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China AMOLED Drives IC To Get Up, Who Can Share A Cup Of Soup From Samsung?

- Jan 25, 2018 -

AMOLED technology has been born for a long time, but with the characteristics of light weight, low power consumption, fast response, flexibility and transparency, and good quality, it has been widely used in mobile phone brands including apple and Samsung.




根据HIS的资料显示,预计2020年AMOLED显示器产品出货将达到7.9亿台。随着京东方等中国AMOLED面板厂商产能的崛起,预计中国AMOLED驱动IC市场规模将从2016年的5.76亿美金上升到2019年的25.1亿美金。

According to HIS data, it is expected that in 2020, the AMOLED display product will be shipped to 790 million units. With the rise of China's AMOLED panel manufacturers' capacity, it is estimated that the size of China's AMOLED driven IC market will rise from 576 million US dollars in 2016 to 2 billion 510 million US dollars in 2019.


中韩主导全球AMOLED产业,三星占据75%驱动IC市场

China and South Korea dominate the global AMOLED industry, and Samsung occupies the 75% drive IC Market


在AMOLED柔性显示产业,三星目前占据垄断主导地位,可以提供全套垂直整合供应链。从AMOLED显示柔性屏到DDIC芯片,再到芯片晶圆代工厂,提供全套的垂直整合产业链。

In the AMOLED flexible display industry, Samsung currently occupies a monopoly leading position and can provide a full set of vertical integrated supply chain. AMOLED displays a flexible screen from a flexible screen to a DDIC chip, and then to a wafer fab, providing a full set of vertical integrated industrial chains.


目前虽然三星垄断了全球AMOLED屏90%以上的产能,目前三星的AMOLED屏每个月整体的产能大约在2800万片,其中2000万片供给苹果,600万片供给三星,200万片供给中国手机客户。

Although Samsung monopolizes the capacity of more than 90% of the global AMOLED screen, the total AMOLED capacity of Samsung is about 28 million per month, of which 20 million are for apple, 6 million for Samsung, and 2 million for Chinese mobile customers.


随着京东方等国产面板厂商加入进来,中国AMOLED产业正在迅速崛起。中韩两国已经成为全球AMOLED产业的领导国家。

With the entry of domestic panel manufacturers such as Beijing East, China's AMOLED industry is rising rapidly. China and South Korea have become the leading countries in the global AMOLED industry.


在AMOLED生态中,AMOLED驱动芯片也是非常重要的一个环节。对于智能手机来说,AMOLED驱动IC可满足很多用户需求,比如全面屏、省电、画质改善以及低成本。通过定制AP算法,驱动IC可以改善画质,并提供区隔化,同时通过Demura提升良率(目前OLED面板普遍良率在20~40%,通过Mura算法可以挽救10~20%良率),降低成本。

In the AMOLED ecology, the AMOLED driver chip is also a very important link. For smartphones, the AMOLED drive IC can meet many user needs, such as comprehensive screen, power saving, quality improvement and low cost. By customizing AP algorithm, driving IC can improve image quality and provide segmentation, and improve yield by Demura. At present, OLED panel has a universal yield of 20~40%, and Mura algorithm can save 10~20% yield and reduce cost.


其中三星电子由于布局非常早,因此目前不管是从市场占有率还是芯片工艺上都处于领先地位。除了三星电子占据75%的AMOLED IC市场份额,韩国的Magnachip占据了小于20%的市场份额,累计销售1.6亿片AMOLED驱动IC。其它的玩家目前基本上市占率和出货量都不算很多,比如韩国的silicon Works主要给LG供货,美国的Synaptics,台湾的瑞鼎,中国的中颖、晶门科技、集创北方以及吉迪思。

Samsung Electronics, which has a very early layout, is now in the leading position in both market share and chip technology. In addition to Samsung Electronics's 75% AMOLED IC market share, South Korea's Magnachip occupies less than 20% of the market share, and the cumulative sales of 160 million pieces of AMOLED drive IC. The other game player currently listed share and shipments are not many, such as South Korea's Silicon Works to LG supply, the United States Synaptics, Taiwan Rui Ding, the China SinoWealth, Systech, Jichuang north and Kyrgyzstan meredith.


China's AMOLED drives IC and the local panel industry promotes supply chain


目前国内进入AMOLED驱动IC的厂商大多采用资本并购的方式。比如京东方就入股了新相微电子。其中中颖电子早在2015年就与和辉光电合作开发了AMOLED驱动芯片,实现了首个AMOLED国内量产产业链合作。2013年维信诺与晶门科技研制成功中国大陆首颗AMOLED驱动芯片。

At present, most of the domestic companies entering the AMOLED drive IC adopt the way of capital acquisition. For example, the Beijing Orient has entered a new phase of microelectronics. The SinoWealth in early 2015 and photoeloctronic developed AMOLED driver chip, achieved the first domestic AMOLED production industry chain cooperation. The 2013 CIGNA and Systech successfully developed the first AMOLED driver chip, China.

晶门科技于2016年11月收购了Microchip部分技术加maXTouch半导体产品。目前晶门科技的PMOLED产品占市场份额超过50%,是行业细分市场龙头。


Crystal gate technology acquired some Microchip technology and maXTouch semiconductor products in November 2016. At present, crystal gate technology PMOLED products account for more than 50% of the market share, which is the leading segment of the industry subdivision market.

