Near-term LCD/OLED Disruption from Coronavirus

From Ross Young:

In 2020, Wuhan is expected to account for 6% of worldwide mobile OLED capacity, 3% of mobile LCD capacity and 2% of LCD TV capacity. In 2021, these figures should rise to 9% of mobile OLED capacity and 4% of LCD TV capacity…Since the display industry is still in a period of over-supply, this supply disruption could help further stabilize and increase prices.

Related

Dollar Tree’s $200M Tariff Problem Is a Preview of What’s

I love reflection and especially the reflection that bookends a

[vc_row][vc_column][vc_column_text] This week I was in #Dubai, working with Emirates