Shulou(Shulou.com)11/24 Report--

CTOnews.com March 22 news, TrendForce Jibang Consulting released a report today that since the first quarter of 2023, the space for large-size panel-driven IC to further reduce prices has been limited, mainly because wafer foundry prices are not easy to return to pre-epidemic levels. It is expected that the unit price of panel-driven IC will be flat in the second quarter of this year, or a small month-on-month reduction of about 1%.

The report points out that with the decline of panel prices in the past few quarters, under the pressure of panel manufacturers, the unit price of IC has been driven to a relatively low point, but the wafer foundry price has not been significantly reduced recently, and the foundry price also tends to be stable. At present, most wafer manufacturers still offer a small discount in the form of discounts or free wafers, and have no intention to adjust the license price, that is, it is expected that the demand for films will recover in the second half of 2023.

TrendForce Jibang Consulting said that panel-driven IC after a long period of strict control of film production to manage inventory levels, the timing of the second quarter into the IC inventory status tends to be healthy. It is rare to drive IC inventory peaks for more than half a year in 2022, with most products gradually entering a healthy level of about 8 to 10 weeks. With the price of large-size panels bottoming out at the end of 2022, panel demand is expected to increase quarterly in 2023, especially in the traditional peak season in the third quarter, as the demand for panels increases, it will further drive panel-driven IC to pull goods ahead of time.

CTOnews.com learned from the TrendForce consulting report that overall, panel-driven IC demand is expected to increase quarter by quarter, and prices will stabilize at the same time. However, in the case of cautious projection, as the preparation cycle of panel-driven IC is as long as 2-3 months, when the third quarter of the traditional peak season is approaching, it remains to be seen whether there is enough time to prepare when the demand is pouring in.

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