2014触控面板市场前景及成本分析 - 研究报告（显示器件）－全球企业门户

最近几年实现两位数甚至是三位数成长率的触控面板产业，随智能手机与平板电脑市场的逐渐饱和，以及PC相关市场的渗透率未能达到预期，从2017年开始增长率将有望下降至个位数。回顾以电容式触控面板的代表的2014年触控面板产业发生了诸多变化。在供过于求仍未消退的情况下竞争仍惨烈进行中，同时触控面板企业的收益率整体下降，出现亏损的企业不计其数。为了生存有的扩大规模加速内制化，相反也有企业不再追求规模而扩大事业内容，追求盈利。2015年触控面板企业仍继续为了生存将倾注努力。

2014年，引领触控面板产业发展的智能手机与平板电脑成长逐渐缓慢，高端智能手机市场占比也在不断减小。与此相反，300美金以下的低端智能手机市场快速成长占据较大比重。在平板电脑市场，199美金以下的8英寸以下产品备受关注，10英寸级的500美金以上平板电脑产品增长停滞。未来伴随智能手机与平板快速增长触控面板产业同步成长的良性循环结构将不复存在，且笔记本电脑与AIO PC上面板的渗透率仍未达到预期。仅有Detachable form factor的触控笔记本电脑在市场上得到良好反响让人感到稍许安慰。

无法摆脱惨烈的竞争及供应过剩处境的触控面板产业，当今还要积极面对来自LCD企业推出的显示面板集成型触控面板LCD In-cell、LCD On-cell、AMOLED On-cell的市场侵蚀。假设警觉性不足，2015年触控面板产业将会面临更加残酷的结构调整。

与引领触控面板产业成长的智能手机、平板电脑、笔记本电脑、AIO PC等产品的成长迟缓，车载（Automotive）与Smart watch用触控面板市场将成为引领未来产业的新应用产品。虽说眼前的竞争固然重要，但也需加紧开发新登场的触控面板应用产品车载（Automotive）与Smart watch用最佳触控面板。

而预测触控面板产业的未来发展将变得更加困难与混乱。因此，IHS企划了“Touch Panel Industry and Cost Analysis 2014”报告并搜集相关资料，分析了Samsung、Apple、Xiaomi、Huawei、Lenovo、ZTE、Coolpad、LG、Sony、HTC等20家公司，展望了应用类别、产品别、电容式结构别市场前景。同时，对整机与触控面板企业的供应链，以及主要电容式产品尺寸与结构别成本进行了分析，希望此报告可以成为进一步透测了解快速变化的触控面板产业的指南。

[目录]

I. Overview

Introduction
Research Methodology

II. 主要触控面板产业及技术议题

电容触控技术持续主导产业
多种电容式触控面板结构
多种In-cell/On-cell技术
结构别优缺点分析 - OVERALL
结构别优缺点分析 – 智能手机用
结构别优缺点分析 – 平板电脑与笔记本电脑用
G2(OGS)与显示面板一体型触控面板比较
智能手机价格别显示相关规格预测(2015年)
中国智能手机市场的智能手机显示面板尺寸变化
智能手机售价，以及触控面板成本占BOM的成本比重
智能手机价格别最佳触控面板
高端触控面板的关键要素
LCD与触控面板的直接键合增加
触控面板Total Solution的崛起
GFF触控面板的价格别采用厚度变化
GFF触控面板的厚度变化趋势
GFF厚度变化带来的影响
G2(OGS)触控面板的low-end化与G1的登场
Metal Mesh G2(OGS)触控面板
LCD In-cell触控面板的市场扩大可能性
LCD On-cell触控面板的优缺点与中国市场攻略
One layer触控结构的崛起
One layer触控感应的pattern及电极
One layer ITO GG – GG1
仍处于强势的薄膜类型触控感应
Narrow Bezel技术(薄膜触控)
多种non-ITO薄膜触控方案
保护玻璃的种类及特性- 蓝宝石保护盖
蓝宝石与玻璃保护盖的工艺差异
崛起中的中国OEM/ODM专业企业
Microsoft的‘Windows 8.1 with Bing’项目的影响
柔性(曲面)移动装置用触控面板结构
柔性(曲面)移动装置用触控– 薄膜保护盖的必要性
触控市场分类：一般消费市场与产业用市场
车载用显示面板的种类与触控面板适用
车载用触控面板的特性要求
车载用触控面板 – 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. 品牌商别触控面板采用动向与供应链

Acer
Amazon
Apple
ASUS
Coolpad
Dell
Gionee
HP
HTC
Huawei
Lenovo
LG Electronics
Microsoft
Oppo
Samsung
Sony
TCL
vivo
Xiaomi
ZTE
触控面板供应链Matrix
触控面板企业别可供应之电容式触控面板产品