Monitor makers are allegedly stockpiling display panels in response to tariffs imposed on China by the Trump administration. DigiTimes Asia reports that screen stockpiling volume is expected to reach 3 million units, with monitor prices allegedly increasing by 5% due to tariffs.
The implication of the new tariffs could cause a chain reaction in the monitor panel industry, on top of just stockpiling. Heavy competition in the industry is expected to choke second-tier monitor brands (think those without a long history in or close ties to the display business), hampering their negotiating power, and forcing these lower-tier brands to pay higher prices to ensure they get enough product capacity for their products.
