相关研究

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. 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 shipped around 7.4 billion, YoY increasing around 6.9%. Due to home consumption blooming, like home working, home education etc., set makers had a stronger requests for display makers to ship them.

Meanwhile, because of USA ban Huawei, other set makers changed their procurement strategy in a short time. Then in general market, components supply and demand changed faster than previous period. Including DDIC /PMIC etc., many components had a shortage supply suddenly.

From 20Q3, there were two reasons to stimulate the shortage of DDIC, one was Huawei stockpiling, another was home consumption outbreak. From 20Q4, due to overbooking, the shortage status was fierce much more and supply & demand was hard to match.From 21Q1, due to UMC outage , Japan earthquake and USA Texas storms, they have been impacted the supply side.

To help the industry understand the development trend of driver IC, and gain insight into opportunities and risks, Sigmaintell specially launched the anchor research report. 

This report is focusing on DDIC industry research, including TDDI. About this report, maybe you are interested in:

How big is …
How big is the DDIC industry market (volume and revenue) during 2020-2025F?

Who will …
Who will be possible to get more market share in set market of 2021?
Who will be possible to get more progress in DDIC market of 2021?

What is …      
What is set makers demand changing from 2020 to 2021?
What is foundry makers DDIC cap. changing from 2020 to 2021?
What is design house production / clients strategy changing from 2020 to 2021?
What is value chain matrix changing during set makers, foundry makers and design house from 2020 to 2021?
What is DDIC technology changing from 2020 to 2021?
What is DDIC price changing from 2020 to 2021?
… …

Sigmaintell Methodology:
Sigmaintell produces reports base on our methodology of “SKP”(Souring/Knowledge/Value Point). 

We always survey data or information from many kinds of channels, including:

Materials & Equipment makers.
Components makers.
Set makers.
Channels & dealers.
Association or other supply chain makers.

Disclaimer:

This report provides detailed information on the latest DDIC Market information. Data regarding their respective shipments to other major markets are  also made.  This report is based on Sigmaintell survey and logical estimation with market situation carefully factored in. Hence the data may consist of reasonable discrepancy with the market fact. The accuracy of the Products is frequently reviewed and changes are periodically added without notice. Sigmaintell is not liable for any direct, incidental or consequential damages or any damages whatsoever resulting in lost profits, business interruption arising out of the use or omission of information provided by Sigmaintell. Any information reference or adoption should be judged with user's discretion.