Analyze the overview of the global touch panel cover glass market in the first half of the year
the global touch panel cover glass shipment, including the front cover and rear cover glass of mobile devices, is expected to reach 2.2 billion pieces in 2017, with a year-on-year increase of 15.5% (y/y). According to the application division, intelligence will continue to expand its market share in the next few years, accounting for 83.9% in 2017. On the other hand, as the end-user shipments continue to decline for users of Nong scientific research, the share of tablet computers should decrease from 9.2% in 2016 to 7.8% in 2017. This conclusion is based on ihsmarkit's "touch panel cover glass market report"
in terms of materials, aluminosilicate glass is expected to continue to dominate the end market of cover glass. Its shipping area in 2017 is expected to reach 19.5 million square meters, accounting for 64.8%, followed by PA66, which is also widely used according to its thermal performance requirements, followed by soda lime glass, which accounts for 31.7% by virtue of its price advantage. Ihsmarkit predicts that colorless PI will be used for cover glass from 2018, when Samsung Electronics is expected to launch bendable devices. As for ceramics, at present, the yield is low and the price is high, but it is expected to expand its share. Due to its excellent hardness characteristics, some brand manufacturers insist on using this material as their smart back cover. Ihsmarkit predicts that this material will reach 262000 square meters in 2021
in terms of shape, 2.5D front cover glass will still account for the largest share of revenue in 2017, while 2D cover glass will account for the largest share of shipments. More and more brands are using 2.5D as the mainstream cover plate, and its price is two to three times more expensive than 2D. Ihsmarkit predicts that the revenue market of 3D cover plates will exceed 2.5D in 2019. "Samsung display" sells more and more curved AMOLED displays. Is it a trend or an accident? Brand manufacturers, which also promoted the rise of 3D cover plate shipments
from the perspective of suppliers, Corning has always been the leader in the aluminosilicate glass market. Now, Chinese suppliers, such as rainbow group, CSG group, Sichuan Xuhong photoelectric technology and kelistv Material Technology Co., Ltd., have begun to enter the market last year with improved technical capabilities. Ihsmarkit predicts that the competition will further intensify in the next few years