Qunyi Investment said that the TCON chip and Driver IC of Panasonic's OLED panel will be added with the customer's new product, and the shipment will increase accordingly. After the launch of the new product in the second half of the year, the revenue of the company will increase significantly. In the third quarter of the technology eDP TCON in the second quarter due to the impact of Intel security vulnerabilities, some of the systems were postponed, and the group's investment estimates, the third quarter of the customer's new product release, shipments will grow.
Customer low-end NB switched to SIPI of Spectrum Technology, and it is estimated that shipments will resume growth in the second half of the year. In the third quarter, Spectrum Technology's high-speed signal interface IC will continue to grow, but the growth period of the second quarter is already high, the third quarter. It will grow slightly. In terms of touch chips, as smart phones begin to turn to TDDI, the growth of mobile phones is suppressed. The company will focus on wearable devices such as smart phones, and the TD is expected to be flat in the second quarter.
According to the survey of market agencies, server ODM orders from Google, Amazon, Facebook and Microsoft led the year, server shipments increased by 15~20%, PCIe has become the server high-speed transmission choice.
Qunyi Investment said that the PCIe 3.0 Redriver and Retimer server markets have been adopted by US and Chinese OEMs. Taiwanese customers are ODM-based and have shipped. Future new entrants will develop PCIe 4.0. Mainly, due to the delayed launch of Intel 10nm system, it affects the shipment of related products; however, in addition to Intel, AMD also cooperates with Intel to help future product shipments, and the Spectrum-KY chip is already on the wafer. Foundry, the current shipments are still low, and there will be more obvious revenue contribution next year.
As more new devices enter the market in the future, SIPI interface products are integrated with TCON and Source driver chips. Group benefits, with the penetration rate and resolution of the panel in the panel factory, the SIPI interface product loading rate and The number will increase.
In addition, the TDDI chip saves 30% compared with the competitors. Now, in the customer certification, the application is based on low temperature polysilicon (LTPS) panels. It is hoped that revenue will be recorded at the end of the fourth quarter, mainly focusing on FHD resolution or higher resolution. However, high-end mobile phone users are more conservative in adopting new products, and the progress is slow. Now it is in conjunction with JDI solution. The lower resolution HD720 will also start shipping. It is expected that the future notebook resolution will move towards 2K high resolution and power saving, using TDDI. Increased chances, this is the company's future opportunities.
瑞瑞科技's OLED panel TCON chip and Driver IC, previously limited market OLED panel capacity, customers have published relevant new products, the amount is still very small. Spectrum new customer new products from the second quarter to the end of the third quarter Shipments, the fourth quarter only has a more obvious growth.