2021年1月3日 星期日

LDDI market tightening; prices rising

The market for large display driver ICs (LDDIs) has tightened, says TrendForce, as foundries shifted their 8 inch capacity to other products. This transformed a 3.3% supply surplus in 2019 to a 1.7%  surplus in 2020 and resulted in 20-30% q-o-q price increases in H2. As well as foundry price increases, assembly capacity has been insufficient ...

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