Dapre rechèch CIMB, gras a ekspansyon modèl AMOLED pa Apple, Samsung ak lòt mak Chinwa, pousantaj pénétration nan mache panèl mobil AMOLED a pral 42 pousan nan 2021, epi li espere monte a 46 pousan nan 2022 kòm panèl. manifaktirè yo kontinye envesti nan ekspansyon liy pwodiksyon AMOLED.
"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.
Pandan teknoloji panèl AMOLED ap grandi ak pwodiksyon pwodwi yo ap kontinye amelyore, TrendForce estime pénétration mache a ap ogmante soti nan 42 pousan nan 2021 a 46 pousan nan 2022, peze panno LTPS nan mitan-mache a ak kondwi manifaktirè panèl yo chanje kapasite LTPS. nan aplikasyon pou gwosè mwayen-. Sepandan, nan 2022, mak telefòn mobil ki sèvi ak AMOLED DDI toujou fè fas a risk pou mank stock. Anplis de sa, pri a nan panèl AMOLED rete wo, ak pri a nan lòt eleman semi-conducteurs kontinye ap monte. Yo nan lòd yo kenbe rentabilité yo ak sprint sib chajman anyèl la, TrendForce espere yon ti kantite pwodwi AMOLED yo dwe konvèti nan panno LCD yo nan lòd yo fè yon priz pou anbakman appareil mitan - ak ba-fen. , bay manifaktirè panèl LTPS yo yon ti kras espas pou respire nan mache appareil mitan-gamme.
