TPK and GIS Since the beginning of the iPhone 5, because Apple uses in-cell touch sensor, resulting in the loss of the two touch-screen iPhone touch panel paste orders, the current two touch screen factory only to provide pressure on the iPhone Sensor bonding business, due to new orders is expected to bring new revenue, new product profit is better, the touch plant performance in 2018 will be Dabu pill.
Foreign ministers of the European Union said yesterday (20) that it expects that in the second half of 2018, Taiwan-based touch plants will return to the iPhone's touch panel to fit the supply chain. For example, TPK will provide protection for the TFT version of the iPhone in the second half of 2018. Glass and touch sensors fit the business. Foreign investors and raised TPK rating beyond the performance of the broader market, the target price of 125 yuan.
Foreign investors are optimistic about TPK reason is that the current TFT version of the iPhone is 4.7 inches and 5.5 inches, 2018 new TFT iPhone screen size larger (6 inches or more), which will lead to production of embedded touch will encounter difficulties, so Apple Will be converted to plug-in touch, TPK and GIS to return to the iPhone's touch panel fit the supply chain.
It is noteworthy that foreign investors believe TPK and GIS will be two active AMOLED iPhones starting from 2019, providing a new bonding service for protecting glass and touch sensors, that is, currently The OLED panel factory is directly responsible for the touch panel bonding business, the future will be sent to the Taiwan Department of the two touch to do, making TPK and GIS outlook in 2019 is still optimistic.
As the new iPhone in 2018 is designed with a unique protective glazing unit, new competitors will find it hard to get into this new business market. TPK and GIS are expected to add new equipment within the next six months Preparation of new business.
In the original pressure sensor orders, foreign pointed out that as Apple will introduce two OLED version of the iPhone in 2018, TPK and GIS pressure sensor orders also increased, while the new OLED version of iPhone has a new design structure, which leads to The unit price can be increased by 40%, which will greatly help to enhance the profitability of the Taiwan-based touch control plant in 2018.
