The US-China trade war may have implications on the display industry, and microLEDs in particular
In a new and interesting analysis, the Korea Times suggests that the US is considering adding display technologies, mostly next-gen displays OLEDs, to the list of restricted technologies and may ask Japan and Korea to stop selling materials and equipment to Chinese display makers.
Apparently the US government is still debating over this decision. OLED displays are used in defense applications, but OLED displays, unlike semiconductors, can be replaced with LCDs without effecting performance much, which means that hurting China's OLED industry will not have a strategic effect on China outside of the display industry. China today is the world's leading display maker by volume, but Korea is still leading in OLED display production. This decision, if happens will have more economic implications than strategic ones.