Ma ke kahua OLED DDIC, e like me ka lua o ka hapaha, ua piʻi ka ʻāpana o nā hui hoʻolālā ʻāina i 13.8%, piʻi ʻia e 6 mau pākēneka i kēlā me kēia makahiki.
E like me ka ikepili mai Sigmaintell, ma ke ano o ka wafer hoʻomaka, mai 23Q2 a hiki i 24Q2, ke kuai mahele o Korean mea hana ma ka honua OLED DDIC market emi e 15,9 pakeneka helu makahiki-ma-makahiki, mai 68,9% i 53,0%; ua piʻi ka māhele o nā mea hana Taiwanese i ka 11.0 pakeneka o kēlā me kēia makahiki, mai 19.7% a i 30.8%; Ua piʻi ka māhele o nā mea hana Kina ma ka 6.3 pakeneka o kēlā me kēia makahiki, mai 7.5% a 13.8%. ʻO nā loli kaʻana i ʻōlelo ʻia ma luna nei ua ʻike maoli ʻia ma ka mākeke kelepona kelepona paʻalima ʻo Kina.

ʻO Samsung LSI, ma muli o ka mālama ʻana i kona kūlana hoʻolako o OLED DDIC ma Samsung a me Apple kelepona paʻa, manaʻo ʻia e paʻa mau i ke kūlana mākeke kiʻekiʻe i ka wā lōʻihi. Eia nō naʻe, mai ka makahiki 2020, ua hui pū ʻia ka ʻāina ʻo Kina a me nā mea hana panel, e hiki ai i ka mākeke o nā mea hana hoʻolālā Taiwanese ma OLED DDIC ke hoʻonui wikiwiki. ʻO ka hopena, ua hoʻomau ka emi ʻana o ka māhele mākeke o Samsung LSI. Manaʻo ʻia e nāwaliwali kēia ʻano i ka 24H2 e like me ke koi hou ʻana o nā kelepona paʻa OLED.
Ua hoʻokumu ʻo Novatek i nā pilina hoʻolako OLED DDIC me ka hapa nui o nā panela Kina a me nā mea hana terminal, a ua hoʻomau ʻia kāna māhele mākeke i nā hapaha ʻewalu i hala. Ma hope o ke komo ʻana i ke kaulahao lako o ka Apple iPhone series, e ulu hou ana ka mākeke o Novatek. Manaʻo ʻia e hāʻawi nā kauoha moʻo iPhone ma kahi o 9% o nā moku OLED DDIC o Novatek i 2024, a manaʻo ʻia e hoʻonui hou ʻia kēia ʻāpana mai 2025. Ma ke ʻano, ma ka mākeke ʻāina ʻo Kina, ke alo nei ʻo Novatek i ka ʻimi mau ʻana mai nā mea hana e like me Raydium a me Ilitek. Ua manaʻo ʻia ka emi iki o kāna mākeke ma ka ʻāina nui o Kina i 2024.
Ua loaʻa i nā mea hana hoʻolālā Mainland Chinese e like me Visionox, Chipone, a me ESWIN nā huahana i ka hana nui ʻana ma ke kikowaena a ke hoʻomau nei a hoʻoikaika ikaika lākou no nā manawa hōʻoia hou aʻe. Ma muli o nā kumu e like me geopolitics, loaʻa i nā terminals kekahi mau koi no ka kūpaʻa o ke kaulahao hoʻolako upstream o DDIC (e like me ka wafer supply). ʻO ka pilina pili ma waena o nā mea hana hoʻolālā ʻāina ʻo Kina a me nā hale wafer kūloko i loaʻa kekahi mau pono. Eia nō naʻe, ua hoʻomaka pū nā mea hana Korea e like me LX Semicon a me Magnachip e hui pū me ka ʻāina nui o ka wafer wafer foundries e like me SMIC a me Shanghai Huali e hoʻoikaika i ka māhele mākeke o ka ʻāina ʻo Kina. Manaʻo ʻia i loko o nā makahiki 2-3 e hiki mai ana, e hoʻomau ka hoʻokūkū o ka mākeke OLED DDIC, a no nā mea hana hoʻolālā, ʻo ia hoʻi e hoʻomau ka hoʻokūkū kumukūʻai.