萊寶高科(002106.SZ)：觸摸屏在筆記本電腦的滲透率近幾年來處於穩定提升狀態
格隆匯10月23日丨萊寶高科(002106.SZ)接受特定對象調研表示，筆記本電腦以商用辦公功能為主，主要面向企業用户、個人商務辦公等成熟、理性的消費者羣體。在疫情期間，2020 年以來遠程教育、居家辦公等需求導致筆記本電腦需求激增，其中帶有觸控功能的筆記本電腦比傳統鍵盤鼠標的筆記本電腦的易用性和便捷性日益凸顯，在 PPT 播放、網頁瀏覽、視頻播放、遊戲、低年齡段(一般為 12 歲以下)在線學習等特定應用場景下呈現出更多的便捷、高效特徵，因此觸摸屏在筆記本電腦的滲透率近幾年來處於穩定提升狀態，但由於傳統的鍵盤和鼠標能夠滿足基本的日常辦公需求，因此觸控筆記本電腦未出現爆發式增長態勢，鑑於筆記本電腦用觸摸屏屬於特定的細分市場，目前市場上缺乏觸摸屏在筆記本電腦的滲透率的第三方公開統計數據，結合公司與主要客户的溝通了解並參考行業相關資訊，近年來觸摸屏在筆記本電腦的滲透率約 18%-20%左右(該數據與實際情況可能存在一定的偏差，僅供參考)。
隨着 win 11 操作系統不斷被各大筆記本電腦廠商在新機型中大力推廣應用，且操作系統的易用性日益被更多的消費者接受，以及消費者對遠程辦公、視頻會議、在線學習等快捷、高效的使用體驗的認可度日益提升，將在一定程度上刺激帶有觸控功能的筆記本電腦的需求增長；此外，全球各大知名品牌的筆記本電腦廠商將帶有觸控功能的筆記本電腦更多定位於中高檔產品，除可以觸摸控制以外，還會輔助採用輕薄、美觀的鋁合金機殼、更高的待機使用時間、更好的顯示屏、集成壓力觸控、集成電子紙顯示等更多功能和使用體驗，且該類產品對筆記本電腦廠商的業績貢獻更大，因此，未來觸摸屏在筆記本電腦的滲透率有望穩定提升。不過，筆記本電腦用觸摸屏包括 OGS/OGM、GF2/GMF、On Cell/In Cell 等多個技術路線，近幾年來 On Cell/In Cell 等嵌入式結構觸控顯示一體化技術和產品的滲透率日益提升並對外掛式結構形成替代競爭的壓力日益增加，相應可能導致以公司為代表的外掛式結構的筆記本電腦用觸摸屏廠商不一定能充分享受到未來可能的市場需求增長的機會。
公司未來將努力抓住全球觸控筆記本電腦市場需求增長的有利市場時機，不斷創新技術和產品，在持續滿足客户對更高性能、更多功能集成、定製化需求的基礎上，努力分享市場成長成果，致力於實現長遠可持續發展。
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