Ma ke ahiahi o ʻOkakopa 30, ua hoʻokuʻu ʻia nā hōʻike kālā Q3 2025 o nā mea hana papa inoa. ʻO ka holoʻokoʻa, ua hui pū ʻia nā hopena, me ka hana piha makahiki ma lalo o ke kaomi. Ua piʻi iki nā kumukūʻai o ka panel i ka makahiki 2025, akā ʻaʻole i hoʻihoʻi hou ʻia ka noi o lalo. Eia nō naʻe, ma hope o ka hāʻule ʻana i ka makahiki 2024, ua hōʻike ka ʻoihana papa hōʻike honua i ka hoʻihoʻi hou ʻana i ka 2025, me nā ʻoihana alakaʻi e ʻike nei i ka hoʻomaikaʻi nui ʻana i ka loaʻa kālā.
BOE: Ua piʻi ka loaʻa kālā i loaʻa i nā mea kuleana i 39% i Jan-Sep 2025
Ma ʻOkakopa 30, ua hoʻokuʻu ʻo BOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) i kāna hōʻike Q3 2025. I nā hapaha mua ʻekolu, ua loaʻa i ka hui ka loaʻa kālā o 154.548 biliona yuan, kahi hoʻonui YoY o 7.53%; Loaʻa ka loaʻa ʻana o ka waiwai waiwai i nā mea kuleana o nā hui i helu ʻia i ka 4.601 biliona yuan, kahi ulu nui o ka makahiki 39.03%. Ma waena o lākou, he 53.270 biliona yuan ka loaʻa kālā o ka hana Q3, kahi hoʻonui YoY o 5.81%; ʻO ka loaʻa kālā i loaʻa i nā mea kuleana he 1.355 biliona yuan, kahi piʻi o ka makahiki he 32.07%. Ma ke alakaʻi ʻia e ka "Nth Curve", ua hoʻomau ʻo BOE i ka hoʻomohala ʻana i kāna "Internet of Displays" hoʻolālā hoʻomohala, e hoʻoikaika ana i ka resonance ma waena o nā ʻoihana kuʻuna a me nā kaiaola hou, a me ka loaʻa ʻana o ka hoʻonui leapfrog mai ke alakaʻi ʻenehana i ke alakaʻi hoʻomau.
Ma keʻano he alakaʻi hōʻike honua, ua hoʻomauʻo BOE i kāna kūlana alakaʻi i ka papa hōʻike. Ma ka Q3 2025, ua paʻa ʻo BOE i kāna helu helu helu 1 honua ma nā wahi noi nui e pili ana i nā kelepona paʻalima, nā papa, nā kamepiula, nā mākaʻikaʻi, a me nā TV (ʻikepili Omdia). Ma muli o ka mahalo i ka ʻenehana a me ka hoʻokō ʻana i ka hana hou, ua loaʻa iā BOE nā holomua ʻelua i ka ʻenehana ʻenehana a me ke alakaʻi maʻamau ma Q3 2025: UB Cell 4.0, kahi hanauna hou o nā ʻenehana hōʻike LCD kiʻekiʻe kiʻekiʻe i hoʻomohala kūʻokoʻa e pili ana i ka ʻenehana ADS Pro alakaʻi ʻoihana a BOE, lanakila i ka "IFA 2025 Global Product Technology Innovation Award no Intelli Eye Protection Award"; e kamaʻilio ana i ke āpau o ka helu ʻana i ka maikaʻi o ke kiʻi a me ka loiloi o nā huahana hōʻike ma lalo o ke kukui ambient maoli, ʻo BOE, me ka China Electronic Video Industry Association a me nā ʻoihana kaulahao ʻoihana nui, ua hoʻokuʻu i ka Group Standard for Image Quality Grading of Flat-Panel TVs Under Ambient Light, e hāʻawi ana i nā pae hoʻohālike a me ka lokahi o ka loiloi loiloi no ka pae kiʻi maikaʻi. Ma ke ʻano o ka hoʻoikaika ʻana i ka ʻenehana, e hilinaʻi ana i ka ʻenehana Oxide a me ka ʻenehana LTPO, ua hoʻokō ʻo BOE i nā mea nui i ka IT a me nā kahua hōʻike liʻiliʻi, me nā hoʻokō ʻenehana kūpono i hoʻohana maikaʻi ʻia i nā huahana hou o nā hoa like me Lenovo, OPPO, a me vivo.
