3月12日消息,据最新的电子时报中国触摸屏跟踪研究指出,大陆厂商2013年第四季度共出货1.488亿块触控面板。研究预测,由于季度性因素,国内制造商第一季度的触控面板出货量将下降约5%。
据电子时报中国触摸屏跟踪研究最新数据,第一季度其他细分市场将看到增长。从2013年第四季度到2014年第一季度,中国触摸面板制造商的最大增长将集中在笔记本电脑和平板电脑部分(大于11英寸),欧菲光(002456,股吧)和牧东光电将重点发展金属网薄膜技术。技术配合制造商的低成本优势使国内企业在2013年第四季度的笔记本电脑和平板电脑出货量实现110.7%的环比增长,并在今年第一季度再将季度增长13.4%,尽管第一季度历来被认为是市场的一个缓慢期。
研究称,从手机应用程序使用的触摸面板来看,薄膜式面板制造商的整体出货比例第一季度将上升到71.1%,因为该技术的需求主要来自三星电子、华为终端、联想和小米。欧菲光预计本季度将实现增长,出货量达3000万块面板。
至于11英寸以下的平板电脑触控面板应用市场,大陆制造商看到大部分订单是来自三星和联想,因此2013年第四季度出货量增长了23.4%。三星和联想在今年第一季度将继续拉动订单,同时,一些厂商看到玻璃触控面板的需求下降,导致薄膜式触控面板制造商的出货量将首次超过玻璃面板。欧菲光有望在一季度看到平板薄膜触控面板出货量大量增长,出货量达857万块,比上季度增长40.1%。(元器件交易网郭路平 译)
外文:
Digitimes Research: China touch panel makers to see shipments drop 5% in 1Q14
China makers shipped 148.8 million touch panels in the fourth quarter of 2013, according to the latest Digitimes Research China Touch Panel Tracker. Digitimes Research predicts that touch panel shipments from China makers will drop about 5% in the first quarter because of seasonality.
However, some segments in the market will see growth in the first quarter. From the fourth quarter of 2013 to the first quarter of 2014, China touch panel makers" largest growth will be in the notebook and large tablet segment (larger than 11-inch), with makers such as O-Film Technology and Mutto Technology focusing on metal mesh thin-film technology, according to data from Digitimes Research"s freshly launched data service, China Touch Panel Tracker. The technology coupled with the makers" low-cost advantages gave the China makers 110.7% on-quarter growth in shipments to the notebook and large tablet segment in the fourth quarter of 2013 and will give them another 13.4% on-quarter growth in the first quarter of 2014 despite the first quarter traditionally being a slow shipment period in the market.
In terms of touch panels used in handset applications, the makers" overall shipment proportion of thin-film type panels will rise to 71.1% in the first quarter of 2014 due to demand for the technology in entry-level and mid-range handsets from vendors such as Samsung Electronics, Huawei Device, Lenovo and Xiaomi. O-Film is expected to see some of the biggest increases in shipments for the technology during the quarter following shipments of 30 million units in the fourth quarter of 2013, according to Digitimes Research.
Regarding tablet touch panel applications for sizes below 11-inch, China makers are seeing orders largely from Samsung and Lenovo and saw 24.3% shipment growth in the fourth quarter of 2013 as a result. Samsung and Lenovo are continuing to put in orders throughout the first quarter of 2014 while at the same time the China makers are seeing decreased demand for glass-type touch panels, causing the makers" shipments of thin-film touch panels to exceed glass-type ones for the first time ever. O-Film is expected to see the biggest growth for tablet thin-film touch panel shipments during the first quarter of 2014 at 8.57 million units or 40.1% on-quarter growth, said Digitimes Research.
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