Touch Panel Report - OCA/OCR for Touch Panel - 2012 - iSuppli
Touch Panel Report - OCA/OCR for Touch Panel - 2012 - iSuppli
Touch Panel Report - OCA/OCR for Touch Panel - 2012 - iSuppli
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
IHS Electronics & Media - Abstract<br />
<strong>Touch</strong> <strong>Panel</strong> <strong>Report</strong> - <strong>OCA</strong>/<strong>OCR</strong> <strong>for</strong> <strong>Touch</strong> <strong>Panel</strong> - <strong>2012</strong><br />
<strong>Touch</strong> <strong>Panel</strong> <strong>2012</strong><br />
The smart mobile era has opened as smartphones and tablet PCs have become more prevalent.<br />
While the conventional feature phones were more <strong>for</strong> telecommunication, today’s smart mobile<br />
devices operate more like a laptop enabling people take care of work almost whenever and<br />
wherever using the Wi-Fi the devices support. Accordingly, the importance of display quality is<br />
increasingly emphasized, and in particular, the need <strong>for</strong> better outdoor readability gets greater.<br />
Under the circumstances, filling the air gap between the touch panel and the display (LCD,<br />
OLED) to improve readability seems reasonable in many aspects. Currently, a direct bonding<br />
(full lamination) method that fills the air gap with the <strong>OCA</strong>* or <strong>OCR</strong>** is mostly applied on the<br />
mid-end to high-end smartphones. The method drastically improves both indoor and outdoor<br />
readability, and the enhanced display per<strong>for</strong>mance greatly contributes to the product’s better<br />
image. Yet, the direct bonding is not customary in the tablet PC, as the technology and capacity<br />
lags behind, resulting in a low yield rate and high bonding cost. It will likely take quite some time<br />
<strong>for</strong> the filling method to be widely used at faster pace, but still its application will gradually grow,<br />
first mostly on high-end products.<br />
With the release of Windows 8, an increasing number of laptops and all-in-one PCs are<br />
introducing touch functions. The introduction of the touch panel on large-area products will<br />
support the growth of the <strong>OCA</strong>/<strong>OCR</strong> market. Due to such reasons, it seems the touch panel<br />
market will continuously maintain its growth pace. Yet on the other hand, that the touch layer<br />
structure is becoming simpler makes it difficult to be optimistic about the <strong>OCA</strong>/<strong>OCR</strong> market<br />
growth. Both the in-cell touch technology, which is noted as the optimal structure, and the G2<br />
touch technology do not incorporate a separate touch sensor hardware. There<strong>for</strong>e in theory, they<br />
only use one single junction layer. Nevertheless there are many variables in practice and even<br />
such an optimal touch structure usually has more than one layer. There<strong>for</strong>e it is too early to<br />
conclude that the <strong>OCA</strong>/<strong>OCR</strong> market growth will slow down and the size will shrink only based<br />
on such technology developments. The demand will likely grow continuously with the increasing<br />
preference <strong>for</strong> larger screens and air gap direct bonding. One point of concern, however, is<br />
excessive price competition, which will result in price-cuts. This will likely hinder steady market<br />
