丛琦



丛琦,显示产业链高级研究经理,曾任职于国内Top面板厂,目前就职于国内知名咨询公司-奥维睿沃(AVC REVO),主要负责显示半导体研究工作。


Cong Qi, a senior research managrt of TV supply chain, once worked in a top panel manufacturing company in China, now working for AVC REVO, a domestic consulting company, mainly engaged in theresearch of global TV panel and supply chain research



----------------------------------------------------------------------------------------


2022年全球显示驱动IC市场趋势及展望


半导体行业一直存在周期性波动,在过去的2021年,显示驱动IC市场历经起伏。上半年终端需求旺盛加之上游晶圆产能挤兑,显示驱动IC供应持续紧张;而在下半年,终端需求回落,显示驱动IC需求开始随之下行,供需关系反转。然而,随着终端产品、技术加速升级,IT4K/8KOELD面板的发展成为行业新的增长点;此外,国内晶圆厂产能持续释放,一方面带动国产供应链进程加快,另一方面,供应压力将向产业上游转移。面对着供需两端的双向推动,2022年显示驱动IC市场将迎来新的机遇和挑战。


2022 Global DDIC Market trend and Outlook


The semiconductor industry has been cyclical fluctuations, in the past 2021, the DDIC market after ups and downs. In the first half of 2021 ,the end demand and upstream wafer capacity run, DDIC supply continues to be tight; And in the second half of the 2021, the terminal demand fell, the DDIC demand began to decline, supply and demand inversion. However, with the accelerated upgrade of terminal products and technologies, the development of IT, 4K/8K and OELD panels has become a new growth point of the industry. In addition, domestic fab capacity continues to release, on the one hand, it accelerate the process of domestic supply chain, on the other hand, supply pressure will shift to the upstream of the industry. Facing the two-way promotion of supply and demand, in 2022, the DDIC market will usher in new opportunities and challenges.



上一篇蒋贝贝
下一篇林麟