I ke ahiahi o ʻOkakopa 30, ua hoʻokuʻu ʻia nā hōʻike loaʻa kālā Q3 2025 o nā mea hana panel i helu ʻia. Ma ke ʻano holoʻokoʻa, ua hui pū ʻia nā hopena, me ka hana piha o ka makahiki ma lalo o ke kaomi. Ua piʻi iki nā kumukūʻai panel i ka makahiki 2025, akā ʻaʻole i hoʻōla piha ʻia ke koi ma hope. Eia nō naʻe, ma hope o ka emi ʻana o ka makahiki 2024, ua hōʻike ka ʻoihana panel hōʻike honua i kahi hoʻōla kūkulu i ka makahiki 2025, me nā ʻoihana alakaʻi e ʻike nei i nā hoʻomaikaʻi koʻikoʻi i ka loaʻa kālā.
BOE: Ua piʻi aʻe ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana ma 39% ma Ianuali-Kepakemapa 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 hana o 154.548 biliona yuan, he piʻi YoY o 7.53%; ʻo ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana o nā hui i helu ʻia ua hiki i 4.601 biliona yuan, he ulu nui YoY o 39.03%. I waena o lākou, ʻo ka loaʻa kālā hana Q3 he 53.270 biliona yuan, he piʻi YoY o 5.81%; ʻo ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana he 1.355 biliona yuan, he piʻi YoY o 32.07%. Ma ke alakaʻi ʻia e ke kumumanaʻo "Nth Curve", ua hoʻomau ʻo BOE i ka hoʻoikaika ʻana i kāna hoʻolālā hoʻomohala "Internet of Displays", e paipai ana i ka pilina ma waena o nā ʻoihana kuʻuna a me nā ʻōnaehana hana hou, a me ka hoʻokō ʻana i kahi hoʻonui lele mai ke alakaʻi ʻenehana a i ke alakaʻi hoʻomau.
Ma ke ʻano he alakaʻi hōʻike honua, ua mālama ʻo BOE i kāna kuleana alakaʻi ma ke kahua hōʻike. Mai ka Q3 2025, ua mālama ʻo BOE i kāna nui o ka hoʻouna honua No.1 ma nā wahi noi nui e like me nā kelepona paʻalima, nā papa, nā kamepiula lawe lima, nā monitor, a me nā TV (ʻikepili Omdia). Ma muli o ka mahalo i ka ʻenehana a me ke kūpaʻa i ka hana hou, ua hoʻokō ʻo BOE i nā holomua pālua i ka hana hou ʻenehana a me ke alakaʻi maʻamau i ka Q3 2025: ʻO UB Cell 4.0, kahi hanauna hou o nā hoʻonā ʻenehana hōʻike LCD kiʻekiʻe i hoʻomohala kūʻokoʻa ʻia ma muli o ka ʻenehana ADS Pro alakaʻi ʻoihana a BOE, ua lanakila i ka "IFA 2025 Global Product Technology Innovation Award - Gold Award for UB Intelligent Eye Protection Technology"; e kamaʻilio ana i ka hakahaka i ka māka ʻana i ke ʻano kiʻi a me ka loiloi ʻana o nā huahana hōʻike ma lalo o ka mālamalama ambient maoli, ua hoʻokuʻu ʻo BOE, me ka China Electronic Video Industry Association a me nā ʻoihana kaulahao ʻoihana koʻikoʻi, i ka Group Standard for Image Quality Grading of Flat-Panel TVs Under Ambient Light, e hāʻawi ana i nā pae loiloi hana maopopo a hoʻokahi no ka māka ʻana i ke ʻano kiʻi. Ma ke ʻano o ka hoʻoikaika ʻenehana, ma ka hilinaʻi ʻana i ka ʻenehana Oxide a me ka ʻenehana LTPO, ua hoʻokō ʻo BOE i nā holomua koʻikoʻi ma ka IT a me nā kahua hōʻike liʻiliʻi, me nā hoʻokō ʻenehana pili i hoʻopili pono ʻia i nā huahana hou o nā hoa e like me Lenovo, OPPO, a me vivo.
