Taiwan’s network firms see tech-driven rebound in 2025 amid US-china trade dynamics

Taiwanese network communication manufacturers report no immediate impact from the US-China trade war on orders but remain optimistic about long-term opportunities driven by geopolitical shifts. They view new technologies like Wi-Fi 7, 10G-PON, DOCSIS 4.0, and AI as pivotal growth drivers for 2025, offering more predictable prospects than geopolitical uncertainties.

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LCD demand recovery boosts utilization rates, while OLED faces weak TV demand

Despite the rebound in LCD demand driving panel manufacturers’ utilization rates, the weak demand for OLED TVs is expected to hinder improvements in utilization rates for OLED panel factories during the first half of 2024. Analysts suggest that the display industry has entered a growth cycle dominated by IT OLEDs, and with the widespread adoption of artificial intelligence (AI) promoting low-power trends, OLED growth is still anticipated to continue.

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