growth. The market is <strong>for</strong>ecast at $771 mil. in <strong>2012</strong>, and it is expected to surpass $900 mil. in 2014.<br />
<strong>Report</strong> Overview<br />
• <strong>Touch</strong> <strong>Panel</strong> Market Status and<br />
Forecast<br />
• <strong>Touch</strong> <strong>Panel</strong> Layer Structure Analysis<br />
• <strong>OCA</strong>/<strong>OCR</strong> Characteristics, Process,<br />
Pros & Cons<br />
• <strong>OCA</strong>/<strong>OCR</strong> Use in Major<br />
Smartphone/Tablet PC<br />
• <strong>OCA</strong>/<strong>OCR</strong> Market Forecast and<br />
Demand Analysis, ASP Forecast<br />
• Major <strong>OCA</strong>/<strong>OCR</strong> Product Lineup<br />
Frequency<br />
• Special<br />
Format<br />
• PDF<br />
Length<br />
• 130 pages<br />
Market Forecast of <strong>OCA</strong>/<strong>OCR</strong> <strong>for</strong> <strong>Touch</strong> <strong>Panel</strong> (Mil.USD)<br />
1000<br />
900<br />
800<br />
700<br />
600<br />
500<br />
400<br />
300<br />
200<br />
100<br />
0<br />
Amount<br />
YoY …<br />
2011 <strong>2012</strong> 2013(f) 2014(f) 2015(f) 2016(f)<br />
This report helps readers get a well-rounded understanding of the technology, industry, and<br />
market trends. The report will surely be a great reference <strong>for</strong> companies in related fields to get a<br />
grasp of the industry trends.<br />
* <strong>OCA</strong>: Optically Clear Adhesive (= TAF: Transparent Adhesive Film = OTT: Optical Transfer Tape)<br />
** <strong>OCR</strong>: Optically Clear Resin (= L<strong>OCA</strong>: Liquid <strong>OCA</strong> = OR = OPR: Optical Resin)<br />
0.5<br />
0.4<br />
0.3<br />
0.2<br />
0.1<br />
0<br />
-0.1<br />
-0.2<br />
-0.3<br />
-0.4<br />
-0.5<br />
Asia Pacific: electronicsmedia_APAC@ihs.com | Americas: electronicsmedia_US@ihs.com | EMEA: electronicsmedia_EMEA@ihs.com<br />
www.ihs.com/electronics-media<br />
© 2013 IHS
<strong>Touch</strong> <strong>Panel</strong> <strong>Report</strong> - <strong>OCA</strong>/<strong>OCR</strong> <strong>for</strong> <strong>Touch</strong> <strong>Panel</strong> – <strong>2012</strong><br />
<strong>Touch</strong> <strong>Panel</strong><br />
About IHS Electronics & Media<br />
IHS Electronics & Media combines market,<br />
technology and supply chain analysis and<br />
<strong>for</strong>ecasts at every operational step of the<br />
electronics value chain from strategy, planning<br />
and analysis to product design and development<br />
and supply chain management.<br />
About IHS (www.ihs.com)<br />
IHS (NYSE: IHS) is the leading source of<br />
in<strong>for</strong>mation and insight in critical areas that<br />
shape today’s business landscape, including<br />
energy and power; design and supply chain;<br />
defense, risk and security; environmental, health<br />
and safety (EHS) and sustainability; country and<br />
industry <strong>for</strong>ecasting; and commodities, pricing<br />
and cost. Businesses and governments in more<br />
than 165 countries around the globe rely on the<br />
comprehensive content, expert independent<br />
analysis and flexible delivery methods of IHS to<br />
make high-impact decisions and develop<br />
strategies with speed and confidence. IHS has<br />
been in business since 1959 and became a<br />
publicly traded company on the New York Stock<br />
Exchange in 2005. Headquartered in<br />
