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Sebakeng sa OLED DDIC, kabelo ea lik'hamphani tsa meralo ea naha e nyolohetse ho 13.8% ho Q2

Lebaleng la OLED DDIC, ho tloha kotara ea bobeli, karolo ea lik'hamphani tsa meralo ea naha e nyolohetse ho 13.8%, e nyoloha ka liperesente tse 6 selemo le selemo.
Ho ea ka lintlha tse tsoang ho Sigmaintell, mabapi le li-wafer li qala, ho tloha 23Q2 ho ea ho 24Q2, karolo ea 'maraka ea baetsi ba Korea marakeng oa OLED DDIC ea lefats'e e fokotsehile ka karolo ea 15.9 lekholong selemo le selemo, ho tloha ho 68.9% ho ea ho 53.0%; karolo ea bahlahisi ba Taiwan e nyolohile ka liperesente tse 11.0 selemo le selemo, ho tloha ho 19.7% ho ea ho 30.8%; karolo ea bahlahisi ba naha ea China e nyolohile ka liperesente tse 6.3 selemo le selemo, ho tloha ho 7.5% ho ea ho 13,8%. Liphetoho tse boletsoeng ka holimo li bonahala haholo 'marakeng oa mohala oa mohala oa China.

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Samsung LSI, ka lebaka la ho boloka boemo ba eona ba phepelo ea OLED DDIC ho lifono tsa mehala tsa Samsung le Apple, ho lebelletsoe hore e ntse e ts'oara boemo bo holimo ba karolo ea 'maraka nakong e telele. Leha ho le joalo, ho tloha ka 2020, baetsi ba li-terminal tsa China le bahlahisi ba liphanele ba sebelisane ka mafolofolo, ba nolofalletsa karolo ea mmaraka ea baetsi ba meralo ea Taiwan ho OLED DDIC ho eketseha ka potlako. Ka lebaka leo, karolo ea 'maraka ea Samsung LSI e ntse e tsoela pele ho theoha. Ho lebelletsoe hore mokhoa ona o tla fokola ka 24H2 ha tlhoko ea mehala e thata ea OLED e ntse e eketseha.
Novatek e thehile likamano tsa phepelo ea OLED DDIC le liphanele tse ngata tsa China le baetsi ba li-terminal, 'me karolo ea eona ea mmaraka e ntse e tsoela pele ho eketseha likotong tse robeli tse fetileng. Kamora ho kena letotong la phepelo ea letoto la Apple iPhone, karolo ea mmaraka ea Novatek e tla hola le ho feta. Ho lebelletsoe hore li-odara tsa li-iPhone li tla kenya letsoho hoo e ka bang 9% ea thomello ea OLED DDIC ea Novatek ka 2024, 'me karolo ena e lebelletsoe ho eketseha ho feta ho tloha ka 2025. Ha e le hantle, 'marakeng oa naha oa China, Novatek e tobane le phehello e tsoelang pele ho tsoa ho bahlahisi ba kang Raydium le Ilitek. Kabelo ea eona ea mmaraka liteisheneng tsa China tse bohareng e lebelletsoe ho theoha hanyane ka 2024.
Baetsi ba meralo ea Machaena ba kang Visionox, Chipone, le ESWIN kaofela ba na le lihlahisoa tse hlahisoang ka bongata setsing sa ho qetela 'me ba ntse ba hahamalla menyetla e mengata ea ho netefatsa. Ka lebaka la lintlha tse joalo ka geopolitics, liteishene li na le litlhoko tse itseng tsa botsitso ba phepelo ea phepelo ea DDIC (joalo ka phepelo ea wafer). Kamano ea tšebelisano lipakeng tsa baetsi ba meralo ea naha ea China le li-wafer tsa lehae li na le melemo e itseng. Ho sa le joalo, bahlahisi ba Korea ba kang LX Semicon le Magnachip le bona ba se ba qalile ho sebelisana le li-wafer tsa China tse kang SMIC le Shanghai Huali ho loanela ho fumana karolo ea mmaraka ea li-terminals tsa China. Ho lebeletsoe hore nakong ea lilemo tse latelang tsa 2-3, sebaka sa tlhōlisano sa 'maraka oa OLED DDIC se tla tsoela pele ho fapana,' me bakeng sa baetsi ba meralo, sena se boetse se bolela hore tlhōlisano ea theko e tla tsoela pele.


Nako ea poso: Aug-06-2024