Truly International: Full-fit touch screen will become the future development trend of vehicle display

Beijing time on November 22 news, China's touch screen network news, just as A-share touch screen listed companies have raised funds to invest in large-size screens, the leading company Xinli International (00732.HK) has stood idly by.

At the investor meeting, Xinli International executive director and chief operating officer expressed concern about the future large-size touch screen market in China: "Once the notebook market is not up, the touch screen industry will fall into the predicament of overcapacity."

In the face of peers aiming at the super market, they have increased the capacity of integrated capacitive touch screen (OGS), but Truly International has not moved. Huang Bangjun believes that the traditional notebook computer has a convenient keyboard. It is of little significance to add a capacitive screen to the thin and light trend. It increases the thickness and weight and increases the cost.

"At present, the notebook computer market is rapidly declining. If the proportion of notebook-equipped master controllers is not further improved, and the overall number does not grow, I believe that there will be overcapacity." Huang Bangjun believes.

Some investors are worried that the future super-market will not be ideal, and the new touch-screen production capacity will turn to the smartphone market and intensify competition. Huang Bangjun believes that when it comes to producing large-sized equipment for small-size screen production, it needs to be modified, and the cost and time are required for the transformation. In addition, because large-scale production lines need to meet orders of a certain size in order to generate economic benefits, and most mobile phone brands that adopt "machine tactics" may not be able to open large orders for these manufacturers.

"Excess should be relative, total capacity is surplus, and there may not be too much excess in some areas." Huang Bangjun believes that the price of touch screens of the same size will continue to decline next year.

However, Truly International is still optimistic about the smartphone market. Huang Bangjun believes that with the development of 4G, the Chinese smartphone market will enter the change cycle in 2014, and high-end spare parts (including large screen, high resolution, fully-fit touch screen module, high-pixel camera module, etc.) will be shipped. The proportion will continue to rise.

According to reports, in the first three quarters of this year, the shipments of Truly International's fully-fitted products increased by 78.14 times year-on-year, and the total packaged module shipments amounted to HK$5.537 billion.

At the same time, in order to cope with the fierce market competition, Truly International has avoided the super market that most touch screen manufacturers are optimistic about, and will turn its attention to the automotive equipment market. Truly International believes that the full-fit touch screen will become the future development trend of the car display.

According to Xinli International executives, the company has confirmed that it will cooperate with two European car companies to fully fit the car display project, applied to high-end models, and another five car companies are in the mid-term business negotiations.

(This article comes from: China Touch Screen Network (http://www.51touch.com/http://www.51touch.com/) Detailed Source Reference: http://www.51touch.com/touchpanel/news/focus/2013 /1122/26515.html)

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