Huawei's self-developed OLED driver chip is expected to break through the monopoly of domestic

Two things to watch recently: boe's OLED screen was once again excluded from apple's supply chain for the next iPhone, followed by the dismantling of Korean components that were found to have significantly increased in the iPhone 12. Key among them is the high OLED cost. In general, it will be difficult for domestic OLED manufacturers to break the monopoly of South Korea's Samsung and LG.

A breakthrough of domestic OLED monopoly is in sight

But things have been moving in the right direction, and not only are BOE's OLED performance and production capacity and yield improving, it has been built into many of China's flagship phones. In addition, Huawei Haisi also joined the battle field. Earlier, Huawei consumer Business CEO Yu Chengdong issued the Notice on the Establishment of Display Driver Product Field in Terminal Chip Business Department, and officially developed display driver products by himself.

In fact, not only the OLED panel is very important in the display module, its driver chip is also very important. The driver IC chip is equivalent to the main control of the panel, which can control the display, picture quality, energy saving and other key indicators of the panel. In mobile phones or large-screen TELEVISIONS, the driver chip is also one of the core technologies.

A breakthrough of domestic OLED monopoly is in sight

It is reported that Samsung, LG and other companies have cut off the supply of Huawei's panels, the reason is also related to the driver IC, because the driver IC USES ARM architecture, including the technical limitations of the United States. In the OLED market, South Korean firms have a near-global monopoly, with Samsung alone holding 75% of the market and Magnachip 20%, compared with 1% for domestic manufacturers.

It is reported that Huawei Haisi's self-developed display driver chip is reported to have finished streaming and will be mass-produced this year. It is expected to be used in Huawei's own mobile phones and large-screen products. At present, huawei shows that the mainstream process of driving IC is still 65nm and 40nm, and the highest process is only 28nm. These processes have been mass produced by domestic OEM factories, so there is no restriction on the manufacturing process.

Securities firm analysis said that Huawei in this chip can be done to beautify, get rid of the dependence on foreign chips.