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Touch Panel Report - OCA/OCR for Touch Panel - 2012 - iSuppli

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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

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