Cong Qi

Cong Qi, an analyst ofTV supply chain, once worked in a top panel manufacturing company in China, nowworking for AVC REVO, a domestic consulting company, mainly engaged in theresearch of global TV panel and supply chain research。

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2022 Global DDIC Market trend and Outlook

The semiconductorindustry has been cyclical fluctuations, in the past 2021, the DDIC marketafter ups and downs. In the first half of 2021 ,the end demand and upstreamwafer capacity run, DDIC supply continues to be tight; And in the second halfof the 2021, the terminal demand fell, the DDIC demand began to decline, supplyand demand inversion. However, with the accelerated upgrade of terminalproducts and technologies, the development of IT, 4K/8K and OELD panels hasbecome a new growth point of the industry. In addition, domestic fab capacitycontinues to release, on the one hand, it accelerate the process of domesticsupply chain, on the other hand, supply pressure will shift to the upstream ofthe industry. Facing the two-way promotion of supply and demand, in 2022, the DDICmarket will usher in new opportunities and challenges.