Eia kekahi, i ke kolu o ka makahiki hoʻolauleʻa o ka "Dual-Jing Empowerment Plan" i ʻAukake, ua hoʻolaha ʻo BOE a me JD.com i ka hoʻonui hou ʻana o ka hui. Ma ke kumu o ka "resonance ma waena o ka ʻaoʻao lako ʻenehana a me ka ʻaoʻao koi o ka mea kūʻai aku", ua hoʻololi hou nā ʻaoʻao ʻelua i ke kaulahao waiwai ʻoihana ma o ʻekolu mau hoʻokō: ka hoʻololi ʻana i ka ʻenehana paʻa, ke kūkulu ʻana i ka brand, a me ka hoʻomaikaʻi ʻana i ka hana kaiaola. Ua hoʻokuʻu pū lākou i ka "Three Truths Commitment" no nā pale nui 100-inihi - "ʻOiaʻiʻo maoli, ʻike maoli, lawelawe maoli" - a hui pū me nā ʻoihana alakaʻi e hoʻokumu i ka "High-Value Ecological Industry Alliance", e hoʻolaha ana i ka ʻoihana hōʻike e hoʻololi mai ka hoʻokūkū haʻahaʻa i ka waiwai o ka hui pū ʻana a me ka hoʻokumu ʻana i kahi ʻenehana ulu hou i ka honua.
TCL Huaxing: Loaʻa ka loaʻa kālā ma ka 6.1 Billion Yuan i Jan-Sep, ʻo YoY ulu o 53.5%
Ma ʻOkakopa 30, ua hōʻike ʻo TCL Technology (000100.SZ) i kāna hōʻike Q3 2025. I nā hapaha mua ʻekolu, ua loaʻa i ka hui ka loaʻa kālā o 135.9 biliona yuan, kahi hoʻonui YoY o 10.5%; ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana he 3.05 biliona yuan, kahi piʻi o ka makahiki he 99.8%; He 33.84 biliona yuan ka nui o ke kālā, he 53.8% ka nui o ka makahiki. Ma waena o lākou, he 1.16 biliona yuan ka loaʻa ʻana o ka loaʻa kālā Q3, he 33.6% ka hapaha ma ka hapaha (QoQ), me ka loaʻa ʻana o ka loaʻa kālā a hoʻomaikaʻi maikaʻi ʻia ka hana kālā.
https://www.perfectdisplay.com/model-pg27dui-144hz-product/
https://www.perfectdisplay.com/model-jm32dqi-165hz-product/
ʻO ka ulu ikaika o ka ʻoihana panel ka mea hoʻokele nui o ka ulu hana ikaika o TCL Technology. I nā hapahā mua ʻekolu, ua hōʻiliʻili ʻo TCL Huaxing i ka loaʻa kālā hana o 78.01 biliona yuan, kahi hoʻonui YoY o 17.5%; ʻO ka loaʻa kālā he 6.1 biliona yuan, kahi piʻi o ka makahiki he 53.5%; loaʻa ka waiwai i loaʻa i nā mea kuleana TCL Technology o 3.9 biliona yuan, kahi hoʻonui YoY o 41.9%.
Ua hōʻike ka hoʻolaha i ka ʻoihana panel o ka hui i ke ʻano maikaʻi o ka "holomua paʻa i nā panela nui, ka ulu wikiwiki ʻana i nā panela liʻiliʻi a me ka liʻiliʻi, a me ka pua piha i nā māla e puka mai ana". ʻO ka mea kikoʻī, ma ke kahua nui-nui, ua hoʻonui ʻia ka māhele mākeke o ka hui ma ka TV a me ka hōʻike pāʻoihana i 25%, e mālama ana i kahi pae waiwai nui o ka honua. ʻO ka ʻoihana liʻiliʻi a me ka liʻiliʻi ua lilo i ka ʻoihana ulu nui o ka ʻoihana, e hoʻokō i nā holomua ʻōnaehana: ma ke kahua IT, hoʻonui ʻia ke kūʻai aku ʻana e 10% YoY, a ua hoʻonui ʻia ke kūʻai ʻana o ka pona ma 63%; i loko o ka mobile terminal kahua, LCD lawe lima kelepona panel moku hoʻonui i ka 28% YoY, papa papa makeke market mahele i 13% (ke kūlana lua globally), automotive hōʻike moku hoʻonui 'ia e 47% YoY, a me ka 'oihana hōʻike 'oihana malama i ka ulu wikiwiki, hui pu me ka ulu hana kiʻekiʻe.