Eia kekahi, i ka hoʻolauleʻa ʻana o ke kolu o ka makahiki o ka "Dual-Jing Empowerment Plan" i ʻAukake, ua hoʻolaha ʻo BOE lāua ʻo JD.com i ka hoʻoikaika hou ʻana o ka laulima. Ma ke kikowaena ʻana i 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 o ka ʻenehana pani ʻia, ke kūkulu ʻana i ka ʻike brand, a me ka hoʻonui ʻana i ka hui pū ʻana o ka ecological. Ua hoʻokuʻu pū lākou i ka "Three Truths Commitment" no nā pale nui 100-'īniha—"Genuine Quality, Genuine Experience, Genuine Service"—a ua hui pū me nā ʻoihana ʻoihana alakaʻi e hoʻokumu i ka "High-Value Ecological Industry Alliance", e paipai ana i ka ʻoihana hōʻike e neʻe mai ka hoʻokūkū haʻahaʻa i ka hoʻohui waiwai a me ka hana ʻana i kahi ʻenekini hou no ka ulu mau ʻana i ka ʻoihana hōʻike honua.
TCL Huaxing: Ua hōʻea ka loaʻa kālā ma 6.1 biliona Yuan i Ianuali-Kepakemapa, ka ulu ʻana o 53.5% YoY
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 hana o 135.9 biliona yuan, he piʻi YoY o 10.5%; ʻo ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana he 3.05 biliona yuan, he piʻi YoY o 99.8%; ʻo ke kahe kālā hana he 33.84 biliona yuan, he piʻi YoY o 53.8%. I waena o lākou, ʻo ka loaʻa kālā Q3 i hāʻawi ʻia i nā mea kuleana he 1.16 biliona yuan, he piʻi hapaha-ma-hapahā (QoQ) o 33.6%, me ka loaʻa kālā e hoʻomau nei i ka hoʻōla a me ka hoʻomaikaʻi nui ʻana i 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 panela ke kumu nui o ka ulu ikaika o ka hana a TCL Technology. I nā hapaha mua ʻekolu, ua hōʻiliʻili ʻo TCL Huaxing i ka loaʻa kālā hana o 78.01 biliona yuan, he piʻi YoY o 17.5%; loaʻa kālā o 6.1 biliona yuan, he piʻi YoY o 53.5%; loaʻa kālā i hiki ke hoʻopili ʻia i nā mea kuleana o TCL Technology o 3.9 biliona yuan, he piʻi YoY o 41.9%.
Ua kuhikuhi ka hoʻolaha ʻana ua hōʻike ka ʻoihana panela o ka hui i kahi ʻano maikaʻi o ka "holomua mau i nā panela nui, ka ulu wikiwiki ʻana i nā panela liʻiliʻi a me ka nui waena, a me ka ulu piha ʻana i nā kahua e kū mai ana". Ma ke kahua nui, ua piʻi ka māhele mākeke o ka hui ma ka hōʻike TV a me ke kālepa i 25%, e mālama ana i kahi pae waiwai alakaʻi honua. Ua lilo ka ʻoihana liʻiliʻi a me ka nui waena i ka ʻenekini ulu nui o ka hui, e hoʻokō ana i nā holomua ʻōnaehana: ma ke kahua IT, ua piʻi ke kūʻai aku ʻana o nā monitor ma 10% YoY, a ua piʻi ke kūʻai aku ʻana o nā panela kamepiula lawe lima ma 63%; ma ke kahua kelepona paʻalima, ua piʻi ka hoʻouna ʻana o nā panela kelepona LCD ma 28% YoY, ua piʻi ka māhele mākeke panela papa i 13% (ʻo ka lua o ka honua), ua piʻi ka wahi hoʻouna ʻana o nā hōʻike kaʻa ma 47% YoY, a ua mālama ka ʻoihana hōʻike ʻoihana i ka ulu wikiwiki, e hoʻokele pū ana i ka ulu ʻana o ka hana kiʻekiʻe.
ʻO Tianma Microelectronics (Shenzhen Tianma A): Ua piʻi ka loaʻa kālā net i hāʻawi ʻia i nā mea kuleana i ka hapaha 3 he 539.23% YoY
I ke ahiahi o ʻOkakopa 30, ua hoʻokuʻu ʻo Tianma Microelectronics Co., Ltd. i kāna hōʻike Q3 2025. Ua maikaʻi ke kūlana hana holoʻokoʻa o ka hui, me ka loaʻa kālā hana a me ka loaʻa kālā ʻupena i hiki i nā mea kuleana o nā hui i helu ʻia e hoʻokō ana 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 hana o 9.188 biliona yuan, he piʻi YoY o 13.19%; ʻo ka loaʻa kālā ʻupena i hiki 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 i ka makahiki i hala, me ka hoʻonui nui ʻana o ka pae loaʻa.