2016年11月,集创北方并购了Exar旗下电源管理IC设计公司Iml 。除此之外,新思收购了瑞萨、敦泰收购了旭耀、奇景和联咏也纷纷做好了布局。还包括TI、韩国的dsiplaychips、台湾的超炫科技(Ultra Display)等。


In November 2016, Ji Chuang North acquired Exar's power management IC design company Iml. In addition, new acquisition of Renesas acquisition, Duntai xuyao, wonders and novatek have prepared the layout. Including TI, South Korea dsiplaychips, Taiwan (Ultra Display) and stunning technology.

为什么这么多国产芯片厂商都杀入AMOLED驱动IC领域呢?首先当然是资本看好AMOLED柔性显示产业未来的巨大想象空间,比如2016年小米推出了红米PRO,采用的京东方的AMOLED面板,但是驱动IC采用的确实国外芯片,这一块确实有空白。特别是京东方、国显、柔宇等本土显示面板的崛起,市场和客户都在中国,自然会带动相关供应链的共同发展。


Why are so many domestic chip makers killed in the AMOLED drive IC field? First of all, of course, the capital is optimistic about the future of AMOLED flexible display industry. For example, in 2016, millet launched the red AMOLED PRO, and adopted the AMOLED of BOE. However, there is still a blank in the chip that actually drives the foreign chip. In particular, the rise of local display panels, such as Beijing East, Guo Xian, and soft woo, will naturally lead to the common development of the supply chain in China.

第二个原因是目前AMOLED屏和芯片的设计难度并没有提高,这给了后发者追赶超越的机会。


The second reason is that the design difficulty of the AMOLED screen and the chip has not been improved at present, which gives the post - hair the opportunity to catch up with the surpassing.

国内AMOLED供应链发展不够健康,高度依赖台湾晶圆厂

The development of AMOLED supply chain in China is not healthy enough, and it is highly dependent on the Taiwan Wafer Factory

目前在AMOLED领域三星当然是绝对全垂直整合霸主,构造了全封闭的AMOLED产业链。特别是韩国政府将DRAM,Flash和AMOLED列为国家战略核心技术,大力扶植。因此三星的AMOLED生态中既不需要国外芯片,也不需要国外的设备供应商,因此包括台湾的联咏、奇景就出局了。


At present, in the field of AMOLED, Samsung is certainly an absolute all vertical integration overlord, and has constructed a completely closed AMOLED industry chain. In particular, the Korean government has listed DRAM, Flash and AMOLED as the core technology of the national strategy. As a result, Samsung's AMOLED ecology does not require foreign chips, nor does it need foreign equipment suppliers, so it is out of Taiwan.

相对而言中国的AMOLED供应链目前发展不够健康,最主要的问题在于晶圆厂高度依赖台湾TSMC和UMC,国内的中芯国际目前还在研发先进的OLED工艺。据了解,目前SMIC的40HV和28HV正在研发中,北京B1-B3厂最终产能12寸晶圆将达到20万片/月,相当于8寸晶圆67.5万片/月,约占全球总产能的2.5%。其中AMOLED可用约B2厂12寸晶圆6万片。


Comparatively speaking, the development of AMOLED supply chain in China is not healthy at present. The main problem is that the wafer factory is highly dependent on Taiwan's TSMC and UMC, and SMIC is still developing advanced OLED technology. It is understood that at present, SMIC's 40HV and 28HV are being developed. The final capacity of Beijing B1-B3 plant will reach 12 inch wafers to 200 thousand pieces / month, which is equivalent to 8 inch wafer 675 thousand pieces / month, accounting for 2.5% of the total capacity of the world. AMOLED can be used in B2 factory 12 inch wafer 60 thousand pieces.

封装方面,目前2M-COF封装全球仅韩国的三星STEMCO和LGIT可以量产。中国大陆的封装厂目前以COG封装为主,COF还在大力建设中。


In encapsulation, 2M-COF encapsulates Samsung STEMCO and LGIT of the world only in South Korea and can be produced. The packaging plants in mainland China are currently based on COG packaging, and COF is still in great efforts to build.

“我们在国内做AMOLED IC是做得最早的,我们6年前开始做。前面我们已经有十几年积累,最难的地方是要跟得上国内一线手机厂商的步伐,要全力跟得上京东方这些面板厂的脚步。”吉迪思电子副总经理钟刚对《国际电子商情》记者表示,OLED的技术难度要比LCD大很多,每个步骤都是高度整合的,要达到高良率非常难。“三星也是从十几年前开始做,用了整整18年才算解决了各种问题。这个东西是跳不过去的,不是光靠花钱就能把技术买来。”钟刚表示,虽然目前京东方也开始投资驱动IC公司,但是目前为止,除了三星还没看到面板厂投资的IC公司做得很成功的。


"We did the earliest AMOLED IC at home, and we started it 6 years ago. We have accumulated over the past decade, and the most difficult part is to keep pace with the first line mobile phone manufacturers in China. We must keep up with the footsteps of BOE. Kyrgyzstan Meredith electronic deputy general manager Zhong Gang told reporters that "international electronic business", the technical difficulty of OLED is much bigger than LCD, each step is highly integrated, to achieve high yield is very difficult. "Samsung has been doing it more than a decade ago, and it took 18 years to solve all kinds of problems. This thing is not the past, not only by spending money to buy technology. Zhong Gang said that although BOE has begun to invest in driving IC company, so far, Samsung has not yet seen that the IC company invested by the panel factory has been very successful.