Q2 touch panel is bullish in 2013, low-end mobile devices become the main driving force

2Q'13 is the beginning of the peak season for the touch panel market. With the recovery from the off-season and part of the downturn in the mobile phone industry, all types of mobile phone touch panels have grown. Overall, 2Q'13 global mobile phone touch panel shipments will be 284 million, a 5.5% increase from the previous quarter, of which the land plant benefited the mainland smartphone market ...

2Q'13 Global touch panel industry out of low season low-end brand tablets and mainland mobile phone brands as growth momentum

2Q'13 Global touch panel industry out of the off-season low-end brand tablet and mainland mobile phone brands as growth momentum (1)

2Q'13 is the beginning of the traditional peak season for touch panels for mobile phones. In addition, the demand for Nokia, HTC, BlackBerry and other major customers is showing signs of recovery. Taiwanese mobile phone shipments for touch panels will be 69 million, compared with the previous Quarterly growth of 6.9%; the proportion of total mobile phone touch panel shipments will be 24.3%, a slight increase of 0.3 percentage points from the previous quarter.

As for Japanese and Korean companies, Samsung and Sony strengthened their domestic touch factory supply chain, 2Q'13 mobile phone touch panel shipments will be 97.39 million, an increase of 5.1% from the previous quarter, accounting for the overall mobile phone touch panel Shipment volume was 34.4%, a slight decrease of 0.1 percentage point from the previous quarter.

Mainland touch panel manufacturers continue to benefit from the demand for mainland smartphones. 2Q'13 mobile phone touch panel shipments are estimated at 117 million, an increase of 5.1% from the previous quarter; but due to the decline in demand for white-label feature phones, the growth rate This is lower than Taiwan, Japan, and South Korea. It is estimated that Luchang's share of total mobile phone touch panel shipments will be 41.3%, a slight decrease of 0.2 percentage points from the previous quarter.

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