RAMless OLED prices expected to drop in 2Q23 due to China OEM’s low adoption.
May 19, 2023
Key Takeaways:
- Isaiah Research suggests that Nova's RAMless OLED Average Selling Price (ASP) may decline to the range of $3.3 to $3.5 in 2Q23. Insights from supply chain checks indicate a decrease from the 1Q23 ASP range of $3.4 to $3.6.
- The primary reason for this price adjustment is believed to be the slower-than-expected pace at which China OEMs are embracing RAMless OLED Display Driver IC (DDI) technology due to the prevailing weakness in global smartphone demand.
- Notably, Xiaomi's RAMless OLED DDI preparation for Y2023 is expected to be impacted by panel inventory digestion issues encountered in the previous year. The visibility of potential adoption from other vendors like Honor, Huawei, Transsion, and Moto is also considered relatively low.
Full insights delivered in May 12th 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.
- MediaTek D9300 shipment estimated at 1~1.5M units, Qualcomm 8 Gen 3 at 5~6M units in Y2023.
- China telecom operators may restrict selling Micron-adopted smartphone models.
- Huawei may take a more aggressive approach in the foldable smartphone market, targeting sales of 6~7M units in Y2024.
- TDDI price in 1Q23 for after-market and module suppliers may increase by 10~15%.
