配套LGD京东方，联咏OLED驱动芯片已向苹果送样

Ofweek维科网04-16

WitDisplay消息，LX Semicon面临着挑战。这是因为竞争对手正在LX Semicon的主营业务——显示驱动芯片（DDI）领域向LX Semicon施压，试图进入LX Semicon的主场。据业内人士透露，联咏正在寻求向苹果供应DDI，目标是为计划今年发布的 iPhone 16 系列供应 DDI，据悉去年 2 月就已提供样品。联咏是继三星电子（系统LSI）之后的全球第二大DDI公司...

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Display、BOE、Samsung Display等3家公司为苹果iPhone供应OLED，但由于Samsung Display主要使用三星电子DDI，因此联咏极有可能与LG Display或BOE合作。如果这成为现实，LX Semicon 将不得不与联咏争夺 iPhone的销量。与此同时，LX Semicon几乎垄断了LG Display和京东方为iPhone供应的OLED DDI，但它面临着必须与联咏争夺地盘的局面。据了解，苹果直接指定DDI供应商，而不是委托给显示器公司。随着苹果追求 DDI 多元化，联咏似乎很可能会向苹果供应DDI。今年，LX Semicon 在 iPad 市场与竞争对手三星电子的竞争中也遇到了困难。苹果今年首次在 iPad 上安装 OLED，三星电子在 iPad 上使用的 DDI 上占据主导地位。最初，预计Samsung Electronics DDI将应用于Samsung Display生产的iPad OLED面板，LX Semicon DDI将应用于LG Display生产的iPad OLED DDI，但LG Display生产的iPad OLED面板采用了Samsung Electronics DDI，打破现有的做法。对于此前坚持多供应商的苹果公司来说，选择独家供应体系是不寻常的，这被解读为看重三星电子的OLED DDI技术和信息技术(IT)设备的专有技术。DDI是LX Semicon的核心业务。根据该公司的业务报告，去年1.9万亿韩元的销售额中，92%是通过DDI赚取的。LX Semicon 向苹果供应 DDI 的具体数量尚未披露，但预计将占很大一部分，因为电视和移动设备占 DDI 销售额的大部分。去年年底，LX Semicon聘请了在半导体等零部件业务方面拥有丰富企业管理经验和专业知识的三星电机前总裁李润泰担任新任首席执行官，为不确定的商业环境做好准备并为未来积极做好准备。李润泰在 3 月份的董事会会议上就任首席执行官，但面临着在发现新业务之前突破日益激烈的 DDI 竞争的任务。继李润泰之后，LX Semicon还聘请了前LG Display副董事长韩相范(Han 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