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TTGT
StockNews.AI
138 days

Omdia: Display Makers Cut Capacity Utilization During Uncertainty Over Display Application Tariffs

1. Display panel makers expect reduced utilization in 2Q25 due to demand pullback. 2. Uncertainty in U.S. tariffs on display products may impact purchasing decisions.

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FAQ

Why Bearish?

The expected reduction in utilization indicates decreased industry demand, historically leading to lower prices.

How important is it?

Tariff uncertainties and demand fluctuations can significantly impact TTGT’s supply chain and sales outlook.

Why Short Term?

Immediate effects from reduced utilization and uncertainty may affect TTGT's stock in the coming quarters.

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LONDON--(BUSINESS WIRE)-- #PCmanufacturers--According to the latest report from Omdia's Large Area Display Production Strategy Tracker, display panel makers maintained a fab utilization above 80% in 1Q25 but are expected to reduce utilization in 2Q25. As the pull-in demand for 1Q25 winds down at the start of 2Q25, set makers are adopting a more conservative approach to panel purchases. Uncertainty surrounding the new U.S. tariffs on display application products including TVs, PCs and smartphones, combined with re.

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