Huawei HiSilicon’s self-developed OLED driver chip trial production
According to overseas media reports, recently, HiSilicon’s new actions have been reported in the industry. HiSilicon’s self-developed OLED driver chip has completed trial production and is expected to officially complete mass production and delivery to suppliers at the end of 2021. It is expected to be applied to Huawei soon. Among the products.
Chinese telecommunications giant Huawei is expected to deliver its first flexible OLED driver chip to suppliers before the end of 2021. This move may mark Huawei's breakthrough in responding to the US chip ban.
This OLED chip is designed by HiSilicon and adopts a 40nm process. It is planned to be mass-produced in the first half of 2022. According to reports, sample chips have been sent to Huawei, Honor, and Chinese flexible panel manufacturer BOE for testing.
Due to the US ban, Samsung and LGD stopped supplying high-end smartphone panels to Huawei, including OLED driver ICs. At present, OLED driver chips on the market mainly use 28nm, 40nm, and 55nm chips. Huawei can find more foundries to manufacture the chips, and the production process is not complicated. Analysts said that self-produced OLED driver chips will be quite profitable for Huawei because the chips can be widely used in products such as TVs, screens, and cameras.
The current global semiconductor capacity shortage continues to spread, and the display driver IC market has continued to increase prices. After the price increase in the first quarter, the second quarter followed up and increased by 20%. In order to ensure a stable supply of driver ICs, panel manufacturers have cooperated with upstream display drivers. IC design manufacturers signed long-term contracts. Earlier in April, supply chain sources said that Xiaomi, OPPO, Vivo, and Apple had planned to sign an early contract with Samsung to purchase OLED displays in 2022 due to concerns about the shortage of driver chips. The report quoted Magirror Research analyst Sima Qiu as saying that due to the tight wafer capacity and the shortage of driver chips, mobile phone giants are more willing to cooperate with panel manufacturers with stable supply to ensure their supply chain.
Omdia expects smartphone OLED panel shipments to be 584.5 million in 2021, an increase of 28% year on year. Research organization Omdia said that in this segment, China's OLED industry is entering the large-scale competition. It is expected that shipments in 2021 will exceed 100 million for the first time, bringing huge market opportunities for OLED driver chips.
OLED driver chip manufacturers in mainland China cannot keep up with domestic demand. According to industry insiders, if Huawei HiSilicon enters the market, it will have the opportunity to take a share in China's fast-growing OLED driver chip market.