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Ma ke kahua OLED DDIC, ua piʻi ka mahele o nā ʻoihana hoʻolālā ʻāina nui i 13.8% ma Q2

Ma ke kahua OLED DDIC, e like me ka hapaha ʻelua, ua piʻi ka mahele o nā ʻoihana hoʻolālā ʻāina nui i 13.8%, i piʻi ʻia e 6 mau pakeneka i kēlā me kēia makahiki.
Wahi a ka ʻikepili mai Sigmaintell, ma ke ʻano o nā hoʻomaka wafer, mai ka 23Q2 a i ka 24Q2, ua emi ka māhele mākeke o nā mea hana Korea ma ka mākeke OLED DDIC honua ma 15.9 mau helu pakeneka i kēlā me kēia makahiki, mai 68.9% a i 53.0%; ua piʻi ka māhele o nā mea hana Taiwanese ma 11.0 mau helu pakeneka i kēlā me kēia makahiki, mai 19.7% a i 30.8%; ua piʻi ka māhele o nā mea hana Kina ʻāina nui ma 6.3 mau helu pakeneka i kēlā me kēia makahiki, mai 7.5% a i 13.8%. ʻIke nui ʻia nā loli mahele i ʻōlelo ʻia ma luna nei ma ka mākeke kelepona paʻalima Kina ʻāina nui.

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ʻO Samsung LSI, ma muli o ka mālama ʻana i kona kūlana lako o OLED DDIC ma nā kelepona paʻalima Samsung a me Apple, ua manaʻo ʻia e paʻa mau i ke kūlana mākeke kiʻekiʻe loa i ka wā lōʻihi. Eia nō naʻe, mai ka makahiki 2020, ua hana pū nā mea hana terminal a me nā panela Kina nui, e hiki ai i ka māhele mākeke o nā mea hana hoʻolālā Taiwanese ma OLED DDIC ke piʻi koke. ʻO ka hopena, ua hoʻomau ka emi ʻana o ka māhele mākeke o Samsung LSI. Manaʻo ʻia e nāwaliwali kēia ʻano i ka 24H2 i ka wā e hoʻi hou ai ke koi no nā kelepona paʻalima OLED paʻa.
Ua hoʻokumu ʻo Novatek i nā pilina hoʻolako OLED DDIC me ka hapa nui o nā mea hana panela a me nā kikowaena Kina ʻāina nui, a ua hoʻomau ka piʻi ʻana o kāna māhele mākeke i nā hapaha ʻewalu i hala. Ma hope o ke komo ʻana i ke kaulahao hoʻolako o ka moʻo Apple iPhone, e ulu hou aʻe ka māhele mākeke o Novatek. Manaʻo ʻia e hāʻawi nā kauoha moʻo iPhone ma kahi o 9% o nā hoʻouna OLED DDIC a Novatek i ka makahiki 2024, a manaʻo ʻia e piʻi hou aʻe kēia hapa mai ka makahiki 2025. Ma ka hoʻohālikelike ʻana, ma ka mākeke Kina ʻāina nui, ke kū nei ʻo Novatek i ka hahai mau ʻana mai nā mea hana e like me Raydium lāua ʻo Ilitek. Manaʻo ʻia e emi iki kāna māhele mākeke ma nā kikowaena Kina ʻāina nui i ka makahiki 2024.
ʻO nā mea hana hoʻolālā Kina ʻāina nui e like me Visionox, Chipone, a me ESWIN ua loaʻa nā huahana i ka hana nui ma ke kikowaena a ke hoʻoikaika mau nei a ikaika no nā manawa hōʻoia hou aʻe. Ma muli o nā kumu e like me ka geopolitics, loaʻa i nā kikowaena kekahi mau koi no ke kūpaʻa o ke kaulahao lako o DDIC (e like me ka lako wafer). Loaʻa i ka pilina hana like ma waena o nā mea hana hoʻolālā Kina ʻāina nui a me nā hale hana wafer kūloko kekahi mau pono. I kēia manawa, ua hoʻomaka pū nā mea hana Korea e like me LX Semicon lāua ʻo Magnachip e hana pū me nā hale hana wafer Kina ʻāina nui e like me SMIC lāua ʻo Shanghai Huali e hoʻoikaika no ka māhele mākeke o nā kikowaena Kina ʻāina nui. Manaʻo ʻia i loko o nā makahiki 2-3 e hiki mai ana, e hoʻomau ka ʻano hoʻokūkū o ka mākeke OLED DDIC, a no nā mea hana hoʻolālā, ʻo ia hoʻi ke ʻano e hoʻomau ka hoʻokūkū kumukūʻai.


Ka manawa hoʻouna: Aug-06-2024