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Goobta OLED DDIC, saamiga shirkadaha naqshadaynta dhul-weynaha waxay kor u kacday 13.8% Q2

Goobta OLED DDIC, ilaa rubuci labaad, saamiga shirkadaha naqshadaynta dhul weynaha waxay kor u kacday 13.8%, ilaa boqolkiiba 6 dhibcood sannad kasta.
Marka loo eego xogta Sigmaintell, marka la eego waferka bilaabma, laga bilaabo 23Q2 ilaa 24Q2, saamiga suuqa ee soosaarayaasha Kuuriyaanka ee suuqa caalamiga ah ee OLED DDIC ayaa hoos u dhacay boqolkiiba 15.9 dhibcood sanadkiiba, laga bilaabo 68.9% ilaa 53.0%; saamiga shirkadaha Taiwanese ayaa kor u kacay boqolkiiba 11.0 sannadkiiba, laga bilaabo 19.7% ilaa 30.8%; Saamiga wax-soo-saareyaasha Shiinaha ee dhul-weynaha ayaa kor u kacay boqolkiiba 6.3 sannad kasta, min 7.5% ilaa 13.8%. Isbeddellada saamiga ee kor ku xusan ayaa si gaar ah uga muuqda suuqa teerminalka taleefanka gacanta ee dhul weynaha Shiinaha.

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Samsung LSI, iyada oo ay ugu wacan tahay in ay sii haysato booskeeda saadka ee OLED DDIC ee Samsung iyo Apple telefoonada gacanta, ayaa la filayaa in ay wali hayso booska saamiga suuqa ugu sarreeya mustaqbalka fog. Si kastaba ha noqotee, ilaa 2020, Terminalka Shiinaha ee dhul-weynaha iyo soosaarayaasha guddiyadu waxay si firfircoon u wada shaqaynayeen, taasoo awood u siisay saamiga suuqa ee soosaarayaasha naqshadaynta Taiwan ee OLED DDIC inay si degdeg ah u korodho. Natiijo ahaan, saamiga suuqa ee Samsung LSI ayaa hoos u dhacay. Waxaa la filayaa in isbeddelkani uu ku daciifi doono 24H2 maaddaama baahida taleefannada gacanta ee OLED ee adag ay dib u soo laabanayaan.
Novatek waxay aasaastay xidhiidho sahayda OLED DDIC oo ay la leedahay inta badan guddiyada Shiinaha ee dhul weynaha iyo kuwa wax soo saara, saamigeeda suuquna way sii korodhay siddeedii rubuc ee la soo dhaafay. Kadib gelitaanka silsiladda saadka ee taxanaha Apple iPhone, saamiga suuqa ee Novatek ayaa sii kori doona. Waxaa la filayaa in amarrada taxanaha iPhone ka qayb qaadan doona ku dhawaad ​​9% ee Novatek ee OLED DDIC shixnadaha in 2024, iyo saamiga this la filayo in ay kordho dheeraad ah ka 2025. Marka la eego, ee dhul weynaha Shiinaha suuqa, Novatek wajaheysa dabagal joogto ah ka soo saarayaasha sida Raydium iyo Ilitek. Saamigeeda suuqa ee marinnada dhul weynaha Shiinaha ayaa la filayaa inuu wax yar hoos u dhaco 2024.
Soosaarayaasha nashqadeynta Shiinaha ee Mainland sida Visionox, Chipone, iyo ESWIN dhamaantood waxay lahaayeen badeecado wax soo saar ballaaran ah terminalka waxayna si joogto ah oo firfircoon ugu dadaalayaan fursado badan oo xaqiijin ah. Sababo la xiriira arrimo ay ka mid yihiin geopolitics, terminalku waxay leeyihiin baahiyo gaar ah oo loogu talagalay xasilloonida silsiladda saadka sare ee DDIC (sida sahayda waferka). Xidhiidhka wada shaqayneed ee ka dhexeeya soosaarayaasha naqshadaynta Shiinaha ee dhul-weynaha iyo aasaaska wafer-ka maxalliga ah ayaa leh faa'iidooyin gaar ah. Dhanka kale, soosaarayaasha Kuuriya sida LX Semicon iyo Magnachip waxay sidoo kale bilaabeen inay la shaqeeyaan aasaaska waferrada Shiinaha sida SMIC iyo Shanghai Huali si ay ugu dadaalaan saamiga suuqa ee marinnada Shiinaha ee dhul-weynaha. Waxaa la filayaa in 2-3 sano ee soo socota, muuqaalka tartanka ee suuqa OLED DDIC uu sii wadi doono kala duwanaanshaha, iyo soosaarayaasha naqshadeynta, tani waxay sidoo kale ka dhigan tahay in tartanka qiimaha uu sii jiri doono.


Waqtiga boostada: Agoosto-06-2024