The Visit
From November 26 to 28, 2025, the JH Semiconductor team visited the 2025 Shenzhen International Touch and Display Expo at the Shenzhen Convention and Exhibition Center. The show covered automotive display, consumer electronics, industrial control, medical and commercial display applications, giving a fairly complete picture of the display value chain from panels and modules through to finished systems.
Industry Observations
Judging from the exhibits and conversations on site, the display industry's demand for large-capacity Flash storage and high-performance DDR memory keeps growing, most visibly in automotive and commercial display. Smart cockpits are consolidating instrument clusters, center consoles and entertainment screens onto unified computing platforms, while commercial display terminals are evolving toward networked, remotely managed operation — changes that mean each device must carry more storage and memory. In parallel, domestic substitution of display driver ICs and touch ICs is accelerating.
Relevance to Our Business
Memory devices and DRAM are core categories in JH Semiconductor's supply-chain services. Shifts in display-industry customers' demand for Flash, DRAM and related devices will inform the company's stocking plans and customer development in these product lines.