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 hana o ka hui i 26.663 biliona yuan, he piʻi ʻana o 11.03% i kēlā me kēia makahiki, me ka hoʻonui mau ʻana o ka nui o ka ʻoihana; ʻo ka loaʻa kālā i hōʻiliʻili ʻia e nā mea kuleana o nā ʻoihana i helu ʻia he 313 miliona yuan, he piʻi ʻana o 786 miliona yuan i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, e hoʻokō ana i kahi hoʻololi koʻikoʻi mai ka pohō i ka loaʻa; ʻo ka loaʻa kālā i hōʻiliʻili ʻia ma hope o ka unuhi ʻana i nā loaʻa a me nā pohō i hana hou ʻole ʻia he -302 miliona yuan, he piʻi pū kekahi o 1.009 biliona yuan i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, me ka emi ʻana o ka pohō nui o ka ʻoihana.
Ma ke ʻano o ke kahe kālā a me ke kūlana waiwai, ua hōʻea ke kahe kālā ʻupena mai nā hana hana mai ka hoʻomaka ʻana o ka makahiki a hiki i ka hopena o ka wā i ka 6.462 biliona yuan, he piʻi ʻana o 43.58% YoY, me ka hoʻomaikaʻi nui ʻana o ke kahe kālā, ma muli o ka hoʻomaikaʻi ʻana o ka loaʻa kālā YoY a me ka hoʻonui ʻana i ka hōʻiliʻili ʻoihana.
Mai ka hoʻomaka ʻana o kēia makahiki, ua hōʻike nā ʻāpana ʻoihana koʻikoʻi o ka hui i kahi ʻano hoʻomohala ikaika, e hoʻokele ana i ka ulu mau ʻana o ka pae loaʻa kālā o ka hui a me ka hoʻomaikaʻi nui ʻana i ka loaʻa kālā. I waena o lākou, ua hōʻike nā ʻoihana pono ʻole e like me nā kaʻa a me nā hōʻikeʻike ʻoihana i ka kūpaʻa hoʻomohala maikaʻi, e hoʻomau ana i ka hoʻonui ʻana i ko lākou lihi alakaʻi; ua hoʻomaikaʻi nui ʻia ka pono o ka hana o nā ʻoihana koʻikoʻi e like me nā kelepona paʻalima OLED maʻalahi; eia kekahi, ke hoʻonui mau nei ka loaʻa kālā o nā ʻoihana e like me nā hōʻikeʻike IT a me ke olakino haʻuki.
Hui ʻĀnuenue: Poho Net o 72.2913 Miliona Yuan i ka hapaha 3
Ma ʻOkakopa 30, ua hoʻokuʻu ʻo Rainbow Group i kāna hōʻike Q3. I ka Q3, ua loaʻa i ka ʻoihana ka loaʻa kālā hana o 2.975 biliona yuan, he piʻi YoY o 1.51%; ʻo ka pohō ʻupena i hiki ke hoʻopili ʻia i nā mea kuleana o nā ʻoihana i helu ʻia he 72.2913 miliona yuan, he emi YoY o 123.08%.
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 ʻoihana ka loaʻa kālā hana o 8.639 biliona yuan, he emi ʻana o 4.04% i ka makahiki i hala; ʻo ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia he 379 miliona yuan, he emi ʻana o 69.14% i ka makahiki i hala.
ʻenehana Optoelectronics Huaxing: Pohō Net Q3 i hāʻawi ʻia i nā mea kuleana o 245 miliona Yuan
I 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, he emi ʻana o 29.54% YoY; ʻo ka pohō ʻupena i hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia he 245 miliona yuan; ʻo ka loaʻa kālā kumu ma kēlā me kēia mahele (EPS) he -0.0886 yuan.
