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ITO conductive glass of domestic market conditions
China has become a global ITO conductive glass in the main producing countries. As the technology continues to mature, cost pressures increasing, ITO conductive glass, competition is heating up. The implementation of differentiated competition is an inevitable choice ITO business.ITO (indium-tin oxide) transparent conductive film manufacturing liquid crystal display glass is a critical foundation for materials, instruments, computers, electronic watches, game consoles, home appliances and other areas of a very wide range of applications. CCID Consulting, China in 2008 -2,009 small and medium-size LCD panel industry research annual report: 10-inch liquid crystal display panel, including the TN-LCD (monochrome passive twisted nematic liquid crystal displays), STN-LCD (Passive Monochrome Super Twisted Nematic LCD), CSTN-LCD (can display a different color super-twist nematic liquid crystal displays, also known as Color STN-LCD) and TFT-LCD (Thin Film Transistor Liquid Crystal Display), etc., 2008 shipped 1.04 billion, an increase of 11.8%; shipment volume reached 8.35 billion U.S. dollars, an increase of 4.6%. As a liquid crystal display, one of the key materials, ITO conductive glass, at present mainly used in small and medium size markets, especially TN \ STN \ CSTN-LCD in the. While competition is increasingly fierce, but the market is not as one imagines a gradually shrinking, but steadily.
Steady growth in an increasingly competitive market,
In recent years, TFT-LCD market is growing rapidly, indeed eat a part of TN \ STN \ CSTN-LCD market, but the color and black and white displays each have their own range of applications, although the TN \ STN market getting smaller and smaller, but it will not disappear . Because TN \ STN already has a considerable price advantage in the calculator, car dashboard instrumentation applications such as the advantages are obvious. Overall, the current market for TN \ STN \ CSTN-LCD demand is still very large. "At present, TN \ STN market and did not see a clear decline, car dashboard, learning machine, PDA (Pocket PC), cordless phones or in the steady growth in the market." Shenzhen Tianma Microelectronics Co., Ltd. Chief Engineer of the Shu-Xin Li accept the "China Electronics News" interview, stressed.
ITO conductive glass is a liquid crystal industry, one of the three materials since 2000 has basically achieved domestically. Anhui Bengbu Huayi Glass Co., Ltd., executive vice president of conductive film knot-sung, Lee, and now many companies in the low-end market is not interested in doing, but not do does not mean that the market is not, the market still exist. "TN \ STN market is great, electronic toys and other electronic products are now a new guise, and the original number of high-end consumer goods, is gradually converted to civilian use in consumer, I think that this market is steadily's." Knot-sung, Lee.
ITO conductive glass for now can be divided into two parts, one TFT products in TFT products, due to its product line with a coating equipment, so a part of ITO as a process in the production line completed. Another part of TN \ STN products, the current domestic ITO technically is not a problem, but also has a considerable scale of production, ITO domestic supporting strong ability. "Conventional ITO technological content of products is not high, the key is that price." Shu-Xin Li think.
Currently, there are ITO conductive glass production lines dozens of major companies, including Shenzhen CSG, Shenzhen Leybold, Shenzhen Howell, Anhui Bengbu Huayi so. LCD Industry Association, according to statistics, in 2004, when output had already more than 10 million square meters. China has become the world's ITO conductive glass in the main producing countries. As the technology continues to mature, cost pressures increasing, ITO conductive glass, competition is heating up.
China is becoming a global manufacturing center of ITO
ITO conductive glass market competition becomes more intense, resulting in the production gradually to the low-cost manufacturing regions. In recent years, based on factors such as labor and markets, the global TN / STN / CSTN-LCD industry continues to shift to China and focus, as opposed to be, as the LCD industry, a key raw material of ITO conductive glass industry also will speed up the transfer to China. Japan and South Korea and other countries have been gradually withdraw from ITO conductive glass industry.
