Huawei has another move in the chip field: cutting into the display driver chip market

As the domestic market of touch screen devices such as mobile phones and tablet computers continues to expand, the scale of domestic display driver chip market may further increase in the future. It is reported that Yu Chengdong, CEO of Huawei’s consumer business, recently issued a document indicating that Huawei will establish a display driver chip and component product field team, including display driver FAE, display driver product management, display driver chip and component development department, etc.

Boyu, a consultant and analysis teacher of trendforce, told the first finance and economics reporter that the display driver IC covers large-size TVs and small-size mobile phones and watches. As long as the display screen is required to use the driver IC.

in recent years, with the introduction of OLED panels by apple, Samsung, Huawei and other terminal brands, domestic panel manufacturers have also accelerated the layout of OLED panel industry, including BOE, TCL Huaxing, shentianma, etc. With the rapid development of OLED panel industry, OLED driver chip industry in the upstream of the industry chain has also brought great development opportunities. However, the domestic DDI is still mainly imported products.

DDI is a semiconductor used to drive OLED and LCD pixels. It controls RGB sub-pixel through thin-film transistor. It is an indispensable part of display panel.

fan Po Yu told reporters that the mainstream game player of the screen display drive chip is China Taiwan and Korea manufacturers, including Novatek, Raydium, Focal, Ilitek, LSI, Siliconwork, etc. China has Eswin, Wei Wei and Chipone set up the north.

it is understood that in 2019, BOE purchased more than 6 billion yuan of screen driver chips, of which domestic chips accounted for less than 5%. Foreign enterprises can earn 5.7 billion yuan each year by exporting screen driver chips to BOE alone. Take Huawei mobile phone as an example. Since 2018, BOE’s display screen equipped with Xinsi driver chip has been applied to Huawei mate20 Pro model. In the first quarter of 2019, BOE’s display screen equipped with Lianyong driver chip was applied to Huawei’s P30 Pro model.

it is worth noting that with the continuous expansion of the domestic market for touch screen devices such as mobile phones and tablet computers, domestic manufacturers will further rely on overseas manufacturers’ display driver chips.

a securities analyst told reporters that Huawei’s breakthrough is to ensure stable supply of its terminal products in the supply chain. In addition, Huawei hopes to take a certain initiative in the possible “price war” in the future.

“in addition to mobile phones, Huawei’s next focus will be on smart screen, tablet, notebook and other fields. There is a huge demand for display driver chips.” The analysts said.

fan Po Yu told reporters that in the mobile phone market, TFT-LCD has been transferred to TDDI, which has entered a stage of mature or even over competition. But with the rise of the Chinese mainland panel factory, there will be more cutting room in AMOLED display. gather and watch! Huawei P40 Pro evaluation: excellent mobile phone photography elegant design, do you like it?

Author: zmhuaxia