Global and China Touch Screen Industry Report, 2009-2010
Touch screen manufacturers have witnessed substantial increase in revenue in 2010 owing to the following reasons: first and foremost, the shipment of smart phones and the application of touch screens even in non-smart phones have been soaring as a result of the robust demand for mobile phones. Secondly, Apple iPad introduced in 2010 adopts the top-grade touch screen which is very expensive, and the shipment of iPad in 2010 is expected to arrive at 13.80 million. Thirdly, Apple iPhone and iPad shipped in 2010 both adopt the display panel laminating touch screen with TFT panel, and the unit price covers the price of TFT panel.
The touch screen suppliers for both iPhone and iPad are TPK and Wintek. TPK went public on the Taiwan Stock Exchange at the end of October 2010, and its share surged 139% and market value broke through NT$110 billion on its first day of trading.
As the suppliers of Samsung, LG and HTC, Young Fast Optoelectronics (YFO) and JTOUCH obtain roughly 50% and over 55% respectively of their revenue from Samsung. Transtouch Technology Inc. mainly ships products to Fujitsu. SWENC Technology is the supplier of Compal Electronics Inc., the second largest notebook OEM in the world. Sintek and Cando, formerly color filter manufacturers, devote themselves to the medium and large-sized touch screen field, and Sintek has already shipped touch screen sensor for iPad. Elo TouchSystems, a subsidiary of electronics giant TYCO, mainly engages in large-sized touch screens for non-consumer electronics fields like ATM and vending machine. EELY is a non-listed company and its major production base is located in Guangzhou. NISSHA, once the world’s largest touch screen manufacturer, is still powerful.
CHIMEI possesses the most complete industrial chain and its touch screen comes from the recently merged Innolux who acquired TPO, the major mobile phone display supplier of Nokia, so, CHIMEI will see a bright future. Truly is the largest mobile phone display manufacturer in Chinese Mainland. The South Korean manufacturer DIGITECH mainly supplies for Samsung. Starting with EL backlight business, ELK is the largest touch screen manufacturer in South Korea and primarily supplies for LG and RIM. MELFAS is a South Korean touch screen IC manufacturer, and it also manufactures touch panels by itself since touch screen IC and touch panel are generally shipped together. Its major clients include Samsung and Japanese manufacturers.
The glass-based projected capacitive touch screen, Apple’s favorite, turns out to be the hottest topic in 2010. Its production involves 30~40 processes, including three thresholds. As a result, in the short run, new entrants can engage in the touch module production and lamination business step by step, but subject to the constraints of processes, it is not so easy for them to become suppliers with stable and large shipment. Nevertheless, Wintek and TPK are among the few manufacturers capable of engaging in both touch sensor and lamination businesses.
The thresholds are so high that only TPK and Wintek are qualified to become the suppliers for Apple, and even other enterprises step into this field in 2-3 years, they will only get a very small share.
The touch screen suppliers for both iPhone and iPad are TPK and Wintek. TPK went public on the Taiwan Stock Exchange at the end of October 2010, and its share surged 139% and market value broke through NT$110 billion on its first day of trading.
As the suppliers of Samsung, LG and HTC, Young Fast Optoelectronics (YFO) and JTOUCH obtain roughly 50% and over 55% respectively of their revenue from Samsung. Transtouch Technology Inc. mainly ships products to Fujitsu. SWENC Technology is the supplier of Compal Electronics Inc., the second largest notebook OEM in the world. Sintek and Cando, formerly color filter manufacturers, devote themselves to the medium and large-sized touch screen field, and Sintek has already shipped touch screen sensor for iPad. Elo TouchSystems, a subsidiary of electronics giant TYCO, mainly engages in large-sized touch screens for non-consumer electronics fields like ATM and vending machine. EELY is a non-listed company and its major production base is located in Guangzhou. NISSHA, once the world’s largest touch screen manufacturer, is still powerful.
