摩根斯坦利：台湾液晶行业报告2009年6月

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Contents
Why Touch?..................................................................................................................................................................... 4
Key Investment Debates................................................................................................................................................. 7
Secular Growth Opportunity in Touch.......................................................................................................................... 9
Touch Panel Supply Chain: Likely Winners ................................................................................................................ 11
Mobile Is Still the Biggest Growth Driver; PCs the Fastest Growing ....................................................................... 14
Where We Differ: Handsets to Be More Profitable than Notebooks ......................................................................... 15
Where We Differ: Windows 7 – Hype vs. Reality......................................................................................................... 17
Touch Panel Technology for Windows 7 ............................................................................................................................................ 17
Touch Market Is Still Fragmented................................................................................................................................ 18
Proprietary Analysis: Touch Panel Proliferation in Key Markets.............................................................................. 20
1. Mobile Phone Market for Touch ..................................................................................................................................................... 20
2. Notebook/Netbook Market for Touch ........................................................................................................................... 24
3. LCD Monitor and All-in-One (AIO) PC Market by Touch ............................................................................................. 26
4. PND (Portable Navigation Device) Market by Touch................................................................................................... 28
5. Handheld Gaming Device Market by Touch ................................................................................................................ 29
Other Key Markets for Touch .......................................................................................................................................... 30
PDA Market for Touch........................................................................................................................................................................ 30
POS (Point-of-Sale) Market for Touch................................................................................................................................................ 30
ATM (Automatic Teller Machine) Market for Touch............................................................................................................................ 30
How Touch Works......................................................................................................................................................... 31
1. Resistive Touch Technology ................................................................................................................................... 33
Resistive Touch Panels Classified by Number of Wires...................................................................................................................... 33
1. Four-Wire Resistive-type Touch Technology ......................................................................................................................................................33
2. Five-Wire Resistive-type Touch Technology.......................................................................................................................................................33
3. Six-Wire Resistive-type Touch Technology.........................................................................................................................................................34
4. Seven-Wire Resistive-type Touch Technology ...................................................................................................................................................34
5. Eight-Wire Resistive-type Touch Technology .....................................................................................................................................................35
Resistive Touch Panels Classified by Structure ................................................................................................................................. 35
1. Film/Glass Structure............................................................................................................................................................................................35
2. Film/Plastic Structure ..........................................................................................................................................................................................36
3. Glass/Glass Structure .........................................................................................................................................................................................36
4. Film/Film Structure ..............................................................................................................................................................................................36
5. Film/Film/Plastic Structure...................................................................................................................................................................................36
6. Film/Film/Glass Structure ....................................................................................................................................................................................36
2. Capacitive Touch Technology ................................................................................................................................. 38
3. Optical Touch Technology ....................................................................................................................................... 40
4. In-Cell Touch Technology ........................................................................................................................................ 40
5. Surface Acoustic Wave Touch Technology ............................................................................................................ 41
6. Infrared Touch Technology...................................................................................................................................... 41
How Touch Differentiates: Touch Window (Lens Touch) Trend ............................................................................... 42
Rigorous Analysis of Business Model: Still Floating in Touch................................................................................. 43
1. Resistive Business Model .............................................................................................................................................................. 43
2. Capacitive Business Model ............................................................................................................................................................ 43
Touch Panel vs. TFT LCD............................................................................................................................................. 44
Taiwan Touch Panel Companies ................................................................................................................................. 47
Young Fast (3622.TT) ........................................................................................................................................................................ 47
J-Touch (3584.TT) ............................................................................................................................................................................. 47
Wintek (2384.TT) ............................................................................................................................................................................... 47
Cando Corp. (8056.TT) ...................................................................................................................................................................... 47
eTurboTouch (Unlisted)...................................................................................................................................................................... 47
Transtouch Technology (3623.TT) ..................................................................................................................................................... 47
Swenc (3590.TT)................................................................................................................................................................................ 47
Abon Touchsystem (Unlisted) ............................................................................................................................................................ 47
Mildex Optical Inc. (4729.TT) ............................................................................................................................................................. 48
Appendix: Manufacturing Process for Touch ............................................................................................................. 49

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后悔看到的太晚，确实是好报告，貌似彭博里面都没有这个
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