In recent years, the rapid popularization of smartphones has driven the growth of the global mobile phone screen market and accelerated technological innovation, leading to a continuous increase in industry scale. In terms of product composition, current mobile phone screens are mainly touchscreens, consisting primarily of cover glass, touch modules, and display modules. However, with the increasing demands for thinner and lighter phones, higher-definition displays, and the growing maturity of embedded touch technology, the mobile phone screen industry is gradually shifting from traditional single-component supply to integrated module production, showing a clear trend of vertical integration in the industry chain.
Cover Glass: The outermost protective component of the mobile phone screen. The upstream glass substrate industry has high investment thresholds and stringent production technology requirements. The market is mainly monopolized by companies such as Corning (USA), Asahi Glass (Japan), Nippon Electric Glass (Japan), and Schott (Germany). Domestic manufacturers mainly focus on substrate processing and manufacturing.
Touch Module: A key component for enhancing the human-computer interaction experience of mobile phones. Currently, TDDI (Touch with Display Driver Integration), which integrates touch ICs and panel driver ICs, is the mainstream solution. Furthermore, with increasingly mature manufacturing processes and continuously improving yield rates, the industry boasts strong profitability.
Display modules are mainly divided into two categories: LCD and OLED. LCD display modules consist of polarizers, color filters, liquid crystals, TFTs (glass), and backlights, and are currently the most widely used display screens in smartphones. OLED display modules are mainly composed of polarizers, Encaps (glass), organic self-emissive layers, and TFTs (glass), and have the characteristics of self-emissiveness, simple manufacturing process, low power consumption, ultra-thinness, and flexibility, making them one of the emerging mainstream display technologies.