Foxconn may use its planned U.S. display panel factory for small-device screens rather than large-format screens for televisions. While the company has cited local supply chain constraints, trade policy may have played a part. Televisions had been the largest product to have duties applied under the (currently) paused section 301 review by America of Chinese IP practices – there’s no need (for now) to produce TVs locally. Similarly the ongoing defense procurement review has cited a lack of American LED/LCD panel production as an issue. There was a resurgence in TV shipments from China to...
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