The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump’s aggressive tariff policies and China’s “trade-in” policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes.

The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable, according to market sources.

According to industry sources, all major memory chipmakers aim to boost their quotes for the second quarter of 2025, resulting in a change towards a more bullish market attitude.

In a bid to support industry and protect consumers, the Ministry of Economic Affairs (MOEA), ROC, has proposed a NT$100 billion (US$3.03 billion) allocation for the state-owned Taipower in 2025, aimed at countering the effects of soaring global energy prices. However, due to policy limitations, any adjustment to electricity prices will be modest, placing continued financial pressure on Taipower. Despite this, the proposal has faced opposition in the legislature, where the Kuomintang (KMT) and Taiwan People’s Party (TPP) have blocked the budget. Although price hikes could contribute to inflation, Taiwan’s economy remains stable, and experts expect that the electricity price review committee will likely approve increases for both industrial and residential consumers starting in April.