Hauv thaj chaw OLED DDIC, txij li lub quarter thib ob, feem ntawm cov tuam txhab tsim qauv hauv tebchaws tau nce mus txog 13.8%, nce 6 feem pua ​​​​​​ntawm xyoo-rau-xyoo.
Raws li cov ntaub ntawv los ntawm Sigmaintell, hais txog kev pib wafer, txij li 23Q2 txog 24Q2, feem ntawm kev ua lag luam ntawm cov tuam txhab Kauslim hauv kev lag luam OLED DDIC thoob ntiaj teb tau txo qis 15.9 feem pua ​​​​​​ntawm xyoo-rau-xyoo, los ntawm 68.9% mus rau 53.0%; feem ntawm cov tuam txhab Taiwanese tau nce 11.0 feem pua ​​​​​​ntawm xyoo-rau-xyoo, los ntawm 19.7% mus rau 30.8%; feem ntawm cov tuam txhab tsim khoom hauv Suav teb tau nce 6.3 feem pua ​​​​​​ntawm xyoo-rau-xyoo, los ntawm 7.5% mus rau 13.8%. Cov kev hloov pauv ntawm cov khoom lag luam saum toj no tau pom tseeb tshwj xeeb hauv kev lag luam xov tooj ntawm tes hauv Suav teb.

Samsung LSI, vim nws tseem khaws nws txoj haujlwm muab khoom ntawm OLED DDIC hauv Samsung thiab Apple xov tooj ntawm tes, xav tias yuav tseem tuav txoj haujlwm ua lag luam saum toj kawg nkaus hauv lub sijhawm ntev. Txawm li cas los xij, txij li xyoo 2020, cov chaw tsim khoom dav hlau thiab vaj huam sib luag hauv Suav teb tau koom tes ua haujlwm, ua rau cov feem ntawm kev ua lag luam ntawm cov chaw tsim khoom tsim Taiwanese hauv OLED DDIC nce sai. Yog li ntawd, feem ntawm kev ua lag luam ntawm Samsung LSI tau txuas ntxiv poob qis. Nws xav tias qhov sib txawv no yuav qaug zog hauv 24H2 thaum qhov kev thov rau cov xov tooj ntawm tes OLED ruaj khov rov qab los.
Novatek tau tsim kev sib raug zoo nrog feem ntau cov tuam txhab tsim vaj huam sib luag thiab cov chaw nres nkoj hauv Suav teb, thiab nws cov feem ntawm kev ua lag luam tau txuas ntxiv nce ntxiv hauv yim lub hlis dhau los. Tom qab nkag mus rau hauv cov khoom siv ntawm Apple iPhone series, Novatek cov feem ntawm kev ua lag luam yuav loj hlob ntxiv. Nws xav tias cov xaj iPhone series yuav pab txog li 9% ntawm Novatek cov khoom xa tuaj OLED DDIC hauv xyoo 2024, thiab qhov feem no yuav nce ntxiv los ntawm xyoo 2025. Piv txwv li, hauv kev ua lag luam hauv Suav teb, Novatek ntsib kev caum cuag los ntawm cov tuam txhab tsim khoom xws li Raydium thiab Ilitek. Nws cov feem ntawm kev ua lag luam hauv cov chaw nres nkoj hauv Suav teb yuav poob me ntsis hauv xyoo 2024.
Cov chaw tsim khoom tsim hauv Suav teb xws li Visionox, Chipone, thiab ESWIN tau muaj cov khoom lag luam hauv kev tsim khoom loj ntawm lub davhlau ya nyob twg thiab niaj hnub siv zog rau ntau lub sijhawm txheeb xyuas. Vim muaj cov yam xws li geopolitics, cov davhlau ya nyob twg muaj qee qhov kev xav tau rau kev ruaj khov ntawm cov khoom xa tuaj ntawm DDIC (xws li kev muab khoom wafer). Kev sib raug zoo ntawm cov chaw tsim khoom tsim hauv Suav teb thiab cov chaw tsim khoom wafer hauv zos muaj qee qhov zoo. Lub caij no, cov chaw tsim khoom Kauslim xws li LX Semicon thiab Magnachip kuj tau pib koom tes nrog cov chaw tsim khoom wafer hauv Suav teb xws li SMIC thiab Shanghai Huali los siv zog rau kev sib koom ua lag luam ntawm cov chaw nres nkoj hauv Suav teb. Nws xav tias hauv 2-3 xyoos tom ntej no, qhov kev sib tw ntawm OLED DDIC kev ua lag luam yuav txuas ntxiv mus rau ntau yam, thiab rau cov chaw tsim khoom tsim, qhov no kuj txhais tau tias kev sib tw nqi yuav txuas ntxiv mus.