Englewood, Colorado, USA, IHS employs more<br />
than 6,000 people in more than 30 countries<br />
around the world.<br />
Table of Contents<br />
1. Introduction<br />
2. <strong>Touch</strong> <strong>Panel</strong> Market Forecast<br />
2.1. Application Segment Categorization<br />
2.2~3. <strong>Touch</strong> <strong>Panel</strong> Market Forecast (Unit) (USD)<br />
2.4~5. <strong>Touch</strong> <strong>Panel</strong> Market Forecast<br />
by Major Application (Unit) (USD)<br />
2.6~7. <strong>Touch</strong> <strong>Panel</strong> Market Forecast<br />
by Technology (Unit) (USD)<br />
2.8. Mobile Phone <strong>Touch</strong> <strong>Panel</strong> Market Forecast<br />
by Technology<br />
2.9. Tablet PC <strong>Touch</strong> <strong>Panel</strong> Market Forecast<br />
by Technology<br />
2.10. Laptop <strong>Touch</strong> <strong>Panel</strong> Market Forecast<br />
by Technology<br />
2.11. All-In-One PC <strong>Touch</strong> <strong>Panel</strong> Market<br />
Forecast by Technology<br />
2.12. Projected Capacitive <strong>Touch</strong> <strong>Panel</strong> Forecast<br />
by Structure (by Area)<br />
3. Air Gap vs. Filling<br />
3.1~2. Importance of Display in Smart Device<br />
: Purchase Decision Factor<br />
: Enhancing Efficiency<br />
3.3. Benefits of Air Gap Filling<br />
3.4. Factors Determining Outdoor Readability<br />
3.5. Transmittance and Reflection of Light<br />
3.6. Enhancing Transmittance by Air Gap Filling<br />
3.7. Reflection Reduction Technology<br />
3.8. Enhancing Contrast Ratio by Air Gap Filling<br />
3.9. Air Gap Filling and Technology Trend<br />
3.10. Enhancing Durability<br />
3.11. Various Bonding Design<br />
4. Layer Structure Analysis by <strong>Touch</strong> <strong>Panel</strong> Type<br />
4.1. Resistive <strong>Touch</strong> – FFF/FFG<br />
4.2~7. Projected Capacitive <strong>Touch</strong><br />
– GFF, GG, G1F, GF2, GF1, G2, G1<br />
4.8. Projected Capacitive <strong>Touch</strong> – In-cell, On-cell<br />
4.9. Synthesis – General<br />
4.10. Synthesis – AR Film Use<br />
4.11. Synthesis – ITO Protection Film Use<br />
4.12. Synthesis – Extra Decoration Film Use<br />
4.13. Synthesis – Number of Adhesive Layers<br />
by Structure<br />
4.14. Synthesis – Structure by Number of<br />
Adhesive Layers<br />
4.15. Synthesis – Major <strong>Touch</strong> <strong>Panel</strong> Layer<br />
Structure <strong>for</strong> Smartphone<br />
4.16. Synthesis – Major <strong>Touch</strong> <strong>Panel</strong> Layer<br />
Structure <strong>for</strong> Tablet PC<br />
5. Analysis of <strong>Touch</strong> Layer <strong>for</strong> Major <strong>Touch</strong> Product<br />
5.1. Smartphone – Samsung Galaxy S3,<br />
Galaxy Attain<br />
5.2. Smartphone – Apple iPhone5, iPhone4<br />
5.3. Smartphone – HTC One X, One V<br />
5.4. Smartphone – Nokia Lumia 900,<br />
Motorola Razr Maxx<br />
5.5. Smartphone – Huawei Ascend D1,<br />
Lenovo K800<br />
5.6. Tablet PC – Apple New iPad, iPad Mini<br />
5.7. Tablet PC – Samsung Galaxy Note 10.1,<br />
Galaxy Tab 2 7.0<br />
5.8. Tablet PC – Amazon Kindle Fire,<br />
Barnes & Noble Nook Tablet<br />
5.9. Tablet PC – Google Nexus 7, Ainol Novo 7<br />
5.10. Tablet PC – Microsoft Surface RT,<br />
Asus Trans<strong>for</strong>mer<br />
5.11. Synthesis - Smartphone<br />
5.12. Synthesis – Tablet PC<br />
6. <strong>Touch</strong> <strong>Panel</strong> Lamination Process<br />
