The two major technology focuses of touch panel manufacturers this year are monolithic glass solutions (OGS) and glass film capacitors (GF). Both technologies have their own characteristics, and can also be extended to medium and large size touch panels , Attracting much market attention. Among them, OGS emphasizes that it is a single-piece glass process. The overall process from the chemical strengthening of the front stage to the bonding of the rear stage. Due to the many processes, the yield loss is naturally high. While the yield rate does not reach the balance of profit and loss, some touch panel manufacturers It may also face a profit crisis.
The so-called monolithic glass solution is to integrate coated glass (ITO) glass and protective glass into a piece of glass, and directly make the touch sensor on the protective glass, so as to not only reduce the cost of the touch panel module It can also reduce the thickness of the touch module, making it lighter and thinner.
However, the single glass is relatively weak in strength, and naturally requires a chemical strengthening process to increase the overall hardness. Therefore, compared with the past double-layer glass capacitor era, the single-chip glass manufacturing process requires more and more processes. On average, each single-glass solution process has more than 10 processes.
However, many processes also mean that the yield loss will be greater than in the past. In the past, the focus of double glazing was lamination. As long as the yield of the laminating process is high, the overall yield can be maintained above the flattening point. However, the current single glass solution must not only consider the yield of the chemical strengthening process in the front stage In addition, the yield rate of the later stage of the process must also be considered. After multiple levels are passed down, the yield rate continues to wear down.
At present, domestic manufacturers of single-chip glass solutions include F-TPK Chenhong, Shenghua, and Dahong. Among them, Shenghua OGS has the fastest shipment speed. Since 2012, many flat panel manufacturers have adopted Sheng Hua's monolithic glass solution, and Chen Hong and Da Hong are also catching up, catching the market's favor, the only worry is the yield problem.
The market has considered whether the in-cELl (embedded) process can be used as a substitute. However, it seems that the in-cell process yield is not good, and the in-cell technology cannot be extended to large sizes. Therefore, the single glass will be It will be the most important solution for large and medium-sized touch panels in the future. The strategy of the touch panel manufacturers to actively enter the OGS market is correct. Next, whether the yield can be improved is an important key to profitability.
Xinxiang Mina Import & Export Co., Ltd. , https://www.mina-motor.cn