Wuhan Panel Makers Risk ‘Near Term Supply Disruption’ From Coronavirus, Says DSCC
Wuhan, China, ground zero of the coronavirus outbreak, is a fast-rising “hub” for display manufacturing, with LCD and OLED fabs “already in production and a few more starting production in 2020,” blogged Display Supply Chain Consultants CEO Ross Young Tuesday.…
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Half the population of Wuhan left town for the Lunar New Year and can’t return until the travel ban lifts, affecting the fabs’ employee “headcount,” he said. “Thus, the coronavirus should result in a near term supply disruption” for panel makers BOE, China Star and Tianma, he said. “Since the display industry is still in a period of over-supply, this supply disruption could help further stabilize and increase prices.”