萊寶:觸控產業將持續進行盤整淘汰
Date: 2014-12-18
News Type:
大陸萊寶高科2014年積極拉升良率,從下半年已達到8成,到年底前的良率可望近9成,儘管觸控NB需求不如預期,但萊寶從下半年起大尺寸觸控NB的單月出貨量約在60萬片左右,已超過觸控龍頭廠宸鴻的出貨規模,不過由於市場價格競爭激烈,若應用於14寸以上的觸控NB機種,其良率需達到95%以上才能帶來獲利。
據瞭解,由於整體觸控產能供過於求,今年大尺寸觸控模組價格降價壓力不減,11.6~15.6寸NB應用的平均每寸觸控價格約在1.5~1.6美元左右,部分觸控業者仍持續大打價格戰,業界認為,2015年受到市場競爭激烈下,觸控產業將持續引發整並潮。
面對產業競爭嚴苛,萊寶2015年將重回中小尺寸智能手機市場,由於萊寶觸控技術以玻璃觸控OGS產品為主,受到近來智能手機應用轉向採用觸控薄膜技術趨勢,萊寶受限於缺乏觸控薄膜產能,2014年智能手機的單月出貨量降至50萬片左右,2015年萊寶將外購觸控薄膜感應器以配合手機客戶需求,目標單月出貨量將挑戰200萬~250萬片左右,力圖回到過去採用雙片玻璃(G/G)技術時代的出貨高峰。
根據DIGITIMESResearch指出,大陸NB用觸控面板出貨量2014年第4季將季成長9.9%,成長幅度高於手機及平板電腦。其中,受惠於重慶廠良率逐漸提升的萊寶成長幅度將達14.3%。但由於NB市場第4季進入傳統淡季,預估整體陸廠NB用觸控面板出貨量將下滑1.5%,其中,歐菲光出貨量將受萊寶、牧東及導入平潭5.5廠量產的臺廠宸鴻競爭,下滑幅度較大為18.2%,但仍將維持大陸最大的NB用觸控面板業者地位。(新聞來源:PCB網城)
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