CHIMEI possesses the most complete industrial chain and its touch screen comes from the recently merged Innolux who acquired TPO, the major mobile phone display supplier of Nokia, so, CHIMEI will see a bright future. Truly is the largest mobile phone display manufacturer in Chinese Mainland. The South Korean manufacturer DIGITECH mainly supplies for Samsung. Starting with EL backlight business, ELK is the largest touch screen manufacturer in South Korea and primarily supplies for LG and RIM. MELFAS is a South Korean touch screen IC manufacturer, and it also manufactures touch panels by itself since touch screen IC and touch panel are generally shipped together. Its major clients include Samsung and Japanese manufacturers.
The glass-based projected capacitive touch screen, Apple’s favorite, turns out to be the hottest topic in 2010. Its production involves 30~40 processes, including three thresholds. As a result, in the short run, new entrants can engage in the touch module production and lamination business step by step, but subject to the constraints of processes, it is not so easy for them to become suppliers with stable and large shipment. Nevertheless, Wintek and TPK are among the few manufacturers capable of engaging in both touch sensor and lamination businesses.
The thresholds are so high that only TPK and Wintek are qualified to become the suppliers for Apple, and even other enterprises step into this field in 2-3 years, they will only get a very small share.
1. OVERVIEW OF TOUCH SCREEN
1.1 Resistive Touch Panel
1.2 Capacitive Touch Panel
1.2.1 Surface Capacitive Touch Panel
1.2.2 Projected Capacitive Touch Screen
1.2.3 Film-based Projected Capacitive Touch Screen
1.2.4 Glass-based Projected Capacitive Touch Screen
2. DOWNSTREAM MARKETS OF TOUCH SCREEN
2.1 Mobile Phone Market
2.1.1 Overview
2.1.2 Status Quo and Future of Touch Screen Mobile Phone
2.1.3 Smart Phone Market and Industry
2.1.4 Status Quo and Future of Mobile Phone Display
2.2 PC Market
2.2.1 AIO PC
2.2.2 iPad and iPad Like
2.3 Other Markets
2.3.1 Navigation (GPS, PND)
2.3.2 Non-consumer Electronics Field
3. TOUCH SCREEN INDUSTRY
3.1 Industrial Chain
3.2 Production
3.3 Industrial Scale
3.4 Industrial Pattern
3.5 Horizontal Comparison among Manufacturers
3.6 Supply and Demand of Glass-based Capacitive Touch Panel
4. TOUCH SCREEN MANUFACTURERS
4.1 TPK
4.2 Young Fast Optoelectronics Co., Ltd. (YFO)
4.3 Wintek
4.4 JTOUCH
4.5 Transtouch Technology Inc.
4.6 SWENC Technology
4.7 Sintek
4.8 Cando
4.9 Elo TouchSystems
4.10 Nanjing Wally Electronics Technology Co., Ltd.
4.11 Chung Hua EELY Enterprise Group
4.12 GeneralTouch Technology Co., Ltd.
4.13 Truly
4.14 Mildex Optical Inc.
4.15 NISSHA
4.16 Giantplus Technology Co., Ltd. (Giantplus)
4.17 Melfas
4.18 ELK
4.19 Digitech Systems
5. ITO GLASS MANUFACTURERS
5.1 AimCore Technology Co., Ltd. (AimCore)
5.2 Shenzhen Laibao Hi-Tech Co., Ltd.
5.3 Wuhu Token Sciences Co., Ltd.
5.4 G-tech Optoelectronics Corporation
6. TOUCH SCREEN IC
6.1 Profile
6.2 Comparison among Manufacturers
6.3 Market
6.4 Elan Microelectronics Corp.
6.5 eGalax_eMPIA Technology Inc. (EETI)
6.6 Cypress
6.7 Synaptics
1.1 Resistive Touch Panel
1.2 Capacitive Touch Panel
