关键词：面板电源管理芯片产业链、面板电源管理芯片市场规模、面板电源管理芯片企业格局、面板电 源管理芯片发展趋势 一、面板电源管理芯片行业定义及产业链 电源管理芯片（PMIC）是一种专门用于调节与控制电源的芯片，能够实现电能的交换、分配、检测及 其他管控功能，满足电路系统中元器件差异化的电源需求，保障电路系统的功能实现和稳定运行。面板 PMIC是显示面板的核心组件，主要负责管理显示面板各种组件所需的电源轨，包括源极驱动器、栅极 驱动器、时序控制器和背光模块等。这些芯片确保在LCD、OLED和Mini LED等不同面板技术中实现精 确的电压调节、时序控制和稳定运行。 从面板电源管理芯片产业链来看，上游为生产所需的原材料及生产设备，原材料包括硅片、光刻胶、光 掩模、溅射靶材等，生产设备涉及单晶炉、刻蚀机、气相沉积设备、光刻机等；中游为面板电源管理芯 片设计、制造、测试。下游为显示面板领域，显示面板最终广泛应用于消费电子、汽车等领域。 显示面板电源管理芯片产业链 内容概要：面板PMIC是显示面板的核心组件，主要负责管理显示面板各种组件所需的电源轨，包括源 极驱动器、栅极驱动器、时序控制器和背光模块等。这些芯片确保在L ...

Core Insights - The large-size display panel power management chip market in China is expected to grow steadily, reaching approximately 2.5 billion RMB in 2024, driven by high-generation production line expansions and OLED technology breakthroughs [1][3] - The market is characterized by a shift towards high-end, high-value products, with significant demand for high current, multi-channel, and highly integrated power management chips [2][3] Market Dynamics - The core driving force for the power management chip market is the continuous expansion and capacity release of global high-generation production lines, such as G10.5/11 and G8.5/8.6 LCD lines, which significantly enhance the supply capacity for large-size TVs and commercial display panels [2] - The accelerated construction and production breakthroughs of high-generation OLED lines, such as G8.7, are promoting the penetration of OLED technology in the medium and large-size sectors, driving the development of chips towards high precision, low noise, and dynamic power adjustment [2] Market Growth Projections - According to CINNO IC Research, the market size for large-size display panel power management chips in China is projected to grow to approximately 2.49 billion RMB in 2024, with a demand volume of about 1.08 billion units [3] - The market size is expected to reach approximately 2.72 billion RMB in 2025 and further increase to about 2.93 billion RMB by 2028, indicating a positive growth trajectory [3] Competitive Landscape - CHIPONE is expected to strengthen its market position in 2024, holding a market share of approximately 25.2%, followed by Novatek at 16.0% and Richtek at 11.3% [6][5] - CHIPONE's competitive advantage stems from its comprehensive product line across the display industry, including driver chips, touch chips, and power management chips, which enhances its appeal to panel customers [6][7] Industry Trends - The trend towards high integration in TCON display panel power management solutions is evident, with two-in-one and three-in-one PMIC solutions becoming mainstream, significantly simplifying circuit design and reducing costs [4] - The market is exhibiting a "stronger gets stronger" oligopolistic competition pattern, where leading firms like CHIPONE and Novatek maintain their positions through technological accumulation and strong customer ties, while mid-tier firms face intense competition and fluctuating market shares [8]