The drive IC adopts a relatively mature process, and most of them have been put in 8” plants. In recent years, mainland drive IC plants have also gradually introduced products that are more in line with market demand. Taiwanese industry analysts, mainland competitors, are still insufficient in terms of yield.
As far as industrial development trends are concerned, almost all major panel makers in the world will set up their own driver IC factories. Recently, the mainland officials reported to BOE that more than 50% of the ICs used ICs to use their products, and they issued 'The good rate is not good, First of all, the Taiwanese semiconductor industry predicts that this move will help the mainland drive IC industry to accelerate the improvement of the yield rate.
According to industry analysts, based on the historical experience of mobile phones, in the early years of the mainland, mobile phones started from white cards, but in the fourth quarter of 2017, mainland China had Huawei, Xiaomi, OPPO and other companies among the top five global brands; in addition, the automotive industry in mainland China is also From imitation to the establishment of its own brand and supply chain, therefore, the mainland needs to improve the yield of driver ICs, 'just a matter of time', and Taiwan's IC driver industry cannot escape the pressure of the rise of land plants.
In addition, another operating pressure of the Taiwan Drive IC Factory comes from the shortage of 8K wafer foundry capacity. In particular, the demand for the IoT, automotive electronics, etc. has risen, which has caused OEMs to squeeze out the LCD driver ICs.