Zvinoenderana neyakagadzikwa yemicro network mishumo, kugovera ketani masosi kwakaratidza kuti nguva pfupi yadarika, Huaqiang North mbozhanhare ine LCD kugadzirisa screen driver chip (TDDI) yakatanga kuwedzera mitengo, kusvika pa50%.
Kupinda muna 2023, iyo smartphone musika inoramba ine usimbe.Maererano neTiburon Consulting, inopindirana nemwaka wakaderera wekudiwa, uye kudiwa kwemusika hakusati kwanyanya kupora, kugadzirwa kwe smartphone kucharamba kuchidonha muchikamu chekutanga che2023, inofungidzirwa kuti ingangoita mamirioni mazana maviri nemakumi mashanu neshanu.Uye mushumo weIDC uchangoburwa unoratidza kuti kukanganisa kwehupfumi uye kukwira kwemitengo kwakakwira, kudzikisa fungidziro yepasi rose yekutumira smartphone gore rino, kubva pakukura kwegore rinotarisirwa kwe2.8%, kuratidza kudzikira, kuderera kwegore negore kwe1.1% 1.19 bhiriyoni zvikamu.
Nekuda kwekusasimba kwemusika kudiwa, mutyairi chip vanogadzira kubva gore rapfuura ichaenderera mberi muchikamu chekutanga chegore rino.Zvinonzwisiswa kuti paiva nehuwandu hwehuwandu hwevagadziri vemotokari chip gore rakapera, Aptar yakaziva kuderera kwekutsvaga uye kurasikirwa kusina mubvunzo muchikamu chechitatu chegore rapera, iyo yose ye2.497 bhiriyoni NTD;Weir migove inotarisirwa kupa kuderera kwezvinyorwa zvinosvika bhiriyoni 1.34 kusvika 1.49 bhiriyoni NTD gore rapfuura.
Parizvino, nharembozha brand vagadziri kudhonza simba hazvina kukwana, drive chip mitengo vachiri padanho rakaderera.Vanoongorora vanoti pamusika wemhando dzenharembozha, mutengo wepakati wevatyairi venharembozha wave kudonha kubva pamadhora matatu gore rapfuura kuenda pamadhora gumi nemazana matatu, uye kusvika pari zvino wakachengetwa pamadhora gumi nemazana matatu.DAMOinotarisira kuti mitengo yeTDDI inogona kuramba ichidonha 0-5% muQ2, ichiderera kubva ku5-10% inodonha muQ1;Maonero eOLED, mitengo yakagadzikana zvakare nekuda kwekuwedzera kwekupinda uye kushomeka kwekuwedzera kwekuwana kuwanikwa.
Asi iyo yekugadzirisa skrini yemusika dhiraivha chip nguva pfupi yadarika yakatanga kuwedzera mitengo.Zvinoratidzwa kuti kugadzirisa chidzitiro mutyairi chip gore rakapera, chipo chakawira ku $ 1.2, asi munguva ichangopfuura yakamira kudonha uye yakasimuka kusvika $ 1.4-1.8, iyo yakanyanya kuwedzera ye50%.
Supply chain masosi yakaratidza kuti iyi wave yekugadziridza nharembozha dhiraivha chip mutengo wekuwedzera haisi nekuda kwekudzoreredza kudiwa, asi iyo yekugovera ketani yekuzvibatsira maitiro.Kubva pakupera kwegore rapfuura kusvika pakutanga kwegore rino, nhare yekugadzirisa screen driver chip mitengo yakachengetwa yakaderera, vagadziri vari mukurasikirwa kwenguva refu.Kuti uvandudze mamiriro ebhizinesi uye kuwedzera purofiti, vagadziri vakangoerekana vakwidza mutengo wekugadziridza nharembozha screen driver chip.
Nekudaro, iyo mbozha nhare yekugadzirisa screen driver chip musika idiki kana ichienzaniswa nemusika wese, uye kuwedzera kwayo mutengo hakuzokonzerese kuti musika wemhando ukwire.Uye nekuti iyo yekugadziridza skrini inotyaira chip mutengo wave haifambiswe nekudiwa, asi zvakare haina hunhu hunogara.Vatsvakurudzi vakaratidza kuti kana misika yemafoni isingadziyi, inotarisirwa kusvika June - August kugadzirisa screen driver chip mitengo haizokwanisi kuramba ichikwira, uye inogona kutoderera.
Parizvino, mitengo yeLCD nharembozha iri padanho rakaderera, uye musika zvakare uri pasi pekuchinjikaOLEDkusvina, vagadziri veLCD vacharamba vachirasikirwa nemari muchikamu chekutanga.Kukanganiswa neizvi, LCD mutyairi chip mitengo zvakare yakaoma kwazvo kukwira.Vaongorori vanotenda kuti yakanyanya kunaka mamiriro enharembozha LCD driver chip vagadziri gore rino haisi kuwana kana kurasikirwa.
Nguva yekutumira: Mar-20-2023