According to a report by Jiwei.com, during a recent institutional research visit, Laibao High-Tech stated that as the automotive industry increasingly trends toward intelligence, electrification, and connectivity, demand for in-vehicle touchscreens continues to grow. The company’s order intake in this segment remains robust, with strong growth momentum. In December 2021, shipments of in-vehicle touchscreen products reached approximately 250,000 units, and future orders are expected to maintain this upward trajectory.
With the continued growth in market demand for in‑vehicle touch‑screen products, the company is working to unlock the full potential of its production capacity by continuously optimizing line layouts and addressing bottlenecks through capacity upgrades. Given that the manufacturing of in‑vehicle touch screens involves both front‑end sensor production and back‑end module assembly, the company is maximizing its ability to meet sensor‑production needs by streamlining resources across its existing G2.5, G3, and G5 sensor lines. At the same time, it is gradually expanding module‑assembly capacity in response to market demand, striving to satisfy Tier 1 customers’ growing requirements—particularly for dual‑screen in‑vehicle touch‑screen solutions.
Lebao High-Tech states that the technological approaches for in-vehicle touch-screen products primarily fall into two major categories: embedded and external‑mount types. The embedded architecture encompasses both on‑cell (external‑embedded) and in‑cell (internal‑embedded) designs, while the external‑mount architecture includes G‑G (glass‑glass), OGS, OGM, and GF (glass‑film) configurations. Given that the company currently lacks production-line capacity for mainstream in-vehicle displays—primarily 10‑inch and 12.3‑inch models, for which its existing Gen 2.5 TFT‑LCD panel line is not economically viable—and leveraging more than a decade of specialized manufacturing expertise and production‑management experience in external‑mount touch screens, the company’s current in‑vehicle touch‑screen offerings are almost entirely based on external‑mount architectures.
Based on the diverse project requirements of automotive touch‑screen products—ranging from different customer needs to varying technical specifications—the company offers a diversified portfolio of solutions, including G‑G, OGS, OGM, and GMF architectures. Currently, G‑G and OGS architectures account for a relatively high share of shipments.
Furthermore, leveraging its existing 2.5-generation TFT‑LCD display panel production line, the company has successfully developed and mastered the design and manufacturing technologies for embedded‑structure (on‑cell/in‑cell) touch‑screen displays. However, due to factors such as the economic inefficiency of using this production line to manufacture automotive displays and relatively low yield rates, the company currently lacks the conditions necessary for large‑scale production of embedded‑structure automotive touch‑screen displays.
It is reported that the primary difference between external‑mount and embedded touchscreens lies in their material costs. External‑mount automotive touch displays require one touch‑driver IC and one display‑driver IC, whereas embedded automotive touch displays need only a single driver IC that serves both touch and display functions. Furthermore, to reduce costs, embedded automotive touch displays can forgo a cover glass and streamline the full‑lamination process and associated materials, while external‑mount displays, after the touch panel and display are manufactured separately, must still undergo a full‑lamination process—such as OCA bonding—to assemble them into a complete unit.
Furthermore, in terms of performance, externally mounted in-vehicle touchscreens exhibit significant advantages over embedded in-vehicle touch‑display products in areas such as touch sensitivity, response time, edge‑touch detection, anti‑interference capability, and overall reliability. These performance differences have already been amply demonstrated in fully laminated touch‑display solutions for laptops.
Lebao High-Tech stated that, as the automotive industry increasingly trends toward intelligence, electrification, and connectivity, dual‑screen displays have seen rapidly growing demand month by month this year, thanks to their superior functional integration, enhanced user experience, and more attractive aesthetics. However, due to relatively low yield rates and capacity constraints for dual‑screen in‑vehicle touch panels, the company’s dual‑screen products currently account for approximately 25% of its total in‑vehicle touch‑screen shipments. As the company further expands production capacity for these dual‑screen units, the share of dual‑screen shipments is expected to rise further in the future.
Lebao High-Tech believes that, by comparison, dual‑screen systems benefit from more mature manufacturing processes and steadily improving yield rates, resulting in relatively lower production costs and greater potential for broader market adoption. In contrast, triple‑screen systems, with their complex and still‑maturing fabrication techniques and lower yields, continue to face high production costs, limiting their use to a small number of high‑end vehicle models and making it difficult for them to become mainstream. The company has independently developed and mastered the full‑process design and manufacturing technologies for both dual‑ and triple‑screen automotive applications, including cover glass, touch‑sensor modules, lamination processes, and full‑lamination between the touch panel and display. These capabilities have been successfully commercialized and are now being supplied in volume. Looking ahead, the company is optimistic about the future growth prospects of automotive touch panels and is actively pursuing new technologies, processes, and products—such as next‑generation all‑black technology, ultra‑hard AR coating, in‑vehicle OGM, and in‑vehicle SFM—while striving to maintain its technological leadership and competitive edge in the automotive touch‑panel market.
Regarding the advantages of in‑vehicle touchscreens, Laibao High‑Tech states that the company is optimistic about the future market growth prospects and has positioned in‑vehicle touchscreens as a new business driver and a key source of profit expansion. Compared with industry peers, the company enjoys a full‑chain competitive edge in developing in‑vehicle touchscreens, encompassing cover glass, touch‑sensing sensors, optical functional films (such as AR, AG, AF, and all‑black coatings), lamination, and fully integrated touch‑display bonding. It also boasts world‑class, industry‑leading all‑black coating technology and a comprehensive suite of lamination processes—including OCA lamination, water‑based adhesive lamination, flat‑surface and 3D curved‑surface lamination, as well as dual‑screen lamination. As the company continues to invest heavily in in‑vehicle touchscreen products, its collaboration with customers in this segment has grown increasingly close. Building on a deep understanding of existing customer needs, and leveraging its full‑chain competitive advantages in the in‑vehicle touchscreen business, the company will aggressively pursue partnerships with top-tier automotive OEMs both domestically and internationally, steadily expand its portfolio of in‑vehicle touchscreen projects, and strive to achieve sustained, rapid growth in this business segment.
