Emkhakheni we-OLED DDIC, kusukela ngekota yesibili, isabelo sezinkampani zemiklamo yezwe sikhuphuke safinyelela ku-13.8%, sikhuphuka ngamaphesenti angu-6 unyaka nonyaka.
Ngokusho kwedatha evela ku-Sigmaintell, ngokuya nge-wafer iqala, kusukela ku-23Q2 kuya ku-24Q2, isabelo semakethe sabakhiqizi baseKorea emakethe ye-OLED DDIC yomhlaba wonke sehle ngamaphesenti angu-15.9 unyaka nonyaka, kusukela ku-68.9% kuya ku-53.0%; isabelo sabakhiqizi baseTaiwan sikhuphuke ngamaphesenti angu-11.0 unyaka nonyaka, sisuka ku-19.7% saya ku-30.8%; isabelo sabakhiqizi baseChina bamazwe ngamazwe sikhuphuke ngamaphesenti angu-6.3 unyaka nonyaka, sisuka ku-7.5% saya ku-13,8%. Izinguquko zezabelo ezibalwe ngenhla zibonakala ikakhulukazi emakethe yetheminali yomakhalekhukhwini yaseChina.

I-Samsung LSI, ngenxa yokulondoloza isikhundla sayo sokuhlinzeka nge-OLED DDIC kumakhalekhukhwini we-Samsung kanye ne-Apple, kulindeleke ukuthi isabambe isikhundla esiphezulu sesabelo semakethe esikhathini eside. Kodwa-ke, kusukela ngo-2020, abakhiqizi betheminali baseChina basezwenikazini kanye nabakhiqizi bephaneli babambisane, okwenza isabelo semakethe sabakhiqizi bedizayini baseTaiwan ku-OLED DDIC sikhule ngokushesha. Ngenxa yalokho, ingxenye yesabelo semakethe ye-Samsung LSI iqhubekile nokwehla. Kulindeleke ukuthi lo mkhuba ube buthaka ku-24H2 njengoba isidingo samaselula e-OLED aqinile siphindeka futhi.
I-Novatek isungule ubudlelwano bokuhlinzeka nge-OLED DDIC nabakhiqizi abaningi baseShayina emaphakathi nezwe, futhi isabelo sayo semakethe siqhubekile nokukhula ezingxenyeni eziyisishiyagalombili ezedlule. Ngemuva kokungena ochungechungeni lokunikezela ngochungechunge lwe-Apple iPhone, isabelo semakethe sikaNovatek sizokhula. Kulindeleke ukuthi ama-oda ochungechunge lwe-iPhone anikele cishe u-9% wokuthunyelwa kwe-Novatek's OLED DDIC ngo-2024, futhi lesi silinganiso kulindeleke ukuthi sikhule ngokuqhubekayo kusukela ngo-2025. Ngokuhlobene, emakethe yezwe lase-China, i-Novatek ibhekene nokuphishekelwa okuqhubekayo okuvela kubakhiqizi abafana noRaydium ne-Iitek. Isabelo sayo semakethe kumatheminali aseChina ezwekazini kulindeleke ukuthi sehle kancane ngo-2024.
Abakhiqizi bedizayini base-Mainland baseShayina abafana ne-Visionox, i-Chipone, ne-ESWIN bonke banemikhiqizo ekhiqizwa ngobuningi etheminali futhi ngokuqhubekayo nangenkuthalo balwela ukuthola amathuba engeziwe okuqinisekisa. Ngenxa yezinto ezifana ne-geopolitics, amatheminali anezidingo ezithile zokuzinza kochungechunge lokunikezwayo olukhuphuka nomfula lwe-DDIC (njengokunikezwa kwe-wafer). Ubudlelwano bokusebenzisana phakathi kwabakhiqizi bedizayini baseChina basezwenikazini kanye nezindawo ezitholakala endaweni eziyisicwecwana kunezinzuzo ezithile. Ngaleso sikhathi, abakhiqizi baseKorea abanjengo-LX Semicon kanye neMagnachip nabo sebeqalile ukubambisana nabasunguli be-wafer base-China njenge-SMIC ne-Shanghai Huali ukuze baphokophele isabelo semakethe samatheminali ase-China. Kulindeleke ukuthi phakathi neminyaka engu-2-3 ezayo, indawo yokuncintisana yemakethe ye-OLED DDIC izoqhubeka nokuhlukahluka, futhi kubakhiqizi bokuklama, lokhu kusho nokuthi ukuncintisana kwamanani kuzoqhubeka.