This article analyzes how evolving US trade policies and tariff enforcement are affecting automotive display panels, focusing on reclassification risks, China-origin exposure, and the reshoring outlook for OEMs and Tier 1s.
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Display Dynamics – May 2025: US automotive tariff analysis and its impact on automotive displays
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The Analyst Team
Stacy Wu
Follow AnalystSenior Principal Analyst, Automotive Displays & HMI Research
Stacy Wu is a senior principal analyst specializing in automotive displays and human-machine interface (HMI) research at Omdia, and she has established herself as a leading professional in the area since 2014. As the lead analyst for the Automotive Display Intelligent Service, Stacy’s expertise encompasses a wide array of areas including automotive display shipments, design features, HMI, technology roadmap, and automotive cockpit and ecosystem studies.
Prior to her current role, she held pivotal positions, notably as the manager of the market intelligence department at Delta Electronics Group, where she led a team in providing invaluable market insights to the top management team. Additionally, she served as a senior analyst overseeing the large-area display market at iSuppli. She holds a master’s degree in international marketing from the University of Strathclyde in the UK and a bachelor’s degree in business administration from National Chengchi University in Taiwan.
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