Touchscreen technologies have changed the way we interact with not only our mobile phones and tablets but also myriad of other products. This is a brief strategic overview of the touchcreen market and its related technologies.

1. Touchscreen Market and
Technologies
A Strategic Overview
Sept 27, 2011
Summit Technology Consulting Group

2. Introduction

This is a brief strategic overview of the touchcreen market and its
related technologies prepared by Summit Technology Consulting
Group.

Updated report is available from Summit Technology Consulting
Group.

Contact information:
Khanh Le, President
Email: kl@summit-technology.com
Web: www.summit-technology.com
Sept 27, 2011
Summit Technology Consulting Group
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3. Content
Touchscreen
market
Touchscreen technologies
Touchscreen supply chain
Strategic market considerations
Summary
Sept 27, 2011
Summit Technology Consulting Group
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4. Touchscreen Market
 Market
drivers
 Mobile
phones (54% penetration by 2015)
and other portable devices
 Easy and intuitive to use interface
 Availability
of multi-touch
 Innovative
touch panel technology,
materials and related technologies
 Software and hardware improvements
promoting touch
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Summit Technology Consulting Group
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5. Touchscreen Market Size






Touchscreen Module Shipment and Y/Y Growth
2,000
1,800
Sept 27, 2011
30%
1,600
25%
1,400
Over 12 technologies
200+ companies
Top 10 companies for
less than 50% of total
revenue
Significant geographic
distribution
Variety of market
applications
35%
1,200
20%
1,000
%

Grows from 987Mu,
$7.6B in 2011 to
1,735Mu, $12.4B in
2015
15% CAGR in units
Extremely diverse
Million Units

15%
800
600
10%
400
5%
200
-
0%
2008
2009
2010
2011
Shipment (Mu)
2012
2013
2014
2015
Y/Y Growth
Source: DisplaySearch, Nov 2010
Summit Technology Consulting Group
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6. Touchscreen Technologies &
Applications
Source: DisplaySearch, Nov 2010
 Many technologies have been developed but only resistive
and capacitive touch technologies have seen high volume
Sept 27, 2011
Summit Technology Consulting Group
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7. Touchscreen Technologies Market
Distribution
Source: DisplaySearch, Nov 2010
 Resistive and capacitive touch technologies dominate (98% market share
in 2010, 531Mu touchscreens shipped for mobile phones in 2010)
 Will continue to dominate – 82% in unit shipment in 2016
Sept 27, 2011
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8. Touchscreen Supply Chain

Touchscreen supply chain
has several permutations




Flex module – controller IC
plus flex circuit (end
designers via IC distribution
channels)
Touchscreen module – ITO
sensor and flex module
(large ODMs and OEMs)
Touchscreen LCD module –
LCD and touchscreen
module (high volume OEMs)
Each touchscreen design is
unique to the final device

Majority of touchscreen
modules are designed
directly with component
suppliers
Sept 27, 2011
 Synaptics, Cypress and Atmel
are leaders among many
touchscreen controller IC
suppliers (ADI, Microchip,
SiLab, STMicro, etc.)
Summit Technology Consulting Group
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9. Major Market Trends
 Touchscreen
technology is strategic asset for
participants in the mobile phone markets
 Companies in the mobile phone markets may be
required to make touchscreen modules also, not
just ICs, for complete platform solutions

E.g. Mediatek
 Touchscreen
control function may be integrated
into DTV and mobile phone SOCs for cost
reduction
 Move to combine with gesture, face and voice
recognition in the future
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Summit Technology Consulting Group
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10. Summary
 Touchscreen
is a high-growth and
strategic area esp. for mobile devices
 Many technologies exist but resistive
and projected capacitive will continue to
dominate
 Supply chain is complex since
touchscreen technology is tightly
coupled with sensor and display
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Summit Technology Consulting Group
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11. For More Information
Contact
Khanh Le
President
Summit Technology Consulting Group
kl@summit-technology.com
Sept 27, 2011
Summit Technology Consulting Group
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