Touchscreen module revenues to reach US$14 billion by 2016, says DisplaySearch
Global touchscreen module revenues will reach nearly US$14 billion by 2016, increasing from US$4.3 billion in 2009 at a CAGR of 18%, according to DisplaySearch.
"Touchscreen penetration is rapidly increasing in portable devices like handsets, media players and navigation units.Over the next several years, touchscreens will undergo strong growth in large-size applications such as all-in-one PCs, netbook and tablet PCs, education and training, and kiosks for point of information and self-check in," noted Jennifer Colegrove, director of display technologies at DisplaySearch. "The touchscreen industry is already a multi-billion dollar industry, and still has great growth momentum. This is what makes it so attractive."
Resistive touch is still the leading technology in terms of unit shipments, and currently 90 companies manufacture it. However, projected capacitive technology has attracted numerous suppliers, with 56 companies currently supplying it, nearly twice as many as last year.
These two technologies are forecast to represent nearly 98% of touchscreen shipment share in 2010, and will continue to dominate with 82% of shipments in 2016.
The touchscreen industry is extremely diverse, with over a dozen touchscreen technologies. About 200 companies are pursuing these technologies, and some of them, like Elo/Tyco Electronics and 3M, manufacture several different touch technologies.
In addition, some companies only produce controller ICs, such as Atmel and Cypress, while others manufacture entire modules, including the touch sensor and controller IC such as Elo/Tyco Electronics and 3M.
In-cell touch, which was commercialized in May 2009, is experiencing high growth and penetration into large-size displays, and is expected to take off in 2011 once the technology can achieve higher yield rates. The technology is forecast to grow to more than US$600 million by 2016.
On-cell projected capacitive touch, which was also commercialized in 2009, is experiencing good growth, but yield rates remain a concern and need to be closely watched to control costs. This segment is forecast to reach US$1.7 billion by 2016.
Projected capacitive touch has been popularized by Apple's iPhone and iPod Touch since 2007. With the iPad and iPhone 4 adopting it in 2010, DisplaySearch forecasts that projected capacitive touch will surpass resistive touch technology for the first time to become the leading touch technology on a revenue basis.
Handsets are the biggest application for touchscreens in terms of shipments, with two-thirds of units shipped in 2010. DisplaySearch forecasts that 531 million touchscreens will ship for handsets applications in 2010, up 41% on year. DisplaySearch forecasts that the shipment market share of touchscreen in handsets will double from 25.6% in 2009 to more than 50% in 2016.
The next two major applications - portable navigation devices (PND) and handheld games - are losing share of the touchscreen market as smartphones and other touch-enabled handsets take on more functionality.
DisplaySearch forecasts that touch functionality in notebook and tablet PCs will take off after 2010, growing from one million units shipped to 50 million units in 2016. Touchscreen market share in DSCs and camcorders is expected to increase over the next several years as well.
Touch screens are also moving into new applications, such as e-book readers and casino gaming. Touchscreen technologies with high transmittance, low power consumption, multi-touch or gesture recognition will benefit the most.
"Touchscreen penetration is rapidly increasing in portable devices like handsets, media players and navigation units.Over the next several years, touchscreens will undergo strong growth in large-size applications such as all-in-one PCs, netbook and tablet PCs, education and training, and kiosks for point of information and self-check in," noted Jennifer Colegrove, director of display technologies at DisplaySearch. "The touchscreen industry is already a multi-billion dollar industry, and still has great growth momentum. This is what makes it so attractive."
Resistive touch is still the leading technology in terms of unit shipments, and currently 90 companies manufacture it. However, projected capacitive technology has attracted numerous suppliers, with 56 companies currently supplying it, nearly twice as many as last year.
These two technologies are forecast to represent nearly 98% of touchscreen shipment share in 2010, and will continue to dominate with 82% of shipments in 2016.
The touchscreen industry is extremely diverse, with over a dozen touchscreen technologies. About 200 companies are pursuing these technologies, and some of them, like Elo/Tyco Electronics and 3M, manufacture several different touch technologies.
In addition, some companies only produce controller ICs, such as Atmel and Cypress, while others manufacture entire modules, including the touch sensor and controller IC such as Elo/Tyco Electronics and 3M.
In-cell touch, which was commercialized in May 2009, is experiencing high growth and penetration into large-size displays, and is expected to take off in 2011 once the technology can achieve higher yield rates. The technology is forecast to grow to more than US$600 million by 2016.
On-cell projected capacitive touch, which was also commercialized in 2009, is experiencing good growth, but yield rates remain a concern and need to be closely watched to control costs. This segment is forecast to reach US$1.7 billion by 2016.
Projected capacitive touch has been popularized by Apple's iPhone and iPod Touch since 2007. With the iPad and iPhone 4 adopting it in 2010, DisplaySearch forecasts that projected capacitive touch will surpass resistive touch technology for the first time to become the leading touch technology on a revenue basis.
Handsets are the biggest application for touchscreens in terms of shipments, with two-thirds of units shipped in 2010. DisplaySearch forecasts that 531 million touchscreens will ship for handsets applications in 2010, up 41% on year. DisplaySearch forecasts that the shipment market share of touchscreen in handsets will double from 25.6% in 2009 to more than 50% in 2016.
The next two major applications - portable navigation devices (PND) and handheld games - are losing share of the touchscreen market as smartphones and other touch-enabled handsets take on more functionality.
DisplaySearch forecasts that touch functionality in notebook and tablet PCs will take off after 2010, growing from one million units shipped to 50 million units in 2016. Touchscreen market share in DSCs and camcorders is expected to increase over the next several years as well.
Touch screens are also moving into new applications, such as e-book readers and casino gaming. Touchscreen technologies with high transmittance, low power consumption, multi-touch or gesture recognition will benefit the most.
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