顯示驅動器 IC：供應鏈演變（預購）

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個工作天內

價格

簡介目錄圖表

由於在 COVID-19 的背景下遠程工作機會增加，2021 年對筆記本電腦的需求將增加，市場出貨量將比上一年增加 20% 以上。這也拉動了對DDIC（顯示驅動IC）的需求，導致DDIC嚴重短缺。 2022年上半年以來，消費電子市場受到中國持續疫情封鎖、俄烏戰爭、通脹上升等不利因素的衝擊。受此影響，全球家電需求減少，面板價格暴跌。在 DDIC 的供應商調整庫存的同時，代工廠也面臨著越來越大的客戶訂單下行壓力。

本報告概述了顯示驅動器 IC 的前景、行業利益相關者，並檢查了 DDIC 供應鏈進一步發展的代工能力。

內容

第一章 DDIC 市場開發

面板出貨量增加將推動 2021 年對 DDIC 的需求
- 由於遠程工作/遠程學習導致PC市場需求旺盛導致DDIC短缺
- DDIC公司受益於中國面板產能的釋放
全球經濟面臨消費市場需求放緩
- 隨著 PC/NB 市場需求下降，對 DDIC 的需求也在下降
- 由於智能手機需求低迷，TDDI 價格仍然令人擔憂

第二章 DDIC 主要供應商發展情況

全球六家 DDIC 供應商榮登台灣前 10 名 IC 設計師排行榜
全球 DDIC 供應商維持毛利率並非易事

第三章 DDIC 主要代工廠產能規劃

用於 DDIC 應用的 8" 和 12" 晶圓廠工藝節點
聯電、台積電、VIS是台灣主要的DDIC供應商，佔全球產能的50%
在 LCD 業務關閉後，三星與台灣代工廠合作
SK 海力士收購韓國和中國市場領先的代工廠
Nexchip Semiconductor 12英寸晶圓佔全球產能的40%以上
中芯國際繼續擴大40nm IC產能

第 4 章 DDIC 的長期需求

OLED 在不斷增長的智能手機市場中的份額
利用多顯示器車載信息娛樂系統加強 TDDI 出貨量

第五章MIC視角

附錄

公司名單

簡介目錄圖表

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

簡介目錄圖表

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