Emkhakheni we-OLED DDIC, kusukela kwikota yesibili, isabelo sezinkampani zokuklama zase-mainland sikhuphuke saya ku-13.8%, sikhuphuke ngamaphesenti ayi-6 unyaka nonyaka.
Ngokusho kwedatha evela kuSigmaintell, maqondana nokuqala kwe-wafer, kusukela ku-23Q2 kuya ku-24Q2, isabelo semakethe sabakhiqizi baseKorea emakethe yomhlaba wonke ye-OLED DDIC sehle ngamaphesenti angu-15.9 unyaka nonyaka, kusukela ku-68.9% kuya ku-53.0%; isabelo sabakhiqizi baseTaiwan sikhuphuke ngamaphesenti angu-11.0 unyaka nonyaka, kusukela ku-19.7% kuya ku-30.8%; isabelo sabakhiqizi baseShayina basemaphandleni sikhuphuke ngamaphesenti angu-6.3 unyaka nonyaka, kusukela ku-7.5% kuya ku-13.8%. Izinguquko zesabelo ezishiwo ngenhla zibonakala kakhulu emakethe yezingcingo zeselula yaseShayina yasemaphandleni.

I-Samsung LSI, ngenxa yokugcina isikhundla sayo sokulethwa kwe-OLED DDIC kumaselula e-Samsung kanye ne-Apple, kulindeleke ukuthi isabambe isikhundla esiphezulu sesabelo semakethe esikhathini eside. Kodwa-ke, kusukela ngo-2020, abakhiqizi be-terminal kanye namaphaneli aseShayina basebenzisana ngenkuthalo, okwenza isabelo semakethe sabakhiqizi bomklamo baseTaiwan ku-OLED DDIC sande ngokushesha. Ngenxa yalokho, isilinganiso sesabelo semakethe se-Samsung LSI siqhubeke nokwehla. Kulindeleke ukuthi lo mkhuba uzoncipha ngo-24H2 njengoba isidingo samafoni eselula e-OLED aqinile sibuya futhi.
I-Novatek isungule ubudlelwano bokuphakelwa kwe-OLED DDIC nabakhiqizi abaningi bamaphaneli nama-terminal baseShayina, futhi isabelo sayo semakethe siqhubekile nokukhula kumakota ayisishiyagalombili edlule. Ngemuva kokungena ochungechungeni lokuphakelwa kochungechunge lwe-Apple iPhone, isabelo semakethe se-Novatek sizokhula ngokuqhubekayo. Kulindeleke ukuthi ama-oda ochungechunge lwe-iPhone azonikela cishe ngo-9% wokuthunyelwa kwe-OLED DDIC kwe-Novatek ngo-2024, futhi lesi silinganiso kulindeleke ukuthi sikhule kakhulu kusukela ngo-2025. Ngokulinganayo, emakethe yaseShayina, i-Novatek ibhekene nokuxoshwa okuqhubekayo ngabakhiqizi abanjengoRaydium kanye ne-Ilitek. Isabelo sayo semakethe kuma-terminal aseShayina aseningizimu kulindeleke ukuthi sehle kancane ngo-2024.
Abakhiqizi bomklamo baseShayina baseMainland njengeVisionox, Chipone, kanye ne-ESWIN bonke bebenemikhiqizo ekhiqizwa ngobuningi kulesi siteshi futhi baqhubeka nokulwela amathuba okuqinisekiswa okwengeziwe. Ngenxa yezici ezifana ne-geopolitics, ama-terminal anezidingo ezithile zokuzinza kochungechunge lokuhlinzekwa kwe-DDIC oluphezulu (njengokunikezwa kwe-wafer). Ubudlelwano bokubambisana phakathi kwabakhiqizi bomklamo baseShayina base-mainland kanye nezindawo zokwenziwa kwe-wafer zasendaweni bunezinzuzo ezithile. Okwamanje, abakhiqizi baseKorea njenge-LX Semicon kanye ne-Magnachip nabo baqale ukubambisana nezindawo zokwenziwa kwe-wafer zaseShayina zase-mainland njenge-SMIC kanye ne-Shanghai Huali ukuze balwele isabelo semakethe sama-terminal aseShayina ase-mainland. Kulindeleke ukuthi eminyakeni engu-2-3 ezayo, indawo yokuncintisana yemakethe ye-OLED DDIC izoqhubeka nokuhlukahluka, futhi kubakhiqizi bomklamo, lokhu kusho nokuthi ukuncintisana kwamanani kuzoqhubeka.