Electronics Weekly
NexChip secured the largest market share in the large-area display and LCD driver IC segments, while Samsung Foundry leads the AMOLED DDIC.
Chinese foundries had a 55% market share in the large-area DDIC sector in Q2 and a 49% share in Q3. NexChip had a 42% share in the large-area DDIC market in Q3.
Taiwanese foundries, including UMC, Vanguard, and PSMC, had a combined market share of 38%.
Figure 1: Large-area DDIC wafer input share trend by region and market share by foundry makers in 3Q24 (equivalent 8”)
Source: Omdia
In the small and medium-sized display market, NexChip held the largest share in the LCD driver IC segment in Q3.
Samsung Foundry’s leadership in the AMOLED driver IC segment, was driven by its relationship with Samsung LSI, enabling it capture 31% share in 3Q24.
TSMC’s share increased to 17%, buoyed by LX Semicon’s production for the iPhone 16 series. UMC’s share reached 26% in 3Q24 and Novatek as its largest customer.
UMC’s share is projected to grow due to ongoing order adjustments from Samsung LSI. Both Samsung Foundry and UMC are supplying DDICs to iPhone and other smartphone brands while TSMC mainly serves the iPhone market.
SMIC and GlobalFoundries, continued to hold strong positions in the AMOLED market.
Figure 2: LCD driver IC (HV55-HV90nm) and AMOLED driver IC (HV28-HV40nm)wafer input market share in 3Q24
Source: Omdia