I nā hapaha mua ʻekolu, ʻo ka loaʻa kālā hana he 1.039 biliona yuan, he emi ʻana o 21.03% i ka makahiki i hala; ʻo ka pohō ʻupena i hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia he 722 miliona yuan; 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: Ka ulu ʻana o ka loaʻa kālā ma Ianuali-Kepakemapa
Ma ʻOkakopa 30, ua hoʻolaha ʻo Visionox (002387) i kāna hōʻike Q3 2025. ʻO ka loaʻa kālā o ka ʻoihana he 6.05 biliona yuan, he piʻi YoY o 3.5%; ua huli ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana mai kahi pohō o 1.8 biliona yuan i ka manawa like i ka makahiki i hala i kahi pohō o 1.62 biliona yuan, me ka emi ʻana o ka pohō; ua huli ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana ma hope o ka unuhi ʻana i nā loaʻa a me nā pohō i hana hou ʻole ʻia mai kahi pohō o 1.97 biliona yuan i ka manawa like i ka makahiki i hala i kahi pohō o 1.7 biliona yuan, me ka emi ʻana o ka pohō; ʻo ke kahe kālā mai nā hana hana he 2.41 biliona yuan, he piʻi YoY o 311.1%; ʻo ka EPS i hoʻoheheʻe piha ʻia he -1.1621 yuan.
I waena o lākou, ma Q3, ʻo ka loaʻa kālā hana he 1.93 biliona yuan, he piʻi YoY o 0.8%; ua huli ka loaʻa kālā i hiki ke hoʻopili ʻia e nā mea kuleana mai kahi pohō o 620 miliona yuan i ka manawa like i ka makahiki i hala i kahi pohō o 561 miliona yuan, me ka emi ʻana o ka pohō; ua huli ka loaʻa kālā i hiki ke hoʻopili ʻia e nā mea kuleana ma hope o ka unuhi ʻana i nā loaʻa a me nā pohō i hana hou ʻole ʻia mai kahi pohō o 656 miliona yuan i ka manawa like i ka makahiki i hala i kahi pohō o 579 miliona yuan, me ka emi ʻana o ka pohō; ʻO EPS he -0.4017 yuan.
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: Pohō Net ma kahi o 180 Miliona Yuan i Ianuali-Kepakemapa
I 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, he emi ʻana o 27.85% YoY; ʻo ka pohō ʻupena i hiki ke hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia ma kahi o 180 miliona yuan; ʻo ka EPS kumu he -0.054 yuan.
ʻO ka loaʻa kālā i ka hapaha 3 he 614 miliona yuan, he emi ʻana o 27.72% i ka makahiki i hala; ʻo ka pohō ʻupena 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/
ʻO Everdisplay Optronics: Pohō Net Q3 o 530 Miliona Yuan
I ke ahiahi o ʻOkakopa 30, ua hoʻokuʻu ʻo Everdisplay Optronics (SH 688538) i kāna hoʻolaha hana Q3. I nā hapaha mua ʻekolu o 2025, ʻo ka loaʻa kālā ma kahi o 4.002 biliona yuan, he piʻi YoY o 8.25%; ʻo ka pohō ʻupena i hiki ke 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.
I waena o lākou, i ka Q3, ʻo ka loaʻa kālā hana he 1.332 biliona yuan, he piʻi YoY o 2.25%; ʻo ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia he -530 miliona yuan; ʻo ka loaʻa kālā i hāʻawi ʻia i nā mea kuleana o nā ʻoihana i helu ʻia ma hope o ka unuhi ʻana i nā loaʻa a me nā pohō i hana ʻole ʻia he -540 miliona yuan.
ʻO Truly International Holdings: Ua hāʻule ka huina o ka huina i hoʻohui ʻia he 5.2% ma Ianuali-Kepakemapa
Ma ʻOkakopa 10, ua hoʻolaha ʻo Truly International Holdings (00732.HK) ʻo ka huina kālā i hoʻopaʻa ʻole ʻia o ka hui ma Kepakemapa 2025 ma kahi o HK$1.513 biliona, he emi ʻana ma kahi o 2.8% i hoʻohālikelike ʻia me ka huina kālā i hoʻopaʻa ʻole ʻia ma kahi o HK$1.557 biliona ma Kepakemapa 2024.