Tianma Microelectronics (Shenzhen Tianma A): Ua piʻi ka loaʻa kālā ʻo Q3 i nā mea kuleana i ka 539.23% YoY
Ma ke ahiahi o ʻOkakopa 30, ua hoʻokuʻu ʻo Tianma Microelectronics Co., Ltd. i kāna hōʻike Q3 2025. He maikaʻi ke kūlana hana holoʻokoʻa o ka ʻoihana, me ka loaʻa kālā a me ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana o nā hui i helu ʻia e hoʻokō nei i ka ulu ʻana o YoY, a me ka hoʻomaikaʻi mau ʻana o ka hana. Hōʻike ka hōʻike i ka Q3 2025, ua loaʻa i ka hui ka loaʻa kālā o 9.188 biliona yuan, kahi hoʻonui YoY o 13.19%; ʻO ka loaʻa ʻana o ka waiwai waiwai i nā mea kuleana o nā hui i helu ʻia he 107 miliona yuan, he piʻi o 90,448,205.43 yuan i hoʻohālikelike ʻia me ka manawa like o ka makahiki i hala, me ka piʻi nui ʻana o ka waiwai.
https://www.perfectdisplay.com/model-xm27rfa-240hz-product/
https://www.perfectdisplay.com/model-xm32dfa-180hz-product/
https://www.perfectdisplay.com/model-jm28dui-144hz-product/
I nā hapaha mua ʻekolu, ua hōʻea ka loaʻa kālā o ka hui i ka 26.663 biliona yuan, he piʻi ʻana o ka makahiki he 11.03%, me ka hoʻonui mau ʻana o ka ʻoihana; ʻO 313 miliona yuan ka loaʻa ʻana o ka loaʻa kālā i loaʻa i ka poʻe kuleana o nā hui i helu ʻia, he piʻi o 786 miliona yuan i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, e loaʻa ana kahi hoʻololi nui mai ka poho i ka loaʻa kālā; loaʻa ka loaʻa kālā ma hope o ka unuhi ʻana i nā loaʻa a me nā poho ʻole -302 miliona yuan, he piʻi hoʻi o 1.009 biliona yuan i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, me ka emi ʻana o ka ʻoihana nui.
Ma ke ʻano o ke kahe kālā a me ke kūlana waiwai, ʻo ke kahe kālā kālā mai ka hoʻomaka ʻana o ka makahiki a hiki i ka hopena o ka manawa i hōʻea i ka 6.462 biliona yuan, he piʻi ʻo YoY o 43.58%, me ka hoʻomaikaʻi nui ʻana o ke kālā, ʻoi loa ma muli o ka hoʻomaikaʻi ʻana o ka makahiki i ka loaʻa kālā a me ka optimization o ka hōʻiliʻili ʻoihana.
Mai ka hoʻomaka ʻana o kēia makahiki, ua hōʻike nā ʻāpana ʻoihana koʻikoʻi o ka ʻoihana i kahi ʻano hoʻomohala ikaika, e alakaʻi ana i ka ulu mau ʻana o ka nui o ka loaʻa kālā o ka ʻoihana a me ka hoʻomaikaʻi nui ʻana i ka loaʻa kālā. Ma waena o lākou, ua hōʻike ʻia nā ʻoihana maikaʻi ʻole o nā mea kūʻai aku e like me ka automotive a me nā hōʻike ʻoihana i ka hoʻomohala maikaʻi ʻana, e hoʻomau ana i ka hoʻonui ʻana i ko lākou poʻokela; ua hoʻomaikaʻi maikaʻi ka hana o nā ʻoihana koʻikoʻi e like me nā kelepona paʻa OLED maʻalahi; Eia kekahi, ke hoʻonui mau nei ka loaʻa kālā o nā ʻoihana e like me nā hōʻike IT a me ke olakino haʻuki.
