Laptop Display Panels (LCD/OLED) →Prices ease
BOE Technology Group
BOE's 26.5% share of laptop display panel supply makes it exposed to weaker panel orders and lower pricing if laptop production softens.
67% confidence
Laptop Display Panels (LCD/OLED) →Prices ease
AU Optronics (AUO)
AUO's large share of this panel market means a demand contraction would pressure its panel sales and margins.
65% confidence
Laptop Display Panels (LCD/OLED) →Prices ease
Innolux Corporation
Innolux's sizeable role in panel supply leaves it exposed to lower demand and pricing in the LCD/OLED panel market.
64% confidence
Laptop Display Panels (LCD/OLED) →Prices ease
LG Display
LG Display has a meaningful share of panel supply, so a laptop panel demand slump would weigh on its sales and prices.
62% confidence
Multilayer Ceramic Capacitors (MLCCs) →Prices ease
South Korea (Republic of Korea)
South Korea accounts for 35.4% of MLCC supply, so weaker demand would disproportionately hit its MLCC export prices and revenue.
52% confidence
Multilayer Ceramic Capacitors (MLCCs) →Prices ease
Japan
Japan's 34.4% share of MLCC supply makes it highly exposed to any drop in MLCC pricing.
52% confidence
DRAM Memory Modules (LPDDR5/DDR5) →Prices ease
Samsung Electronics005930.KS
If laptop and PC production softens after the chip constraint, DRAM order volumes and pricing pressure Samsung's memory business given its large supply share.
47% confidence
Multilayer Ceramic Capacitors (MLCCs) →Prices ease
Murata Manufacturing6981.T
A softer MLCC market would pressure Murata's sales and pricing because it is a major capacitor supplier.
47% confidence
DRAM Memory Modules (LPDDR5/DDR5) →Prices ease
SK HynixHXSCL
Weaker downstream device production would reduce DRAM demand and put pricing pressure on SK Hynix, a very large memory supplier.
45% confidence
Multilayer Ceramic Capacitors (MLCCs) →Prices ease
China
China's 16.5% MLCC supply share means it would also face some pricing pressure if MLCC demand softens.
44% confidence
DRAM Memory Modules (LPDDR5/DDR5) →Prices ease
Micron TechnologyMU
A pullback in computer and laptop builds would also soften DRAM pricing for Micron, though with somewhat less exposure than the Korean leaders.
39% confidence
Lithium-Ion Battery Cells (Li-Co/NMC) →Prices ease
ATL (Amperex Technology Limited)
Because the shock has already weakened computers and laptops in the path, demand for Li-ion cells from that end-market softens, and ATL's large 38% share makes it the biggest supplier-side loser.
33% confidence
Lithium-Ion Battery Cells (Li-Co/NMC) →Prices ease
Samsung SDI Co., Ltd.
The same laptop-demand pullback lowers Li-ion cell orders for Samsung SDI, though its 17% share makes the impact smaller than ATL's.
29% confidence
Lithium-Ion Battery Cells (Li-Co/NMC) →Prices ease
LG Energy Solution, Ltd.LGES
As semiconductor controls dampen computers/laptops downstream, Li-ion cell demand eases and LG Energy Solution's 10% share leaves it exposed to lower pricing and volumes.
26% confidence
