Reducing the cost of OGS touch modules into a low-cost core strategy for touch notebooks

Although touch pens are full of new ideas, high pricing has always been a resistance that sales cannot break through. WitsView, an optoelectronic business unit of TrendForce, a global market research organization, said that reducing product prices will be the core of this year's strategy for promoting touch notebooks, and reducing the cost of OGS touch modules will become the key to achieving the goal. In addition to the price reduction of key components and the improvement of production yield, the choice of materials and architecture also helps to reduce OGS costs.

WitsView Research Associate Qiu Yubin analyzed the comparison between a tablet computer and a smartphone equipped with a touch module. The biggest difference between laptops is that they are mostly used at fixed locations. There are fewer opportunities for mobile operations, which naturally reduces the risk of falling devices. On the other hand, because the touch module is properly protected inside the case, the strength requirements of the laptop for the OGS touch module are significantly lower than other handheld devices, which makes the cheap soda-lime glass (Soda- lime glass) has become the mainstream of notebook OGS glass materials. Conversely, Corning Gorilla and others have always had unfavorable Alkali-Aluminosilicate Glass in the protective glass market. At this stage, because the price is 4 to 5 times more than soda-lime glass, it is not popular in the atmosphere of cost leadership well.

Reducing the cost of OGS touch modules into a low-cost core strategy for touch notebooks

In addition, in order to compensate for the secondary strengthening process of OGS strength due to the response, on the laptop, because the OGS cut edges are mostly covered by the chassis instead of showing the exposed state, the proportion of the two strong demand is also reduced. Simply from the choice of glass and the omission of the two compulsory processes, the cost difference of $ 3 to $ 5 for the notebook OGS is undoubtedly the fastest way to save costs for brands.

Qiu Yubin also pointed out that the use of full bonding (Direct Bonding) also affects the cost of stylus computers. Compared with Air Bonding, full bonding helps to improve the display effect, and on the other hand, it also has the advantage of reducing the thickness. However, because the full bonding process is not mature, it is based on a yield rate of 80 to 90%. Next, after adding the panel and touch module good and bad amounts, the current average price of the full-fit notebook products is as high as 1.2 US dollars per inch, which is 4 to 6 times the cost of only 2 to 4 US dollars for frame mounting. The difference makes many brands choose to temporarily abandon the full fit and change the frame. Although there are panel manufacturers using 100% full-fitting methods to promote their own panel and touch solutions this year, overall, the high cost of full-fitting is still a relatively small proportion of notebooks adopted this year. It is estimated that only There is a level of 34%.

WitsView said that brands are gradually realizing that the stylus market needs to be able to open, and that economic and reasonable pricing is more realistic than positioning high-end boutiques. The extra cost of touch pens has increased almost entirely from touch modules. Therefore, the development of OGS touch modules towards an affordable economy will definitely have a positive effect on accelerating the popularity of the touch pen market.

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