NB touch demand is not as expected, OGS (single-chip touch panel solution), after the price of the touch panel, will continue to fall 20% in the second half of the year, each quoted price fell below 2 US dollars, but whether the decline will drive the price Touch NB grow? DisplaySearch analyst Xie Zhongli is not optimistic, he said, unless the touch NB penetration rate of 25%, have the opportunity to change all current OGS production capacity.
Xie Zhongli said that the current touch panel offer, non-full-touch mobile phone touch about 1 吋 1 US dollar, tablet about 1.2 US dollars, NB is US$ 2 per unit, mobile phone touch panel module price cuts about 15% of the year, NB Due to the poorer demand for touch control, OGS has seen its price drop in the past year, and there may be a 20% decline in the second half of the year. It is estimated that it will reach 1吋1.6 or 1.7 US dollars.
This will greatly reduce the profits of touch panel makers. Xie Zhongli said that touch panel makers began shuffling the cards last year. The small touch factory in Shenzhen, China, set off a wave of closures last year, shutting hundreds of them a year, and now Taiwan There are also about 50 touch-control module factories in China, Korea, Japan, and Japan. Among them, in the OGS production capacity, with the NB touch penetration rate of about 11% last year, it is almost the capacity of F-TPK (3673). It is enough to show that the production capacity of the touch panel factory is still a serious surplus.
Xie Zhongli believes that because NB touch demand is not as expected, touch panel makers can only struggle between the mobile phone and tablet market, and also destroy the price of small and medium size touch panels. For touch panel makers, these capacities must be reduced. Still need to rely on the rise of more than 10 inches of large-scale application market.
"If the 12.9-inch tablet is successful, it should be a good opportunity for the touch panel maker." Currently, Microsoft has launched 12.9-inch tablet, orders are eaten by the F-TPK, followed by Apple also plans to launch 12.9-inch tablet.
Xie Zhongli said that the concept of Microsoft's 12.9-inch tablet is good. Because the boundary between tablet and NB is becoming more and more obscure, people lacking stories can now bring consumers into that situation and have the opportunity to evoke demand. He looks forward to the advent of Apple's 12.9-inch tablet.
