市场调查报告书
商品编码
1526407
面板驱动IC供需分析(2024年)2024 Analysis of Supply and Demand for Panel Driver ICs |
到2024年,大尺寸面板驱动IC的需求将逐渐增加,整体供应充足。然而,终端用户需求的不确定性导致供应链库存管理保守,增加对短期、紧急订单的依赖,威胁供应链的长期健康。
2023年,行动TDDI晶片受惠于维修和二手市场的蓬勃发展,全年出货量大幅超出最初预期。中国晶圆代工厂推出低成本生产设备将有助于在2023-2024年维持行动TDDI的强劲需求。然而,这一领域的竞争非常激烈,价格竞争也很激烈。
对于AMOLED驱动IC,随着AMOLED智慧型手机面板渗透率的提高,新生产设备的引进提振需求。目前,市场并未面临短期供应短缺的情况。随着越来越多的供应商进入AMOLED DDI市场,价格不断下降。维持 AMOLED DDI 生产的获利能力仍然是 IC 製造商面临的主要挑战,尤其是在晶圆价格稳定的情况下。
Demand for large panel driver ICs is set to rise sequentially throughout 2024, with ample overall supply. However, uncertainty in end-user demand has led to conservative stocking practices in the supply chain, fostering a reliance on short-term, rush orders-a practice that threatens long-term supply chain health.
In 2023, mobile TDDI chips benefited significantly from active repair and second-hand markets, resulting in annual shipments far exceeding intial forecasts. The release of lower-cost capacities by Chinese wafer foundries has helped sustain robust demand for mobile TDDIs through 2023 to 2024. Nonetheless, intense comptition in this segment has escalated price wars.
For AMOLED driver ICs, the introduction of new production capacities has boosted demand as AMOLED smartphone panel penetration increases. Currently, the market faces no-short-term supply shortages. As more suppliers enter the AMOLED DDI market, prices continue to decline. Maintaining profitability in AMOLED DDI production remains a critical challenge for IC manufacturers, especially with stable wafer prices.