Development status of China's ITO target industry and its impact on China's touch panel industry
Development status of China's ITO target industry and its impact on China's touch panel industry
In recent years, the field of global touch technology has developed rapidly. In China, touch panel manufacturers have experienced technological transformation, improved their technical capacity and mass production capacity, and the related supporting industries have also developed rapidly, catching up with some international first-line manufacturers, and the production capacity and scale of domestic touch panel manufacturers have increased rapidly.
However, with the rapid development of China's touch panel industry, there are huge hidden worries in the industrial chain. As an important key raw material in the upstream of the industry, the target has been monopolized by the United States, Japan and South Korea, which has seriously restricted the rapid development of China's touch panel, greatly affected the bargaining power of domestic manufacturers, and the localization support is still insufficient. ITO target is famous for its high price and key role in panel manufacturing. Some research reports show that ITO target accounts for nearly 40% of the production cost of touch screen.
The production capacity of ITO target in China is 100-150 T / A, but the actual output is only 20-30 T / A. And because the production technology has not achieved a substantive breakthrough, the products are mainly low-end targets, and almost none of them meet the demand of touch panel. However, China's ITO target manufacturers have been seeking breakthroughs. Upstream ITO target manufacturers and downstream ITO target consumers have joined forces, and China's high-end ITO target manufacturing can be expected.
The localization of ITO target will realize the combination of China's non-ferrous metal resource advantages and touch panel industry advantages, and greatly improve China's touch panel industry chain.