China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

Jessica Tsai, Levi Li, Taipei, DIGITIMES Asia Apr 2, 2026, 08:01 0

Credit: AFP

China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD, while smaller panel makers face potential mergers or exits.

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