Backed by China’s national semiconductor strategy, the display driver IC (DDIC) industry is experiencing rapid growth. Domestic companies are transitioning from being technology followers to playing a leading role in setting standards and shaping markets. Financial reports from multiple A-listed companies in the first half of 2025 show significant increases in R&D investment, accelerated patent accumulation, and comprehensive substitution of imported technologies across various segments.
R&D spending is rising in both scale and growth rate. OmniVision Group leads the industry with $1.365 billion in R&D expenses, reflecting an increase of over $100 million. GalaxyCore saw a 25.49% year-on-year increase, demonstrating strong momentum. While smaller in scale, companies like New Vision Microelectronics and Tiandezi also achieved R&D growth rates exceeding 25%.
In terms of R&D intensity, SinoWealth stands out with 24.09% of revenue invested in R&D, following a technology-intensive strategy. Both GalaxyCore and New Vision Microelectronics maintained high R&D ratios of around 13%, while OmniVision and Tiandezi ensured substantial absolute investment supported by their large revenue bases.
The patent landscape shows leading companies building broad portfolios while smaller firms focus on niche innovations. OmniVision holds 4,761 total patents, including 4,552 invention patents, creating a strong technological moat. SinoWealth’s invention patents account for 98.5% of its portfolio, reflecting exceptionally high quality, while Tiandezi also exceeds 94% in invention patents. New Vision Microelectronics concentrates on key technologies with targeted IP布局.
Technical breakthroughs are emerging across multiple applications. OmniVision’s OLED DDIC has entered mass production at first-tier panel makers, its TED chips are adopted by global leading laptop brands, and its automotive TDDI has passed customer validation. GalaxyCore delivered its first AMOLED chip to a smartwatch client, marking its official entry into the OLED market. New Vision Microelectronics and Tiandezi made progress in AMOLED enhancement, TDDI cost optimization, and e-paper driver ICs.
Notably, AMOLED smartphone panel penetration has reached 63%, and automotive displays are rapidly evolving toward multi-screen, large-size, and high-interactivity solutions. Mini/Micro LED, high refresh rates, and low power consumption have become major R&D priorities.
Moving forward, technology leaders will consolidate their market position through scale and patents, while mid-sized companies will focus on differentiated technologies for specific applications. The industry is rapidly expanding from consumer electronics into automotive, industrial control, and IoT.
ICgoodFind Summary: Chinese display driver IC companies are seizing unprecedented opportunities with growing technological autonomy and enhanced product competitiveness. ICgoodFind will continue to provide high-quality component supplies to support the global rise of Chinese chips.
