On July 16, Omdia's latest report indicated that as foundry production capacity tightens and upstream semiconductor manufacturing costs continue to rise, driver chip prices are rising. The agency expects market demand in the second half of 2026 to be weaker than in the first half of the year, but continued increasing cost pressure will support the further rise in DDIC prices. The agency expects that some foundry prices may continue to rise in the second half of 2026. Foundry is the most significant part of the cost of display driver chips, accounting for 60% to 70% of the total cost, of which silicon wafers account for about 40%. This means that any increase in foundry prices will directly affect the cost structure of DDIC manufacturers.

On July 16, Omdia's latest report indicated that as foundry production capacity tightens and upstream semiconductor manufacturing costs continue to rise, driver chip prices are rising. The agency expects market demand in the second half of 2026 to be weaker than in the first half of the year, but continued increasing cost pressure will support the further rise in DDIC prices. The agency expects that some foundry prices may continue to rise in the second half of 2026. Foundry is the most significant part of the cost of display driver chips, accounting for 60% to 70% of the total cost, of which silicon wafers account for about 40%. This means that any increase in foundry prices will directly affect the cost structure of DDIC manufacturers.