1.2.1 Surface Capacitive Touch Panel
1.2.2 Projected Capacitive Touch Screen
1.2.3 Film-based Projected Capacitive Touch Screen
1.2.4 Glass-based Projected Capacitive Touch Screen
2. DOWNSTREAM MARKETS OF TOUCH SCREEN
2.1 Mobile Phone Market
2.1.1 Overview
2.1.2 Status Quo and Future of Touch Screen Mobile Phone
2.1.3 Smart Phone Market and Industry
2.1.4 Status Quo and Future of Mobile Phone Display
2.2 PC Market
2.2.1 AIO PC
2.2.2 iPad and iPad Like
2.3 Other Markets
2.3.1 Navigation (GPS, PND)
2.3.2 Non-consumer Electronics Field
3. TOUCH SCREEN INDUSTRY
3.1 Industrial Chain
3.2 Production
3.3 Industrial Scale
3.4 Industrial Pattern
3.5 Horizontal Comparison among Manufacturers
3.6 Supply and Demand of Glass-based Capacitive Touch Panel
4. TOUCH SCREEN MANUFACTURERS
4.1 TPK
4.2 Young Fast Optoelectronics Co., Ltd. (YFO)
4.3 Wintek
4.4 JTOUCH
4.5 Transtouch Technology Inc.
4.6 SWENC Technology
4.7 Sintek
4.8 Cando
4.9 Elo TouchSystems
4.10 Nanjing Wally Electronics Technology Co., Ltd.
4.11 Chung Hua EELY Enterprise Group
4.12 GeneralTouch Technology Co., Ltd.
4.13 Truly
4.14 Mildex Optical Inc.
4.15 NISSHA
4.16 Giantplus Technology Co., Ltd. (Giantplus)
4.17 Melfas
4.18 ELK
4.19 Digitech Systems
5. ITO GLASS MANUFACTURERS
5.1 AimCore Technology Co., Ltd. (AimCore)
5.2 Shenzhen Laibao Hi-Tech Co., Ltd.
5.3 Wuhu Token Sciences Co., Ltd.
5.4 G-tech Optoelectronics Corporation
6. TOUCH SCREEN IC
6.1 Profile
6.2 Comparison among Manufacturers
6.3 Market
6.4 Elan Microelectronics Corp.
6.5 eGalax_eMPIA Technology Inc. (EETI)
6.6 Cypress
6.7 Synaptics
SELECTED CHARTS
Downstream Distribution of Touch Control Market Size, 2008-2009
Global Mobile Phone Shipment, 2007-2014E
Quarterly Global Mobile Phone Shipment and Annual Growth Rate, 2007Q1-2010Q2
Quarterly Global Mobile Phone Shipment by Region, 2007Q1-2010Q2
Quarterly Global Mobile Phone Shipment by Technology, 2007Q1-2010Q2
Global CDMA/WCDMA Mobile Phone Shipment by Region, 2006-2010
Shipment of Global Major Mobile Phone Manufacturers, Q1-Q3 2010
Proportion of Global Touch Screen Mobile Phone, 2007-2014E
Global Touch Screen Mobile Phone Distribution by Technology, 2009-2014E
Touch Screen Penetration Rate of Major Mobile Phone Manufacturers, 2009-2011E
Operating System Shipment Distribution by Mobile Phone Manufacturer
Global Mobile Phone Display Shipment by Technology, 2007-2014E
Global Mobile Phone Display Shipment by Size, 2007-2014E
Shipment of AIO PC and Touch Screen Laptop, 2009-2013E
AIO PC Shipment, 2007-2010
AIO PC Shipment, 2009Q1-2010Q4
Market Share of Global Major AIO PC Manufacturers, 2010 H1
Market Share of AIO PC OEMs, 2009-2010
Shipment of iPad and iPad Like, 2009-2013E
Market Size of Global Automobile GPS Navigation, 2007-2013E
Shipment of Global Automobile GPS Navigation, 2007-2013E
Shipment of Global Automobile GPS Navigation by Region, 2006-2010
Downstream Distribution of Touch Screen in Non-consumer Electronics Fields, 2010
Touch Screen Industrial Chain
Production Process of Touch Screen
Cost Structure of Touch Screen Manufacturers, 2008
Revenue of Touch Screen Manufacturers, 2008-2014E
Output Value of Touch Screen Industry, 2008-2014E
Output Value of Touch Screen Module and Sensor, 2006-2015E
