Reported 12 months ago
Analysts point out that market's view on OLED Driver IC competition is too pessimistic, emphasizing UMC's design advantage and cost competitiveness. The iPhone 16 series is expected to contribute 5.9% revenue and a 7.9% profit increase with a 50% gross margin. UMC is set to supply around 34 million DDI units for the iPhone 16 series in the second half of this year. With the launch of folding smartphones, UMC could potentially enter the Apple iPad product line by 2026, benefiting the DDI supply chain in the long run.
Source: YAHOO