ʻO ka huina kālā i hoʻohui ʻia a ka hui i nānā ʻole ʻia no nā mahina ʻeiwa i pau i Kepakemapa 30, 2025, ma kahi o HK$12.524 biliona, he emi ʻana ma kahi o 5.2% i hoʻohālikelike ʻia me ka huina kālā i hoʻohui ʻia ma kahi o HK$13.205 biliona no nā mahina ʻeiwa i pau i Kepakemapa 30, 2024.
AU Optronics: Pohō Net Q3 o NT$1.28 Biliona
Ma ʻOkakopa 30, ua mālama ʻo AU Optronics i kahi hālāwai kūkā no nā mea hoʻopukapuka kālā e hoʻolaha i kāna mau hōʻike kālā i hoʻohui ʻia no Q3 2025. ʻO ka huina o ka huina kālā i hoʻohui ʻia ma Q3 2025 he NT$69.91 biliona, he piʻi ʻana o 1.0% i hoʻohālikelike ʻia me Q2 2025 a he emi ʻana o 10.1% i hoʻohālikelike ʻia me Q3 2024. ʻO ka pohō ʻupena i hiki ke pili i nā mea nona ka hui makua ma Q3 2025 he NT$1.28 biliona, me ka pohō kumu ma kēlā me kēia mahele o NT$0.17.
Ke nānā nei i hope i ka Q3, ua piʻi ka loaʻa kālā holoʻokoʻa o ka hui ma ka 1% QoQ. Ma waena o lākou, ua like ka palahalaha o ka loaʻa kālā o Display Technology i hoʻohālikelike ʻia me ka hapaha i hala ma muli o ka piʻi ʻana o ke kālā New Taiwan (NTD) a me ka emi ʻana o nā kumukūʻai panela, e hoʻolilo ana i ka hopena o ke kau kiʻekiʻe i kēia makahiki i ʻoi aku ka maopopo 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 piʻi ʻana 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 pohō ma muli o nā hopena maikaʻi ʻole o nā kumukūʻai hoʻololi a me nā kumukūʻai panela, akā ʻo ka loaʻa kālā net i hiki ke hāʻawi ʻia i ka hui makua i nā hapaha mua ʻekolu he NT$4 biliona, me ka EPS o NT$0.52, kahi hoʻomaikaʻi nui i hoʻohālikelike ʻia me ka pohō i nā hapaha mua ʻekolu o 2024. He 52 mau lā nā lā waihona, a ʻo ka lakio ʻaiʻē net he 39.1%, me ka liʻiliʻi o ka loli mai ka hapaha i hala, e mālama ana i nā pae olakino.
Ke nānā nei i mua i ka Q4, ke komo nei ka mākeke e pili ana i ka hōʻikeʻike i ka wā hoʻomaha, me ka lohi ʻana o ke koi no ka hoʻomākaukau ʻana i nā mea a me nā loli he nui i ka hoʻokele waiwai holoʻokoʻa. Eia nō naʻe, ke hoʻomaikaʻi mau nei ka neʻe akamai a me nā Green Solutions e like me ke koi o nā mea kūʻai aku. E hoʻomau ka hui o ka hui i ka nānā ʻana i nā loli o ka mākeke, hoʻomaikaʻi i ka hui huahana, kaohi pono ʻana i ka waihona, hoʻoikaika i ka hoʻokele kumukūʻai a me nā lilo, a hoʻonohonoho pono i nā huahana a me nā hoʻonā i hoʻohui ʻia e hoʻonui i ka loaʻa kālā a me ka hiki ke pane i nā loli o ka mākeke.
Innolux: Piʻi ka loaʻa kālā i hoʻohui ʻia ma ka hapaha 3 ma 4.2% YoY
Ma ʻOkakopa 11, ua hoʻolaha ʻo Innolux i kāna hōʻike kālā no Kepakemapa o kēia makahiki. ʻO ka loaʻa kālā i hui pū ʻia i Kepakemapa he NT$19.861 biliona, he piʻi ʻana o 6.3% mahina-ma-mahina (MoM) a me 2.7% YoY, e hōʻea ana i kahi kiʻekiʻe hou i ka loaʻa kālā mahina hoʻokahi i nā mahina 24 i hala.
