IC designer: The worst period of demand is over

Mobile phone related chip supply chain recently ushered in a wave of client pull tide, IC design manufacturers bluntly: "the worst period of demand has passed", the market is gradually recovering; Next year, driven by the replacement tide triggered by the introduction of terminal generative AI into the mobile phone market, it is expected to feel a more obvious recovery momentum in the third quarter of next year.

After these two years of correction, IC designers pointed out that according to the current assessment of the research institute, the mobile phone market may grow by a mid-single digit percentage next year.

Industry insiders believe that the recent demand performance of mobile applications is indeed better than that of laptop and TV applications. Entering next year, the first half of the year is usually the off-season, the second quarter may begin to gradually warm up, evaluate the mobile phone supply chain performance of the peak season in the second half of next year, should be better than the second half of this year and the first half of next year.

Previously in the boom trough, the demand for new machines is weak, the market demand for second-hand refurbished machines is more hot, and in recent years, the rise of generative AI applications, the development trend from the cloud has also begun to extend to the terminal, it seems to bring new hope for the overall smartphone market, the industry is leading the explosive power of terminal generative AI, focusing on whether it can become a killer application and stimulate how many replacement machines the market.

On the other hand, the IC design factory said that the use of OLED panels will be more and more models, previously only penetrated to the high-end models, but more and more high-end models also follow, and most folding machines use OLED panels, so the relevant proportion may be more than 40% from now, in the future to reach half the level, This also affects the order business opportunities of OLED-related IC designers.