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Muchikamu cheOLED DDIC, chikamu chemakambani ekugadzira mainland chakakwira kusvika pa13.8% mukota yechipiri.

Muchikamu cheOLED DDIC, kusvika muchikamu chechipiri chegore, chikamu chemakambani ekugadzira maindasitiri epasi rose chakakwira kusvika pa13.8%, zvichikwira nemapoinzi matanhatu kubva muzana gore negore.
Sekureva kwedata raSigmaintell, maererano nekutanga kwewafer, kubva pa23Q2 kusvika 24Q2, musika wevagadziri vekuKorea mumusika wepasi rose weOLED DDIC wakaderera ne15.9 muzana mapoinzi gore negore, kubva pa68.9% kusvika 53.0%; mugove wevagadziri vekuTaiwan wakakwira ne11.0 muzana gore negore, kubva pa19.7% kusvika 30.8%; mugove wevagadziri vekuChina vemainland wakakwira ne6.3 muzana gore negore, kubva pa7.5% kusvika 13.8%. Kuchinja kwemugove kwataurwa pamusoro apa kuri pachena zvakanyanya mumusika wenharembozha wekuChina wemainland.

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Samsung LSI, nekuda kwekuchengetedza nzvimbo yayo yeOLED DDIC mumafoni eSamsung neApple, inotarisirwa kuramba iri pamusoro penzvimbo yemusika kwenguva refu. Zvisinei, kubvira muna 2020, vagadziri vematerminal nepaneru vekuChina vakashanda pamwe chete, zvichiita kuti chikamu chemusika chevagadziri vemagadzirirwo ekuTaiwan muOLED DDIC chiwedzere nekukurumidza. Nekuda kweizvozvo, chikamu chemusika cheSamsung LSI chakaramba chichidzikira. Zvinotarisirwa kuti maitiro aya achadzikira mu24H2 sezvo kudiwa kwemafoni eOLED akaomarara kuchidzoka.
Novatek yakagadzira hukama hweOLED DDIC nevagadziri vazhinji vemapaneru nemidziyo yemagetsi vekuChina, uye chikamu chayo chemusika chakaramba chichiwedzera muzvikamu zvisere zvapfuura. Mushure mekupinda muchikamu chekutengesa cheApple iPhone series, chikamu chemusika cheNovatek chichakura zvakanyanya. Zvinotarisirwa kuti maodha emhando dzeiPhone series achabatsira neinenge 9% yekutumira kweOLED DDIC kweNovatek muna 2024, uye chikamu ichi chinotarisirwa kuwedzera kubva muna 2025. Zvichienderana neizvi, mumusika weChina, Novatek inotarisana nekuteverwa nevanogadzira vakaita seRaydium neIlitek. Chikamu chayo chemusika mumidziyo yeChina series chinotarisirwa kudzikira zvishoma muna 2024.
Vagadziri vemagadzirirwo eChina vakaita seVisionox, Chipone, uye ESWIN vese vane zvigadzirwa zviri kugadzirwa pachiteshi ichi uye vari kuramba vachiedza kuwana mikana yakawanda yekusimbisa. Nekuda kwezvinhu zvakaita sezvematongerwo enyika, materminal ane zvimwe zvinodiwa kuti DDIC igare yakasimba (senge wafer supply). Hukama hwekushandira pamwe pakati pevagadziri vemagadzirirwo eChina nemakambani ekugadzira mawafer emuno hune zvakanakira. Panguva iyi, vagadziri vekuKorea vakaita seLX Semicon neMagnachip vakatangawo kushanda pamwe chete nemakambani ekugadzira mawafer eChina akadai seSMIC neShanghai Huali kuti vashande pamwe chete nemakambani ekugadzira mawafer eChina. Zvinotarisirwa kuti mukati memakore maviri kusvika matatu anotevera, kukwikwidzana kwemusika weOLED DDIC kucharamba kuchichinja-chinja, uye kune vagadziri vemagadzirirwo, izvi zvinorevawo kuti kukwikwidzana kwemitengo kucharamba kuripo.


Nguva yekutumira: Nyamavhuvhu-06-2024