Touch Display Module Interface Intelligence Service

Most touch module costs in 2Q23 are lower than 4Q22. New costs for notebook PC and automotive applications are included in 2Q23. The cover lens cost breakdown is estimated in the worksheet of cover lens. Optical FoD module costs declined.

Cover lens end-market shipments decreased to 5.71 billion units in 2022, down 10.2% year-over-year (YoY). It is expected to be flat or slightly increase in 2023. 

FoD module shipments were 356 million in 2022, declining 6% YoY. The weak smartphone market (especially the worsening economy in China) was the most critical factor affecting the FoD market in 2022.

Cover lens end-market shipments decreased to 5.71 billion units in 2022, down 10.2% year-over-year (YoY). Growth in 2023 is expected to be flat or slight.

FoD module shipments were 356 million units in 2022, down 6% YoY. The weak smartphone market, mainly due to China’s slower economy, was the most critical factor affecting the FoD market in 2022.