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Thanks to the increased adoption of AMOLED panels by major smartphone brands including Apple and Samsung, the penetration rate of AMOLED panels in the smartphone market is expected to reach 39.8% in 2021 and 45% in 2022, according to TrendForce’s latest investigations. As AMOLED panels see increased adoption, the consumption of AMOLED DDI will undergo a corresponding increase as well. However, not only are the process technologies used for AMOLED DDI manufacturing currently in short supply, but some foundries are also yet to finalize their schedules for expanding their AMOLED DDI production capacities. Given the lack of sufficient production capacity, the increase in AMOLED panel shipment may potentially be constrained next year.
The stay-at-home economy generated by the COVID-19 pandemic has galvanized a rising demand for IT products this year, with a corresponding increase in DDI demand as well, according to TrendForce’s latest investigations. More specifically, large-sized DDI demand is expected to increase by as much as 7.4% YoY in 2021, although the availability of 8-inch foundry capacity in the upstream supply chain is expected to increase by a mere 2.5% YoY due to other chips with relatively higher margins occupying much of this capacity. Foundries such as NexChip and SMIC are still continuing to install production capacities this year, and the supply of large-sized DDI will undergo a slight increase as a result. However, these newly installed capacities will be unable to fully alleviate the scarcity of large-sized DDI, which may potentially persist until the end of 2021.
Owing to the stay-at-home economy brought about by the onset of the COVID-19 pandemic, demand for IT products has been sky-high since 2Q20. However, monitor panel shipment for 1Q21 declined by 8.6% QoQ to 39.9 million units due to the shortage of components such as ICs in the upstream supply chain, as well as SDC’s (Samsung Display Co.) decision to shutter its monitor panel manufacturing operations, according to TrendForce’s latest investigations.
Owing to high demand generated by the proliferation of WFH and distance education, monitor shipment for 2020 reached 140 million units, an 8.6% growth YoY, which represents the highest growth in about 10 years, according TrendForce’s latest investigations. With demand persisting through 1H21, monitor shipment for 1Q21 underwent a staggering YoY increase of 34.1%, and this figure is projected to exceed 10% for 2Q21. Total monitor shipment for 2021 will likely reach 150 million units, a 7.3% growth YoY. Gaming monitors, which have been gaining attention in the monitor market, are expected to make up 17.3% of this total and reach 25.9 million units in shipment in 2021. In addition to being one of the most in-demand applications in the stay-at-home economy, this product category has long been a resource-intensive focus of monitor brands and panel suppliers alike.
As Samsung Display (SDC) decided to extend the manufacturing operations of its Korea-based Gen 8.5 LCD fab, and tier-two panel suppliers are still slow to reassign their production capacities from TV panels to IT panels, TrendForce expects total TV panel shipment for 2021 to reach 269 million units, which is relatively unchanged compared to 2020 levels. Panel suppliers will continue to focus on large-sized TV panels this year in response to several industry-wide developments, including M&A, reduced production capacities, improved manufacturing technologies, and increased panel demand. Furthermore, as the persistent price hike of TV panels continues to reduce the profit margins of TV sets, TV brands have started to gravitate towards larger, more profitable TV sizes. TrendForce therefore expects the average TV panel size this year to increase by 1.6 inches and move towards 50 inches.
