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>> Plug TDDI technology and OLED panel, NOR Flash prices will be endless throughout the year 4th,Jan,2017
The latest research from global market research firm State Semiconductor pointed out that due to the drastic increase in the number of smartphones equipped with AMOLED panels this year and the increase in NOR Flash capacity required by TDDI technology and the decrease in the supply of major suppliers such as Micron and Siu Yi Innovation , Resulting in price hikes due to insufficient production capacity of NOR Flash this year, it is estimated that NOR Flash will see a quarterly increase of at least 5%, and its rally will continue to the end of the year.
TrendForce pointed out that most supply side NOR Flash products are supplied by Micron and Cypress, with supply capacities of 64Mb and 128Mb. Winbond and Macronix are mainly supplying NOR Flash mid-range products, with 16Mb, 32Mb and 64Mb products , While Siu Yi innovation offers mostly low-end products, supply capacity of 512kb, 1 ~ 2Mb. Taking revenue as the basis for calculating the market share, Cypress accounted for 25% of the market. Ranked No.1 in the market, Macronix accounted for 24% of the market, ranking second, with Micron accounting for 18% and third place.
In the past, Trillion Innovations received subsidies on the acquisition of wafers and therefore was able to sell its products on the market at a very low price. However, due to the strategic shift of its wafer suppliers, the number of wafers that are readily available for innovation has been affected, resulting in Siu Yi innovation capacity decline situation.
On the other hand, the international manufacturers Micron and Cypress have gradually faded out of the medium and low-capacity NOR Flash market. Cypress's strategy turned to focus on the automotive and industrial markets, and Micron will sell its 8-inch fab will also affect the overall NOR Flash Market supply.
Observe the NOR Flash demand side, AMOLED panel demand bullish, bringing new demand momentum for the NOR Flash market. TrendForce pointed out that AMOLED panel demand in the past two years continued to rise last year, panel shipments exceeded 300 million for the first time, this year's iPhone is expected to officially adopt the AMOLED panel driven, AMOLED panel shipments have the opportunity toward 500 million Large-scale growth.
In addition, due to the high threshold of AMOLED panel technology and inconsistencies in yield of batch output, panel makers will most likely maintain the display quality consistency of the same batch of output panels through the De-Mura function. However, the De-mura code can not be integrated into the high-voltage driver IC currently. Therefore, a separate NOR flash memory must be attached to store the required encoding for the De-Mura function. Therefore, when the demand for AMOLED panels soar, the demand for NOR Flash is bound to leap.
On the other hand, the TDDI IC developed for some time is integrating the touch function into the driver IC, and is also subject to the large capacity required for the bit encoding of the touch function and can not be integrated into the TDDI IC An additional NOR flash must be used as a sub-code for storing touch functions. As most TDDI IC solutions are in place late last year, TrendForce expects shipments of In Cell panels with TDDI ICs to increase substantially this year. The penetration rate will continue to increase from 5% in 2016 to 10% in 2017, Synchronous push up the demand for NOR Flash.
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