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Trump Retreats on Display Tariffs

April 14, 2025

After a series of escalating tariffs on imports from China threatened to make display products prohibitively expensive, President Trump on Friday announced to exempt most of these products from higher tariffs. The exemption applies to all countries including China, and covers smartphones, mobile PCs (laptops and tablets) and parts thereof, monitors, flat panel displays, semiconductors and semiconductor equipment. The exemption does not cover TVs, so TVs imported from China will incur a massive additional 145% tariff. Imports of electronics from China will still be subject to the 20% tariff Trump imposed because of the country’s role in fentanyl trade.
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Trump Tariffs Will Hit Display Industry Hard

April 7, 2025

US President Donald Trump announced on April 2 a sweeping series of tariffs that will result in massive price increases for display products in the country. Trump’s executive order titled “Regulating Imports with a Reciprocal Tariff to Rectify Trade Practices that Contribute to Large and Persistent Annual United States Goods Trade Deficits” reverses 80 years of US trade policy and brings the country back to a tariff regime last seen in the 19th century.
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OLED Oversupply Persists but Set to Decline Slowly

March 31, 2025

We have updated our Quarterly OLED Supply/Demand and Capital Spending Report for Q1 2025 with Counterpoint Research’s latest capacity outlook for the industry and forecast for OLED panel demand. With demand for OLED displays for mobile and IT applications increasing at the end of 2024, we have raised our longer-term demand outlook. At the same time, with the financial case for OLED capacity expansion remaining a challenge, our outlook for supply growth has been slightly reduced. We now see demand growth for OLED for mobile and IT applications exceeding supply growth, and oversupply gradually declining throughout our five-year forecast period.
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Takeaways from Electronic Displays Conference

March 24, 2025

The conference appeared to be well attended with an estimated 300 participants. The program included four separate sessions on automotive displays along with parallel sessions on display materials, flexible displays, digital signage and other topics.
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AUO, Tianma Present MicroLED Tech at edC 2025

March 17, 2025

Giving a talk on MicroLED at the Electronic Displays Conference (edC) in Nuremberg recently, AUO said it now has a G4.5 production line, which enables the company to target various display sizes. AUO is focusing on smartwatches and automotive displays. The circular display used in smartwatches can also be repurposed for circular knobs.
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TCL, Hisense Surge in TV Market in Q4 2024 With MiniLED Storm

March 10, 2025

TCL and Hisense both reached all-time highs in global TV market share in Q4 2024, according to Counterpoint Research’s Global TV Shipment and Forecast Report, released last week. The two companies rode tailwinds in their home market of China and aggressively promoted large MiniLED TVs to gain share in the premium TV market.
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2025 Super Bowl TV Deals Bring Few New All-time Lows

February 10, 2025

The Super Bowl, held yesterday, marks the end of the big TV sales season in the US, and as usual, the top brands made a final push for sales. In contrast with Black Friday, where the low-end Opening Price Point models have special deals, the Super Bowl weekend TV shopper skews towards the premium models, because often the intent is to show off the new TV purchase to family and friends with a Super Bowl party.
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TV Makers at CES 2025: Samsung, LG Focus on AI; Hisense, TCL Claim Leadership in Display Tech

January 13, 2025

In media events held at the start of CES 2025, and in their main exhibit space, the top five global TV makers had very different approaches in their announcements about products. The two South Korean giants, Samsung and LG, focused on artificial intelligence (AI) while the upcoming Chinese competitors, Hisense and TCL, claimed the leadership of display technology in the TV space. Finally, Sony’s conference featured many connections with its content businesses. But all these TV makers described their strategic partnerships with US technology firms.
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