M'munda wa OLED DDIC, kuyambira kotala yachiwiri, gawo lamakampani opanga ma mainland adakwera mpaka 13.8%, kukwera ndi 6 peresenti pachaka.
Malingana ndi deta yochokera ku Sigmaintell, pokhudzana ndi zophika zimayambira, kuchokera ku 23Q2 kufika ku 24Q2, gawo la msika la opanga ku Korea pamsika wa OLED DDIC padziko lonse latsika ndi 15.9 peresenti pachaka, kuchokera ku 68.9% mpaka 53.0%; gawo la opanga ku Taiwan linakwera ndi 11.0 peresenti pachaka, kuchokera ku 19.7% mpaka 30,8%; Gawo la opanga ku China lakwera ndi 6.3 peresenti pachaka, kuchokera pa 7.5% mpaka 13.8%. Zosintha zomwe tatchulazi zikuwonekera makamaka pamsika waku China waku China.

Samsung LSI, chifukwa chosunga malo ake operekera OLED DDIC mu Samsung ndi Apple mafoni am'manja, ikuyembekezeka kukhalabe ndi gawo lalikulu pamsika pakanthawi yayitali. Komabe, kuyambira 2020, opanga ma terminal aku China aku China komanso opanga magulu agwirizana, zomwe zapangitsa kuti gawo la msika la opanga mapangidwe aku Taiwan ku OLED DDIC lichuluke mwachangu. Zotsatira zake, gawo la msika la Samsung LSI likupitilira kuchepa. Zikuyembekezeka kuti izi zitha kufooka mu 24H2 pomwe kufunikira kwa mafoni olimba a OLED kukukulirakulira.
Novatek yakhazikitsa maubwenzi operekera OLED DDIC ndi magulu ambiri aku China aku China komanso opanga ma terminal, ndipo gawo lake lamsika likupitilira kukula m'magawo asanu ndi atatu apitawa. Pambuyo polowa mndandanda wazinthu za Apple iPhone, gawo la msika la Novatek lidzakula kwambiri. Zikuyembekezeka kuti maulamuliro a mndandanda wa iPhone athandizira pafupifupi 9% ya zotumiza za OLED DDIC za Novatek mu 2024, ndipo gawoli likuyembekezeka kukwera kwambiri kuchokera ku 2025. Mosiyana, pamsika waku China waku China, Novatek akukumana ndi kufunafuna kosalekeza kuchokera kwa opanga monga Raydium ndi Ilitek. Gawo lake lamsika m'magawo aku China akuyembekezeka kutsika pang'ono mu 2024.
Opanga mapangidwe aku China monga Visionox, Chipone, ndi ESWIN onse ali ndi zinthu zomwe zimapangidwa mochuluka pamalo ofikira ndipo akulimbikira mosalekeza kuti apeze mwayi wotsimikizira. Chifukwa cha zinthu monga geopolitics, ma terminals ali ndi zofunidwa zina za kukhazikika kwa njira zogulitsira za DDIC (monga wafer supply). Ubale wa mgwirizano pakati pa opanga mapangidwe aku China aku China ndi malo opangira mawafa am'deralo uli ndi zabwino zina. Pakadali pano, opanga aku Korea monga LX Semicon ndi Magnachip ayambanso kugwirizana ndi zopangira zophika mkate zaku China monga SMIC ndi Shanghai Huali kuti ayesetse kugawana msika wamalo aku China. Zikuyembekezeka kuti m'zaka zikubwerazi za 2-3, malo opikisana a msika wa OLED DDIC adzapitirizabe kusiyanasiyana, komanso kwa opanga mapangidwe, izi zikutanthauzanso kuti mpikisano wamtengo wapatali udzapitirirabe.