Revenue of Major Touch Screen Manufacturers, 2009
Revenue of Major Touch Screen Manufacturers, 2010
Shipment of Global Major Touch Screen Manufacturers, 2009
Shipment of Global Major Touch Screen Manufacturers, 2010
Operating Margin of Global 15 Touch Screen Manufacturers, 2009-2010
Regional Distribution of Touch Screen Industry, 2009-2010
Relationship between TPK Holding and Affiliated Companies
Shareholder Structure of TPK Holding
Revenue and Gross Margin of TPK Holding, 2007-2012E
Revenue and Operating Margin of TPK Holding, 2007-2012E
Sales Volume and Gross Margin of TPK Holding Touch Screen, 2007-2010
TPK Holding Client Distribution, 2008-2009
TPK Holding Client Distribution, 2010Q1
TPK Holding Client Distribution, 2010
R&D System of TPK Holding
Revenue and Operating Margin of YFO, 2005-2011E
Revenue of YFO by Product, 2009Q1-2010Q3
Plants of YFO
Revenue and Gross Margin of Wintek, 2003-2011E
Revenue and Operating Margin of Wintek, 2003-2011E
Global Distribution of Wintek
Revenue of Wintek by Product, 2006-2011E
Wintek Client Structure, 2009-2010
Revenue and Operating Margin of JTOUCH, 2006-2011E
Revenue of JTOUCH by Region, 2008-2009
Revenue of JTOUCH by Technology, 2010-2011E
Revenue and Gross Margin of Transtouch Technology Inc., 2004-2010
Revenue of Transtouch Technology Inc. by Application, 2007-2009
Organizational Structure of Sintek
Revenue and Operating Margin of Sintek, 2004-2010
Revenue and Operating Profit of Cando, 2004-2010
Revenue and Gross Margin of Nanjing Wally Electronics Technology Co., Ltd., 2006-2010
Gross Margin, Net Profit Margin, Operating Margin of Truly Semi., 2001-2009
Revenue and Gross Margin of Truly, 2002-2010
Revenue of Truly LCD Products by Technology, 2006-2009
Revenue and Operating Profit of Mildex Optical Inc., 2005-2010
Affiliated Company Structure of Mildex Optical Inc.
Revenue of NISSHA by Product, FY2005-FY2011
Revenue of NISSHA by Product, FY2009Q1-FY2011Q2
Revenue of NISSHA Input Device Division by Application, FY2005-FY2011
Revenue and Gross Margin of Giantplus, 2002-2010
Revenue and Operating Margin of Melfas, 2007-2012E
Revenue of Melfas by Product, 2007-2010
Melfas Touch Screen Based Mobile Phones, 2009-2010
Revenue and Operating Profit of ELK, 2006-2011E
Revenue of ELK by Product, 2008-2010
Revenue and EBITDA of Digitech Systems, 2007-2012E
Revenue of Digitech Systems by Product, 2008-2011E
Revenue and Gross Margin of AimCore, 2006-2010
Revenue and Net Income of Shenzhen Laibao Hi-Tech Co., Ltd., 2005-2011E
Revenue of Shenzhen Laibao Hi-Tech Co., Ltd. by Product, 2005-2011E
Revenue and Operating Margin of Wuhu Token Sciences Co., Ltd., 2007-2012E
Revenue of Wuhu Token Sciences Co., Ltd. by Product, 2007-2010
Output of Wuhu Token Sciences Co., Ltd., 2007-2010
Revenue and Operating Profit of G-tech Optoelectronics Corporation, 2007-2010
Monthly Revenue of G-tech Optoelectronics Corporation, Sep. 2008 -Sep. 2010
Touch Screen IC Shipment, 2008-2012E
Corresponding Relationship between Touch Screen IC Manufacturers and Touch Screen Manufacturers
Market Share of Global Major Touch Screen IC Manufacturers, 2009-2010
Revenue and Operating Margin of Elan Microelectronics Corp., 2004-2011E
Revenue of Elan Microelectronics Corp. by Application, 2009Q1-2010Q4
