OLED DDI

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韩媒:苹果iPad Pro的OLED DDI供应链新增一家企业
WitsView睿智显示· 2025-06-20 09:05
Core Viewpoint - LX Semicon has successfully entered the OLED DDI supply chain for Apple's iPad Pro, indicating a strategic move to diversify its sales channels amid increasing competition and performance pressure from LG Display's supply chain diversification [1][3]. Group 1: Company Overview - LX Semicon specializes in the design and development of display driver chips (DDI), power management chips (PMIC), and timing controllers (T-Con) [1]. - The company was formerly part of LG Group and became independent in 2021, leveraging its long-term partnership with LG Display for continuous growth [1]. - In 2024, LX Semicon is projected to achieve sales of 1.8656 trillion Korean won and an operating profit of 167.1 billion Korean won [1]. Group 2: Market Dynamics - Since 2024, LX Semicon has faced pressure to diversify its sales channels as LG Display begins sourcing DDI products from Taiwanese company Novatek [1][3]. - The company is expanding its market share with Chinese display manufacturer BOE while striving to enter the OLED DDI supply chain for Apple's iPad Pro [1][3]. - LX Semicon will compete with Samsung Electronics for the OLED DDI supply related to iPad Pro, a market previously dominated by Samsung [3]. Group 3: Future Outlook - The shipment volume of OLED panels for Apple's iPad Pro is expected to slightly increase in 2025 compared to the previous year [3]. - If LX Semicon successfully integrates into the supply chain, it could capture a portion of the market share, thereby enhancing its revenue [3].