ʻO ka loaʻa kālā i hoʻohui ʻia i ka hapaha 3 o kēia makahiki he NT$57.818 biliona, he piʻi ʻana o 2.8% QoQ a me 4.2% YoY. ʻO ka loaʻa kālā i hoʻohui ʻia i nā hapaha mua ʻekolu o kēia makahiki he NT$169.982 biliona, he piʻi ʻana o 4.4% YoY. (Nānā: E mālama ʻia ka hālāwai kūkā a nā mea hoʻopukapuka kālā a Innolux ma Nowemapa 7, kahi e hoʻolaha ʻia ai nā kikoʻī kikoʻī o ka loaʻa kālā.)
LGD: Loaʻa kālā hana Q3 o 431 Billion Won, Ke huli nei mai ka pohō i ka loaʻa kālā
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 won, me ka loaʻa kālā hana o 431 biliona won, he piʻi YoY o 2%, e hoʻololi pono ana mai ka pohō i ka loaʻa kālā.
I ka hapaha 3 o kēia makahiki, ʻo ka loaʻa kālā hana i hōʻuluʻulu ʻia he 348.5 biliona won, a ke manaʻo ʻia nei e hoʻokō i ka hoʻololi waiwai makahiki mua i loko o ʻehā mau makahiki. ʻO ka loaʻa kālā i hōʻuluʻulu ʻia he 18.6092 trillion won, he emi ʻana o 1% i hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala ma muli o ka hoʻopau ʻana o ka ʻoihana TV LCD. Eia nō naʻe, ua hoʻomaikaʻi ʻia ka hana hana hōʻuluʻulu ma kahi o 1 trillion won.
Ua ʻōlelo ʻo LGD ua hoʻoulu nui ʻia ka ulu ʻana o ka loaʻa kālā ma Q3 e ka hoʻonui ʻia ʻana o nā hoʻouna ʻana o nā panela OLED, kahi i piʻi aʻe ma ka 25% i hoʻohālikelike ʻia me ka hapaha i hala. Ua hōʻea ka hapa o nā huahana OLED i ka loaʻa kālā holoʻokoʻa i kahi kiʻekiʻe o 65%, i hoʻoulu ʻia e ka hoʻokuʻu ʻana o nā panela OLED liʻiliʻi a me ka nui waena hou me ka piko o ke kau.
Ma ke ʻano o ka hapa kūʻai aku ma ke ʻano huahana (ma muli o ka loaʻa kālā), ua helu ʻia nā panela TV no 16%, nā panela IT (me nā monitor, nā kamepiula lawe lima, nā papa, a me nā mea ʻē aʻe) he 37%, nā panela kelepona a me nā huahana ʻē aʻe he 39%, a ua helu ʻia nā panela kaʻa no 8%.
Samsung Display: Loaʻa kālā hana o ka hapaha 3 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 he 86 trillion won (ma kahi o US$60.4 biliona) ka loaʻa kālā o Samsung Electronics ma Q3, he piʻi o 8.8% i hoʻohālikelike ʻia me 79 trillion won i ka manawa like i ka makahiki i hala; ʻo ka loaʻa kālā i hiki ke hāʻawi ʻia 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 won i ka manawa like i ka makahiki i hala.
I waena o lākou, ua loaʻa iā Samsung Display (SDC) ka loaʻa kālā i hui pū ʻia o 8.1 trillion won (ma kahi o 40.4 biliona yuan) a me ka loaʻa kālā hana o 1.2 trillion won (ma kahi o 6 biliona yuan) i ka Q3.
Ua ʻōlelo ʻo SDC ma nā hōʻike liʻiliʻi a me waena, ua hoʻomaikaʻi ʻia ka hana ma muli o ke koi ikaika no nā kelepona hae a me ka pane maikaʻi ʻana i ke koi huahana hou mai nā mea kūʻai nui. Ma nā hōʻike nui, ua piʻi aʻe ke kūʻai aku ma muli o ka hoʻonui ʻia ʻana o ke koi no nā monitor pāʻani. Manaʻo ʻia ma Q4 2025, e hoʻomau ʻia ke koi no nā kelepona hou, a manaʻo ʻia hoʻi e piʻi aʻe ke kūʻai aku ʻana o nā huahana hōʻike ʻaʻole kelepona akamai.
Ka manawa hoʻouna: Nov-04-2025