Kwicandelo le-OLED DDIC, kwikota yesibini, isabelo seenkampani zoyilo lwelizwekazi sinyuke saya kwi-13.8%, sinyuka ngama-6 ekhulwini ngonyaka.
Ngokwedatha evela kwiSigmaintell, ngokwee-wafer starts, ukusuka kwi-23Q2 ukuya kwi-24Q2, isabelo semarike sabavelisi baseKorea kwimarike yehlabathi ye-OLED DDIC sehle ngama-15.9 eepesenti amanqaku unyaka nonyaka, ukusuka kwi-68.9% ukuya kwi-53.0%; isabelo sabavelisi baseTaiwan sinyuke ngama-11.0 eepesenti amanqaku unyaka nonyaka, ukusuka kwi-19.7% ukuya kwi-30.8%; isabelo sabavelisi baseTshayina sinyuke ngama-6.3 eepesenti amanqaku unyaka nonyaka, ukusuka kwi-7.5% ukuya kwi-13.8%. Utshintsho lwesabelo olukhankanyiweyo apha ngasentla lubonakala ngakumbi kwimarike yesiphelo sefowuni yaseTshayina.

I-Samsung LSI, ngenxa yokugcina indawo yayo yokubonelela nge-OLED DDIC kwiifowuni zeSamsung kunye ne-Apple, kulindeleke ukuba isabambe isikhundla esiphezulu kwisabelo semarike kwixesha elide. Nangona kunjalo, ukusukela ngo-2020, abavelisi be-terminal kunye neephaneli zaseTshayina basebenzisana ngokukhutheleyo, okuvumela isabelo semarike sabavelisi boyilo baseTaiwan kwi-OLED DDIC ukuba sande ngokukhawuleza. Ngenxa yoko, isabelo semarike se-Samsung LSI siqhubeke nokuhla. Kulindeleke ukuba le ndlela iya kuba buthathaka kwi-24H2 njengoko imfuno yeefowuni ze-OLED eziqinileyo iphinda ibuyele.
I-Novatek iseke ubudlelwane bokubonelela nge-OLED DDIC kunye nabavelisi abaninzi beepaneli zaseTshayina kunye neeterminal, kwaye isabelo sayo semarike siqhubekile nokwanda kwiikota ezisibhozo ezidlulileyo. Emva kokungena kuluhlu lokubonelela lwe-Apple iPhone series, isabelo semarike seNovatek siya kukhula ngakumbi. Kulindeleke ukuba ii-odolo ze-iPhone series ziza kuxhasa malunga ne-9% yokuthunyelwa kwe-OLED DDIC yeNovatek ngo-2024, kwaye eli nani kulindeleke ukuba linyuke ngakumbi ukusuka ngo-2025. Ngokwentelekiso, kwimarike yaseTshayina, iNovatek ijongene nokulandelwa rhoqo ngabavelisi abanjengoRaydium kunye ne-Ilitek. Isabelo sayo semarike kwiiterminal zaseTshayina kulindeleke ukuba sehle kancinci ngo-2024.
Abavelisi boyilo baseTshayina baseMainland abafana neVisionox, iChipone, kunye ne-ESWIN bonke baye banemveliso eveliswa ngobuninzi kwi-terminal kwaye baqhubeka bezama amathuba okuqinisekisa ngakumbi. Ngenxa yezizathu ezifana ne-geopolitics, ii-terminals zinemfuno ezithile zokuzinza kwekhonkco lokubonelela nge-DDIC ephezulu (njengokunikezelwa kwe-wafer). Ubudlelwane bentsebenziswano phakathi kwabavelisi boyilo baseTshayina baseMainland kunye nee-foundry zasekhaya ze-wafer buneenzuzo ezithile. Okwangoku, abavelisi baseKorea abafana ne-LX Semicon kunye ne-Magnachip nabo baqalile ukusebenzisana nee-foundry zasekhaya zaseTshayina ezifana ne-SMIC kunye ne-Shanghai Huali ukuze bazame isabelo semarike yee-terminals zaseTshayina zaseMainland. Kulindeleke ukuba kwiminyaka emi-2-3 ezayo, imeko yokhuphiswano yemarike ye-OLED DDIC iya kuqhubeka nokwahlukahluka, kwaye kubavelisi boyilo, oku kuthetha ukuba ukhuphiswano lwamaxabiso luya kuqhubeka.