Pūʻulu Ānuenue: ʻO ka Pohō Net o 72.2913 Miliona Yuan ma Q3
Ma ʻOkakopa 30, ua hoʻokuʻu ʻo Rainbow Group i kāna hōʻike Q3. I ka Q3, ua loaʻa i ka hui ka loaʻa kālā o 2.975 biliona yuan, kahi hoʻonui YoY o 1.51%; He 72.2913 miliona yuan ka pohō i ka poʻe kuleana o nā hui, he 123.08% ka emi ʻana o ka makahiki.
https://www.perfectdisplay.com/model-pm27dqe-165hz-product/
https://www.perfectdisplay.com/model-mm24dfi-120hz-product/
https://www.perfectdisplay.com/model-mm25dfa-240hz-product/
I nā hapaha mua ʻekolu, ua loaʻa i ka hui ka loaʻa kālā o ka hana o 8.639 biliona yuan, kahi hōʻemi YoY o 4.04%; ʻO ka loaʻa kālā i loaʻa i nā mea kuleana o nā hui i hoʻopaʻa ʻia he 379 miliona yuan, kahi hōʻemi ʻo YoY o 69.14%.
Huaxing Optoelectronics Technology: Q3 Net Loss Attributable to Shareholders of 245 Million Yuan
Ma ke ahiahi o ʻOkakopa 20, ua hoʻolaha ʻo Huaxing Optoelectronics Technology i ka Q3 2025, ua loaʻa iā ia ka loaʻa kālā hana o 318 miliona yuan, kahi hoʻemi YoY o 29.54%; he 245 miliona yuan ka poho o ka poe kuleana o na hui i heluia; ʻO ka loaʻa kālā maʻamau no kēlā me kēia mahele (EPS) he -0.0886 yuan.
I nā hapaha mua ʻekolu, ʻo ka loaʻa kālā o ka hana he 1.039 biliona yuan, he emi ʻana o ka makahiki he 21.03%; ʻO 722 miliona yuan ka pohō i loaʻa i nā mea kuleana o nā hui i helu ʻia; ʻO ka EPS kumu he -0.2609 yuan.
https://www.perfectdisplay.com/model-mm24rfa-200hz-product/
https://www.perfectdisplay.com/model-cg34rwa-165hz-product/
https://www.perfectdisplay.com/model-qg25dqi-240hz-product/
Visionox: Hoʻonui ʻia nā loaʻa kālā ma Jan-Sep
Ma ʻOkakopa 30, hoʻolaha ʻo Visionox (002387) i kāna hōʻike Q3 2025. ʻO ka loaʻa kālā o ka hui he 6.05 biliona yuan, kahi hoʻonui YoY o 3.5%; ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana i hoʻohuli ʻia mai ka lilo o 1.8 biliona yuan i ka manawa like i ka makahiki i hala a i ka poho o 1.62 biliona yuan, me ka emi ʻana o ka poho; ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana ma hope o ka unuhi ʻana i nā loaʻa a me nā poho i hoʻohuli ʻia mai ka lilo o 1.97 biliona yuan i ka manawa like i ka makahiki i hala a hiki i ka lilo o 1.7 biliona yuan, me ka emi ʻana o ka poho; he 2.41 biliona yuan ka nui o ka huina kālā mai nā hana hana, he 311.1% ka nui o ka makahiki; ʻO ka EPS i hoʻopiha piha ʻia he -1.1621 yuan.
Ma waena o lākou, i ka Q3, loaʻa ka loaʻa kālā he 1.93 biliona yuan, kahi hoʻonui YoY o 0.8%; ʻO ka loaʻa ʻana o ka waiwai i loaʻa i ka poʻe kuleana, ua hoʻohuli ʻia mai ka poho o 620 miliona yuan i ka manawa like i ka makahiki i hala a hiki i ka 561 miliona yuan, me ka emi ʻana o ka pohō; ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana ma hope o ka unuhi ʻana i ka loaʻa ʻole a me nā poho i hoʻohuli ʻia mai ka poho o 656 miliona yuan i ka manawa like i ka makahiki i hala i ka poho o 579 miliona yuan, me ka hōʻemi ʻana o ka pohō; He -0.4017 yuan ka EPS.
