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Mumunda weOLED DDIC, chikamu chemakambani ekugadzira mainland akakwira kusvika 13.8% muQ2

Mundima yeOLED DDIC, sechikamu chechipiri, chikamu chemakambani ekugadzira mainland chakakwira kusvika pa13.8%, zvichikwira ne6 muzana gore negore.
Maererano nedheta kubva kuSigmaintell, maererano newafer inotanga, kubva ku23Q2 kusvika ku24Q2, mugove wemusika wevagadziri veKorea mumusika wepasi rose weOLED DDIC wakaderera ne15.9 muzana yegore negore, kubva pa68.9% kusvika ku53.0%; mugove wevagadziri veTaiwanese wakakwira ne11.0 muzana mapoinzi gore-negore, kubva pa19.7% kusvika 30.8%; mugove wevagadziri veChinese mainland wakakwira ne6.3 muzana mapoinzi gore-negore, kubva pa7.5% kusvika 13,8%. Shanduko dzemigove dzataurwa pamusoro dzinonyanya kuoneka mumusika mukuru weChinese nharembozha.

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Samsung LSI, nekuda kwekuchengetedza nzvimbo yayo yekugovera yeOLED DDIC muSamsung neApple nharembozha, inotarisirwa kuramba yakabata chinzvimbo chepamusoro chemusika munguva refu. Nekudaro, kubvira 2020, mainland Chinese terminal uye mapaneru vagadziri vakabatana, zvichiita kuti chikamu chemusika chevagadziri veTaiwanese dhizaini muOLED DDIC chiwedzere nekukurumidza. Nekuda kweizvozvo, chikamu chemusika chikamu cheSamsung LSI chakaramba chichidzikira. Zvinotarisirwa kuti maitiro aya achapera simba muna 24H2 sezvo kudiwa kwenharembozha dzeOLED kunowedzera.
Novatek yakagadzira OLED DDIC yekugovera hukama nevakawanda mainland Chinese mapaneru uye vagadziri vekupedzisira, uye chikamu chayo chemusika chakaramba chichiwedzera mumakota masere apfuura. Mushure mekupinda muketani yekugovera yeApple iPhone nhevedzano, chikamu chemusika cheNovatek chichawedzera kukura. Zvinotarisirwa kuti iPhone series orders ichaita 9% yeNovatek's OLED DDIC kutumira muna 2024, uye chikamu ichi chinotarisirwa kuwedzera kubva 2025. Zvinei, mumusika mukuru weChina, Novatek inotarisana nekuenderera mberi kwekutsvaga kubva kuvagadziri vakaita saRaydium neIitek. Chikamu chayo chemusika mu mainland Chinese terminals chinotarisirwa kudzikira zvishoma muna 2024.
Mainland Chinese dhizaini vagadziri vakaita seVisionox, Chipone, uye ESWIN vese vanga vaine zvigadzirwa mukugadzirwa kwakawanda pachiteshi uye vari kuenderera uye nekushingairira kutsvaga mimwe mikana yekusimbisa. Nekuda kwezvinhu zvakaita segeopolitics, materminals ane zvimwe zvinodikanwa zvekudzikama kweiyo yepamusoro yekugovera cheni yeDDIC (senge wafer supply). Hukama hwekubatana pakati pe mainland Chinese dhizaini vanogadzira uye emuno wafer foundries ane zvimwe zvakanakira. Zvichakadaro, vagadziri vekuKorea vakaita seLX Semicon neMagnachip vatangawo kushandirapamwe nemainland Chinese wafer foundries akadai seSMIC neShanghai Huali kuyedza kugovera chikamu chemusika che mainland Chinese terminals. Zvinotarisirwa kuti mukati memakore anotevera 2-3, nzvimbo yemakwikwi emusika weOLED DDIC icharamba ichisiyana, uye kune vanogadzira dhizaini, izvi zvinoreva zvakare kuti makwikwi emitengo acharamba aripo.


Nguva yekutumira: Aug-06-2024