In depth report of electronic glass industry: opportunities and challenges from the perspective of technology path, channel and market

Electronic glass refers to ultra-thin float glass with thickness of 0.1-2mm. Electronic glass includes window protective cover glass and TFT or OLED liquid crystal substrate glass. In this report, we discuss window protective cover glass, while TFT or OLED liquid crystal substrate electronic glass is not included in the scope of discussion. The thickness of cover glass is 0.6-0.8mm, and the thickness of patch glass is about 0.33mm. As the high aluminum ultra-thin electronic glass is superior to ordinary soda lime glass in scratch resistance, toughness and hardness, it is widely used as the preferred glass cover for touch screen of tablet computers, mobile phones and other electronic products. The glass cover plate of this material can extend the service life of electronic products such as tablet computers and mobile phones, and effectively improve the display effect of electronic products. < / P > < p > mobile phones and tablets are the largest application areas of protective glass. The decline speed of tablet PC shipment is accelerated, which is mainly due to the large application of full screen technology on smart phones. Smart phones have a higher proportion of screens and better portability than before. Small and medium-sized tablet computers do not have obvious advantages over full screen mobile phones. After experiencing the rapid expansion period in the early 4G era, the global and Chinese 3C product shipment has remained stable in recent years and entered the negative growth range. In 2020, it was originally expected that major brand manufacturers would continue to launch 5g communication function, foldable screen, AMOLED display screen and rear multi camera. However, due to the epidemic situation, 2020-2021 will be the peak of mobile phone upgrading. The global flat glass substrate market scale is nearly 7 billion < / P > < p > each mobile phone / tablet computer needs at least one protective screen. At the same time, due to the influence of factors such as contact loss and maintenance stock in the production process of touch screen, the ratio of protective screen to Smartphone and tablet PC is greater than 1:1. In 2019, the global shipment of 3C products will be 1.72 billion units, corresponding to at least 1.72 billion pieces of glass. According to IHS Markit report, the global shipment of mobile phone touch panel glass includes front and back covers, and is expected to reach 2.4 billion pieces in 2019, an increase of 13.9% compared with 2.1 billion pieces in 2018. It is expected to increase by 11.4% in 2020 and 7.3% in 2021. In 2017, the global production of flat glass was 41.7 million square meters. The price of Corning Glass Substrate purchased by lens technology in 2017 was 230 yuan / m2, while the average price of domestic flat glass was about 66 yuan / m2. It is estimated that Corning high-end glass accounted for 60%, so the global output value of glass substrate was 6.86 billion yuan. China is currently the world’s largest producer of flat glass. In 2017, the output of glass cover industry was about 28.8 million square meters, accounting for about 70% of the world’s total, with a market size of 4.8 billion yuan. We expect that the overall 3C shipment will remain stable due to the decrease of mobile phone shipment and the increase of wearable device shipment in 2019 compared with 2017, and the market scale of flat glass in 2019 will be similar to that in 2017. Trend 1: large screen of smart phones < / P > < p > from the early mainstream of 3.5 inches and 4 inches to the later 4.7 inches and 5.5 inches, the large screen of smart phones has become the development trend of the industry. As the big screen and the sense of grip are two opposites, mainstream mobile phone manufacturers have slowed down the process of expanding the mobile phone screen. At present, the mainstream size is still between 5 and 5.5 inches. The small screen is expected to gradually turn to 5-5.5 inches, which will drive the average size of smart phone screen to grow slightly. Trend 2: wireless charging and 5g technology bring glass backplane increment < / P > < p > mobile phone wireless charging technology is the development trend. If a metal back shell is used, the energy loss will occur on the metal shell. The metal itself will consume part of the energy from the wireless charging board and convert it into heat. Therefore, the energy is lost in the process of transmission, and the charging time becomes longer. If the glass shell material is used, the magnetic field will convert the energy from the wireless charging board coil to the smart phone coil with a negligible loss. The glass helps to receive the signal. Although the metal back shell can ensure that the mobile phone works well under the current wireless signal, 5g will involve more communication channels and higher frequency, so it has higher requirements for antenna performance. Trend 3: the penetration rate of touch screen in ultrabook and all-in-one machine is gradually increasing < / P > < p > the early touch screen is mostly used in the equipment with resistive touch screen technology, and the cover glass is generally made of acrylic plate, but the mechanical strength is not high, and the surface scratch resistance and impact resistance are poor, which often leads to the damage and surface roughness of the display screen. With the popularity of touch screen in the mass electronic consumer products, capacitive touch screen is more and more widely used, and the requirements for touch screen cover are also improved. At present, the touch screen cover glass is mostly made of high alumina silicon glass. Due to its excellent mechanical strength, the glass protective screen can ensure the safety of the LCD, has high transmittance, can increase the brightness and softness of the screen, has a high surface hardness, can avoid the screen scratch, and increase the resistance Moreover, the unique texture of glass can improve the overall texture and added value of electronic products. Many notebook computer manufacturers have launched touch-screen notebook computers with multi touch function. Some high-end notebook computers, desktop computers and flat-panel TVs have begun to use glass windows, such as Microsoft surface Pro and Dell xps15 use the flat glass of Kangning gorilla. The popularity of touch screen ultrabooks and all-in-one machines will also bring considerable incremental space to the flat glass market. 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