TDDI price in 1Q23 for after-market and module suppliers may increase by 10~15%.
April 07, 2023
Key Takeaways:
- TDDI vendors may increase their prices for after-market and module suppliers in 1Q23 by an average of 10~15% due to solid demand in the repair market and expectation of the price reaching the bottom.
- Novatek's average TDDI price for after-market and module suppliers may slightly rise and the price of FHD+ TDDI may be higher than HD+ TDDI.
- Tier 2 vendors, such as illitek and Chipone, may also increase their prices.
- The overall market price of TDDI in 2Q23 may stay flattish as 1Q23 due to the inventory of some TDDI vendors returning to a healthy level and China smartphone brands preparing components for the holiday promotion.
Full insights are delivered in Mar 31st weekly report.
The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.
Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
You may also be interested in
- Novatek May Tape Out RAMless OLED TDDI in 3Q24 for Xiaomi, Targeting Mass Production in 1Q25.
- RAMless OLED prices expected to drop in 2Q23 due to China OEM’s low adoption.
- Novatek’s wafer inputs may increase in 1Q23 in Vanguard to drive its UT to 65~75% in 2Q23.
- Updates on the iPhone SE4’s Production Volumes and Potential In-house IC Adoption.
- SMIC May Increase Its Wafer Prices by 10% QoQ in 3Q24, Potentially Exerting Pressure on OmniVision.
