In 1Q21, panel makers’ margins will surge while top tier TV makers’ profits will be lower than the previous quarter. Distribution margin across supply chain nodes might be highly unbalanced in 2Q21 and 2H21.
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Display Dynamics – March 2021: Panel makers’ profit margins surge in 1Q21 while top-tier TV makers remain profitable despite challenges
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The Analyst Team
Deborah Yang
Follow AnalystChief Analyst, Display & OEM Supply Chain
Deborah Yang is an expert in the research and analysis of the global flat panel display supply chain, with over 20 years of experience. Working in the displays team, Deborah is responsible for the display and OEM supply chain research for TV, monitor, notebook, tablet PC and industrial display products, 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 over 10 years at Royal Phillips Electronics, where she was the business intelligence manager for 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.
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