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Report
November 7, 2024

Displays are the new batteries

China’s Growing Dominance of the Global Display Market and its Implications for Our Economy and National Security

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Display technology is fundamental to our everyday lives – but electronic displays are also a key component of countless sensitive national security technologies, ranging from control consoles in fighter aircraft and military communications devices to our homeland critical infrastructure.

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China currently leads the international display market, controlling over 70% of global LCD production and over 50% of the OLED market. This dependency raises significant concerns, as reliance on Chinese displays presents a major supply chain threat to US national and economic security.

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Like batteries and semiconductors, the United States and its allies must secure a supply of displays that cannot be compromised. Understand what’s happening in this crucial — but overlooked — sector.

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