The red chain is eyeing, LGD, Samsung OLED market share may be divided by BOE

Since BOE, a major Chinese panel maker, became a supplier to Apple, it has rapidly penetrated into the high-end OLED panel market, threatening the market share of Samsung Display and LG Display (LGD).

Market research firm Stone Partners pointed out on Wednesday (23rd) that BOE’s flexible OLED shipments in the first quarter are expected to reach 20.2 million units, an increase of 74% over the same period last year, and since the first quarter of last year, shipments have increased every quarter. Steady growth. As for BOE’s flexible OLED market share, it is expected to grow by 6.1% to 21.8% in the first quarter.

As for the flexible OLED leader Samsung Display, there is also the opportunity to increase shipments, which are estimated to grow by 17% to 52.2 million units in the first quarter. However, with the fierce attack of BOE, Samsung Display’s market share is likely to be affected, and it is expected to decrease by 3.8% to 56.5% in the first quarter; LG Display’s market share is also expected to decline from 16.7% to 10.1%.

Korean media Business Korea pointed out that when BOE entered the small and medium-sized OLED panel market, it chose to skip the current rigid OLED market and directly enter the flexible OLED market. By the end of 2020, BOE has entered the supply chain of Pinguo, and the supply has increased rapidly since last year, closely following the top-ranked Samsung Display.

Although BOE continues to divide up the market share, the current OLED panel production yield rate is only 70% to 80%, which is lower than 90% of Samsung Display. However, the report also believes that if BOE strengthens research and development and expands production capacity, there is a great chance that it will surpass the South Korean companies.

In fact, due to the Chinese government’s vigorous efforts to support local panel factories, Chinese manufacturers are rushing to buy orders at low prices, and the price of large LCD panels has dropped sharply. Samsung Display has gradually withdrawn from the large LCD panel business, which has also allowed BOE to make up for its vacancies and become a major supplier. This time BOE divides up the OLED market share of Samsung Display and LG Display, and it is difficult to ensure that the red chain threat will be staged again.

NVIDIA Songkou considers looking for Intel as a foundry, Lu Xingzhi: Diversify risks and know yourself

Huang Renxun, founder and CEO of GPU maker NVIDIA, publicly considered using Intel’s foundry services for the first time. Former well-known foreign analyst Lu Xingzhi said that although NVIDIA has learned the hard way of switching to foundry, using Intel’s foundry services To suppress the price increase of TSMC’s advanced process, it is also a necessary way to diversify risks. It is possible to know the progress of Intel’s process development, so as to achieve the purpose of knowing ourselves and ourselves for TSMC and ourselves.

Lu Xingzhi pointed out on his personal Facebook fan page that NVIDIA announced for the first time that it would consider cooperating with Intel’s foundry. He has several views to share:

  1. Mr. Huang disperses the risk of wafer foundry. It is true to consider cooperating with Intel to suppress the price increase of TSMC’s advanced process, but the painful lessons of Altera, Qualcomm, and NVIDIA before switching to foundry, NVIDIA is not ignorant, of course, as the CEO of NVIDIA , it is necessary to diversify the company’s foundry risk.
  2. Intel has to compete not only with NVIDIA in the GPU market, but also in the CPU market. It is a bit strange to hand over the most advanced designs to Intel (NVIDIA also announced that it will buy ARM knowing that it will not pass) It is strange, but both have other purposes). Mr. Huang said that it doesn’t matter. Before, many product content blueprints were shared in advance. Intel has long known the secrets of NVIDIA, but I think the original chip design is very different from the product, especially the tape-out time is very early. It is common sense that the foundry does not compete with customers. Could it be that the core values ​​that Zhang Dong insisted on in the past were all nonsense.
  3. I think that the main reason is that Mr. Huang takes Intel as an arrow (TSMC is a smart person and it should be very clear), NVIDIA should be the last two of all TSMC customers (the other is AMD) will use Intel’s foundry Intel Foundry Services A company that makes a lot of advanced products (there is a good chance of mass production of some mature products). The point is to see if other customers can do it for Intel. Customers most likely to adopt Intel are system vendors such as Google, Facebook/Meta, Amazon, Alibaba, Apple, etc. Otherwise, Qualcomm, MediaTek, European, American, and Japanese automotive MCU and analog chip manufacturers, which have no obvious competition with Intel, especially after Intel bought the tower, these customers would suggest to stop and listen before they adopt IFS in large numbers.
  4. The last point, just like Mr. Huang knew that the ARM transaction would not go through, but he still had to go through the process. As smart as Mr. Huang, he should have wanted to understand the progress of various product processes through cooperation with Intel, but then he would become a spy of TSMC, who knew himself and his opponent.