Revenue of Elan Microelectronics Corp. by Application, 2008-2010
Revenue and Operating Margin of EETI, 2004-2011E
Revenue and Operating Margin of Synaptics, FY2004-FY2010
Revenue of Synaptics by Application, FY2004-FY2010
Supply Relationship between Touch Screen Manufacturers and Mobile Phone Manufacturers
Shipment of Smart Phone Operating System, 2008-2010
Manufacturers in Touch Screen Industrial Chain
Capacity, Output, Output Value and Sales Volume of TPK Holding Touch Screen, 2008-2009
HR Distribution of TPK Holding, 2008-Mar. 2010
Output and Output Value of YFO Touch Screen, 2008-2009
Capacity, Output, and Output Value of JTOUCH Touch Screen, 2008-2009
Capacity of Sintek by Plant
Financial Data of GeneralTouch Technology Co., Ltd., 2004-2008
Downstream Distribution of Touch Control Market Size, 2008-2009
Global Mobile Phone Shipment, 2007-2014E
Quarterly Global Mobile Phone Shipment and Annual Growth Rate, 2007Q1-2010Q2
Quarterly Global Mobile Phone Shipment by Region, 2007Q1-2010Q2
Quarterly Global Mobile Phone Shipment by Technology, 2007Q1-2010Q2
Global CDMA/WCDMA Mobile Phone Shipment by Region, 2006-2010
Shipment of Global Major Mobile Phone Manufacturers, Q1-Q3 2010
Proportion of Global Touch Screen Mobile Phone, 2007-2014E
Global Touch Screen Mobile Phone Distribution by Technology, 2009-2014E
Touch Screen Penetration Rate of Major Mobile Phone Manufacturers, 2009-2011E
Operating System Shipment Distribution by Mobile Phone Manufacturer
Global Mobile Phone Display Shipment by Technology, 2007-2014E
Global Mobile Phone Display Shipment by Size, 2007-2014E
Shipment of AIO PC and Touch Screen Laptop, 2009-2013E
AIO PC Shipment, 2007-2010
AIO PC Shipment, 2009Q1-2010Q4
Market Share of Global Major AIO PC Manufacturers, 2010 H1
Market Share of AIO PC OEMs, 2009-2010
Shipment of iPad and iPad Like, 2009-2013E
Market Size of Global Automobile GPS Navigation, 2007-2013E
Shipment of Global Automobile GPS Navigation, 2007-2013E
Shipment of Global Automobile GPS Navigation by Region, 2006-2010
Downstream Distribution of Touch Screen in Non-consumer Electronics Fields, 2010
Touch Screen Industrial Chain
Production Process of Touch Screen
Cost Structure of Touch Screen Manufacturers, 2008
Revenue of Touch Screen Manufacturers, 2008-2014E
Output Value of Touch Screen Industry, 2008-2014E
Output Value of Touch Screen Module and Sensor, 2006-2015E
Revenue of Major Touch Screen Manufacturers, 2009
Revenue of Major Touch Screen Manufacturers, 2010
Shipment of Global Major Touch Screen Manufacturers, 2009
Shipment of Global Major Touch Screen Manufacturers, 2010
Operating Margin of Global 15 Touch Screen Manufacturers, 2009-2010
Regional Distribution of Touch Screen Industry, 2009-2010
Relationship between TPK Holding and Affiliated Companies
Shareholder Structure of TPK Holding
Revenue and Gross Margin of TPK Holding, 2007-2012E
Revenue and Operating Margin of TPK Holding, 2007-2012E
Sales Volume and Gross Margin of TPK Holding Touch Screen, 2007-2010
TPK Holding Client Distribution, 2008-2009
TPK Holding Client Distribution, 2010Q1
TPK Holding Client Distribution, 2010
R&D System of TPK Holding
Revenue and Operating Margin of YFO, 2005-2011E
