The hot sales of Apple's iPad and iPhone ignited the global touch screen industry. The concept of the touch screen concept in the A-share market continued to strengthen recently. Yesterday, related concept stocks such as Ultrasonic Electronics and Changxin Technology closed up again. Brokerage research report believes that with the rapid growth of downstream demand and the gradual widening of the application field, the touch screen industry is about to usher in an era of sustained high prosperity, and capacitive touch screen providers will become the main beneficiaries.
Touch screen industry entering the business cycle
Apple’s third quarter report showed that in the third quarter of this year, Apple’s net profit was US$300 million, a 70% increase from the same period of last year, and the iPhone alone sold 14.1 million units, a significant increase of 91%. In the fourth quarter, the iPhone and ipad have been in short supply. According to market research firm Gartner, this year, the global mobile touch screen device sales will exceed 362 million, an increase of 96.8%, of which only tablet computer sales will reach 1.95 million. It is estimated that the global sales of tablet PCs will reach 54 million units by 2011, and will reach 208 million units by 2014; sales of touch-screen smartphones will reach 400 million in 2012, accounting for 82% of smart phones.
Minsheng Securities pointed out that the touch screen industry has entered a boom cycle, and with the surge in the upgrading and replacement of new electronic products, touch screen technology with capacitive screens and medium-to-large-size dimensions will lead to a new round of industrial development. It is expected that the touch screen market will grow rapidly at an annual growth rate of more than 18%.
CITIC Securities believes that with the popularization of smart phones and tablet computers in the future, the penetration rate of touch screens will also increase rapidly, especially with projected capacitive touch screens. China Investment Securities pointed out that with the rapid growth of downstream demand and the gradual widening of the application field, the capacitive touch screen industry is about to usher in a magnificent era.
Capacitive touch screen providers benefit
The touch screen can be divided into four types: infrared type, resistive type, surface acoustic wave type, and capacitive type. From the perspective of the subdivision industry, resistive touch screens are the most common, and capacitive touch screens have dramatically increased market share of Apple's iPhone. The brokerage research report generally predicts that in the future, capacitive touch screens will gain a major market share, and capacitive touch screen providers will become the main beneficiaries.
Minsheng Securities pointed out that the 5-inch capacitive touch screen will become the largest application of the future touch screen market. The penetration of 5-10 inch touch screens on tablet computers and e-readers will drive a new wave of growth momentum for the development of the touch screen market. Currently, the penetration rate of electronic devices in the touch-screen industry is still about 20-30%. From the point of view of the industrial life cycle, it is still in the “growth and prosperity period Iâ€. Capacitive touch screens are expected to gain a major market share, with an annual growth rate of more than 30%. According to the influence of the technology life cycle on the industry index, the agency judged that the touch screen industry will have a high development space for entering “Growth and Prosperity IIâ€, and capacitive touch screen providers will benefit mainly and have great investment value.
China Merchants Securities also believes that capacitive touch screens will continue to enjoy a high degree of prosperity in the coming year. In the A-share market, it is clear that only Lai Bo Gaoke and CSG A are in the capacitive touch screen industry chain. In addition, there are ultrasound electronics, Ophelia light, long letter technology and other companies have explicitly announced that they will enter the capacitive touch screen field, from the Yushun electronic website and recruitment information, it is also doing capacitive touch screen module. The agency believes that ultrasound electronics are relatively well-established and can already be used to mass-produce capacitive touch screens. The mass production process of other manufacturers is still difficult to determine, but in the short term, investment opportunities brought about by the concept of touch screens can be shared.
CITIC Securities believes that the business opportunities of touch screen conductive glass and module suppliers are huge. Among them, Longxin Technology is the most optimistic. The agency pointed out that the long letter technology capacitive touch screen device is expected to be in place in April next year, the second half of the expected production, it is expected that related products will begin to contribute significant results in the second half of next year, is expected to become the company's most important growth momentum in 2012. Great Wall Securities believes that the outbreak of the tablet computer market is expected to promote a new wave of growth in the entire electronics industry. Apple's supply chain related companies will benefit a lot from the initial stage.
Touch screen industry entering the business cycle
Apple’s third quarter report showed that in the third quarter of this year, Apple’s net profit was US$300 million, a 70% increase from the same period of last year, and the iPhone alone sold 14.1 million units, a significant increase of 91%. In the fourth quarter, the iPhone and ipad have been in short supply. According to market research firm Gartner, this year, the global mobile touch screen device sales will exceed 362 million, an increase of 96.8%, of which only tablet computer sales will reach 1.95 million. It is estimated that the global sales of tablet PCs will reach 54 million units by 2011, and will reach 208 million units by 2014; sales of touch-screen smartphones will reach 400 million in 2012, accounting for 82% of smart phones.
Minsheng Securities pointed out that the touch screen industry has entered a boom cycle, and with the surge in the upgrading and replacement of new electronic products, touch screen technology with capacitive screens and medium-to-large-size dimensions will lead to a new round of industrial development. It is expected that the touch screen market will grow rapidly at an annual growth rate of more than 18%.
CITIC Securities believes that with the popularization of smart phones and tablet computers in the future, the penetration rate of touch screens will also increase rapidly, especially with projected capacitive touch screens. China Investment Securities pointed out that with the rapid growth of downstream demand and the gradual widening of the application field, the capacitive touch screen industry is about to usher in a magnificent era.
Capacitive touch screen providers benefit
The touch screen can be divided into four types: infrared type, resistive type, surface acoustic wave type, and capacitive type. From the perspective of the subdivision industry, resistive touch screens are the most common, and capacitive touch screens have dramatically increased market share of Apple's iPhone. The brokerage research report generally predicts that in the future, capacitive touch screens will gain a major market share, and capacitive touch screen providers will become the main beneficiaries.
Minsheng Securities pointed out that the 5-inch capacitive touch screen will become the largest application of the future touch screen market. The penetration of 5-10 inch touch screens on tablet computers and e-readers will drive a new wave of growth momentum for the development of the touch screen market. Currently, the penetration rate of electronic devices in the touch-screen industry is still about 20-30%. From the point of view of the industrial life cycle, it is still in the “growth and prosperity period Iâ€. Capacitive touch screens are expected to gain a major market share, with an annual growth rate of more than 30%. According to the influence of the technology life cycle on the industry index, the agency judged that the touch screen industry will have a high development space for entering “Growth and Prosperity IIâ€, and capacitive touch screen providers will benefit mainly and have great investment value.
China Merchants Securities also believes that capacitive touch screens will continue to enjoy a high degree of prosperity in the coming year. In the A-share market, it is clear that only Lai Bo Gaoke and CSG A are in the capacitive touch screen industry chain. In addition, there are ultrasound electronics, Ophelia light, long letter technology and other companies have explicitly announced that they will enter the capacitive touch screen field, from the Yushun electronic website and recruitment information, it is also doing capacitive touch screen module. The agency believes that ultrasound electronics are relatively well-established and can already be used to mass-produce capacitive touch screens. The mass production process of other manufacturers is still difficult to determine, but in the short term, investment opportunities brought about by the concept of touch screens can be shared.
CITIC Securities believes that the business opportunities of touch screen conductive glass and module suppliers are huge. Among them, Longxin Technology is the most optimistic. The agency pointed out that the long letter technology capacitive touch screen device is expected to be in place in April next year, the second half of the expected production, it is expected that related products will begin to contribute significant results in the second half of next year, is expected to become the company's most important growth momentum in 2012. Great Wall Securities believes that the outbreak of the tablet computer market is expected to promote a new wave of growth in the entire electronics industry. Apple's supply chain related companies will benefit a lot from the initial stage.
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