In 2026, the touchscreen supply chain is undergoing a major restructuring. Chinese manufacturers like BOE and Tianma are shifting 30% of their ITO film production to Vietnam and Malaysia, avoiding U.S. tariffs on Chinese-made components. Meanwhile, European players like AU Optronics are investing in local assembly lines for automotive touchscreens, reducing reliance on Asian imports. The shift has led to a 15% increase in logistics costs, but also improved supply chain resilience: during a 2026 port strike in Shanghai, Southeast Asian facilities maintained 92% production capacity, compared to 68% for Chinese plants. Industry analysts predict that by 2028, 45% of global touchscreen components will be produced outside China.
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