[新聞] TPK重返iPhone鏈
1.原文連結(超過一行或過長必須縮網址):
https://money.udn.com/money/story/5710/2413893
2.原文內容:
iPhone今年採用主動有機發光二極體(AMOLED)螢幕,將首度釋出1,200萬片觸控貼合
訂單給TPK-KY(3673)與GIS-KY,目前只有TPK認證通過,將帶動TPK重返iPhone觸控
貼合供應鏈,下半年營收與獲利可望大幅增長。
iPhone的OLED螢幕採外嵌式(on-cell)觸控面板,原先是由OLED螢幕獨家供應商三星
顯示器負責觸控面板貼合業務,由於三星OLED面板目前出現缺陷(defect),無法通
過蘋果認證。
為解決OLED面板缺陷的問題,三星全力投入資源提升OLED面板品質,降低OLED觸控貼
合比重,加上iPhone OLED的採購數量太大,因此蘋果規劃今年釋出1,200萬片觸控貼
合訂單給TPK,這也是為2018年大量釋放OLED觸控貼合訂單給TPK與GIS做準備。TPK昨
(19)日表示,不評論單一客戶。
iPhone的OLED螢幕最下層是3D Touch,再上一層是OLED面板,OLED面板的上層就是薄
膜觸控感應器,而其上面就是保護玻璃,TPK將把四片產品貼合在一起,藉此重返
iPhone觸控面板貼合供應鏈。iPhone上市以來,一直到iPhone 4,TPK都是iPhone的
觸控面板貼合主力供應商,直到iPhone 5改採內嵌式(in-cell)觸控面板,才失去
iPhone的觸控面板貼合生意,衝擊TPK業績大幅下滑;隨著TPK再度回到iPhone 8
供應鏈,將推升業績大幅成長。
iPhone 8因採用OLED螢幕,不僅材質改變(改用薄膜觸控),整個設計與貼合工序都
改變,難度升高,推升觸控面板貼合的單價大幅提升,凱基認為,將較目前產品單價
提升30%至50%,大幅提升TPK的獲利。TPK總經理鍾依華先前表示,大客戶新開發的產
品,都是與TPK率先合作。從Apple Watch至筆電用的OLED觸控條都是如此。
3.心得/評論(必需填寫滿20字):
又是凱基,前天新聞TPK掉單,今天新聞TPK接單,搞的我好亂呀!
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