6.1. Overview of <strong>Touch</strong> <strong>Panel</strong> Manufacturing<br />
Process<br />
6.2~5. <strong>OCA</strong> Laminating Process<br />
: Soft to Soft, Soft to Hard, Hard to Hard – 1,<br />
Hard to Hard – 2, Tact & Alignment<br />
6.6. <strong>OCR</strong> Direct Bonding Process<br />
6.7. <strong>OCR</strong> Bonding Process<br />
6.8. Recommendations <strong>for</strong> Successful<br />
<strong>OCA</strong> Laminating Process<br />
6.9~13. <strong>Touch</strong> <strong>Panel</strong> Lamination Process Order<br />
– Resistive <strong>Touch</strong>, GFF, GG, G1F, GF2, G2,<br />
In-cell/On-cell<br />
6.14. Lamination Thickness by Location<br />
7. <strong>Touch</strong> <strong>Panel</strong> <strong>OCA</strong>/<strong>OCR</strong> Market Forecast<br />
7.1. <strong>OCA</strong>/<strong>OCR</strong> Market Forecast (USD)<br />
7.2. <strong>OCA</strong>/<strong>OCR</strong> Market Forecast by Size (USD)<br />
7.3. <strong>OCA</strong>/<strong>OCR</strong> Market Forecast by Type (USD)<br />
7.4. <strong>OCA</strong>/<strong>OCR</strong> Market Forecast by Major<br />
Application (USD)<br />
7.5. Demand Forecast <strong>for</strong> <strong>OCA</strong> (Area),<br />
<strong>OCR</strong> (Weight)<br />
7.6. <strong>OCA</strong> Demand Forecast by <strong>Touch</strong> <strong>Panel</strong><br />
Technology (Area)<br />
7.7. <strong>OCA</strong> Demand Forecast by Size (Area)<br />
7.8. <strong>OCA</strong> Demand Forecast by Major<br />
Application (Area)<br />
7.9. <strong>OCR</strong> Demand Forecast by Size (Weight)<br />
7.10. <strong>OCR</strong> Demand Forecast by Major<br />
Application (Weight)<br />
7.11. <strong>OCA</strong>/<strong>OCR</strong> ASP Trend and Forecast<br />
7.12. <strong>OCA</strong> ASP Trend and Forecast by Major<br />
Thickness<br />
8. <strong>OCA</strong>/<strong>OCR</strong> Characteristics and Comparison<br />
8.1. Requirement and Development Direction<br />
8.2. Classification by Adhesive Material<br />
8.3. <strong>OCA</strong> Film Structure and Release Film<br />
8.4. <strong>OCA</strong> Selection Points<br />
8.5. <strong>OCR</strong> Types and Characteristics<br />
8.6. <strong>OCA</strong> Hardness and Relation with Other<br />
Characteristics<br />
8.7. Requirement by Adhesion Location<br />
8.8. <strong>OCA</strong>/<strong>OCR</strong> Feature Comparison<br />
8.9. <strong>OCA</strong> and <strong>OCR</strong> - Mutually Complementary<br />
Technology<br />
9. Major <strong>OCA</strong>/<strong>OCR</strong> Product Lineup<br />
9.1. 3M <strong>OCA</strong><br />
9.2. LG Hausys <strong>OCA</strong><br />
9.3. Hitachi Chemical <strong>OCA</strong><br />
9.4. Mitsubishi Plastic <strong>OCA</strong><br />
9.5. Tesa <strong>OCA</strong><br />
9.6. Nitto Denko <strong>OCA</strong><br />
9.7. TMS <strong>OCA</strong><br />
9.8. Sekisui <strong>OCA</strong><br />
9.9. Tapex <strong>OCA</strong><br />
9.10. Dupont <strong>OCR</strong><br />
9.11. Dexerials <strong>OCR</strong><br />
9.12. Kyoritsu <strong>OCR</strong><br />
9.13. Momentive <strong>OCR</strong><br />
9.14. Henkel <strong>OCR</strong><br />
9.15. Hitachi Chemical <strong>OCR</strong><br />
9.16. 3M <strong>OCR</strong><br />
9.17. TMS <strong>OCR</strong><br />
9.18. Pelnox <strong>OCR</strong><br />
Asia Pacific: electronicsmedia_APAC@ihs.com | Americas: electronicsmedia_US@ihs.com | EMEA: electronicsmedia_EMEA@ihs.com<br />
www.ihs.com/electronics-media<br />
© 2013 IHS