https://www.perfectdisplay.com/model-qg32dui-144hz-product/
https://www.perfectdisplay.com/model-pg27rfa-300hz-product/
https://www.perfectdisplay.com/model-eg34cqa-165hz-product/
ʻO Longteng Optoelectronics: ʻO ka lilo ʻana ma kahi o 180 miliona Yuan ma Jan-Sep
Ma ke ahiahi o ʻOkakopa 29, ua hoʻokuʻu ʻo Longteng Optoelectronics (SH 688055) i kāna hoʻolaha hana Q3. I nā hapaha mua ʻekolu o 2025, ʻo ka loaʻa kālā ma kahi o 1.903 biliona yuan, kahi hoʻemi o ka makahiki he 27.85%; ʻO ka poho ʻupena i hāʻawi ʻia i nā mea kuleana o nā hui i helu ʻia ma kahi o 180 miliona yuan; ʻO ka EPS kumu he -0.054 yuan.
ʻO ka loaʻa kālā Q3 he 614 miliona yuan, he emi ʻana o ka makahiki he 27.72%; he 58.6941 miliona yuan.
https://www.perfectdisplay.com/model-em34dwi-165hz-product/
https://www.perfectdisplay.com/model-eb27dqa-165hz-product/
https://www.perfectdisplay.com/32-qhd-180hz-ips-gaming-monitor-2k-monitor-em32dqi-product/
Everdisplay Optronics: Q3 Net Loss o 530 Miliona Yuan
Ma ke ahiahi o ʻOkakopa 30, ua hoʻokuʻu ʻo Everdisplay Optronics (SH 688538) i kāna hoʻolaha hoʻokō Q3. Ma nā hapahā mua ʻekolu o 2025, ʻo ka loaʻa kālā ma kahi o 4.002 biliona yuan, kahi piʻi o YoY o 8.25%; ʻO ka poho net i hāʻawi ʻia i nā mea kuleana o nā hui i helu ʻia ma kahi o 1.37 biliona yuan; ʻO ka EPS kumu he -0.1 yuan.
Ma waena o lākou, i ka Q3, loaʻa ka loaʻa kālā he 1.332 biliona yuan, kahi hoʻonui YoY o 2.25%; ʻO ka loaʻa kālā i loaʻa i nā mea kuleana o nā hui i helu ʻia he -530 miliona yuan; ʻO ka loaʻa kālā i loaʻa i ka poʻe kuleana o nā hui i hoʻopaʻa ʻia ma hope o ka unuhi ʻana i nā loaʻa a me nā poho ʻole he -540 miliona yuan.
ʻO Truly International Holdings: Ua hāʻule ka Huli Hoʻohui Hui Pū ʻIa i 5.2% i Jan-Sep
Ma ʻOkakopa 10, ua hoʻolaha ʻo Truly International Holdings (00732.HK) i ka huli ʻana o ka hui i hui ʻole ʻia i ka mahina ʻo Kepakemapa 2025 ma kahi o HK$1.513 biliona, he emi ʻana ma kahi o 2.8% i hoʻohālikelike ʻia me ka huli ʻana i hoʻohui ʻole ʻia ma kahi o HK$1.557 biliona i Kepakemapa 2024.
ʻO ka huli ʻana o ka hui i hoʻohui ʻole ʻia no nā mahina ʻeiwa i pau i ka lā 30 Kepakemapa 2025, ma kahi o HK$12.524 biliona, he emi ma kahi o 5.2% i hoʻohālikelike ʻia me ka huina hoʻohui hui ʻia ma kahi o HK$13.205 biliona no nā mahina ʻeiwa i pau i ka lā 30 Kepakemapa 24.
AU Optronics: Q3 Pohō Uuna o NT $1.28 Billion
Ma ʻOkakopa 30, ua mālama ʻo AU Optronics i kahi ʻaha kūkā o nā mea hoʻopukapuka e hoʻolaha i kāna mau hōʻike kālā i hoʻohui ʻia no Q3 2025. ʻO ka huina o ka huli ʻana i hoʻohui ʻia ma Q3 2025 he NT $ 69.91 biliona, he piʻi o 1.0% i hoʻohālikelike ʻia me Q2 2025 a me ka emi ʻana o 10.1% ma ka Q3 2025. ʻO 2025 he NT $ 1.28 biliona, me kahi poho kumu no kēlā me kēia mahele o NT $ 0.17.
