OLED touch screen Sifang scuffle industry has achi

OLED touch screen Sifang scuffle industry has achieved a revenue of more than 100 billion yuan, becoming the largest TP factory in Greater China

there is certainly a certain difference in data. Recently, the relevant announcements of two major TP touch panel enterprises in Taiwan showed that the revenue of tpk-ky CHENHONG () in October this year was NT $10.076 billion (about RMB 2.217 billion), a month on month decrease of 5.65% and a year-on-year increase of 21.18%; The cumulative monthly revenue was 84.411 billion yuan (about 18.577 billion yuan), a year-on-year increase of 15.94%

the revenue of gis-ky Yecheng () in October this year was NT $17.843 billion (about RMB 3.927 billion), a year-on-year increase of 58.64%; The cumulative monthly revenue was RMB 10.453 billion (about RMB 22.547 billion), a year-on-year increase of 67.99%

from the performance data of the two companies, thanks to the growth of Apple's order quantity and unit price, the performance of CHENHONG and Yecheng is much better than that of their domestic counterparts, and has been the same for several consecutive quarters to avoid severe vibration and affect the growth of the precision ratio of the experimental machine. Moreover, Yecheng has made great efforts in capacity expansion and technological transformation and upgrading because its business cost is far lower than that of CHENHONG. Not only has it surpassed CHENHONG in terms of performance, but also it has become the largest touch control enterprise in Greater China in terms of total performance. Of course, the performance growth of Yecheng includes the module processing of Apple laptop

at present, CHENHONG Heye Chengdu is Apple's TP touch panel full bonding industry and commerce, which processes pressure touch modules and glass cover plates of LCD products for apple. This year, Apple's new iPhone x adopts Samsung's flexible AMOLED, and Samsung's own supply chain resources are responsible for the touch fitting part. However, due to the pressure of the flexible AMOLED, the touch product processing and fitting processes have increased, and the unit price of the product has also increased significantly

CHENHONG's previous over investment in glass capacitive screen touch technology led to excessive investment costs, which once affected its profitability. At present, it is relatively cautious in the layout of new technologies and new production capacity, but it still maintains a positive attitude towards the production capacity investment and equipment update of Apple products and automotive products

in view of the relatively popular OLED touch processing market in the industry, CHENHONG adopted a bystander attitude towards its peers, saying only that it would improve its nano silver technology, and would choose an opportunity to contribute production capacity to the market once there was demand in the OLED market. However, Chen Hong made another plan in Chinese Mainland, hoping to establish a joint venture with Oufei to win OLED touch processing orders and automotive electronic touch orders

Yecheng can share a large number of public resources of Hon Hai group. Like other companies within Hon Hai, it can save a lot of administrative communication and maintenance costs with local governments, and has the channel advantage of group procurement. Therefore, compared with peers, Yecheng has an absolute advantage in business costs, and its profitability is very strong in the industry

like CHENHONG, Yecheng is also focusing on Apple's processing business. However, in terms of OLED touch processing business, Yecheng is more willing to enter the industrial chain than CHENHONG. Recently, Yecheng Technology (Chengdu) Co., Ltd. has again obtained three building and land use rights in Chengdu high tech Zone, Sichuan Province, with a building area of about 117000 square meters; The land area is about 116000 square meters; The total transaction amount was 368million yuan

at the same time, on the 7th of this month, Yecheng's board of directors also approved a new capital expenditure budget of NT $2.898 billion (about RMB 634million) for its subsidiary Yecheng Technology (Chengdu) Co., Ltd. to continue to attack the OLED full fit business. The purpose of Yecheng Technology (Chengdu) Co., Ltd. is to enter the OLED touch processing business and provide support for BOE and apple

in addition to Yecheng, Lansi and Oufei in Chinese Mainland are equally willing to engage in OLED full fit business. Lansi has just announced that it has signed a basic agreement with Nissha Co., Ltd. of Japan on the production cooperation of touch sensor products, which is also aimed at BOE and apple. At present, Oufei is the largest supplier of plug-in GFF capacitor screens in the global market, and has adopted a no loss attitude towards this market. At the same time, as mentioned earlier, in order to increase their voice in the high-end market, Oufei and CHENHONG also plan to establish a joint venture similar to the cooperation between Lanshi and Nissha Co., Ltd. to deal with OLED touch processing business and automotive electronic touch business

source: Report