Taipei, Thursday, April 17, 2014 03:12 (GMT+8)
partly cloudy
Taipei
22°C
Digitimes Insight: Japan earthquake has no significant impact on touch panel industry
Jason Yang, DIGITIMES Research, Taipei [Wednesday 30 March 2011]

Overall supply of touch panel materials has seen limited impact from the massive earthquake and tsunami that hit northeastern Japan, as most of the production plants are located in western Japan away from the disaster areas.

ITO is a key material for touch panels. ITO films are needed to make resistive touch and film-based projected touch panels. Although major ITO film suppliers are from Japan, most of their production plants are located away from the disaster area. There are also many ITO suppliers from Korea, Taiwan and China. Therefore, ITO supply is expected to remain normal.

For the supply of ITO targets, leading supplier JX Nippon Mining & Metals' Isohara plant in Ibaraki Prefecture and third-largest supplier Tosoh Specialty Materials' plant in Yamagata Prefecture were seriously affected by the earthquake. But second-largest supplier Mitsui Mining & Smelting's plant was not affected. Production outside Japan should help keep sufficient supply of ITO targets.

JX is also the leading supplier of treated rolled copper foil used in PCB and its production plant in Ibaraki Prefecture was seriously damaged. But the production plant of the second largest supplier Fukuda Metal Foil & Powder was away from the disaster areas. JX and Fukuda both have treated rolled copper foil production plants in Southeastern Asia and China, and therefore supply for the component will remain normal.

Anisotropic conductive film (ACF) is used to bind touch panels with control ICs. Japan-based Hitachi Chemical and Sony Chemical & Information Device together account for 90% of the total ACF market. Hitachi's Shimodate plant and Sony's Kunuma plant are both located close to the disaster areas, but they have confirmed that no damage was done to production equipment and they resumed production on March 16-17. Both plants are expected to be affected by the rolling black-outs but will maintain utilization rates of over 70%.

Top-4 ITO film providers

Company

Location

Nitto Denko

Hiroshima prefecture

Dike

Kyoto

Teijin Chemicals

Hiroshima Prefecture

Suzutora

Aichi Prefecture

Source: Digitimes Research, March 2011

Japan major touch panel makers

Company

Technology

Plant location

Note

Nissha

High-end resistive touch
Film-based projected capacitive touch

Kyoto

Away from disaster areas, no significant damage

Gunze

Kyoto

Away from disaster areas, no significant damage

Ishikawa Prefecture

Shiga Prefecture

Mie Prefecture

Glass-based projected capacitive touch

Hyogo Prefecture

Away from disaster areas, no significant damage

Andes (AIS)

Glass-based projected capacitive touch

Aomori Prefecture

Away from disaster areas, no significant damage.

Source: Digitimes Research, March 2011

Topics: Page 2

Realtime news
  • Unitech to ramp up capacity for any-layer HDI and flex-rigid boards

    Bits + chips | 5h 26min ago

  • FIC ruggedized tablet subsidiary receives procurement orders from Brazil

    IT + CE | 5h 48min ago

  • China market: Local smartphone vendors accelerating LTE launches

    Mobile + telecom | 5h 59min ago

  • Taiwan market: Epson launches CISS printers

    IT + CE | 6h 2min ago

  • O-Film expected to produce for 35% of handset touch panels in 2014

    Displays | 6h 52min ago

  • Taiwan solar cell makers see surging orders from China

    Green energy | 6h 55min ago

  • Digitimes Research: In-house no longer useful for Qualcomm

    Before Going to Press | 6h 14min ago

  • China white-box tablet vendors gaining foothold

    Before Going to Press | 7h 14min ago

Pause
 | 
View more

2014 China smartphone market and industry - Forecast and analysis

CHINA SMARTPHONE | Mar 25, 18:27

This Digitimes Research Special Report examines two aspects of the China smartphone market. The first part covers the China smartphone market, measuring local shipments in China from both China-based vendors and international vendors such as Samsung and Apple...

2014 global high brightness LED market, trends and shipment forecast

RESEARCH EXTRAS | Mar 13, 18:26

Digitimes Research estimates that the production value for high brightness LED chips will have an annual growth rate of 12.9% and reach US$12.74 billion in 2014. The applications that will drive growth momentum are LED lighting, tablet, mobile, and automotive...

Global tablet market – 4Q 2013

GLOBAL TABLET | Apr 8, 12:22

Global tablet shipments grew 25% sequentially and 29.8% on year to reach 78.45 million units in the fourth quarter of 2013 benefiting mainly by economic recoveries of Europe and North America, which relatively boosted demand during the year-end holidays.

China smartphone AP shipments – 4Q 2013

CHINA SMARTPHONE AP | Apr 8, 12:20

Global smartphone AP suppliers will see their shipments to China grow only 13.5% on year and drop 3.1% on quarter in the first quarter of 2014. The largest supplier MediaTek is seeing its shipments weakening and its LTE products so far still have not yet been...

China touch panel industry – 4Q 2013

CHINA TOUCH | Apr 8, 12:17

From the fourth quarter of 2013 to the first quarter of 2014, China touch panel makers' largest growth will be in the notebook and 11-inch and above size tablet segments, with makers such as O-Film Technology and Mutto Technology focusing on metal mesh thin-film...

Global tablet tracker
China smartphone tracker
2014 global notebook demand forecast
  • Trends in the upstream LED equipment and materials industries, 2H13

    This report examines the outlook for upstream, which includes MOCVD equipment, rare earth materials and sapphire substrates, is also particularly significant as an indicator of trends in the LED industry as a whole over the next year.

  • Global AMOLED market analysis and forecast, 2011-2015

    This report analyzes the current state of development and strategies of the two largest AMOLED panel makers, Samsung and LG Display, examines the potential of the AMOLED handset panel and OLED TV markets, and takes an in-depth look at the competitiveness of S. Korea in the AMOLED sector.