On April 4th, the US Office of the Trade Representative published a list of 1,300 products that could be subjected to an additional 25% import tariff if coming from China. Flat panel TVs are included on this list, and given the very low margins on the bulk of entry level TVs, and the fact that many of the smaller in mid-sized TVs are imported fully assembled from China, it could have a very big impact on the entire TV market. The attached report breaks down the details of the possible tariff, and the impacts on the supply chain, as well as possible reactions. Of course, it is important to note that this list of products is under a 60 day review process, and we expect heavy lobbying on the part of manufacturers and trade organizations. The outcome or final list could change before the end of May.
The Analyst Team
Director, Display Supply Chain
Deborah Yang is a noted expert with over 14 years of experience in research and analysis of the flat panel display supply chain across the world. She works in the display team, responsible for the display and OEM supply chain research, including covering the display industry dynamics, pricing trends, and business relations and strategy in the Omdia technology group.
Deborah Yang previously worked at IHS Markit, following its acquisition of DisplaySearch, as director of Taiwan and China display market research. Prior to DisplaySearch, Deborah spent more than 10 years at Royal Phillips Electronics. There, she held the position of business intelligence manager in the flat panel purchasing department of the Philips CE Business Group. Deborah received an award for her role as senior market analyst at Philips and was a nominee for the Royal Philips Electronics PD PBE Best Practice Award. She holds a Master of Business Administration from Preston University, Wyoming, US, and a bachelor's degree in economics from SooChow University, Taiwan.
Senior Research Director
As the leader of the consumer electronics and display applications service area, Paul Gagnon overseas research on TVs, smartphones, mobile PCs, smart home, home appliances, desktop monitors, and professional AV displays. Paul has more than 20 years of experience within the consumer electronics industry.
His interests are the intersection of consumer electronics technology, devices, and applications. Paul is an expert on supply chain factors and their impacts on product featuring and strategy, and the likely end-market consumer response to those decisions. He is knowledgeable about display technologies and their application in consumer electronics. Paul joined Omdia, formerly IHS Markit, in 2014, after leading the TV sets research team at NPD DisplaySearch. He also has years of experience working within consumer electronics manufacturing and retailing. Paul holds a Master of Science in business analytics and a Bachelor of Science in business from San Diego State University in San Diego, California.
This Analyst Opinion is included in:
Our expert analysts will review your question and the Ask an Analyst team will get back to you. We aim to respond within 24 hours, but we’re often quicker.
Ask an Analyst
Our team of experts are here to answer your questions. From advice on market trends to a query on research point, and everything in between, we want to hear from you.
Ask an analyst is available as part of a subscription. If you'd like access, contact us today.