It can be said at present China has become the largest ITO conductive glass producer and exporter. "At present, Japan and South Korea TN \ STN produced very little, so a complete set of ITO glass production has been largely transferred to China. The current ITO glass has been able to basically meet the domestic matching. ITO glass is no longer a high technical threshold, and now the industry to fight is the quality and cost. ITO industry, high low-end product is distributed more widely in low-end product is not high-tech does not mean that there is no market, fierce competition and comparison and does not mean that there is no profit, it is necessary to see who is more comprehensive cost control good. "CSG relevant person in charge accept the" China Electronics News "reporter an interview.
At present, China TN-type ITO conductive glass and middle and low STN-type ITO conductive glass has shown signs of oversupply trend, the competition among manufacturers is intense, the price is declining. However, ITO conductive glass in the high-end market is still in short supply, the price is relatively stable trend. While the Samsung SEG transferred to the two ITO conductive glass production lines, but whether from the technical or from the capacity, the currently can not see with the CSG and Leybold any obvious advantage. Li Jie-song that the Chinese enterprises in technology and product quality have been no problems, and domestic production is also very well done, the client application was also very good, the advantages of local enterprises is still very apparent.
Attention to new applications for competitive differentiation
After more than 20 years of development, ITO industry has entered a mature stage, but because of the lower display industry is developing rapidly, ITO industry continues to the emergence of new opportunities and new developments. Terms of the types of product, the production of adequate low-end products, but the touch screen with the ITO conductive glass and other high-end products become new hot spot, domestic manufacturers are working to enhance the R & D and product quality in order to respond to new business opportunities.
CSG-related responsible person accept the "China Electronics News," an interview said that CSG is currently relatively large group of glass, ITO glass business as a proportion of the whole group is not large, a larger business is the CSG architectural flat glass and energy-saving glass. ITO conductive glass in the positioning of the high-end business, CSG, TN-based products are currently involved in very little CSG, and is mainly related to STN, as well as touch-screen high-end products, this relatively large proportion of CSG. The current low-end cost pressures facing the ITO glass is relatively large. "At present, ITO glass, the application of the overall market growth is not obvious, and now need to find new applications, touch screen is a new direction." The official said.
Leybold relevant responsible person said that at present, domestic manufacturers are more ITO, Leybold, CSG positioning high-end, while Lam was in the low-end market-oriented. "Said that the current ITO market, that price is not always the case primarily on the low-end market price of these factors are important, but the high-end market, mainly to emphasize the stability of technology and products. In the high-end products, but the multi-layer coating is not layer, the product quality requirements are very high, for process control and product stability requirements are relatively high. despite the impact of the development of TFT downward, while black and white display market is shrinking, but the overall point of view, the current market demand for ITO still very large. to avoid price war, the difference of competition is present, the enterprise essential. others do not, and I can do, others can do, I do a better job, it should be said that the current domestic production enterprises ITO glass Efforts should be made to do. "The official stressed.
ITO conductive film 2 towards the future, one is the panel makers themselves completed, is no longer required to provide coated products outside the processing plant, another one is outside the factory for matching the current application is a touch screen visible. Capacitive touch screen from the resistance to change, for the coating products provide a new space for development. In addition, the flexible substrate coating technology, the domestic is not yet cross the border in this regard CSG walk in the lead.
Although we ITO domestic production has made great achievements, but the upper reaches of ITO conductive glass raw materials, the ultra-thin glass substrates and ITO target long-term dependence on imports. Some domestic manufacturers of glass manufacturers and target R & D through the continuous efforts to achieve a small-scale commercial, but to completely replace imported materials is still far, ITO conductive glass perfect industrial chain take time. At the same time, in the TFT with ITO sectors, especially the PVD (physical vapor deposition) equipment we still have a big gap. Terms of the ITO, we can develop more applications. SUN Zheng-min said that the future development of China's ITO industry, the road is tortuous, the future is bright.
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