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The downstream pull-down powerway slows down, the three major chip markets show cooling

Feb 02 71
With the large-size panel, Chromebook and mobile phone and other end customers slow down, the electronics industry has recently passed, drive IC, touch and drive integration IC (TDDI), and power management ICs and other three large chip markets are cooling.

According to TATA, the industry insiders pointed out that the above three major chip market changes with the kinetic energy of the downstream application, and it has become a variable in the fourth quarter of the relevant chip manufacturers to continue to innovate, and whether the price increase trend can continue.

Market Research Institute OMDIA pointed out in this release report that large size display driver IC needs may begin in the fourth quarter. However, because there is no added 8-inch crystal capacity, large size display driver IC in the third quarter and the fourth quarter demand season, the shortage risk is expected to still exist.

The dealer industry pointed out that the previous driver IC is short, and now it is in normal level; TDD is slightly slow; as for the power management IC is still out of stock, it is only a serious outstanding level.

But another dealer revealed that even if some downstream customers pull the kinetic energy begins to easily loose, they still don't dare to raise a big hacking, because if "one accidentally", there is a breaking material, the purchaser is also worth affordable.

Despite this, most IC design companies in the industry have harvested a price increase due to shortage of chip. As the upstream wafer founders open a new round of price increases, if the downstream demand slows, the design industry price increase can be fully filled with unknown.