Kwintsimi ye-OLED DDIC, njengekota yesibini, isabelo seenkampani zoyilo lwelizwe lenyuka laya kwi-13.8%, inyuke ngeepesenti ezi-6 ngonyaka.
Ngokutsho kwedatha evela kwi-Sigmaintell, ngokubhekiselele kwi-wafer iqala, ukusuka kwi-23Q2 ukuya kwi-24Q2, isabelo semarike yabavelisi baseKorea kwimarike ye-OLED DDIC yehlabathi jikelele yehla ngeepesenti ze-15.9 ngonyaka, ukusuka kwi-68.9% ukuya kwi-53.0%; isabelo sabavelisi baseTaiwan sinyuke ngeepesenti ze-11.0 ngonyaka-ngonyaka, ukusuka kwi-19.7% ukuya kwi-30.8%; isabelo sabavelisi belizwe laseTshayina sinyuke ngepesenti ye-6.3 yeepesenti unyaka nonyaka, ukusuka kwi-7.5% ukuya kwi-13.8%. Olu tshintsho lwesabelo lukhankanywe ngasentla lubonakala ngokukodwa kwimarike yetheminali yefowuni ephathwayo yaseTshayina.

I-Samsung LSI, ngenxa yokugcina indawo yayo yokubonelela nge-OLED DDIC kwi-Samsung kunye neefowuni ze-Apple, kulindeleke ukuba ibambe indawo ephezulu yesabelo semarike kwixesha elide. Nangona kunjalo, ukusukela ngo-2020, i-terminal yaseTshayina enkulu kunye nabavelisi bephaneli baye basebenzisane ngokusebenzayo, okwenza ukuba isabelo semarike sabavelisi boyilo baseTaiwan kwi-OLED DDIC banyuke ngokukhawuleza. Ngenxa yoko, inxalenye yesabelo semarike ye-Samsung LSI iqhubekile nokuhla. Kulindeleke ukuba lo mkhwa uya kuba buthathaka kwi-24H2 njengoko imfuno yeefowuni ze-OLED ezomeleleyo zibuyela kwakhona.
I-Novatek iseke ubudlelwane bokubonelela nge-OLED DDIC kunye neepaneli ezininzi zaseTshayina kunye nabavelisi be-terminal, kwaye isabelo sayo semarike siye saqhubeka sikhula kwiikota ezisibhozo ezidlulileyo. Emva kokungena kwikhonkco lokubonelela ngothotho lwe-Apple iPhone, isabelo sentengiso sikaNovatek siya kukhula ngakumbi. Kulindeleke ukuba ii-odolo ze-iPhone ziya kuba negalelo malunga ne-9% yokuthunyelwa kwe-OLED DDIC ye-Novatek ngo-2024, kwaye lo mlinganiso kulindeleke ukuba unyuke ngakumbi ukusuka ku-2025. Ngokuhambelana, kwimarike yelizwe laseTshayina, i-Novatek ijongene nokusukela ngokuqhubekayo kubenzi abafana noRaydium kunye ne-Iitek. Isabelo sayo sentengiso kwiitheminali zaseTshayina kulindeleke ukuba zehle kancinci ngo-2024.
Abavelisi boyilo baseTshayina abanjengoVisionox, iChipone, kunye ne-ESWIN bonke banemveliso kwimveliso yobuninzi kwi-terminal kwaye bayaqhubekeka kwaye bazabalazela ngakumbi amathuba okuqinisekisa. Ngenxa yeemeko ezifana ne-geopolitics, iitheminali zinemfuno ezithile uzinzo lwekhonkco lonikezelo olunyukayo lwe-DDIC (ezifana nobonelelo lwe-wafer). Ubudlelwane bentsebenziswano phakathi kwabavelisi boyilo baseTshayina kunye neziseko zewafer zasekhaya zineenzuzo ezithile. Ngeli xesha, abavelisi baseKorea abanje nge-LX Semicon kunye neMagnachip nabo baqalisile ukusebenzisana ne-wafer yaseTshayina efana ne-SMIC kunye ne-Shanghai Huali ukuzama ukufumana isabelo sentengiso kwiitheminali zaseTshayina. Kulindeleke ukuba kwiminyaka eyi-2-3 ezayo, indawo ekhuphisanayo yemarike ye-OLED DDIC iya kuqhubeka nokuhlukahluka, kunye nabavelisi boyilo, oku kuthetha ukuba ukhuphiswano lwamaxabiso luya kuqhubeka.