Set micro network news, recently, Leybold Hi-Tech said in an institutional survey that with the increasing development of automobiles to the direction of intelligence, electrification, and Internet, the demand for the automotive touch screen market continues to grow, and the company's automotive touch screen market order demand maintains a relatively strong growth trend, and the shipment of automotive touch screen products in December 2021 is about 250,000 pieces, and the follow-up product orders are expected to further maintain the growth trend.
With the continuous growth of market demand for automotive touch screen products, the company strives to tap the company's automotive touch screen production capacity potential by continuously optimizing the layout of the production line and filling in the bottleneck process capacity to meet the growing market demand. Considering that the production of automotive touch screen products mainly includes the production of front-end touch screen Sensor and the production of touch screen modules in the rear section, the company optimizes the configuration of existing G2.5, G3, G5 touch screen Sensor production line resources to meet the production needs of vehicle touch screen Sensor products to the greatest extent, and at the same time gradually expands the production capacity of vehicle touch screen modules in a timely manner according to market demand, and strives to meet the growth demand of Tier 1 customers for vehicle touch screen products, especially dual screen car touch screen products.
Leybold Hi-Tech said that the technical route of vehicle touch screen products mainly includes two types of embedded and plug-in, of which the embedded structure includes on-cel (embedded) and in cell (embedded) two structures of the vehicle touch display, the external structure includes G-G (glass - glass) structure, OGS structure, OGM structure, GF (glass - film) structure and so on. In view of the company's current lack of mainstream car display line resources (currently 10 inches, 12.3 inches, the company's existing 2.5 generationS TFT-LCD display panel production line layout is not economical), and the company's many years of professional production technology and production management experience in the plug-in touch screen for more than ten years, the company's current production and sales of the car touch screen is basically all of the external structure.
According to the needs of different customers and different technical specifications of the vehicle touch screen product project, the company's vehicle touch screen products adopt diversified product solutions, including G-G structure, OGS structure, OGM structure, GMF structure, etc., and the shipment volume of G-G structure and OGS structure is relatively high.
In addition, the company through the existing 2.5th generation TFT-LCD display panel production line resources have been successfully developed and mastered the embedded structure (on cell/in cell) touch display design and production process technology, limited by the production line typesetting production of car display is not economical and low yield rate and other factors, the company does not currently have the conditions for large-scale production of embedded structure vehicle touch display.
It is reported that the main difference between the external touch screen and the embedded touch screen is reflected in the difference in material cost. The on-board touch display with the external structure requires 1 touch driver chip and 1 display driver chip respectively, while the embedded car touch display only needs 1 touch and display common driver chip; in addition, in order to reduce costs, the embedded car touch display can be made without the need to configure cover glass and reduce the touch display full lamination process and materials, while the external car touch screen screen and the car display screen are made separately, and also need to be made through OCA and other full lamination processes.
In addition, in terms of performance comparison, the touch sensitivity, response time, edge touch, anti-interference, reliability and other aspects of the external structure of the vehicle touch screen have significant performance advantages over embedded vehicle touch display products, and these performance differences have been fully reflected in the fully bonded products of the touch display for notebook computers.
Leybold Hi-Tech said that with the increasingly intelligent, electrified, Internet direction of the development of the car, the dual screen with its good function integration, better control experience, more beautiful appearance and other advantages, this year the demand has grown rapidly month by month, by the dual screen car touch screen yield is relatively low and production capacity restrictions, the company's dual screen car touch screen accounts for about 25% of the overall shipment of the car touch screen; with the company's follow-up further expansion of the dual screen vehicle touch screen production capacity, The proportion of shipments of dual screens is expected to increase further in the future.
Leybold Hi-Tech believes that relatively speaking, the production process of the dual screen is more mature and the yield is gradually improved, the production cost is relatively low, and there will be more marketing and application space in the future; the triple screen is limited to a small number of high-end models, which is difficult to become the mainstream of the market due to the complex production process and not yet fully mature, the yield is low, and the production cost is high. The company has independently developed and mastered the design and production process technology of the full process of dual screen, triple screen car cover glass, car touch screen Sensor, car touch screen lamination, vehicle touch screen and display screen full lamination, and realize productization and batch supply. The company is optimistic about the future market development space of the automotive touch screen, and is continuing to develop a series of new technologies, new processes and new products for the automotive touch screen, including a new generation of integrated black technology, super hard AR coating technology, automotive OGM, automotive SFM, etc., and strives to maintain the technology leadership and market competitive advantage position of the automotive touch screen.
Regarding the advantages of the automotive touch screen, Leybold Hi-Tech said that the company is optimistic about the future market growth prospects of the automotive touch screen, and positioned the automotive touch screen as a new business and profit growth point. Compared with competitors in the industry, the company's development of vehicle touch screen has a competitive advantage in the whole industry chain, with cover glass, touch Sensor, optical function film layer (AR, AG, AF, integrated black), lamination, touch display full lamination, with the industry's world-class integrated black production process effect, complete lamination process (OCA lamination, hydrochloride lamination, etc., flat /3D surface lamination, double screen lamination, etc.). With the company's continuous efforts in automotive touch screen products, the cooperation between the company and customers of automotive touch screen products has become closer and closer. On the basis of doing a deep and thorough job in the existing customer demand market, with the competitive advantage of the whole industry chain in the vehicle touch screen business, the company will vigorously develop international and domestic first-class automotive terminal brands, continuously increase the number of the company's automotive touch screen product projects, and strive to achieve sustained and rapid growth of the automotive touch screen business.
(Proofreading/Arden)
![Ultrasonic Electronics: The company has provided BYD with an on-board touch screen[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)