Time series has entered the end of 2017, LCD drive IC seal the big manufacturers Qi state Chairman Wu Fei difficult to say, optimistic about driving IC seal test three applications, including Tddi IC, COF, OLED three direction, non-driver IC seal test part, including PA power amplifier, sensor, filter test, Orders are continuing to negotiate, for next year's performance Outlook released an optimistic view. Wu Fei said, high-end smartphone driver IC from the previous cog process to COF process, to increase the demand for tape, coupled with a test, the price is better than the cog a lot. Tddi IC because of the increase in touch testing, at the same time the number of ICS on a wafer is less, to the whole wafer (bumping) seal, the number of increase. OLED section, Samsung this year almost pack all the panels, drive IC, seal the test business, but with the mainland panel factory very active investment in OLED, driving IC sealed orders have been gradually returned. OLED related business, mainly to see the footsteps of the mainland panel factory, estimated 2019 expected to have more significant revenue contribution, 2018 volume speed should not be too fast. Wu Fei difficult to explain, now must face the fact that the mainland in the panel industry has been very strong, the market is also there, the industry is impossible not to do the mainland market. However, although the panel industry such as the Beijing-Oriental manufacturers can not be overlooked, however, in the field of driving IC, although the industry believes that the driving IC technology threshold is not too difficult, but in fact, the mainland IC design company's research and development capacity is not as good as Taiwan factory Dunte, wonders, Lian Yong even Silicon Chong, the game force, and the future with the mainland strategy, There is still a lot of cooperation with Taiwan in the mainland business. Wu Fei said that the non-driver IC seal test in the first 3 quarters of this year accounted for Qi state revenue has come to 25%, compared with 18% of the last year to increase significantly, driving IC seal test part, estimated this year's revenue share of about 75%. And next year, whether in the driving or non-driver IC seal the field, Qi will grow. Part of the capital expenditure will exceed NT $5 billion this year, compared with the previous more than 3 billion yuan, although the budget has not yet been calculated, but is expected to surpass this year's figures, the 4th quarter of the second half has been coming next year. Non-driver IC seal Test field, in addition to a large amount of PA seal, sensors, filter are integrated in the same module, the wireless communication module on the number of IC numbers are continuously increased. Wu Fei said that this year, the single month of non-driver IC seal measurement can be more than 500 million, next year is expected to exceed the peak season.
