Yu Dongxu demonstration of China Branch Chuangzhi large touch screen
There are indications that the touch display industry is accelerating into many emerging areas.
Touch screen manufacturers ultrasonic electronics in the previously disclosed 2016 annual report frankly, the traditional consumer electronics products are gradually replaced by the concept of new things networking, industrial structure changes significantly, smart phones, tablet PCs, touch pen and other consumer Demand for electronic products continues to weaken. With the development of various man-machine interface and intelligent products, in the industrial control, smart home, photoelectric display, medical field appears more new electronic manufacturing program, coupled with the future popularity of smart cars, automotive electronics has gradually become a driver An important area for the development of the electronics industry.
"In terms of industry, the stability of orders after entering the automotive industry chain will be better than the order after entering the mobile phone industry chain." Ultrasonic electronics director, deputy general manager, Deputy General Manager Chen Dongping said in the reception of institutional investors.
Touch new material to accelerate flexible display
Mobile smart terminal market demand, coupled with the screen size is becoming larger, thin, flexible has become a trend, has become an international giants and domestic enterprises under the competition of the market outlet.
Flexible display has become the focus of competition.
"Flexibility is the future trend of development we should all agree, because the flexibility may bring now there is no way to imagine a space." Hing Optoelectronics Marketing Manager Sun Ling said, AMOLED is the key to achieving flexibility.
The HIS report also noted that global shipments of flexible screens are expected to increase to 792 million by 2020 and operating income to $ 41.3 billion.
Group intelligence consulting data show that 2016 flexible AMOLED in the overall AMOLED production capacity accounted for 14%, Samsung in 2016 more than 50 million pieces of flexible OLED panel shipments. To 2017 Apple mobile phone will join the AMOLED camp, Samsung has more flexibility in the flexible AMOLED, 2017 flexible AMOLED mobile phone panel capacity penetration rate of up to 30%.
Prior to the 2017 Shanghai show, BOE launched the 7.8-inch flexible foldable display is one of its many flexible display highlights products, equipped with LTPS AMOLED technology, color gamut of more than 90%, the thickness of only 0.24mm , Bending radius of only 5mm, when the expansion can be used as a Tablet PC, portable and can be folded into a mobile phone size, can adapt to a variety of product form.
Yu Dongxu that large-size touch screen and flexible screen market space is huge, but their touch material must have low resistance and flexibility, the traditional ITO (indium tin oxide) material, as the touch product conductive layer has been the main choice of 30 Year history. However, ITO indium metal is the nature of the lowest reserves of rare metals, there is a high cost and difficult to recover waste and other issues, while its material properties of high resistance, and easy to break.
Which also prompted the touch screen material manufacturers to develop new technical materials to speed up the pace of alternative traditional ITO.
"ITO alternative materials technology routes include metal mesh, nano-silver, carbon nanotubes and graphene." Yu Dongxu stressed that the current mass production can be put into industrial applications only metal mesh and nano-silver line two technical routes.
Compared with the metal grid technology, nano-silver line technology is used in the formation of nano-silver ink ink, the higher the cost of raw materials, but the production process is simple, the use of printing process to quickly produce large area of the touch panel, the overall cost Not high, with the large-scale production, the cost will be further reduced.
"Nano-silver line because of nano-scale effect, antibacterial, conductive performance is superior, the scope of application is extremely wide, the current application is more than a surface display equipment, such as smart watches, bracelets, etc., more advantages.
In recent years, with the smart phone and tablet PCs in the global hot and product features of the structural innovation and upgrading, consumer electronics industry, the explosive growth of the industry. The popularity of smart phones, tablet PCs and the rapid development of the super, for the touch display industry to open a huge room for growth. At present, the mobile phone and its parts industry is still in the industry up, and the mainstream manufacturers in the brand, technology, supply chain and other aspects of the advantages will continue to strengthen, the market share will continue to focus on the mainstream brands, showing strong trend of strong.
According to the information displayed by the parties, at present, the upstream raw materials such as glass substrate, ITO conductive film and optical glue needed for the production of touch screen are mainly distributed in the United States, Japan and other countries. The middle reaches of the touch screen manufacturers are mainly concentrated in China Taiwan and mainland China.
But with more and more production and processing links to the Chinese mainland transfer, touch screen products and materials in the domestic production showed a rapid increase in the trend.
"At present, China's touch display industry is in a critical stage from catching up to challenge, mature technology has the ability to challenge the dominance of foreign competitors, but the emerging technology is still catching up.However, the new technology we started earlier , Catch the gap is relatively small, there is the opportunity to overturn the corner. "China Optical Optoelectronics Industry Association LCD Branch Secretary-General Liang Xinqing in the previous 2017 Shanghai show on the show.
M & A and collaboration have become one of the ways to show companies to catch up with advanced technology.
March 21, the touch screen manufacturers Oufei light announcement announced that it intends to cooperate with the establishment of a joint venture company TPK. Through the combination of Ou Feiguang in the front plastic film touch sensor and precision optical sensing technology, and TPK in the high-end glass touch technology research and development and post-fit assembly technology and production capacity, through the establishment of a joint venture in the form of cooperation to build a complete touch Control and precision optoelectronic modules of the R & D, sales and production services to provide customers from product design to the front and rear sections of the manufacturing all-round solution.
Data show, TPK is a commitment to touch technology research and development and innovation of the world's leading touch system manufacturers, can provide a full range of touch technology application solutions, especially in the touch of the latter part of the field of processing advantages, The company's customers are mainly concentrated in Europe and the United States, Japan and South Korea and Taiwan.
"In the early stage of the development of the touch display industry, the company is highly competitive between TPK, and later both sides have identified their respective positioning.TPK advantage is the glass sensor and back-end fit, the main product is more than 7-inch products; Advantages are front-end film sensor, the main product is 7-inch the following products. "Oufei Guang, deputy general manager, Deputy General Manager Xiao Yansong said in the reception of institutional investors, the past two years, Ou Fei light and TPK competition has been reduced, and both in business, , Customer aspects are complementary and synergy. On the other hand, flexible touch display is the future development trend, and film sensor is the mainstream technology, the two sides can combine their own advantages, to achieve one-stop production, is the industry leader in the strong combination.
In 2016, another touch screen factory together Thai and industry photoelectric, Pingbo Electronics set up a joint venture company to accelerate the touch display new products and new technology research and development.
"Future market differentiation will become increasingly serious, this situation for the leading enterprises can also control, and small and medium enterprises are facing severe challenges." He Li, vice president of co-generous told the author, in the large-size smart touch display, Together to see more opportunities for development, which also set up a special large-scale sector.