显示驱动器 IC：供应链演变（预购）

Display Driver IC Supply Chain Development

出版日期: 2022年09月06日 | 出版商:

MIC - Market Intelligence & Consulting Institute | 英文 18 Pages | 商品交期: 3-5个工作天内

价格

简介目录图表

由于在 COVID-19 的背景下远程工作机会增加，2021 年对笔记本电脑的需求将增加，市场出货量将比上一年增加 20% 以上。这也拉动了对DDIC（显示驱动IC）的需求，导致DDIC严重短缺。 2022年上半年以来，消费电子市场受到中国持续疫情封锁、俄乌战争、通胀上升等不利因素的衝击。受此影响，全球家电需求减少，面板价格暴跌。在 DDIC 的供应商调整库存的同时，代工厂也面临着越来越大的客户订单下行压力。

本报告概述了显示驱动器 IC 的前景、行业利益相关者，并检查了 DDIC 供应链进一步发展的代工能力。

内容

第一章 DDIC 市场开发

面板出货量增加将推动 2021 年对 DDIC 的需求
- 由于远程工作/远程学习导致PC市场需求旺盛导致DDIC短缺
- DDIC公司受益于中国面板产能的释放
全球经济面临消费市场需求放缓
- 随着 PC/NB 市场需求下降，对 DDIC 的需求也在下降
- 由于智能手机需求低迷，TDDI 价格仍然令人担忧

第二章 DDIC 主要供应商发展情况

全球六家 DDIC 供应商荣登台湾前 10 名 IC 设计师排行榜
全球 DDIC 供应商维持毛利率并非易事

第三章 DDIC 主要代工厂产能规划

用于 DDIC 应用的 8" 和 12" 晶圆厂工艺节点
联电、台积电、VIS是台湾主要的DDIC供应商，占全球产能的50%
在 LCD 业务关闭后，三星与台湾代工厂合作
SK 海力士收购韩国和中国市场领先的代工厂
Nexchip Semiconductor 12英寸晶圆占全球产能的40%以上
中芯国际继续扩大40nm IC产能

第 4 章 DDIC 的长期需求

OLED 在不断增长的智能手机市场中的份额
利用多显示器车载信息娱乐系统加强 TDDI 出货量

第五章MIC视角

附录

公司名单

简介目录图表

Product Code: SCRPT22090601

The increase in remote work opportunities amid COVID-19 bolstered the demand for notebook PCs in 2021 and the market enjoyed over 20% year-on-year shipment growth. This also boosted the demand for DDICs (Display Driver ICs) and led to an acute shortage of DDICs. The component shortage dampened the industry, both downstream and upstream. Since the first half of 2022, the consumer electronics market has been affected by several unfavorable factors such as the lockdowns in China due to the ongoing pandemic, the Russia-Ukraine War, and some in the global economy such as rising inflation. As a result, global demand for consumer electronics has reduced, leading to a plunge in panel prices. While DDIC suppliers are adjusting their inventory levels, foundries are also facing increasing pressure from customers who have begun to revise their orders downwards. This report provides an overview of the development of DDICs and stakeholders in the industry, and examines the capacity of foundries to look at the further development of the DDIC supply chain.

1.Development of the DDIC Market

1.1 Growth in Panel Shipments Drives Demand for DDICs in 2021
- 1.1.1 Strong PC Market Demand from Remote Working/Learning Leads to DDIC Shortage
- 1.1.2 DDIC Players Benefited from the Unleashed Panel Production Capacity in China
1.2 The Global Economy Facing Demand Slowdown in the Consumer Market
- 1.2.1 Demand for DDICs Reduced as the PC/NB Market Demand Decreased
- 1.2.2 TDDI Pricing Remains a Concern due to Lackluster Smartphone Demand

2.Development of Leading DDIC Suppliers

2.1 Six Global DDIC Suppliers are among Taiwan's Top-10 IC Designers Ranking
2.2 Keeping Gross Profit Margins is Not Easy for Global DDIC Suppliers

3.Capacity Planning of Leading Foundries for DDICs

3.1 8" and 12" Fab Process Nodes for DDIC Applications
3.2 UMC, TSMC, and VIS are Major Taiwanese DDIC Suppliers and Account for 50% of the Global Capacity
3.3 Samsung to Collaborate with Taiwanese Foundries Following LCD Business Shutdown
3.4 SK Hynix Acquires Key Foundry for Korean and Chinese Markets
3.5 Nexchip Semiconductor 12" Wafers Account for Over 40% of the Global Capacity
3.6 SMIC Continues to Expand 40nm IC Production Capacity

4. Long Term Demand for DDICs

4.1 OLED's Share in the Smartphone Market Continuing on the Rise
4.2 Multi-display In-Vehicle Infotainment Systems to Bolster TDDI Shipments

5.MIC Perspective

Appendix

List of Companies

List of Tables

Table 1 Taiwan's Top-10 IC Designers Ranking in 2021

List of Figures

Figure 1 Days Inventory Outstanding of Leading Taiwanese DDIC Suppliers, 1Q 2020 - 1Q 2022
Figure 2 The Top-Five Customers of Nexchip Semiconductor and Their Contribution, 2019-2021

简介目录图表

List of Topics

Development of the DDIC market, touching on favorable factors that bolstered DDIC shipments in 2021 and the impact of unfavorable factors in 2022

Development of leading DDIC suppliers and includes capacity planning of leading foundries for DDICs, including UMC, TSMC, VIS, Samsung, SK Hynix, Nexchip Semiconductor, and SMIC