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Display Supply Chain Shifts Are Avoiding Trump Tariffs

August 25, 2025

The main justification given by President Trump for implementing tariffs on US imports was the massive US trade deficit in goods. One of the largest components of that trade deficit was electronics goods, largely imported from Asian countries, especially China. So, one might expect that the tariffs that are implemented would hit electronics goods hard, but that has not been the case so far. Trump’s exemptions for many key products and changes in the supply chain for electronics goods have meant that, thus far, display end products have, on average, faced minimal tariffs.
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Webinar Highlights: Preparing for India Display Conference 2025

August 25, 2025

India’s display story took centre stage on August 21, 2025, as Counterpoint Research, SID and ICEA came together for a pre-event webinar to explore how India is preparing for its next major leap in the display ecosystem. The session ‘From Silicon to Screens – India’s Next Tech Leap’ acted as the curtain-raiser to the India Display Conference (IDC) 2025, scheduled to be held on September 4 in New Delhi.
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Trump Tariffs Forced a Huge Shift in Electronics Supply Chain as China Imports Plummeted; Vietnam the Main Winner

August 18, 2025

The global supply chain for electronics has scrambled to adjust to President Trump’s tariff regime. After witnessing a surge in Q1 2025, imports continued at a strong pace in Q2, but with a big shift away from China. This analysis is based on import data released by the US International Trade Commission (ITC), showing that the supply chain for electronics has already reacted to the increased tariffs by shifting imports away from China and toward Vietnam, India and other countries.
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LCD TV Panel Prices Wilting in Summer Heat

August 4, 2025

For the second year in a row, summer has been a soft spot for LCD TV panel prices. The recent pattern of more gentle fluctuations in price seems to be settling into a seasonal pattern where prices increase over the winter and decrease in the summer months. Compared to the long-term pattern of wild price swings, the recent pattern is vastly more moderate.
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Display Glass Market to Grow 11% in 2025 on Strong Volume, Price Increases

August 4, 2025

An increase in prices in the second half of 2024, combined with strong utilization by panel makers in the first half of 2025, drove the display glass market to its highest value in at least 10 years, according to Counterpoint Research’s Display Glass Report, released last week. We expect that revenues will decline in both the third and fourth quarters, but even with those declines, display glass revenues will increase 11% YoY in 2025.
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LGD Books Big Profit on Guangzhou Sale but Posts Operating Loss in a Slow Q2 2025

July 28, 2025

LG Display booked its largest quarterly net profit in more than 10 years in Q2 2025 based on an extraordinary gain from its sale of the Gen 8.5 LCD fab in Guangzhou. The profit gave a shine to an otherwise bleak quarter, as the company’s streak of quarterly operating profits ended at two. LGD has now reported net losses in 11 of the last 13 quarters.
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US to Ban BOE OLED Panels in Samsung Patent Infringement Case

July 21, 2025

The US International Trade Commission (US ITC) has issued a Final Initial Determination (ID) on Samsung’s case against BOE, accusing the Chinese company of patent infringement. The ID recommends a limited exclusion order and a cease-and-desist order, which would prevent the import of BOE’s OLED panels and smartphones made with those panels.
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Counterpoint’s Advanced TV Cost Report Tracks Displays From QD-OLEDs to 116” LCDs

July 21, 2025

Counterpoint Research has released its latest Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. The H1 2025 edition includes updates to all sizes of WOLED panels and 55”+ LCD, including LCD with MiniLED backlights, and cost profiles for 55”, 65” and 77” QD-OLED panels from SDC. We have also added new cost profiles of 98”, 100”, 115” and 116” UHD-LCD panels, manufactured on Gen 8.5, Gen 8.6 and Gen 10.5 substrates in China. It covers the new gaming monitors from SDC, which are 49” and 34” QD-OLED panels.
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Farewell, Ross

July 14, 2025

As many of you may have already heard, Ross Young has resigned from his position at Counterpoint Research. For readers of the Counterpoint Display Weekly Review, this may not be a surprise since Ross has not been writing for our newsletter since the beginning of the year. Instead, he has been building an important series of new reports on automotive displays. Ross has posted to social media that he has retired and has plans for travel all around the world for this fall.
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