Хоча, коли монолітну сенсорну технологію можна виробляти масово-, на ринку все ще існують різні думки, особливо щодо технічних аспектів, таких як електронні перешкоди, і все ще існують деякі суперечки. Проте присутні всі великі виробники панелей, які фактично відповідають за виробництво. Продукти з монолітними сенсорними панелями, які підкреслюють інтеграцію функцій TFT і Touch, були відправлені на сертифікацію зразків. Очікується, що вона буде введена в масове виробництво та офіційно випущена в першій половині 2012 року. Крім того, великі виробники панелей вже освоїли клієнтів світового бренду мобільних телефонів, а розвиток монолітної сенсорної технології сколихнув ринок сенсорних панелей.
The market research organization IDC also believes that the monolithic touch panel technology invested by TFT-LCD liquid crystal panel manufacturers may become a new trend as early as 2012. If major brand manufacturers introduce monolithic touch technology as expected, in-cell or on-cell technology will mature, and traditional touch panel manufacturers that are originally good at bonding processes will have a great impact on their performance.
In the current single-chip touch panel technology, the easier technology level is Touch-On-Lens, which is to integrate the touch sensor on the surface glass and reduce the use of one piece of ITO glass. Shenghua has begun mass production of Touch-On-Lens related products this year, and TPK Chenhong is expected to mass produce and ship products in July 2012.
On-Cell and In-Cell, which are technically difficult, although each panel manufacturer and market research institution have different definitions, in short, touch sensors are plated on color filters or TFT-LCD liquid crystal panels. Touch technology on the Internet, including Chi Mei Electronics (3481), AU Optronics (2409), Chunghwa Picture Tubes (2475), etc., all emphasize that mass production of this type will be possible from the second quarter of 2012 to the first quarter of 2013. product.
Since the technology and production capacity of traditional touch panel factories are almost completely concentrated on the back-end bonding process, with the rise of single-chip touch technology, the niche of touch technology has shifted from back-end bonding to front-end (masks, etc.) For traditional touch panel factories that lack the front-end process technology capabilities and equipment production capacity, the future product development and operation trends will face a severe test.
As for the touch panel component industry, in this wave of touch technology transformation, they will also accept varying degrees of challenges. For example, once the use of ITO glass is reduced, the future orders of ITO glass suppliers such as Encore (3615) and Zhengda (3149) may be affected to some extent.
