2015 touch panel factory or zero growth

Win 8 has failed to successfully increase the penetration rate of stylus since the listing of the market. Market adjustment estimates that the penetration rate of the overall stylus market in 2015 was only 18.7%. If the total share of electricity is less than the sum of two, the penetration rate is only 10.7%. It is comparable to 2014. The stylus electric shipment is not optimistic, and the tablet computer market is in recession. In 2015, the touch panel industry was still awful.

Poor industry fundamentals, and manufacturers also have a situation. F-TPK Chung Hong (3673) is located on the first floor of Building C, Xiang An District, Xiamen. A fire broke out at noon the next day (January 3rd), after field operations personnel and firefighters Rescue. The fire was extinguished at 1:20 pm. Due to the rapid evacuation of plant personnel, there were no casualties. The company stated that due to no direct damage to the equipment in the production area, the company will strive to resume work in the shortest possible time, and the company will also adjust the main production line in Huli District of Xiamen to support the production capacity affected by the fire. Therefore, the company’s production and The turnover should have no major impact.

Industry fundamentals, OGS touch panel quotes fell below 2 dollars per inch in the first half of last year, the second half of the touch module offer maintained at about 1.5 to 1.7 US dollars per inch in 2014, touch NB fell about 3%. As for tablet PCs, the growth rate is lower than expected, and products are becoming cheaper. The price of tablet touch modules is to kill 1 US dollar. Many mainland touch-control factories have withdrawn from the market. The Taiwanese touch-control plant Mudong (4950) was sold to mainland manufacturers in 2013, and Shenghua (2384) was announced in 2014.

Looking forward to this year's touch-control industry, Qiu Yubin, senior research associate of WitsView, said that the key is still that the touch pen's electrical penetration cannot be improved, and the touch-control industry still has great challenges. Two-in-one electricity 100% equipped with a touch panel will be the main driving force for growth. In 2014, the two-in-one electric penetration rate will be about 3.5%, and this year it will increase to 8%. Looking at the overall touch pen, the penetration rate in 2014 was about 15%, and this year it only increased to 18.7%. If the deduction of two-for-one electricity, the electric pen penetration rate in the past two years is 10% to 11%, almost zero growth.

Qiu Yubin pointed out that in the third quarter, Microsoft will launch the latest operating system Windows 10, unlike Windows 8, the new operating system does not emphasize the touch function, may affect the future development of stylus electricity, worthy of follow-up observation. The growth of stylus pen shipments has grown. The 5.5-generation and 6-generation OGS production lines of Shenghong and BOE have entered volume production, and panel makers have joined the battle. The price war is still difficult to avoid. This year, the touch panel maker is still quite Hard year.

As for the most important application tablet market for touch panels, the zero-growth of flat-panel shipments in 2014 may decline this year and drop to 192 million units. The reduction in shipments will impact the impact of low prices. Touch panel factory profits.