What They Say
The Elec reports that TCL’s plan to switch the Suzhou LCD factory that it has agreed to acquire from Samsung to make IT panels may be delayed because the demand for TV panels remains quite strong. The deal is also being held up by a delayed approval process by Korean government officials.
What We Think
There’s lots of juggling going on to balance supply, demand and optimum finance at the moment. Things should settle to be clearer by the second half of 2021. (BR)
