Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform?

Data Image, a Qisda subsidiary, has entered the second phase of capacity expansion at its Vietnam facility. The company's expansion aligns with Qisda Group's broader strategy to mitigate tariff impacts and strengthen production capabilities.

The global auto display panel market is expanding rapidly amid rising demand for smart and electric vehicles. China is gaining ground as a major supplier, fueled by its fast-growing new energy vehicle (NEV) sector. Taiwanese makers AUO and Innolux are carving out positions in the high-end segment through advanced display technologies.

The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes.

The Southern Taiwan Science Park (STSP) has reported record-high sales of NT$2.21 trillion (approx. US$67.05 billion) for 2024, rising 39.55% year-over-year, with strong momentum coming from AI-driven demand for semiconductors and other applications.

The color e-book reader has received a strong market response after its launch, and Netronix continues to receive follow-up orders. The number of orders from January to September 2025 has already surpassed the total number of orders for the entire year of 2024. Netronix has predicted that 2025 will mark the era of intense competition in the e-book reader market, with the rise of a new golden age on the horizon.

E Ink, a dominant player in electronic paper technology, has designated 2025 as the "Year of Large-Size Color E-Paper," signaling a strategic pivot toward the burgeoning market for expansive displays and marking a transformative phase for the company.

Radiant Opto-Electronics, a top player in backlight module manufacturing, is undergoing a strategic transformation under Chairman Justin Wang. In August 2023, it acquired Finnish optical firm Nanocomp Oy Ltd., followed by the full acquisition of Danish meta-optics company NIL Technology ApS (NILT) in September 2024. These consecutive acquisitions mark Radiant's push into next-generation optical technologies.

E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic shelf labels (ESLs). However, he framed this period as a strategic opportunity for the company to recalibrate. Looking ahead to 2025, Lee projected strong demand for Internet of Things (IoT) applications, including ESLs, digital signage, and consumer electronics. He expects steady growth throughout the year.

TPK Holding struggled in 2024 as sluggish consumer demand and the phase-out of older smartphone models led to a 14.1% decline in total shipments, falling to approximately 52 million units. Annual revenue slipped 1.4% year-over-year to NT$68.87 billion. The company expects another 10% drop in 2025 as it shifts focus to high-growth areas like e-book touch technology and LiDAR.

Hisense USA is the target of a class-action lawsuit alleging that its QLED televisions do not contain quantum dot technology, despite marketing claims. Filed in the Southern District of New York, the lawsuit by plaintiff Robert Macioce asserts that several Hisense QLED TV models are merely standard LED TVs, misleading consumers and violating advertising laws, according to PacerMonitor.

India's Dixon Technologies is considering expanding its manufacturing operations in Uttar Pradesh, a key hub for mobile phone production. The company aims to start producing display modules by late 2025 and is leading this expansion by manufacturing 4K TVs for an Indian brand.

As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January 2025, a series of tariff policies further impacted the inventory rhythm within the LCD television supply chain.

FocalTech Systems exceeded fourth-quarter revenue expectations, buoyed by record shipments of OLED touch chips as the technology gains traction across devices from smartphones to tablets.

Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of the Coretronic Group, is actively participating in government procurement efforts and has secured substantial contracts for military drones from the Ministry of Defense of Taiwan.

China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts, provinces across the country have introduced additional subsidies of varying sizes. The move aims to bolster consumer spending amid an economic slowdown.

Coretronic, a manufacturer of LED backlight units (BLU), has raised its capital expenditure (capex) target to approximately NT$1.5 billion (approx. US$45.86 million) in 2025, up from the previously estimated NT$800-900 million. New orders for OLED monitors are driving the increase. Coretronic's capex was around NT$2.68 billion in 2024.

Radiant Opto-Electronics is pushing beyond displays into meta-optics with back-to-back acquisitions of Finland's Nanocomp in 2023 and Denmark's NIL Technology (NILT) in 2024. NILT develops nano-scale optical components using ultraviolet imprinting and etching, positioning Radiant for applications in 3D sensing, AR waveguides, and automotive and biomedical optics.

A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend continues, the panel industry expects to achieve supply-demand equilibrium in 2029 without having to curtail production, according to industry sources.

Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market, being one of the largest consumers of monitors globally, faces particular challenges due to the low-margin nature of these products. The tariffs not only raise costs but also affect brand confidence in end-market sales, potentially leading major brands to adopt more conservative shipment targets for 2025.

Panasonic, the Japan-based electronics company, may end its television business in 2025. On February 4, 2025, the company announced an organizational restructuring plan for its 2025 fiscal year (April 2025–March 2026). The restructuring will break up and reorganize its home appliance division, with particular attention on the TV business, which was once a flagship operation but has suffered from prolonged low profitability. Panasonic is now considering downsizing or selling off the unit, drawing significant market attention.

Sharp Corporation is set to announce its fiscal 2024 growth strategy during its earnings presentation in May 2025, covering the period from April 2024 to March 2025. However, key elements of this strategy, such as the CEO-led Innovation Accelerator Project (I-Pro), are already taking shape through ongoing initiatives.

Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term.

India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following acquisitions, such as Ismartu's Indian assets. Additionally, the company, having established a display assembly factory with China's HKC, plans to capitalize on the India Semiconductor Mission 2 to build a display fab.

Lextar Electronics has disclosed its collaboration with European automotive brands to develop smart vehicle miniLED displays, with mass production expected to begin in the next two to three years.