SMM News: tight production capacity superimposed demand, display-driven IC or continuous shortage, related concept stocks are expected to be sought after by the market.
Affected by the epidemic, the demand for telecommuting from home and online education around the world has increased, leading to the market demand for tablet computers, laptops and other products, as well as the demand for display-driven IC, according to Ji WeChat. Coupled with the rebound in demand in the TV panel market since the third quarter, the overall supply in the display-driven IC market is tight.
Industry insiders pointed out that due to the shortage of upstream 8-inch wafer foundry capacity, the supply gap of display-driven IC reached 15% to 20%, which is not expected to ease until mid-2021. At present, the price increase of wafer is more than 10%, while the price increase of display-driven IC depends on the ability of different manufacturers to absorb costs. For IC manufacturers, driving the rise of IC volume and price is obviously good news, especially for those who have a certain inventory.
Interpretation of concept stocks:
Zhongying Electronics: is one of the few companies in China that can mass produce OLED-driven IC.
Weir Co., Ltd.: business involves CMOS chips, touch and display driver chips, etc.
Danbang Technology: COF substrate products are mainly used in small and medium-sized LCD display driver IC packaging carrier boards such as mobile phones and tablets.
Yinghe Technology: related company Shenzhen Sheng he Microelectronics Co., Ltd. is mainly engaged in AMOLED new display driver chip business;
Shilan Wei: has successfully developed the first domestic OLED special driver IC chip with independent intellectual property rights;
Yingtang Intelligence Control: it has carried out technical joint development and channel cooperation with the domestic display driver chip leading enterprise Jichuangbei to promote the domestic replacement process of its OLED driver chip and TDDI chip.