Concerns about short supply of large-size DDI in 2020 may have gone away – temporarily at least – says TrendForce, market intelligence provider for technology industries.
Reported here, TrendForce say say this is due to “a reduction of proposed TV panel purchases in 2Q20 by several major TV brands” which has alleviated demand for large size DDI.
In general, there are two types of interfaces connecting large-size DDI and display panels, according to TrendForce: mini LVDS and high speed P2P. “UMC, TSMC, and VIS, foundries which supply DDI, favor orders for DDI with P2P interfaces and intend on fulfilling P2P orders instead of mini LVDS in the future because of higher profit margins. These companies have instructed IC design houses to redirect mini LVDS manufacturing orders to other foundries.”
However, says TrendForce If the pandemic can be effectively contained, demand for DDI interfaces from major end-device applications is expected to resurface in 2H20, in turn resulting in a tight supply of large-size DDI once again.
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