Ke nānā nei i ka Q3, ua hoʻonui ʻia ka loaʻa kālā o ka hui e 1% QoQ. Ma waena o lākou, ua palahalaha loa ka loaʻa kālā o Display Technology me ka hapaha mua ma muli o ka mahalo o ka New Taiwan Dollar (NTD) a me ka emi ʻana o nā kumukūʻai panel, e hōʻemi ana i ka hopena o ka manawa kiʻekiʻe o kēia makahiki ma mua o nā makahiki i hala. Ua emi ka loaʻa kālā o Mobility Solutions ma kahi o 3% i hoʻopilikia nui ʻia e ka mahalo o ka NTD. Ua piʻi nui ka loaʻa kālā o Vertical Solutions ma ka 20% QoQ i kēia hapaha ma muli o ka hoʻohui ʻana o Adlink Technology Inc. Ma ke ʻano o ka loaʻa kālā, ua lilo ka hapaha i poho ma muli o nā hopena maikaʻi ʻole o nā kumukūʻai kūʻai a me nā kumukūʻai panel, akā ʻo ka kumulative net profit attributable i ka hui makua i nā hapaha mua ʻekolu he NT$4 biliona, me ka EPS o NT$0.52 i hoʻohālikelike ʻia me ʻekolu hapaha o ka hoʻomaikaʻi ʻana i ka hapaha mua. He 52 lā ka lā hoʻopaʻa waiwai, a he 39.1% ka nui o ka hōʻaiʻē, me ka liʻiliʻi liʻiliʻi mai ka hapaha mua, e mālama ana lāua i nā pae olakino.
Ke nānā nei i mua i ka Q4, ke komo nei ka mākeke pili i ka hōʻike ʻana i ka wā o waho, me ka lohi ʻana o ka noi hoʻomākaukau waiwai a me nā ʻano like ʻole o ka hoʻokele waiwai holoʻokoʻa. Eia nō naʻe, ke hoʻomaikaʻi mau nei ka mobility naʻauao a me Green Solutions e like me ka koi o nā mea kūʻai aku. E hoʻomau ka hui o ka hui i ka nānā ʻana i nā loli o ka mākeke, hoʻonui i ka hui ʻana o nā huahana, hoʻopaʻa paʻa i ka waihona waiwai, hoʻoikaika i ka hoʻokele waiwai a me ka hoʻokele, a hoʻonohonoho ikaika i nā huahana i hoʻohui ʻia i ka waiwai a me nā hopena e hoʻonui ai i ka loaʻa kālā a me ka hiki ke pane i nā loli o ka mākeke.
Innolux: Hoʻonui ka loaʻa kālā Q3 i hoʻohui ʻia he 4.2% YoY
Ma ʻOkakopa 11, ua hoʻolaha ʻo Innolux i kāna hōʻike kālā no Kepakemapa i kēia makahiki. ʻO ka loaʻa kālā i hui pū ʻia ma Kepakemapa he NT $19.861 biliona, he piʻi o 6.3% mahina-ma-mahina (MoM) a me 2.7% YoY, e hōʻea ana i kahi kiʻekiʻe hou o ka loaʻa kālā hoʻokahi mahina i nā mahina 24 i hala.
ʻO ka loaʻa kālā i hoʻohui ʻia ma Q3 i kēia makahiki he NT $ 57.818 biliona, he piʻi o 2.8% QoQ a me 4.2% YoY. ʻO ka huina kālā i hoʻohui ʻia i nā hapaha mua ʻekolu o kēia makahiki he NT $ 169.982 biliona, he piʻi ʻo YoY o 4.4%. (E hoʻomaopopo: E mālama ʻia ka ʻaha kūkā kālā a Innolux ma Nowemapa 7, i ka wā e hoʻolaha ʻia ai nā kikoʻī kikoʻī kikoʻī.)
