vilsion, Dec, 31, 2020  — According to TrendForce's Display Research Division, the demand for IT panels in 2020 will benefit from remote office and teaching, which will increase the demand for large display driver ICs (LDDI) to 5.827 billion, an annual growth of 2.3%. On the other hand, 8-inch wafers on the upstream supply side are affected by the capacity crowding out of other high-margin chips, causing the supply-demand ratio of LDDI to drop from 3.3% in 2019 to 1.7% in 2020, showing a supply tightening trend. In addition, TrendForce analyst Yang Qingxiang further pointed out that in the second half of this year, the LDDI market has continued to increase prices and catch up with volume. Except ...

vilsion, Jan, 08, 2021  — According to foreign media reports, due to the continuous shortage of foundry production capacity, especially the shortage of 8-inch wafer production capacity in mature processes, it has led to power management ICs, driver ICs, MOSFETs, CMOS image sensors, and some Products that mainly rely on 8-inch wafer production capacity are out of stock. Therefore, South Korea’s Samsung, the world’s second-largest CMOS image sensor manufacturer, has announced plans to transfer part of its DRAM production capacity to CMOS image sensor production in order to continue to maintain the uninterrupted supply of CMOS image sensors. The report pointed out that Samsung’s current global mar...

vilsion, Jan, 12, 2021  — The performance of the semiconductor industry has always been "positively correlated" with the global economy, that is, global economic growth, and the semiconductor market also grows simultaneously. If the global economy shrinks, it will also be reflected in the semiconductor market. However, the situation in 2020 is somewhat special. Affected by the new crown pneumonia epidemic, market analysis agencies have lowered their expectations for the semiconductor industry at the beginning of the year, and it is generally believed that there will be negative growth. Gartner forecasts a decrease of 0.9%, and McKinsey forecasts a decrease of 5%. However, what is surprising is that the perfor...