2009-2010年全球及中国触控屏行业研究报告 >> 水清木华研究中心

2010年触控屏厂家收入大增。首要原因是手机需求旺盛，智能手机出货量大增，即便非智能手机，触控屏所占比例也大增。其次是苹果iPad的上市，iPad采用最高等级的触控屏，单价非常高，比一般3.5英寸手机触控屏高大约两倍。2010年IPAD出货量预计可以达到1380万。三是苹果的iPhone和iPad在2010年都采用触控屏与TFT面板贴合成最终显示面板的方式出货，单价里包含了TFT面板的价格。

无论是iPhone还是iPad，它的触控屏供应商是TPK和胜华两家。TPK于2010年10月底在台湾上市，上市当天大涨139%，市值突破1100亿新台币。

2009-2010年全球主要触控屏厂家收入

洋华背后是三星、LG和HTC，洋华近50%的收入都来自三星。介面背后同样是三星、LG和HTC，介面超过55%的收入来自三星。富晶通则主要出货给富士通。时纬的背后是全球第二大笔记本电脑代工厂家仁宝。和鑫和达虹是彩色滤光片厂家转型来的，主攻中大尺寸领域，和鑫已经出货了iPad触控屏sensor。Elo touchsystems是电子大厂TYCO的子公司，主要做大尺寸触控屏，应用在ATM机、自动贩卖机等非消费类电子领域。意力是非上市公司，主要生产基地位于广州。NISSHA（日本写真印刷）曾经是全球最大的触控屏厂家，现在仍然具备比较强的实力。

奇美的产业链最为齐全，触控屏来自其刚刚合并的群创，而群创收购了诺基亚手机显示屏的主要供应商统宝，未来前途无限。信利是中国大陆最大的手机显示屏厂家。DIGITECH是韩国厂家，主要供应三星。ELK是韩国最大的触控屏厂家，以EL背光起家，主要供应LG和RIM。MELFAS则是韩国触控屏IC厂家，通常触控屏IC都和触控面板一起出货，于是MELFAS干脆自己做触控面板，主要客户是三星和日本厂家。

2010年最火热的话题是玻璃型投射式电容触控屏，也就是苹果的最爱。玻璃式电容触控面板生产制程约为30~40 道，包含三道生产门槛。故短期内，新进者虽分段进入触控模块生产和贴合业务，但在各个制程的限制下，均不易成为可以稳定、大量出货的供应商。而胜华与宸鸿为少數可同时提供触控传感器及贴合业务厂商。

这么高的门槛也使得全球只有TPK和胜华能成为苹果的供应商。后进厂家2-3年即便切入，所占的比例也会很低。

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.

Revenue of Global Major Touch Screen Manufacturers, 2009-2010

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.

第一章：触控屏概况
1.1、电阻式触控面板（RESISTIVE）
1.2.、电容式触控面板(CAPACITIVE)
1.2.1、表面电容式触控面板
1.2.2、投射式电容触控屏
1.2.3、film型投射式电容触控屏
1.2.4、glass型投射式电容触控屏

第二章、触控屏下游市场
2.1、手机
2.1.1、手机市场概况
2.1.2、触控手机现状与未来
2.1.3、智能手机市场与产业
2.1.4、手机显示屏现状与未来
2.2、PC市场
2.2.1、AIO PC
2.2.2、iPad与iPad like
2.3、其他市场
2.3.1、导航（GPS、PND）
2.3.2、非消费类电子领域

第三章、触控屏产业
3.1、触控屏产业链
3.2、触控屏生产
3.3、触控屏产业规模
3.4、触控屏产业格局
3.5、触控屏厂家横向对比
3.6、玻璃式电容触控面板供需分析

第四章、触控屏厂家研究
4.1、TPK (宸鸿光电科技)
4.2、洋华
4.3、胜华
4.4、介面
4.5、富晶通科技
4.6、时纬科技
4.7、和鑫光电
4.8、达虹科技
4.9、ELO TOUCHSYSTEMS
4.10、华睿川科技
4.11、中华意力
4.12、成都吉锐
4.13、信利
4.14、荧茂
4.15、NISSHA
4.16、凌巨
4.17、MELFAS
4.18、ELK
4.19、DIGITECH SYSTEMS

第五章、ITO玻璃厂家研究
5.1、安可
5.2、莱宝高科
5.3、长信科技
5.4、正达

第六章、触控屏IC
6.1、触控屏IC简介
6.2、触控屏IC厂家对比
6.3、触控屏IC市场
6.4、义隆电子
6.5、禾瑞亚
6.6、CYPRESS
6.7、 SYNAPTICS