Revenue of YFO by Product, 2009Q1-2010Q3
Plants of YFO
Revenue and Gross Margin of Wintek, 2003-2011E
Revenue and Operating Margin of Wintek, 2003-2011E
Global Distribution of Wintek
Revenue of Wintek by Product, 2006-2011E
Wintek Client Structure, 2009-2010
Revenue and Operating Margin of JTOUCH, 2006-2011E
Revenue of JTOUCH by Region, 2008-2009
Revenue of JTOUCH by Technology, 2010-2011E
Revenue and Gross Margin of Transtouch Technology Inc., 2004-2010
Revenue of Transtouch Technology Inc. by Application, 2007-2009
Organizational Structure of Sintek
Revenue and Operating Margin of Sintek, 2004-2010
Revenue and Operating Profit of Cando, 2004-2010
Revenue and Gross Margin of Nanjing Wally Electronics Technology Co., Ltd., 2006-2010
Gross Margin, Net Profit Margin, Operating Margin of Truly Semi., 2001-2009
Revenue and Gross Margin of Truly, 2002-2010
Revenue of Truly LCD Products by Technology, 2006-2009
Revenue and Operating Profit of Mildex Optical Inc., 2005-2010
Affiliated Company Structure of Mildex Optical Inc.
Revenue of NISSHA by Product, FY2005-FY2011
Revenue of NISSHA by Product, FY2009Q1-FY2011Q2
Revenue of NISSHA Input Device Division by Application, FY2005-FY2011
Revenue and Gross Margin of Giantplus, 2002-2010
Revenue and Operating Margin of Melfas, 2007-2012E
Revenue of Melfas by Product, 2007-2010
Melfas Touch Screen Based Mobile Phones, 2009-2010
Revenue and Operating Profit of ELK, 2006-2011E
Revenue of ELK by Product, 2008-2010
Revenue and EBITDA of Digitech Systems, 2007-2012E
Revenue of Digitech Systems by Product, 2008-2011E
Revenue and Gross Margin of AimCore, 2006-2010
Revenue and Net Income of Shenzhen Laibao Hi-Tech Co., Ltd., 2005-2011E
Revenue of Shenzhen Laibao Hi-Tech Co., Ltd. by Product, 2005-2011E
Revenue and Operating Margin of Wuhu Token Sciences Co., Ltd., 2007-2012E
Revenue of Wuhu Token Sciences Co., Ltd. by Product, 2007-2010
Output of Wuhu Token Sciences Co., Ltd., 2007-2010
Revenue and Operating Profit of G-tech Optoelectronics Corporation, 2007-2010
Monthly Revenue of G-tech Optoelectronics Corporation, Sep. 2008 -Sep. 2010
Touch Screen IC Shipment, 2008-2012E
Corresponding Relationship between Touch Screen IC Manufacturers and Touch Screen Manufacturers
Market Share of Global Major Touch Screen IC Manufacturers, 2009-2010
Revenue and Operating Margin of Elan Microelectronics Corp., 2004-2011E
Revenue of Elan Microelectronics Corp. by Application, 2009Q1-2010Q4
Revenue of Elan Microelectronics Corp. by Application, 2008-2010
Revenue and Operating Margin of EETI, 2004-2011E
Revenue and Operating Margin of Synaptics, FY2004-FY2010
Revenue of Synaptics by Application, FY2004-FY2010
Supply Relationship between Touch Screen Manufacturers and Mobile Phone Manufacturers
Shipment of Smart Phone Operating System, 2008-2010
Manufacturers in Touch Screen Industrial Chain
Capacity, Output, Output Value and Sales Volume of TPK Holding Touch Screen, 2008-2009
HR Distribution of TPK Holding, 2008-Mar. 2010
Output and Output Value of YFO Touch Screen, 2008-2009
Capacity, Output, and Output Value of JTOUCH Touch Screen, 2008-2009
Capacity of Sintek by Plant
Financial Data of GeneralTouch Technology Co., Ltd., 2004-2008
