On July 29, 2026, Jichuang North announced externally that its independently developed OLED display touch-integrated chip ICNA3611 has achieved large-scale mass production, being positioned as the first OLED TDDI chip in China to enter this phase, and has already completed large-scale integration into mainstream models of well-known domestic brands. On the surface, this is a product advancement in the display industry, but in essence, it stands on the same red line as domestic substitution and the capital market's regulatory bets on hard technology: as a core component of high-end display modules, OLED TDDI has been dominated in recent years by Synaptics, Novatek, and manufacturers from South Korea and Taiwan, while domestic manufacturers have long lagged behind in this segment. Now, with Jichuang North, which already has a mature layout in LCD driver chips, taking the lead in mass production, it means that "self-control" has an additional sample that can be validated by both regulatory and capital measures in key components. For upstream suppliers, overseas chip vendors will face structural pressure from domestic design forces; for downstream mobile phone manufacturers, the introduction of ICNA3611 involves not only cost and performance trade-offs but also a restructuring of diversified procurement strategies under quality systems, reliability, and compliance reviews. Meanwhile, secondary market investors under strict scrutiny on "capitalizing on trends" and "pseudo hard technology" will have to reassess the valuation boundaries and regulatory tolerance of the display driver track after this mass production milestone, determining whether this chip will rewrite the rules or merely represent a high point in the long run of domestic substitution.

From Monopoly to Independent Research and Mass Production: The Regulatory Bets Behind Domestic Substitution

Before ICNA3611, the phase of OLED display touch-integrated chips has long been a "technical gap" in China's supply chain. The global OLED TDDI market has been firmly occupied by manufacturers like Synaptics and Novatek, as well as firms from South Korea and Taiwan, while domestic manufacturers have mostly remained at the mid-to-low-end display drivers or peripheral components, with true decision-making power over screen form, power consumption, and interaction experience lacking domestically. This means that once external conditions change or export controls spill over into this category, the entire panel and terminal chain could be stuck at a very small but critical link.

It is against this backdrop of structural weakness that since the 14th Five-Year Plan, Chinese regulatory authorities and industry administrative departments have continuously included integrated circuits, display panels, and related chips in the list of strategic emerging industries, establishing "self-control" and "domestic substitution" as hard constraints at the top-level design. The national and local governments provide relatively stable research and development cycles and room for error for domestic chip design companies through industrial funds, tax incentives, and research subsidies; on the capital market side, the Science and Technology Innovation Board and other segments have inclined towards these hard technology companies in financing and listing channels, while imposing stricter information disclosure and technical authenticity requirements to constrain "capitalizing on trends" and "pseudo hard technology." Under this institutional combination, with Jichuang North having successfully shipped mature products in LCD driver chips, it is pushed towards the higher-end direction of OLED TDDI: from project initiation and research and development to being positioned as the first domestic OLED TDDI chip to achieve large-scale production, and subsequently completing mass production for mainstream models in well-known domestic brands, all represent a closed-loop moving from "0 to 1" to "1 to N," signifying the first quantifiable industrial validation of the long-standing policy bets by regulatory departments surrounding the display driver industry chain at the most sensitive high-end section.

Science and Technology Innovation Board and Information Disclosure: How One Chip Can Rewrite the Narrative of Public Companies

Jichuang North is not a "hidden" design company within the industry chain, but rather a Science and Technology Innovation Board enterprise standing under the spotlight of the Chinese mainland capital market: it is placed in the position of a hard tech sample in semiconductors, where technological breakthroughs are naturally translated into regulatory language and valuation language. The system of the Science and Technology Innovation Board itself requires issuers to possess strong technological innovation attributes and sustained R&D investment; the China Securities Regulatory Commission and the exchange have repeatedly emphasized the authenticity and completeness of information disclosure, which means that once an event such as the "first OLED TDDI chip in China to achieve large-scale mass production" occurs, the first assessment from the regulatory perspective is whether it constitutes a significant matter that requires special disclosure or emphasis in periodic reports.

Within the current securities regulatory framework, labels like "first mass production" and "domestic substitution" essentially need to be based on verifiable operational results: ICNA3611 has confirmed that it has achieved large-scale production and entered mainstream models of renowned domestic brands, making this a "technological hotspot" for companies on the Science and Technology Innovation Board and a key anchor point sought by regulators and investors in annual and quarterly reports. The challenge lies in the fact that while regulators need to support strategic emerging industries like semiconductors and display drivers through the Science and Technology Innovation Board and industrial policies, reinforcing domestic substitution and ensuring self-control, they must also remain highly sensitive to "innovation" and "import replacement" — in recent years, multiple warnings against "capitalizing on trends" and "pseudo hard technology" have pulled the wording of relevant announcements and the scale of market speculation into a high-pressure area. For Jichuang North, once this chip is included in roadshow materials, refinancing plans, or future significant matter descriptions, it will directly impact valuation pricing and review rhythm: regulators will assess whether it has changed the company’s position in the globally dominated OLED TDDI market led by foreign manufacturers, while capital will use order fulfillment and continued penetration to apply a discount or premium to "domestic substitution." In this sense, ICNA3611 is not just a new product but a magnifying glass reflecting the authenticity of the hard tech narrative on the Science and Technology Innovation Board.

