Raws li kev tshawb fawb los ntawm CIMB, ua tsaug rau kev nthuav dav ntawm AMOLED qauv los ntawm Apple, Samsung thiab lwm lub npe Suav, qhov nkag mus ntawm lub xov tooj ntawm tes AMOLED kev lag luam yuav yog 42 feem pua hauv 2021, thiab xav tias yuav nce mus rau 46 feem pua hauv 2022 raws li vaj huam sib luag. cov tuam txhab txuas ntxiv nqis peev hauv kev nthuav dav ntawm AMOLED cov kab ntau lawm.
"The continued tight supply of AMOLED DDI and the willingness of mobile phone brands to expand the adoption of AMOLED panels remain key factors affecting the penetration rate of the AMOLED market next year," CIMB further said.
AMOLED DDI process requires dedicated processes of 40nm and 28nm medium-voltage 8V. However, the capacity supply of dedicated processes in 2021 is limited. In addition, Samsung's Austin Plant in Texas was shut down due to snowstorms in early 2021, resulting in serious shortage of AMOLED DDI. The new capacity in 2022 includes UMC 28nm and SMIC 40nm, but the expanded capacity still cannot effectively meet the brand's demand for AMOLED DDI, and Samsung's fabs will continue to reduce the production scale of OLED DDIC in the future. It is expected that AMOLED DDI will still be out of stock in 2022.
According to TrendForce, umC's major production expansion plans for 28nm AMOLED DDI will be completed by the end of 2023, so we expect supply constraints to ease in 2023. In addition, other foundries have plans to develop dedicated AMOLED DDI processes, but due to the late development, they will not be able to help with the shortage of AMOLED DDI in 2022. Faced with the capacity limitation of AMOLED DDI dedicated process, in addition to the traditional first-line drive IC manufacturers actively reserve most of the capacity, other drive IC manufacturers also compete for limited capacity, in order to enter the AMOLED panel factory supply chain.
Raws li AMOLED vaj huam sib luag thev naus laus zis loj hlob tuaj thiab cov khoom lag luam tawm los txuas ntxiv txhim kho, TrendForce kwv yees tias kev nkag mus rau kev lag luam yuav nce los ntawm 42 feem pua hauv 2021 mus rau 46 feem pua hauv 2022, nyem LTPS panels nyob rau nruab nrab - kev ua lag luam thiab tsav vaj huam sib luag cov tuam txhab ua haujlwm hloov LTPS peev mus rau nruab nrab - daim ntawv thov loj. Txawm li cas los xij, xyoo 2022, cov xov tooj ntawm tes siv AMOLED DDI tseem ntsib qhov pheej hmoo ntawm Tshuag tsis txaus. Tsis tas li ntawd, tus nqi ntawm AMOLED vaj huam sib luag tseem siab, thiab tus nqi ntawm lwm cov khoom siv semiconductor tseem nce ntxiv. Txhawm rau kom tswj tau lawv cov txiaj ntsig thiab ua tiav lub hom phiaj xa khoom txhua xyoo, TrendForce cia siab tias yuav muaj qee cov khoom lag luam AMOLED hloov mus rau LCD vaj huam sib luag txhawm rau ua kom nrawm rau nruab nrab - thiab qis -xa mus rau handset , muab LTPS vaj huam sib luag manufacturers me ntsis ntawm chav ua pa nyob rau hauv nruab nrab -ntau lub lag luam handset.
