Taiwanese Touch IC Design Factory is full of power, and the market has attracted much attention

The penetration rate of touch applications on mobile phones has reached 40%, and the penetration rate on tablets has reached 90%. However, with the mainland smartphone shipments challenging 400 million units this year and tablet shipments challenging 150 million units, Both have shown double growth compared to last year.

Taiwan-based touch IC design factories Duntai, Yilong, Heruiya each have niche markets, and this year's growth momentum is full. As Duntai is expected to return to Taiwan in the fourth quarter of this year, the price of the Taiwanese touch IC market is also comparable. Highly concerned.

Last year was a year of great leap in the penetration rate of touch ICs in mobile phone devices, but the benefited IC design factories are mainly Duntai, an IC design factory that masters land-based smartphones, and Huiding, MediaTek ’s mainland investment company.

Taiwanese Touch IC Design Factory is full of power, and the market has attracted much attention

This year, in addition to the continuous increase in penetration rate, with the doubling of shipments of land-based smartphones and tablet PCs, and the increase in the development of high-resolution panels, it is conducive to Taiwan IC design factories with cost-effective advantages.

Duntai has formally sent an application for return to Taiwan for listing on April 30 this year. According to the estimation of the listing process, it can be listed and traded in Taiwan stocks around October this year. Before this, even F-Morning, Lian Yong, Yili, Taiwanese stocks such as SiS are also developing touch ICs, but ELAN and Heruiya are still the most direct touch IC stocks on the Taiwanese stock market, and Winows 8 promotes the touch theme of touch tablets and laptops Hui shares.

Owing to more material and less production of single-chip (OGS) touch panel output and yield improvement, coupled with the impetus of the launch of Windows 8, the output value of touch panels in notebook computers is expected to grow by 26% over last year This has become a bonus point for touch ICs this year after smartphones and tablets.

Heruiya and ELAN entered the second quarter of the Win 8 certification-related products officially shipped, so even if the demand for land-based smartphones and tablets weakened after May, the performance of the two touch IC factories in the second quarter Still not light.

Duntai currently controls the land-based smartphone touch IC market. Although the mid-to-high-end market competes with Huiding, which is reinvested by MediaTek, and the low-end market competes with F-morningstar, Duntai still holds a 40% market share.

At present, Duntai has launched the TDDI integrated single chip for touch and LCD driver ICs, and launched in-cell touch IC testing. It is based on technology and mass production scale. It will still win the land-based smartphone and tablet PC market this year. 40% to 50% market share. In addition, in the second half of this year, Duntai will be more active in the layout of the touch IC of Win 8 notebooks. Before going on the market, it will also expand competition with ELAN and Heruia in the market.

About mainland touch market analysis : Q2 touch panel is bullish in 2013, low-end mobile devices become the main driving force

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