At the end of 2024, political risk has increased once again owing to President-elect Donald Trump’s plans to impose additional tariffs beginning in 1Q25. These plans include an additional 10% tax on goods from China and a 25% tax on goods from Mexico. As a result, the PC supply chain must urgently respond to the potential onset of tariff wars by moving OEM production factories out of China.
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Display Dynamics – December 2024: PC OEMs will move their capacities out of China in 2025 owing to geopolitical and tariff concerns
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The Analyst Team
Linda Lin
Follow AnalystSenior Principal Analyst, Tablet and Notebook Display and OEM
Linda Lin covers large-sized thin-film-transistor LCD panels and is in charge of survey reports covering manufacturers and vendors in the notebook panel supply chain. With her many years of experience, Linda has developed first-rate relationships throughout her extensive network of contacts and connections in the display industry.
Linda previously worked at LCD market research firm WitsView, leading research on panels and downstream products, including monitors and TVs. At the Market Intelligence & Consulting Institute, Taiwan’s chief information and communications technology market research group, she oversaw regional research for South and East Asia. It was during this time that Linda decided to make large-sized displays her main focus. Linda has a master’s degree in business administration from National Yunlin University of Science and Technology in Taiwan.
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