It is rumored that AMD’s great leap forward, the next-generation GPU energy consumption beats the opponent

The next-generation GPU war between AMD and Nvidia (Nvidia) is expected to start in the second half of the year. Some sources claim that AMD’s new GPU “RTX 7000” series has made a great leap in performance, and energy consumption has left Nvidia far behind, which may make Huida Da was quite nervous.

Digitaltrends and Techradar reported on the 21st that the technology YouTuber “Moore’s Law Is Dead” has made a name for himself with knowledge of inside information. He released a video comparing two next-generation GPUs, the RTX 7000 series with AMD’s “RDNA 3” architecture, and the RTX 4000 series with NVIDIA’s “Ada Lovelace” architecture.

The YouTuber claims that AMD’s next-generation RTX 7000 series is extremely power efficient and “should just blow Lovelace out of the water” in terms of energy efficiency. In view of this, he speculates that AMD’s new GPU performance may match or even surpass Huida. He emphasized that in the battle between RDNA 3 and Lovelace, Huida is facing unprecedented trouble in terms of energy efficiency.

In addition, the industry rumors that Huida’s next-generation architecture, Lovelace, has twice the performance of Ampere, the current-generation architecture. Moore’s Law Is Dead disagreed, saying that although Lovelace performed well, the performance would only increase by 60% to 80%, not double what the outside world said.

But Huida also has an advantage, and the company’s GPUs came to the market earlier. Moore’s Law Is Dead said that NVIDIA’s new GPU will be released in the third quarter, while the AMD GPU will not appear until the fourth quarter.

Another basis for AMD’s expected improvement in performance is that the Wccftech website deduced from the LinkedIn profile of AMD technical team members that the company’s RNDA 3 will use both TSMC’s 5nm and 6nm processes, which means AMD’s new GPU will use Multi-chip module (multi-chip module, MCM). AMD relied on MCM to revive the CPU glory, greatly improved the cost performance of AMD products, and took away a lot of Intel’s market share.

It should be reminded that these are all rumors at present and must be treated with caution.

On the 21st, AMD rose 2.17% to close at $115.92. Huida rose 1.06 percent to $267.34.

Nvidia: Graphics card shortages may ease in the second half of this year

It’s been more than a year since Nvidia’s RTX 30-series graphics cards were launched. But until now, the phenomenon of graphics card shortage is still very serious. The price of graphics cards has also remained high all the way, making many enthusiasts who need to install the computer to complain.

So when will the shortage of graphics card chips be alleviated? NVIDIA CFO Colette Kress said at the 24th Needham Growth Conference recently: “Looking back to 2021, we have seen strong demand for GeForce graphics cards, and NVIDIA’s graphics cards continue to be in short supply. The supply of NVIDIA products will be Get better in the second half of 2022.”

While it’s not the first time Nvidia’s explanation for when the out-of-stock phenomenon will ease, there are still some possibilities this time around.

Media Tom’s Hardware said that Nvidia is expected to officially release the RTX 40 series graphics card this year, and when the RTX 40 series graphics card is released, it may alleviate the current shortage of graphics cards to a certain extent.

It is currently reported that the NVIDIA RTX 40 series will be manufactured using TSMC’s N5 5nm process technology, which is now very mature and has a high yield. Due to the strong demand for graphics cards, Nvidia may have increased its orders for TSMC production as much as possible. TSMC has invested tens of billions of dollars in N5 process capacity in 2021. These new lines are expected to start up this year. At that time, the shortage of advanced process wafers will be greatly alleviated.

In addition, according to VideoCardz, Nvidia is preparing a new RTX 3060Ti graphics card, equipped with the GA103 core to solve the problem of insufficient shipments of this model.

VideoCardz revealed that the RTX 3060 Ti currently on sale is based on the GA104 GPU and is the least available model in the RTX 30 series. Some of Nvidia’s partners say they haven’t shipped an RTX 3060 Ti for several months as Nvidia prioritizes the more expensive RTX 3070 series, which also features a GA104 GPU.