手機觸控IC崩跌 明年更糟
Date: 2014-11-26
News Type:
目前大陸觸控IC市場為兩岸IC設計業者天下,龍頭為F-敦泰,市占率約40-50%,其次為聯發科轉投資的大陸匯頂,市占率約20-30%,外商則占10-20%,近年來大陸本土品牌手機走高規低價風潮,為了有效降低成本,勢必針對面板、IC晶片等關鍵零元件進行砍價,IC設計業者為了接單搶市,價格砍了又砍,贏了面子,但漸漸輸了裡子,從去年底起到今年第三季,手機觸控IC平均產品價格(ASP)已跌掉25%,5寸以下觸控IC現已殺到0.6美元,5寸以上觸控IC報價則跌破1美元,明年報價恐還有得跌。
依照IC設計產業慣例,產品毛利總是隨著上市時間呈現先高後低,新IC晶片推出時,毛利率一定相對最高,隨著量產規模放大,生產成本降低,價格同樣也會下滑,價格下滑的速度通常比成本下降更快,因此,IC設計業者必須不斷推陳出新,維持應有的獲利表現。
因傳統外掛觸控IC的單價與毛利不斷向下, F-敦泰明年的動能將取決於On-Cell 觸控 IC、In-Cell觸 控IC出貨表現,On-Cell觸控IC已與中國天馬、華映、彩晶等面板廠合作,但因面板廠量產良率偏低無法沖高出貨,今年原訂出貨占比可達15%以上,僅有個位數, 至於In-Cell難度高,更需要時間,與旭曜合併開發的IDC整合型單晶片明年量產,指紋辨識新品明年上市,但明年新品貢獻效應仍需觀察。(新聞來源:百能網)
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