In addition to continuing to be optimistic about the F-class IC design company with the mainland China Blue Ocean as the market, the turnaround of the F-Touch IC design company, which accounts for more than half of the mobile phone market in mainland China, is also worth noting. With the penetration of smart phones in mainland China, the market competition is fierce, and the embedded and external touch solutions compete with each other at the technical level and cost. Last year, In-cell dominated the iPhone, and thin film technology was achieved. The main market for low-end mobile phones.
The On-cell product positioning is between OGS and In-cell. It has the advantages of low cost and easy mass production. With the technical support of the panel factory, the On-cell solution of the mobile phone market in mainland China has grown rapidly this year. It is expected that the penetration rate will be pulled quickly in the second half of the year. In addition, its touch IC and driver IC integration TDDI (TouchwithDisplayDriver) progress is clear, has begun to sample WVGA products, with its mainland China market leader, 挟 mainland China LCM customer resources, product market potential worthy of attention.
In the large-size stylus, Taiwan's leading touch IC manufacturers accounted for more than 90% of single-chip shipments, and the price has stabilized. In addition, NB touchpads have been adopted by many brand factories' Chromebooks; Wearable device application is different from ARM's existing M3 specification. It adopts its own DSP 2D architecture and has successfully entered the second generation of smart glasses of Japanese brand manufacturers. In the mobile touch IC market, it benefited from On-cell this year. The demand for products is clear, and with the progress of its products, the contribution of mobile phone customers in mainland China will increase rapidly.
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