Awesome! Huawei successfully solved a bottleneck chip: it has been allowed by the United States

In recent years, with the continuous efforts of domestic panel manufacturers, my country's OLED panels have made significant progress in technology and commercialization, and the market share has also increased year by year. For domestic manufacturers, what they are currently doing is to break the excessive dependence on imported OLED driver ICs.

The latest news shows that Huawei HiSilicon's first self-developed OLED driver chip has entered the trial production stage. Sources revealed that Huawei HiSilicon's OLED driver IC will be mass-produced in the first half of next year, with a production capacity of about 200,000 to 300,000 pieces per month.

According to Jiwei.com, Huawei HiSilicon's first self-developed OLED driver chip completed tape-out in 2020 and has now entered the trial production stage. It will soon be officially delivered to suppliers, and Huawei's own products are also expected to adopt it.

In this regard, industry insiders have confirmed that "Huawei HiSilicon OLED driver chips will be put into production at a 40nm production line of a foundry in mainland China, and mass production is expected to begin in the first half of next year, with a production capacity of about 200,000 to 300,000 pieces per month." This also indirectly confirms the claim of trial production.

Regarding whether the production of OLED driver ICs will be restricted by the United States, the above-mentioned person said, "There are no restrictions at present," and another industry insider also said, "I heard that it has been allowed by the United States."

"Huawei's production capacity is relatively small and the main wafer foundries have released too little 40nm production capacity." The above-mentioned person added that currently only Samsung, TSMC, and UMC are foundry companies, and OLED driver chips mainly use 40nm/28nm process. Against the background of tight wafer production capacity, OLED driver IC production capacity is also limited.

"In addition to production capacity constraints, the main problem is that Huawei is a customer with too much uncertainty," said another industry insider. "Huawei not only faces production capacity issues, but also market competition issues. Even if it can successfully mass-produce, its competitiveness is still relatively weak."

However, it also believes that Huawei's entry into the OLED driver IC field is expected to break the monopoly of international manufacturers, accelerate the localization of driver chips, and help ensure the security of the supply chain.

It is worth mentioning that in addition to Huawei, Zhongying Electronics, Chipone and other manufacturers who are taking the path of self-research, other Chinese companies are also striving to break my country's disadvantages in the field of OLED driver ICs through acquisitions.

OLED驱动IC作为OLED屏的“中枢神经”，其对电流的控制能力显著影响成像质量，其所能支持的像素分辨率、接口类型和其他性能指标也决定了OLED显示屏的应用场景。