US tariffs reshaped the supply chain and trade in 2025. Supply chain relocation influenced production strategies, especially commercial applications. The most remarkable factor in 2026 is the increase in memory costs and its effects.
Email Article
All set! This article has been sent to my@email.address.
All fields are required. For multiple recipients, separate email addresses with a semicolon.
Please Note: Only individuals with an active subscription will be able to access the full article. All other readers will be directed to the abstract and would need to subscribe.
The Analyst Team
Calvin Hsieh
Follow AnalystSenior Research Manager, Small Medium Display & Touch Interface
Calvin Hsieh is the leader of Small Medium Display and Touch User Interface, which is a functional team under the larger team of Components & Devices: Displays. He is responsible for managing the team, primary research, and forecasting on the touch display and emerging display-based user interface market, such as fingerprint on display.
Before starting his analyst career with DisplaySearch, Calvin Hsieh had more than a decade of experience crafting strategies and managing product lines at leading display and system organizations across the globe. He joined DisplaySearch as the director for touch panel market and TV electronics in 2007, which was acquired by IHS Markit in 2014. He joined the Omdia from IHS Markit in 2019 and continues to lead the research of emerging display-based user interface including technology, market, and supply chain. Calvin Hsieh has a master's degree with a focus on human–computer interaction and user interface from National Chiao Tung University, Taiwan.
More Content By Calvin Hsieh
Irene Heo
Follow AnalystPrincipal Analyst, Display Optical Film & Driver IC
Irene is Omdia’s Principal Analyst for display materials and components research, focusing on optical films for displays. She provides insights by covering various optical film industries and delivering market forecasts based on the panel and set markets, supply/demand and technology dynamics, pricing and cost modeling, and makers’ strategies.
In 2011, Irene joined Omdia (formerly IHS Markit) and has been following display components and optical films trends for many years.
Previously, she worked at Displaybank and paved the way for research activity in the display component area as a member of the first component research team. Before joining Displaybank, she worked at Dongjin Semichem, a leading electrical material company in the display and semiconductor field, as a researcher in the liquid crystal synthesis division.
She is a graduate of Konkuk University in Korea, where she earned a bachelor’s degree in chemistry and a master’s degree in organic chemistry.
More Content By Irene Heo
Valerie Li
Follow AnalystPrincipal Analyst , XR near-eye display and Touch Interface
As part of Omdia's small/medium displays practice, Valerie focuses on XR near-eye display and touch display market intelligence, covering shipment forecasting, pricing trends, emerging technologies, supply chain analysis, and key components such as cover lenses.
Prior to joining Omdia, Valerie accumulated over 10 years of experience in the electronics industry, including more than 8 years specializing in market insight analysis. She is a multi-dimensional analyst with experience in TV supplier management at Nanjing Sharp, display market analysis at BOE and CEC-Panda, and automotive display sales at Tianma. In addition, her experience at Sunlord Electronics, a leading electronic components distributor in China, has given her extensive research expertise in semiconductors, passive components, and foundry markets, along with strong financial analysis and data modeling capabilities.
Valerie holds a bachelor’s degree in Japanese from Nanjing Agricultural University and is fluent in English and Japanese.
More Content By Valerie LiBecome A Client
Find out more about our full suite of products and solutions.
Become A ClientYou must sign in to use this functionality
Authentication.SignIn.HeadSignInHeader
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Omdia Recommends
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Thank you
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.