What They Say
TrendForce said that it was concerned that US restrictions on semiconductor trade against China could spread to the panel industry if it started to apply to driver chips. The firm said that the DDI supply chain is ‘decoupling’ or ‘bifurcating’ to be split between chains that completely exclude Chinese made or designed products and another that is ‘de-americanised’.
Since there are no direct orders from the US government targeting panel supply and related components at this moment, TrendForce believes the decoupling process in the supply chain for driver ICs is going to be a slow and drawn-out process.
What We Think
I confess to being deeply depressed by the recent trends away from more cooperation and less of an internationalist outlook. My family moved to Belgium when I was young so that my father could work on trying to develop international markets and I always saw more international trade as one of a number of ways of helping to break down barriers. (BR)
