Donald Trump has just disrupted the entire gaming market due to tariffs

Monitor manufacturers are in the process of stockpiling panels in response to the tariffs imposed on China by the Trump administration.

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According to reports from DigiTimes Asia, this accumulation is expected to reach a volume of 3 million units, which could cause a 5% increase in monitor prices.

This situation could trigger a chain reaction in the panel industry, especially affecting second-tier brands that lack the strength and connections of the major companies in the sector.

How the gaming market is affected by tariffs

As the market faces increasing competition, these smaller brands will struggle to negotiate prices, being forced to pay more to secure an adequate supply of products. On the other hand, top-tier brands like Dell, HP, and Samsung appear to be better positioned to face these changes, thanks to their superior capacity and product selection.

An increase in the demand for panels is anticipated during the first quarter of 2025, driven by the actions of leading brands looking to build inventories before prices rise even further due to tariffs. Already in 2024, a slight increase in the prices of some panels was observed, which could be an indication of the growing trend in this market.

In the technological field, ASRock plans to move its production to Vietnam and Taiwan to avoid tariffs. Meanwhile, President Trump has threatened tariffs of up to 100% on semiconductor chips in Taiwan, in an attempt to bring manufacturing jobs back to the U.S.

In a related development, Newegg has pointed out that the limited availability and the 18% increase in prices of the RTX 5090 and RTX 5080 graphics cards are also due to tariffs and speculative activity in the market.

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Additionally, MediaTek is conducting simulations to assess how tariffs could affect its business operations. The uncertainty in the sector remains, as companies seek to adapt to a constantly changing environment.