EMS Now has an interesting take on the Touch Panel Market. EMS Now writes:
Several makers of touch panels in Taiwan are expected to benefit from the booming global market for such panels, which is forecasted by DisplaySearch to grow 43.2% to reach US$1.8 billion this year.
Some institutional investors said Wintek Corp. is sure to turn profitable in August thanks to increasing shipments to Apple, Motorola, High Tech
Computer Corp. (HTC) and some portable navigation device (PND) makers.Statistics compiled by Display Search, the worldwide leader in flat panel display (FPD) market research and consulting, showed that the global touch-panel market sales reached US$1.2 billion in 2007 and would increase to US$1.8 billion this year. Currently, the market share for increasingly-hot capacitor-type touch panels is about 12%, up from 9% in 2007. This indicated that cellphone touch-panels would be the major growth momentum in the global market and capacity-type technology would become the mainstream in mobile-telecom panel applications.
EMS Now continues saying:
Wintek chairman and president Hyley Huang pointed out that thanks to increasing orders from Motorola, Compal Communications Inc., and Qisda Corp. his company's B/B (book/bill) ratio outstripped 1 in June and rose to 1.3 in July. He added that Wintek's revenue growth momentum would come mainly from touch panels, thin film transistor-liquid crystal display (TFT-LCD) panels, and color super twisted nematic (STN) products.
Currently, Wintek is the world's largest supplier of black-and-white STN panels, the production value is declining along with the falling product prices.
I am glad for Wintek that they are seeing a way out of the mess they are in. They were hammered by declines in demand from Motorola when Motorola started to fall apart earlier in the year (see Motorola Affecting Downstream Suppliers.
The touch panel sector is indeed a growing market. More and more market sectors are demanding touch screen applications. In the idustrial PC sector we are seeing increased applications accross the full spectrum of products including kiosks, gaming machines, point-of-sales systems, automation devices and human machine interfaces.
There will certainly be an increased demand for touch panels on personal computing devices and it seems Wintek, and other companies, may be in a good position to leverage their current advantages and to work their way out of their slump.
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