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

2008-2009年触控市场规模下游分布
2007-2014年全球手机出货量
2007年1季度-2010年2季度每季度全球手机出货量与年度增幅
2007年1季度-2010年2季度每季度全球手机出货量地域分布
2007年1季度-2010年2季度每季度全球手机出货量技术分布
2006-2010年全球CDMA/WCDMA手机出货量地域分布
2010年1-3季度全球主要手机厂家出货量
2007-214年全球触控手机所占比例
2009-2014年全球触控手机技术类型分布
2009-2011年主要手机品牌厂家触控渗透率
各操作系统出货量手机厂家分布
2007-2014年全球手机显示屏出货量技术分布
2007-2014年全球手机显示屏出货量尺寸分布
2009-2013年AIO PC与触控型笔记本电脑出货量
2007-2010年AIO PC出货量
2009年1季度-2010年4季度AIO PC出货量
2010年H1 全球AIO PC主要厂家市场占有率
2009-2010年AIO PC代工厂家市场占有率
2009-2013年iPad与iPad like出货量
2007-2013年全球汽车GPS导航市场规模统计及预测
2007-2013年全球汽车GPS导航出货量统计及预测
2006-2010年全球汽车GPS导航出货量地域分布
2010年非消费类电子领域触控屏下游应用分布
触控屏产业链
触控屏生产工艺流程
2008年触控屏厂家成本结构
2008-2014年触控屏厂家收入
2008-2014年触控屏产业产值
2006-2015年触控屏产业模块与SENSOR产值
2009年主要触控屏厂家收入
2010年主要触控屏厂家收入
2009年全球主要触控屏厂家出货量
2010年全球主要触控屏厂家出货量
全球15家触控屏厂家2009、2010年运营利润率
2009-2010年触控屏产业地域格局
TPK Holding公司与关联公司关系图
TPK Holding股东结构
2007-2012年TPK Holding收入与毛利率
2007-2012年TPK Holding收入与营业利润率
2007-2010年TPK Holding触摸屏销量与毛利率
2008-2009年TPK Holding客户分布
2010年1季度TPK Holding客户分布
2010年 TPK Holding客户分布
TPK Holding研发体系
2005-2011年洋华收入与运营利润率
2009年1季度-2010年3季度洋华收入产品分布
洋华工厂分布
2003-2011年胜华收入与毛利率
2003-2011年胜华收入与运营利润率
胜华全球分布
2006-2011年胜华收入产品分布
2009-2010年胜华客户结构
2006-2011年介面收入与运营利润率
2008-2009年介面收入地域分布
2010-2011年介面收入技术分布
2004-2010年富晶通科技收入与毛利率
富晶通组织结构
2007-2009年富晶通收入下游应用分布
2008-2011年富晶通路线图
和鑫组织结构
2004-2010年和鑫收入与运营利润率
达虹科技组织结构
2004-2010年达虹收入与运营利润统计
华东电子组织结构
华睿川组织结构
2006-2010年华睿川收入与毛利率统计
成都吉锐组织结构
成都吉锐组织结构
信利半导体组织结构
2001-2009年信利半导体毛利率、纯利率、运营利润率统计
2002-2010年信利收入与毛利率
2006-2009年信利液晶产品收入技术分布
荧茂光学组织结构
2005-2010年荧茂光学收入与运营利润
荧茂光学关联公司结构
2005-2011财年NISSHA收入产品分布
2009财年1季度-2011财年2季度NISSHA收入产品分布
2005-2011财年NISSHA 输入装置事业部收入下游应用分布
凌巨全球分布
2002-2010年凌巨收入与毛利率
2007-2012年Melfas收入与运营利润率
2007-2010年Melfas收入产品分布
2009-2010年采用Melfas触控屏的手机
2006-2011年ELK收入与运营利润
2008-2010年ELK收入产品分布
2007-2012年Digitech Systems收入与EBITDA
2008-2011年Digitech Systems收入产品分布
安可光电组织结构
2006-2010年安可光电收入与毛利率
莱宝高科组织结构
2005-2011年莱宝高科收入与净利润
2005-2011年莱宝高科收入产品分布
长信科技组织结构
2007-2012年长信科技收入与运营利润率
2007-2010年长信科技收入产品分布
2007-2010年长信科技产量
2007-2010年正达收入与运营利润
2008年9月-2010年9月正达每月收入
2008-2012年触控屏IC出货量
部分触控屏IC厂家与触控屏厂家对应关系
2009-2010年全球触控屏IC主要厂家市场占有率
义隆电子组织结构
2004-2011年义隆电子收入与运营利润率
2009年1季度-2010年4季度义隆电子收入下游应用分布
2008-2010年义隆电子收入下游应用分布
2004-2011年禾瑞亚收入与运营利润率
禾瑞亚组织结构
禾瑞亚SWOT分析
2004-2010财年 Synaptics收入与运营利润率
2004-2010财年 Synaptics收入下游应用分布

触控屏厂家于手机厂家配套关系
2008-2010年智能型手机操作系统出货量实绩
触控屏产业链厂家一览
2008-2009年 TPK Holding触摸屏产能、产量、产值、销量
2008-2010年3月底TPK Holding人力资源分布
2008-2009年洋华触摸屏产量、产值
2008-2009年介面光电触摸屏产能、产量、产值
富晶通各部门简介
和鑫各厂产能
达虹科技各部门简介
2004-2008年成都吉锐财务数据
荧茂光学各部门简介
安可光电各部门简介
义隆电子各部门简介
禾瑞亚各部门简介

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