LGD: Q3 Loaʻa Loaʻa ʻia o 431 Billion Won, Huli ʻana mai ka Nalo i ka Loaʻa
Ma ʻOkakopa 30, ua hoʻolaha ʻo LG Display (LGD) ma ke kumu i hoʻohui ʻia, ʻo kāna loaʻa kālā ma Q3 2025 he 6.957 trillion lanakila, me ka loaʻa kālā o 431 biliona lanakila, he hoʻonui ʻo YoY o 2%, e hoʻohuli maikaʻi ana mai ka nalowale i ka loaʻa kālā.
Ma ka Q3 o kēia makahiki, he 348.5 billion won ka huina kālā o ka hana, a ua manaʻo ʻia e hoʻokō i ka huli ʻana o ka loaʻa kālā makahiki mua i nā makahiki ʻehā. ʻO ka loaʻa kālā kumulative he 18.6092 trillion won, he emi o 1% i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala ma muli o ka pau ʻana o ka ʻoihana LCD TV. Eia nō naʻe, ua hoʻomaikaʻi ʻia ka hana hana kumulative ma kahi o 1 trillion won.
Ua ʻōlelo ʻo LGD, ʻo ka ulu ʻana o ka loaʻa kālā ma Q3 i alakaʻi nui ʻia e ka hoʻonui ʻana o nā moku OLED panel, i hoʻonui ʻia e 25% i hoʻohālikelike ʻia me ka hapaha mua. ʻO ka hapa o nā huahana OLED i ka loaʻa kālā holoʻokoʻa i hōʻea i kahi moʻolelo kiʻekiʻe o 65%, i alakaʻi ʻia e ka hoʻokuʻu ʻia ʻana o nā panela OLED liʻiliʻi a me ka liʻiliʻi i hoʻohui ʻia i ka piko o ka wā.
Ma nā ʻōlelo o ke kūʻai aku ʻana ma ka māhele huahana (ma muli o ka loaʻa kālā), ua helu ʻia nā panela TV no 16%, nā panela IT (me nā monitors, laptops, tablets, etc.) i helu ʻia no 37%, mobile panels a me nā huahana ʻē aʻe i helu ʻia no 39%, a me 8% nā panela automotive.
Hōʻike Samsung: ʻO ka loaʻa kālā hana Q3 o 1.2 Trillion Won
Ma ʻOkakopa 29, ua hoʻolaha ʻo Samsung Electronics i kāna mau hopena kālā Q3 no ka manawa i pau i Kepakemapa 30, 2025. Hōʻike ka hōʻike kālā i ka loaʻa kālā o Samsung Electronics 'Q3 he 86 trillion won (ma kahi o US $ 60.4 biliona), he piʻi o 8.8% i hoʻohālikelike ʻia me 79 trillion lanakila i ka manawa like i ka makahiki i hala; ʻO ka loaʻa kālā i loaʻa i nā mea kuleana o ka hui makua o Samsung he 12 trillion won (ma kahi o US $ 8.4 biliona), he piʻi o 22.75% i hoʻohālikelike ʻia me 9.78 trillion lanakila i ka manawa like i ka makahiki i hala.
Ma waena o lākou, ua loaʻa i ka Samsung Display (SDC) ka loaʻa kālā i hoʻohui ʻia o 8.1 trillion won (ma kahi o 40.4 billion yuan) a me ka loaʻa kālā o 1.2 trillion won (ma kahi o 6 billion yuan) ma Q3.
Ua ʻōlelo ʻo SDC, ma nā hōʻike liʻiliʻi a me ka liʻiliʻi, ua hoʻomaikaʻi ʻia ka hana ma muli o ka koi ikaika no nā poʻe kelepona hae a me ka pane maikaʻi i ka noi huahana hou mai nā mea kūʻai aku nui. Ma nā hōʻike nui-nui, ua hoʻonui ʻia ke kūʻai aku ma muli o ka hoʻonui ʻia o ka noi no nā mea nānā pāʻani. Manaʻo ʻia ma Q4 2025, e hoʻomau ʻia ka noi no nā kelepona hou, a ke manaʻo ʻia hoʻi e hoʻonui ʻia ke kūʻai aku ʻana i nā huahana hōʻike kelepona ʻole.
Ka manawa hoʻouna: Nov-04-2025