Changjiang Securities Chen Zhijian: Small size capacitive screens in short supply 4 companies benefit

In-Cell touch technology is difficult to form a substantial alternative threat to On-Cell capacitive touch technology within 2-3 years.

In the next few years, the demand for capacitive touch screens will be huge, and they will grow rapidly. The main driving forces will come from: first, the increasing demand for low-cost smart phones for capacitive touch screens; second, large-size electronic terminals for tablet PCs Product demand.

According to calculations, the mid-size (10-inch) capacitive touch screen may be oversupply before 2014, and the downward pressure on prices will be greater. The small-size (3.5/4.0 inch) capacitive touch screen will be in short supply from 2012 and will have the highest investment value.

The main development direction of capacitive touch screen technology in the future: The trend of capacitive touch screen lightness is obvious; the traditional capacitive touch screen industry chain is moving towards system integration; manufacturers are actively developing new materials to reduce production costs; Taiwan and South Korea are actively importing OGS technology. .

Domestic capacitive touch industry production technology has basically matured, and the gap with Taiwan's leading manufacturers is significantly narrowing, and the production yield has steadily increased. The era of popularization of domestic smart phones has come, and some domestic leading enterprises will obviously benefit.