touchscreen market and technologies - a strategic overview
DESCRIPTION
Touchscreen technologies have changed the way we interact with not only our mobile phones and tablets but also myriad of other products. This is a brief strategic overview of the touchcreen market and its related technologies.TRANSCRIPT
Sept 27, 2011 Summit Technology Consulting Group
Touchscreen Market and Technologies
A Strategic Overview
2Sept 27, 2011 Summit Technology Consulting Group
Introduction
This is a brief strategic overview of the touchcreen market and its related technologies prepared by Summit Technology Consulting Group.
Updated report is available from Summit Technology Consulting Group.
Contact information:Khanh Le, PresidentEmail: [email protected]: www.summit-technology.com
3Sept 27, 2011 Summit Technology Consulting Group
Content
Touchscreen marketTouchscreen technologiesTouchscreen supply chainStrategic market considerationsSummary
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Touchscreen Market
Market driversMobile phones (54% penetration by 2015)
and other portable devicesEasy and intuitive to use interface
Availability of multi-touch Innovative touch panel technology,
materials and related technologiesSoftware and hardware improvements
promoting touch
5Sept 27, 2011 Summit Technology Consulting Group
Touchscreen Market Size
Grows from 987Mu, $7.6B in 2011 to 1,735Mu, $12.4B in 2015
15% CAGR in units Extremely diverse
Over 12 technologies 200+ companies Top 10 companies for
less than 50% of total revenue
Significant geographic distribution
Variety of market applications
Touchscreen Module Shipment and Y/Y Growth
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2008 2009 2010 2011 2012 2013 2014 2015
Mil
lio
n U
nit
s
0%
5%
10%
15%
20%
25%
30%
35%
%
Shipment (Mu) Y/Y Growth
Source: DisplaySearch, Nov 2010
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Touchscreen Technologies & Applications
Many technologies have been developed but only resistive and capacitive touch technologies have seen high volume
Source: DisplaySearch, Nov 2010
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Touchscreen Technologies Market Distribution
Resistive and capacitive touch technologies dominate (98% market share in 2010, 531Mu touchscreens shipped for mobile phones in 2010)
Will continue to dominate – 82% in unit shipment in 2016
Source: DisplaySearch, Nov 2010
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Touchscreen Supply Chain
Touchscreen supply chain has several permutations
Flex module – controller IC plus flex circuit (end designers via IC distribution channels)
Touchscreen module – ITO sensor and flex module (large ODMs and OEMs)
Touchscreen LCD module – LCD and touchscreen module (high volume OEMs)
Each touchscreen design is unique to the final device
Majority of touchscreen modules are designed directly with component suppliers
Synaptics, Cypress and Atmel are leaders among many touchscreen controller IC suppliers (ADI, Microchip, SiLab, STMicro, etc.)
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Major Market Trends
Touchscreen technology is strategic asset for participants in the mobile phone markets
Companies in the mobile phone markets may be required to make touchscreen modules also, not just ICs, for complete platform solutions E.g. Mediatek
Touchscreen control function may be integrated into DTV and mobile phone SOCs for cost reduction
Move to combine with gesture, face and voice recognition in the future
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Summary
Touchscreen is a high-growth and strategic area esp. for mobile devices
Many technologies exist but resistive and projected capacitive will continue to dominate
Supply chain is complex since touchscreen technology is tightly coupled with sensor and display
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For More Information
Contact
Khanh Le
President
Summit Technology Consulting Group
Sept 27, 2011 Summit Technology Consulting Group