Supply Chain Security vs Export Controls: Geopolitical Games on a Display Chip

In the eyes of regulators, the large-scale production of ICNA3611 primarily rewrites a supply chain risk curve. For many years, the global OLED TDDI chip market has been dominated by overseas manufacturers like Synaptics and Novatek, along with suppliers from South Korea and Taiwan, with domestic terminal manufacturers being structurally dependent on foreign supply at this juncture. Now, the ICNA3611 chip, positioned as the first OLED TDDI chip in China to achieve large-scale mass production, has entered mainstream models of renowned domestic brands, providing a domestic alternative for this critical link. The integration of display driving and touch functionality into a single chip can inherently reduce the thickness of screen modules and simplify the supply chain; as this chip transitions from being an "imported component" to a "domestically produced component" against the backdrop of Chinese regulatory authorities continuously emphasizing supply chain security and self-control over critical links, display drivers have officially been promoted to the priority queue of "fundamental fields," thereby enhancing the resilience of the entire domestic panel and terminal chain.

However, the other side of supply chain security is the potential spillover of export controls and sanctions boundaries. The recent technology export controls imposed by the U.S. and its allies superficially target high-performance GPUs, advanced process logic chips, and manufacturing equipment, which appears distant from "non-frontline" display driving. However, historical experiences have provided examples: many electronic components once considered "low sensitivity" have been included in more stringent export review scopes during tightened policy phases. The delineation of technical categories often exhibits lagging effects and a one-time broadening effect. As domestic OLED TDDI chips increase their penetration in end products and there is potential for future international market exports, domestic manufacturers enjoy an improvement in bargaining power from domestic substitution but must also anticipate the moment they transition from being "regulated entities" to becoming "candidates for inclusion in regulated lists by other countries" — they must align with domestic technology export filing and review requirements while proactively assessing export control and sanction list risks in target countries, treating compliance as part of product planning rather than being passive in addressing issues when geopolitical tensions impact display chips.

Reconfiguration of Compliance in Mobile Procurement: From Single Overseas to Multi-source Domestic

When ICNA3611, positioned as the first OLED TDDI chip in China to achieve large-scale mass production, quietly enters mainstream models of well-known domestic brands, what is truly rewritten is not only the BOM list but the entire set of supplier review and compliance rules. For large mobile manufacturers, introducing a completely new chip supplier means the need to re-run the quality system audits, reliability verifications, and regulatory compliance assessments: from whether the chip design process meets existing quality system standards, to long-term consistency and failure rate tests, and to whether new compliance risks are introduced under the current product certification framework. In the past, this entire process often revolved around a few overseas suppliers, but now ICNA3611's verification through mainstream models effectively compels terminal manufacturers to upgrade "domestic solutions" from alternatives to standard options within internal processes. It also incorporates a risk management path for "domestic + overseas" multi-source combinations into compliance manuals, using domestic TDDI to hedge compliance and continued supply responsibilities under sanctions or supply interruptions from a single region.

The real rearrangement also occurs at the contractual clause level. After introducing domestic chips, the main framework agreements between OEMs and chip manufacturers often need to strengthen intellectual property ownership, reverse engineering restrictions, and confidentiality clauses for technical information — on one hand, to prevent the leakage of core processes and designs that compromise hard-won domestic alternatives, and on the other hand, to reserve evidence chains for potential cross-border disputes and regulatory investigations in the future. As more terminal products adopt domestic chips, including ICNA3611, regulatory authorities will inevitably examine mobile phones and other terminals more frequently from the perspectives of software and hardware security, personal information protection, and data security clauses: confirming that new devices do not introduce new security attack surfaces at the hardware level, and verifying that data collection, transmission, and storage around chip drivers and supporting software comply with existing regulatory requirements. This makes "how to write contracts, how to configure multi-sources" itself gradually become a continuous work focus for mobile manufacturers' compliance departments.

An OLED Chip Reflecting the Long-term Regulatory Track

ICNA3611, as the first OLED TDDI chip in China to achieve large-scale mass production, unites three main lines written in documents over the past few years onto the same production line: one is the industrial policies surrounding semiconductors, self-control, and display driving since the 14th Five-Year Plan, which has closed the loop from project initiation, fund investment to actual commercial application through this mass production milestone; the second is the Science and Technology Innovation Board representing capital market regulation, which provides a relatively positive sample in the transition from Jichuang North from LCD to OLED through multiple constraints on "hard technology" labels, information disclosure, and valuation; the third is the downward reconfiguration of quality, compliance, and multi-source procurement when terminals introduce domestic chips, compelling upstream manufacturers to conduct systematic restructuring between supply chain compliance and domestic and foreign review requirements. At the same time, the current public information has not disclosed the production capacity scale, order amounts, specific cooperating brands, and detailed technical parameters of ICNA3611. The paths of expanding into overseas markets are also at the stage of "seeing the direction but not the details," and any interpretation of policies and markets must acknowledge that these critical variables remain unknown. It can be anticipated that as domestic substitution continues to deepen, regulatory authorities will likely refine rules in three areas: first, becoming clearer about the disclosure criteria for order concentration, customer structure, and other information regarding core chips; second, emphasizing quantifiable technologies and market results in industry support tools and hard technology attribute recognition; and third, providing more specific operational requirements regarding export compliance, cross-border reviews, and potential sanction risks in conjunction with international technological and trade frictions. For investors and industry participants, what needs to be closely monitored post this OLED chip are not just the shipment curves of a single product but three longer-cycle signals: how regulatory documents and enforcement standards adjust "what counts as hard technology," how the rhythm and depth of terminal manufacturers introducing domestic TDDI evolve, and how international export controls and list systems change and reshape the globalization space for domestic chips.

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