Affected by the supply and demand relationship, wafer foundry prices continued to decline in the first quarter of 2023, with an average month on month decrease of about 10% in mature pro
Date：2023-04-26 Source：SigmaintellThanks to the decrease in display inventory and the demand for order conversion, the UT of LTPS LCD production line generally improved 23Q2. From the overall supply and demand relationship perspect
Date：2023-04-19 Source：SigmaintellMobile Panel The specific analysis of each technology is as follows: LTPS LCD：In the second quarter, with the increase of some types of panels, the demand for LTPS LCD has recove
Date：2023-04-19 Source：SigmaintellThe 13th-generation Core Raptor Lake focuses on power consumption optimization, with limited function improvements and limited strength of brand new products After the energy consumption opti
Date：2023-04-17 Source：SigmaintellAccording to Sigmaintell’s analysis, the signing of the MOU will have the following main impacts on JDI and HKC: In conclusion, although the cooperation between JDI and
Date：2023-04-12 Source：SigmaintellMultiple new product launches are expected to drive the industry to present a positive growth trend in 2023 Pico: In 2022, shipments increased YoY significantly, and the market share ranked
Date：2023-04-09 Source：Sigmaintello32", panel makers will dynamically control production, and the price is expected to maintain a US$1 increase in April.
Date：2023-04-06 Source：SigmaintellDual Enablement of Gaming and Office, Demand for High-refresh Monitor Panel is expected to increase by 52% YoY in 2023 Supply landscape: the leader has changed, and the "three strong p
Date：2023-03-31 Source：SigmaintellAccording to Sigmaintell’s data, in 2022, affected by unfavorable factors such as the epidemic, global inflation, and R-U war, global shipments of IWB/IFPD will decline slightly, with shipments of
Date：2023-03-29 Source：SigmaintellUnder the background of "weak recovery,” regional performance diverges, and high-end demand continues to be weak LGE - Insisting on WOLED high-end technology route, converging low-end product
Date：2023-03-24 Source：SigmaintellCore topics: Demand: end demand recovers weakly, panel strategy stocking demand strengthens Supply: On-demand production and strong bargaining power are the main characteristics of the supply side
Date：2023-03-21 Source：SigmaintellCore Topics: It is estimated that the global DDIC demand will be about 8 Bil in 2023, a slight increase of 2.7% YoY The overall supply and demand relationship is gradually improving, and structura
Date：2023-03-08 Source：SigmaintellCore Topics: In 2022, the global smartphone SoC shipments were about 1.24 Bil, and the 5G penetration rate was about 52% Leading makers have obvious competitive advantages. Qualcomm made a profit
Date：2023-03-02 Source：SigmaintellCore Topics: In 2022, the shipment of mobilephone CIS decreased to approximately 4.52 Bil, a YoY decrease of about 15.8% The average inventory of low- and mid-level pixels is more than six months,
Date：2023-03-01 Source：SigmaintellOverview: In 2022, the global smartphone smart panel shipment was about 1.79 billion pieces (Open Cell base), a YoY decrease of about 7.7% Competition Chapter: Intensified competition, "Divergent"
Date：2023-02-18 Source：SigmaintellCore topic: Technology chapter: The release of domestic OLED production capacity gradually promotes the acceleration of OLED penetration. Summary Chapter: Weak growth and rebalancing
Date：2023-02-08 Source：SigmaintellEntering February, driven by factors such as stable end demand, healthy inventory, and expectations of rising panel prices, Chinese TV brands have recovered their confidence in stocking up. At the
Date：2023-02-06 Source：SigmaintellCore opinion: The utilization rate of the foundry is expected to reach the bottom in 23Q2, and a mild recovery is expected in 23H2 Upstream semiconductor equipment and raw material i
Date：2023-02-01 Source：Sigmaintell2、AI&PC Industry - Microsoft expands AI function for Windows, Windows 12 will reshape user habits, drive a replacement cycle of PC device. onitorotebookotebook4、Tech trends
Date：2023-02-01 Source：SigmaintellLimited by sluggish demand, foundry is expected to continue to decline in 2023 In 2023, foundry prices are expected to drop by 10%~15% YoY The overall industry is oversupply, but the possibility
Date：2023-02-01 Source：Sigmaintell
