CINNO Research: Tariff policy adjustments may accelerate the drive for domestic semiconductor replacement.

According to Zhtng Finance APP, CINNO Research stated that adjustments to tariff policies may have a dual impact on the industrial chain: on one hand, if the export tariffs on panels increase, it may weaken China's cost advantage in manufacturing and affect its global market share; on the other hand, if the import costs of driver chips rise due to tariffs, it will directly increase production costs for panel companies, thereby affecting the competitiveness of end products. Therefore, while promoting the global expansion of the panel industry, accelerating the domestication and substitution of driver chips will become a key measure to safeguard the security and competitiveness of China's display industry chain.