Wuhan Panel Makers Risk ‘Near Term Supply Disruption’ From Coronavirus, Says DSCC
Wuhan, China, ground zero of the coronavirus outbreak, is a fast-rising “hub” for display manufacturing, with LCD and OLED fabs “already in production and a few more starting production in 2020,” blogged Display Supply Chain Consultants CEO Ross Young Tuesday.…
Sign up for a free preview to unlock the rest of this article
If your job depends on informed compliance, you need International Trade Today. Delivered every business day and available any time online, only International Trade Today helps you stay current on the increasingly complex international trade regulatory environment.
Half the population of Wuhan left town for the Lunar New Year and can’t return until the travel ban lifts, affecting the fabs’ employee “headcount,” he said. “Thus, the coronavirus should result in a near term supply disruption” for panel makers BOE, China Star and Tianma, he said. “Since the display industry is still in a period of over-supply, this supply disruption could help further stabilize and increase prices.”