Core Viewpoint - The article discusses the growth and competitive landscape of the large-size display panel power management chip market in China, driven by advancements in technology and increasing demand for high-end displays [5][7]. Market Overview - The market size for large-size display panel power management chips in mainland China is projected to reach approximately 2.49 billion RMB in 2024, with a demand of about 1.08 billion units [7][9]. - The market is expected to grow to around 2.72 billion RMB by 2025 and further to approximately 2.93 billion RMB by 2028, indicating a steady expansion [7][9]. Key Drivers - The growth is primarily fueled by the continuous expansion of high-generation production lines and the release of capacity, particularly in G10.5/11 and G8.5/8.6 LCD lines, which significantly enhance the supply of large-size displays [6][8]. - The acceleration of G8.7 OLED production lines is also contributing to the penetration of OLED technology in the large-size market, pushing the development of chips towards high precision, low noise, and dynamic power management [6][8]. Competitive Landscape - The leading companies in the market include CHIPONE, Novatek, and Richtek, with CHIPONE holding a market share of approximately 25.2% in 2024, followed by Novatek at 16.0% and Richtek at 11.3% [9][11]. - CHIPONE's competitive advantage stems from its comprehensive product line across the display industry, including driver chips, touch chips, and power management chips, which offers a one-stop solution for panel customers [9][12]. Market Trends - The market is characterized by a "stronger gets stronger" oligopolistic competition, where leading firms continue to expand their market share through technological advantages and customer loyalty, while mid-tier firms face intense competition [12][13]. - The trend indicates a concentration of market resources towards leading manufacturers, with increasing barriers to entry for new players [12][13].
2024年中国大陆大尺寸显示面板电源管理芯片市场规模近25亿元,展望未来三年增长动能不减
CINNO Research·2025-09-11 08:09