NEW YORK, March 2, 2015 /PRNewswire/ -- The report
contains the following aspects:
1, Development trends of LCD driver IC and touch IC
2, Analysis on downstream markets of LCD driver IC and touch IC
3, Analysis on LCD driver IC and touch IC Industries
4, Study on 10 LCD driver IC vendors
5, Study on 13 touch IC vendors and peripheral vendors
In the field of LCD driver IC and touch IC, two major acquisitions
occurred in 2014. Synaptic took over the small and medium-sized
driver IC business of Renesas; and FocalTech (the world's largest
touch IC vendor by shipment) acquired Orise. Besides, the OGS touch
giant Wintek went bankruptcy due to debt crisis.
Except 4K TV, LCD driver IC lacks highlights. Although the display
resolution of mobile phones gets greatly improved, the ASP of LCD
driver IC does not jump. After years of rapid growth, the mobile
phone market has been saturated obviously, even the growth rate of
smartphones has slowed considerably. Except first-tier brand
vendors, second and third-tier brand vendors witness substantial
decline in the mobile phone shipment.
In 2014, Chinese mobile phone market saw the first decline in the
past 15 years, and the cumulative shipment decreased by 21.9% from
579 million in 2013 to 452 million, in which the shipment of
handsets under domestic brands fell 23.3%. China's smartphone shipment amounted to 389
million in 2014, marking China was
still the world's largest smartphone market, but this figure was
8.2% lower than 2013. The tablet PC shipment dropped for three
consecutive quarters, and many Chinese small and medium-sized
tablet PC vendors collapsed. The only bright spot is 4K TV. After
experiencing the first replacement tide that LCD replaced CRT, the
TV industry is confronted with the second wave of replacement.
Larger screens, lower prices and more high-resolution program
sources stimulate the TV market.
Touch IC experienced a painful year in 2014. The yield of In-CELL /
On-Cell was improved significantly, while the price slumped. For
example, FocalTech's touch IC ASP was NTD47.28 in 2011, NTD27.98 in
2013 and NTD18.15 in Q3 2014, representing the decline rate of 61.6
%.
It is a clear trend that In-CELL / On-Cell uses the combination of
LCD driver IC and touch IC, which needs higher costs but
intensifies performance apparently and shortens the supply chain.
In 2018, the market share of In-CELL / On-Cell is expected to
exceed 65%. In this case, touch IC vendors must conduct
restructuring in advance, like Synaptic that took over the small
and medium-sized driver IC business of Renesas as well as FocalTech
that acquired Orise.
In order to retain customers and quickly open the market when
launching new products, touch IC vendors have reduced prices to
seize the market amid the sluggish mobile phone market, resulting
in the sharp decline in their gross margin. The trend will continue
in 2015, and ASP may flop by 20-30%.
Small Out-cell touch IC vendors will feel difficult to survive
independently in the future, maybe acquired by LCD driver IC
vendors or closed down. Touch IC vendors must avoid mobile phones
and tablet PC filed, while industrial control and automotive fields
are better options for them.
Read the full report:
http://www.reportlinker.com/p02670514-summary/view-report.html
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