N'ime ubi OLED DDIC, dịka nkeji nke abụọ, òkè nke ụlọ ọrụ imewe nke ala bilitere ruo 13.8%, jiri pasentị 6 gbagoro n'afọ.
Dị ka data si Sigmaintell si kwuo, n'ihe gbasara wafer na-amalite, site na 23Q2 ruo 24Q2, òkè ahịa nke ndị na-emepụta Korea na ahịa OLED DDIC zuru ụwa ọnụ na-ebelata site na pasent 15.9 kwa afọ, site na 68.9% ruo 53.0%; òkè nke ndị na-emepụta Taiwanese bilitere site na pasent 11.0 kwa afọ, site na 19.7% ruo 30.8%; òkè nke ndị na-emepụta China na-ebuli elu site na pasent 6.3 kwa afọ, site na 7.5% ruo 13.8%. Mgbanwe òkè ndị a kpọtụrụ aha n'elu pụtara ìhè karịsịa n'ahịa ahịa ekwentị mkpanaaka nke China.
Samsung LSI, n'ihi na-edobe ọnọdụ ọkọnọ nke OLED DDIC na Samsung na ekwentị mkpanaaka Apple, a na-atụ anya ka ọ ga-ejide ọnọdụ oke ahịa ahịa n'ime ogologo oge. Agbanyeghị, kemgbe 2020, ọdụ ụgbọ ala China na ndị na-emepụta panel arụkọ ọrụ ọnụ, na-eme ka òkè ahịa nke ndị nrụpụta Taiwanese na OLED DDIC na-abawanye ngwa ngwa. N'ihi ya, oke ahịa nke Samsung LSI ka na-agbada. A na-atụ anya na omume a ga-ada mbà na 24H2 ka ọchịchọ maka ekwentị mkpanaaka OLED siri ike na-alaghachi.
Novatek eguzobela mmekọrịta ọkọnọ OLED DDIC na ọtụtụ panel China na ndị na-emepụta ọnụ ahịa, na òkè ahịa ya ka na-abawanye na nkeji asatọ gara aga. Mgbe ịbanye n'agbụ ọkọnọ nke usoro Apple iPhone, òkè ahịa Novatek ga-eto n'ihu. Ọ na-atụ anya na iPhone usoro iwu ga-atụnye mkpokọta 9% nke Novatek si OLED DDIC mbupu na 2024, na nke a nkezi na-atụ anya na-amụba n'ihu site 2025. N'ihe dị ka, na Chile China ahịa, Novatek ihu na-aga n'ihu na-achụ si emepụta dị ka Raydium na Ilitek. A na-atụ anya na oke ahịa ya na ọdụ ụgbọ elu China ga-agbada ntakịrị na 2024.
Ndị na-emepụta ihe ndị China na-emepụta ihe dịka Visionox, Chipone, na ESWIN niile enweela ngwaahịa na mmepụta ihe na ọnụ ọnụ ma na-agbasi mbọ ike maka ohere nkwenye ọzọ. N'ihi ihe ndị dị ka geopolitics, ọnụ ahịa nwere ụfọdụ ihe achọrọ maka nkwụsi ike nke usoro ọkọnọ dị elu nke DDIC (dị ka ọkọnọ wafer). Mmekọrịta nkwado dị n'etiti ndị na-emepụta ihe na China na ebe a na-emepụta wafer nwere ụfọdụ uru. Ka ọ dị ugbu a, ndị na-emepụta Korea dị ka LX Semicon na Magnachip amalitela ịrụkọ ọrụ na ebe a na-ahụ maka wafer China dị ka SMIC na Shanghai Huali iji gbalịsie ike maka òkè ahịa nke ọdụ ụgbọ mmiri China. A na-atụ anya na n'ime afọ 2-3 na-esote, mpaghara asọmpi nke ahịa OLED DDIC ga-aga n'ihu na-agbanwe agbanwe, na maka ndị na-emepụta ihe, nke a pụtakwara na asọmpi ọnụahịa ga-adịgide.
Oge nzipu: Ọgọst-06-2024