Raws li kev sab laj kev tshawb fawb tuam txhab DRAMeXchange, ua tsaug rau Apple, Samsung thiab lwm lub npe Suav, kev xa khoom ntawm AMOLED qauv tau nthuav dav. Daim ntawv tshaj tawm qhia tias cov xov tooj smartphones nrog AMOLED panels yuav nkag mus rau hauv kev ua lag luam 2021% hauv 42. Txawm li cas los xij, panel manufacturers txuas ntxiv mus nqis peev hauv kev nthuav dav ntawm AMOLED cov kab ntau lawm, qhov nkag mus tau xav tias yuav nce mus rau 46% hauv 2022. TrendForce Consulting tseem hais tias cov khoom siv tsawg AMOLED DDI thiab kev txaus siab ntawm cov xov tooj ntawm tes los nthuav kev siv AMOLED panels yog qhov tseem ceeb rau AMOLED kev lag luam nkag mus rau xyoo tom ntej.
Cov txheej txheem AMOLED DDI yuav tsum muaj kev mob siab rau 8V nruab nrab voltage txheej txheem nrog 40nm thiab 28nm wavelength. Txawm li cas los xij, kev muab khoom siv rau kev tsim khoom muaj peev xwm hauv 2021 yog txwv. Tsis tas li ntawd, Samsung lub Austin, Texas lub Hoobkas raug kaw vim muaj cua daj cua dub thaum ntxov 2021, ua rau muaj qhov tsis txaus ntawm AMOLED DDI. Muaj ntau dua ntawm UMC (UMC) 28 nm thiab SMIC (SMIC) 40 nm. Txawm li cas los xij, muaj peev xwm ntau lawm tseem tsis txaus kom tau raws li qhov kev thov rau AMOLED DDI. Samsung tseem yuav txo qis OLED DDIC ntau lawm yav tom ntej. Cia siab tias AMOLED DDI tseem yuav tsis muaj nyob rau hauv 2022.
TrendForce Consulting thov tias UMC lub ntsiab 28nm AMOLED DDI nthuav dav txoj kev npaj yuav ua tiav thaum kawg ntawm 2023. Yog li, qhov tsis txaus ntawm AMOLED DDI zoo li yuav txo qis hauv 2023. Tsis tas li ntawd, lwm cov foundries tau npaj los tsim cov txheej txheem tshwj xeeb AMOLED DDI. Txawm li cas los xij, vim lub sijhawm txhim kho lig, lawv tsis tuaj yeem pab nrog qhov tsis muaj AMOLED DDI hauv 2022.
Kev sib tw hnyav rau AMOLED DDI ntau lawm
Vim tias muaj peev xwm tsim tau tsawg ntawm AMOLED DDI, cov tsoos thawj-kab tsav tsheb nti cov tuam txhab tau koom nrog feem ntau ntawm cov peev txheej ntau lawm. Tsis tas li ntawd, lwm tus tsav tsheb IC tuam txhab kuj tseem vying rau cov peev txheej tsim tau tsawg.
Muab qhov maj mam txhim kho ntawm AMOLED vaj huam sib luag thev naus laus zis thiab kev txhim kho txuas ntxiv hauv cov khoom lag luam tawm los, TrendForce kwv yees kev nkag mus rau kev lag luam yuav nce los ntawm 42% hauv 2021 txog 46% hauv 2022. Yog li nws yuav txiav kev ua lag luam sib koom ntawm LTPS panels hauv kev lag luam nruab nrab. Nws tseem yuav thawb cov tuam txhab lag luam kom hloov LTPS kev tsim khoom muaj peev xwm mus rau nruab nrab daim ntawv thov.
Txawm li cas los xij, xyoo 2022, cov xov tooj ntawm tes hloov mus rau AMOLED DDI tseem yuav ntsib qhov kev pheej hmoo ntawm kev tsis txaus. Tsis tas li ntawd, tus nqi ntawm AMOLED panels tseem siab, thaum cov nqi ntawm lwm cov khoom siv semiconductor txuas ntxiv mus. TrendForce cia siab tias tsawg tsawg ntawm AMOLED cov khoom tuaj yeem hloov mus rau LCD panels. Cov LCD vaj huam sib luag no yuav muaj feem cuam tshuam rau tus nqi qis ntawm lub xov tooj ntawm tes. LTPS panels pab tau nyob rau hauv mid-range mobile xov tooj lag luam.
