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Company News >> Chen Hung LGD or alliance: LCD and touch panel integration 16th,Dec,2017

As the market spread, F-TPK plans to establish an alliance with the global panel giant Korea LG Display (LGD) strategy to enhance the single-chip glass touch panel (TOL) TPK revenue, profitability and capacity utilization, breaking the mainland touch factory bargaining stalemate.

TPK Chief Financial Officer Liu Shiliang yesterday (18) said that TOL demand is good, TPK supply tight, but never heard of alliance with the LGD strategy. The legal person pointed out that TPK has cooperated with Japan's photo strategy to speed up the mass production of nano-silver touch technology and if it can form an alliance with LGD again, it will bite the apple orders and help the company to get out of the low operation.

Corporate analysis, TPK and LGD alliance through the strategy, will be able to form the vertical integration of upstream and downstream; In addition, the current TPK lap post to do only lap business, if even before the touch sensors are used TOL technology, will help drastically High TPK revenue, profitability and capacity utilization.

On the other hand, LGD is now Apple's largest panel supplier, offering products including iPhone, iPad and iPadmini panels, Apple's push for iWatch next year, and LGD's active LED screen.

If TPK and LGD alliance, TPK will form a strong downstream estuary to solve the current problem of overcapacity, at the same time, the LCD panel and touch panel, integrated in the same manufacturers shipped to Apple, or shipped to other brands Industry, to reduce supply chain processes, reduce touch costs are helpful.

LGD is the global panel giant, with the largest panel production capacity, coupled with the strategy of Samsung to Samsung, Apple became the largest panel supplier, but LGD's expertise is the production panel, TPK's expertise is to do touch-paste, both have Upstream and downstream relations, if the formation of a virtual merger, there will be one plus one greater than two results.

TPK estimates that TOL will account for the majority of smart phone touch revenue in the fourth quarter. Meanwhile, mainland brand mobile phones are also aggressively launching high-priced and high-profile smartphones, so the technology using TOL is also very strong.