控面板的特性要求
車載用觸控面板 – 特斯拉Model S的CSD
III. Touch Panel Market Forecast (2013~2018)
Application Segment
Overall touch panel market forecast
Capacitive touch panel penetration rate for major applications
Touch panel market forecast (Unit)
Touch panel market forecast (Area)
Touch panel market forecast (Value)
Touch panel market index chart
Market forecast by segment
Market forecast by application (Unit)
Market forecast by application (Area)
Market forecast by application (Value)
Market forecast by touch panel technology
Market forecast by touch panel size
IV. Projected Capacitive touch panel market forecast (2013~2018)
Projected Capacitive touch panel market forecast by application
Projected Capacitive touch panel market forecast by size
Projected Capacitive touch panel market forecast by structure
V. Touch panel market forecast and analysis by major application (2013~2018)
Market forecast of top 7 applications in touch panel market
Mobile phone – touch panel market status and forecast
Tablet PC – touch panel market status and forecast
Notebook PC – touch panel market status and forecast
AIO PC – touch panel market status and forecast
LCD monitor– touch panel market status and forecast
Automotive– touch panel market status and forecast
Smart watch– touch panel market status and forecast
VI. Projected Capacitive touch panel cost analysis
Preconditions for Projected Capacitive touch panel price and cost analysis
Smartphone-use Projected Capacitive touch panel cost analysis - 4.5”, Sodalime cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 4.5”, Aluminosilicate cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 5.0”, Sodalime cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 5.0”, Aluminosilicate cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 5.5”, Sodalime cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 5.5”, Aluminosilicate cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 6.0”, Sodalime cover glass
Smartphone-use Projected Capacitive touch panel cost analysis - 6.0”, Aluminosilicate cover glass
Tablet PC-use Projected Capacitive touch panel cost analysis - 7.0”, Sodalime cover glass
Tablet PC-use Projected Capacitive touch panel cost analysis - 7.0”, Aluminosilicate cover glass
Tablet PC-use Projected Capacitive touch panel cost analysis - 8.0”, Sodalime cover glass
Tablet PC-use Projected Capacitive touch panel cost analysis - 8.0”, Aluminosilicate cover glass
Tablet PC-use Projected Capacitive touch panel cost analysis - 10.1”, Sodalime cover glass
Tablet PC-use Projected Capacitive touch panel cost analysis - 10.1”, Aluminosilicate cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 11.6”, Sodalime cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 11.6”, Aluminosilicate cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 14.0”, Sodalime cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 14.0”, Aluminosilicate cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 15.6”, Sodalime cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 15.6”, Aluminosilicate cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 17.3”, Sodalime cover glass
Notebook PC-use Projected Capacitive touch panel cost analysis - 17.3”, Aluminosilicate cover glass
AIO PC-use Projected Capacitive touch panel cost analysis - 23.0”, Sodalime cover glass
AIO PC-use Projected Capacitive touch panel cost analysis - 27.0”, Sodalime cover glass
VII. 品牌商別觸控面板采用動(dòng)向與供應(yīng)鏈
Acer
Amazon
Apple
ASUS
Coolpad
Dell
Gionee
HP
HTC
Huawei
Lenovo
LG Electronics
Microsoft
Oppo
Samsung
Sony
TCL
vivo
Xiaomi
ZTE
觸控面板供應(yīng)鏈Matrix
觸控面板企業(yè)別可供應(yīng)之電容式觸控面板產(chǎn)品
查詢進(jìn)一步信息,請(qǐng)?jiān)L問(wèn)官方網(wǎng)站http://www.ihs.com,或者http://www.displaybank.com/_admin/letter/click_checker.php?report_id=577&mail_id=11365&gubun=sample&email=pr_room@365pr.net。