Taiwan ’s show -driven chip (DDI) supplier, after the demand for recovery in 2023, faces prices competition from counterparts in mainland China.The industry is cautious about the industry in 2024. The current market survey and panel supply chain analysis of market surveys shows that the decline in product prices has gradually slowed down, but the overall pressure still exists.Therefore, Taiwan's DDI supplier may choose mainland foundation factories under cost pressure.

Thanks to the drive of consumer electronics such as smartphones, the price of small -size panels is relatively healthy at present, while the price of large and medium -sized panels has no signs of rebound.The demand recovery in the first half of 2023, but the demand has been rebounded, but it is still at the low point of demand and price, leading to huge pressure on price reduction.

In the automotive industry, as the industry currently enters the traditional off -season, the demand for small and medium -sized panels has decreased again.Although most DDI suppliers believe that the price reduction pressure for car panels is relatively small, it is still impossible to determine what strategy the customer will adopt in 2024.

The industry expects that the demand for large and medium -sized panels in television, IT products and automobiles in 2024 will rise significantly. However, in 2024, although the opportunities brought by the Olympic Games, artificial intelligence (AI), and electric vehicles Relieve price pressure.

For Taiwan's DDI chip manufacturer, although demand has increased, the price of panel may not rebound.On the other hand, mainland panel manufacturers have stepped up to cultivate local suppliers and bring more challenges to DDI manufacturers in Taiwan.In order to reduce the impact of price cuts, Taiwan suppliers hope to strengthen the product portfolio through high -end products. Compared with Mainland China, they still maintain a leading advantage of about 3 years, which enables them to be less sensitive to price fluctuations. Maintain a high market share on high -standard products.

Regarding seeking outsourcing factories in mainland China, the industry has different views. Some people think that this is essential for increasing cost competitiveness. Others said that technology and yields are essential, and a comprehensive assessment should be conducted from the perspective of the overall strategic perspective.

*Disclaimer: The news of this article originated from the collection of micro -nets. The news is for exchanges and learning without official confirmation.