Hauv OLED DDIC daim teb, raws li lub quarter thib ob, feem ntawm cov tuam txhab tsim tsim hauv av tau nce mus rau 13.8%, nce 6 feem pua ​​​​ntawm cov ntsiab lus xyoo-rau-xyoo.
Raws li cov ntaub ntawv los ntawm Sigmaintell, nyob rau hauv cov nqe lus ntawm wafer pib, los ntawm 23Q2 mus rau 24Q2, lub lag luam feem ntawm Korean manufacturers nyob rau hauv lub ntiaj teb no OLED DDIC kev ua lag luam poob los ntawm 15.9 feem pua ​​​​ntawm cov ntsiab lus xyoo-rau-xyoo, los ntawm 68.9% mus rau 53.0%; qhov sib koom ntawm Taiwanese manufacturers tau nce los ntawm 11.0 feem pua ​​​​ntawm cov ntsiab lus xyoo-rau-xyoo, los ntawm 19.7% mus rau 30.8%; Kev sib koom ntawm cov tuam txhab suav hauv Suav teb tau nce 6.3 feem pua ​​​​ntawm cov ntsiab lus xyoo-rau-xyoo, los ntawm 7.5% mus rau 13.8%. Cov kev hloov pauv uas tau hais los saum toj no tshwj xeeb yog tshwm sim hauv Suav teb loj lub xov tooj ntawm tes davhlau ya nyob twg ua lag luam.

Samsung LSI, vim yog tswj hwm nws txoj haujlwm ntawm OLED DDIC hauv Samsung thiab Apple lub xov tooj ntawm tes, xav tias tseem yuav tuav lub lag luam sab saum toj txoj haujlwm nyob rau lub sijhawm ntev. Txawm li cas los xij, txij li xyoo 2020, cov tuam txhab lag luam hauv Suav teb thiab cov vaj huam sib luag tau koom tes ua ke, ua rau kev ua lag luam ntawm Taiwanese tsim cov tuam txhab hauv OLED DDIC nce nrawm. Raws li qhov tshwm sim, kev lag luam feem feem ntawm Samsung LSI tau txuas ntxiv poob qis. Nws cia siab tias qhov sib txawv no yuav tsis muaj zog nyob rau hauv 24H2 raws li qhov kev thov rau OLED cov xov tooj ntawm tes tsis sib haum.
Novatek tau tsim OLED DDIC muab kev sib raug zoo nrog rau feem ntau lub teb chaws Suav vaj huam sib luag thiab cov chaw tsim khoom lag luam, thiab nws txoj kev lag luam tau nce ntxiv hauv yim lub hlis dhau los. Tom qab nkag mus rau cov khoom lag luam ntawm Apple iPhone series, Novatek kev lag luam feem yuav loj hlob ntxiv. Nws cia siab tias iPhone series xaj yuav ua rau kwv yees li 9% ntawm Novatek's OLED DDIC cov khoom xa tuaj hauv 2024, thiab qhov kev faib ua feem yuav tsum tau nce ntxiv los ntawm 2025. Piv txwv li, nyob rau hauv lub mainland Suav lag luam, Novatek ntsib mus tas li los ntawm manufacturers xws li Raydium thiab Ilitek. Nws txoj kev lag luam sib koom hauv Suav teb av loj yuav tsum poob qis me ntsis hauv 2024.
Tuam Tshoj Mainland tsim manufacturers xws li Visionox, Chipone, thiab ESWIN tau tag nrho cov muaj cov khoom nyob rau hauv loj ntau lawm ntawm lub davhlau ya nyob twg thiab yog tsis tu ncua thiab nquag siv zog rau ntau lub sij hawm pov thawj. Vim muaj tej yam xws li geopolitics, terminals muaj qee qhov kev xav tau rau kev ruaj ntseg ntawm cov khoom xa tuaj ntawm DDIC (xws li wafer mov). Kev koom tes kev sib raug zoo ntawm mainland Suav tsim manufacturers thiab lub zos wafer foundries muaj tej yam zoo. Lub caij no, cov tuam txhab Kaus Lim Kauslim xws li LX Semicon thiab Magnachip kuj tau pib koom tes nrog Suav teb loj wafer foundries xws li SMIC thiab Shanghai Huali los sib zog ua lag luam sib koom ntawm cov teb chaws Suav loj. Nws cia siab tias nyob rau hauv 2-3 xyoos tom ntej no, kev sib tw toj roob hauv pes ntawm OLED DDIC kev ua lag luam tseem yuav muaj ntau haiv neeg, thiab rau cov tuam txhab tsim qauv, qhov no kuj txhais tau tias kev sib tw nqi yuav pheej muaj.