Most Chinese panel makers’ Gen 8.5 fabs have finished depreciating; their Gen 10.5 fabs are almost done depreciating as well. With no need to consider depreciation costs, the fabs’ operation strategies could be more flexible.
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Display Dynamics – October 2023: Chinese panel makers’ Gen 8.5 and Gen 10.5 fabs have almost finished depreciating
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The Analyst Team
Robin Wu
Follow AnalystSenior Principal Analyst, China Large Area Display & Production
Robin Wu covers large-sized displays, including the production strategies of display manufacturers and investment flows in the industry. He joined the Omdia (previously IHS Markit) in 2014, where he served as an analyst for PCs and TFT LCDs, specializing in trend analysis of China's PC, monitor, and display panel markets.
He was also the vice chairman of the VESA monitor task group in 2010, and he has been tracking monitor and panel standardization concerns since early 2009. Robin worked previously at IBM/Lenovo, spending nearly seven years on its monitor and LCD business, delivering the company’s industry leading green ThinkVision products while also managing panel sourcing and qualifications. He was also the industry liaison, building strong relationships with leading PC monitor OEMs in China. Robin has a bachelor's degree in mechanics and electronics, as well as a master's degree in microelectromechanical systems from Huazhong University of Science and Technology, a key national university in China.
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