With the continuous development of emerging technologies such as AI, 5G, and semiconductors, human society has developed from the computer era to the mobile Internet era. "Display" has become popular and the most important thing for people as one of the interactive methods. The display industry at home and abroad has obtained unprecedented development opportunities, driving the continued prosperity of upstream display driver IC and other industries
• According to Sigmaintell data, global driver IC shipment will be around 8.3 billion, YOY decreasing around 3.5%. If the Russia-Ukraine conflict and global inflation end, the sales in Y23 will grow, yet the growth rate will be limited.
• With the early consumption of display terminal devices due to the epidemic, and the slowdown in the global economic recovery, it shows that the growth momentum of display demand is insufficient. In addition, global wafer capacity expansion is aggressively, and the overall supply and demand will be balanced in 2022. However, in 2021, the DDIC industry experienced various black swan events, and in early 2022, the outbreak of the Russian-Ukrainian conflict may have an impact on the semiconductor supply chain. Stable supply has become the primary consideration in the industry. As a result, even though overall demand has fallen DDIC inventory levels have continued to rise.
• In 2022, due to weak demand of consumer electronics market, the supply and demand of DDIC will be loosen: the S&D ratio of Total DDIC will ease (from -6.0% of 2021 to 12.2% of 2022), while the S&D of OLED DDIC is also easing in 2022 (11.6% of 2022).
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The content below is extracted from Sigmaintell "Global Display Driver IC Industry Trend Research Report (2022-2027)".
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