Ilaa fiidkii Oktoobar 30, warbixinnada dakhliga rubuci saddexaad ee 2025 ee sameeyayaasha liiska ku jira ayaa dhammaantood la sii daayay. Guud ahaan, natiijooyinka way isku dhafan yihiin, iyadoo waxqabadka sanadka oo dhan uu cadaadis saaran yahay. Qiimaha guddiga ayaa si yar hoos ugu soo laabtay 2025, laakiin baahida hoos u dhacday weli si buuxda uma soo kaban. Si kastaba ha ahaatee, ka dib hoos u dhacii 2024, warshadaha bandhigyada adduunka ayaa muujiyay soo kabasho qaab dhismeed ah 2025, iyadoo shirkadaha hormuudka ah ay arkeen horumar la taaban karo oo ku yimid faa'iidada.
BOE: Faa'iidada saafiga ah ee loo arko saamileyda ayaa kor u kacday 39% Janaayo-Sebtembar 2025
Oktoobar 30, BOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) ayaa soo saartay warbixinteedii rubuci saddexaad ee 2025. Saddexdii rubuc ee ugu horreeyay, shirkaddu waxay gaartay dakhli hawlgal oo ah 154.548 bilyan yuan, koror YoY ah oo ah 7.53%; faa'iidada saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira ayaa gaartay 4.601 bilyan yuan, kobac YoY ah oo la taaban karo oo ah 39.03%. Kuwaas ka mid ah, dakhliga hawlgalka rubuci saddexaad wuxuu ahaa 53.270 bilyan yuan, koror YoY ah oo ah 5.81%; faa'iidada saafiga ah ee ay sababeen saamileyda waxay ahayd 1.355 bilyan yuan, koror YoY ah oo ah 32.07%. Iyada oo ay hagayso aragtida "Nth Curve", BOE waxay sii waday inay sii qoto dheereyso istaraatiijiyaddeeda horumarinta "Internetka ee Bandhigyada", iyada oo kor u qaadaysa is-dhexgalka ganacsiyada dhaqanka iyo nidaamyada deegaanka ee hal-abuurka leh, iyo gaarista casriyeyn ka socota hoggaanka tignoolajiyada una gudubta hoggaanka waara.
Iyada oo ah hoggaamiye bandhig caalami ah, BOE waxay sii wadday doorkeeda hoggaamineed ee goobta bandhigga. Laga bilaabo rubuci saddexaad ee 2025, BOE waxay sii haysatay muggeeda dhoofinta ee ugu weyn adduunka ee meelaha codsiyada caadiga ah oo ay ku jiraan taleefannada gacanta, kiniiniyada, laptop-yada, kormeerayaasha, iyo TV-yada (xogta Omdia). Iyadoo la ixtiraamayo tignoolajiyada iyo ballanqaadka hal-abuurka, BOE waxay gaartay laba horumar oo ku saabsan hal-abuurka tignoolajiyada iyo hoggaanka caadiga ah rubuci saddexaad ee 2025: UB Cell 4.0, oo ah jiil cusub oo xalal tignoolajiyada bandhigga LCD-ga oo heer sare ah oo si madax-bannaan loo sameeyay iyadoo lagu saleynayo tignoolajiyada ADS Pro ee hormuudka ka ah warshadaha BOE, ayaa ku guuleysatay "Abaalmarinta Hal-abuurka Tignoolajiyada Waxsoosaarka Caalamiga ah ee IFA 2025 - Abaalmarinta Dahabka ee Tignoolajiyada Ilaalinta Indhaha ee UB"; wax ka qabashada farqiga u dhexeeya qiimeynta tayada sawirka iyo qiimeynta alaabada bandhigga iyadoo la adeegsanayo iftiinka dhabta ah ee deegaanka, BOE, oo ay weheliso Ururka Warshadaha Fiidiyowga Elektroonigga ah ee Shiinaha iyo shirkadaha silsiladda warshadaha ee asaasiga ah, ayaa soo saaray Heerka Kooxda ee Qiimaynta Tayada Sawirka ee TV-yada Flat-Panel ee Hoos yimaada Iftiinka Ambient, iyagoo bixinaya shuruudo qiimeyn oo cad oo midaysan oo loogu talagalay qiimeynta tayada sawirka. Marka laga hadlayo awoodsiinta tignoolajiyada, iyadoo lagu tiirsan yahay tignoolajiyada Oxide iyo tignoolajiyada LTPO, BOE waxay gaartay horumarro muhiim ah oo ku saabsan IT-ga iyo goobaha bandhigyada yar yar, iyadoo guulaha tignoolajiyada ee khuseeya ay si guul leh ugu dabaqeen alaabada cusub ee la-hawlgalayaasha sida Lenovo, OPPO, iyo vivo.
Intaa waxaa dheer, xafladdii sannad-guurada saddexaad ee "Qorshaha Awood-siinta Labada-Jing" bishii Agoosto, BOE iyo JD.com waxay ku dhawaaqeen sii qoto dheereynta iskaashiga. Iyagoo xudunta u ah "is-dhexgalka dhinaca saadka tignoolajiyada iyo dhinaca baahida macaamiisha", labada dhinac waxay dib u habeeyeen silsiladda qiimaha warshadaha iyada oo loo marayo saddex guulood: isbeddelka tignoolajiyada xiran, dhismaha wacyigelinta sumcadda, iyo casriyeynta iskaashiga deegaanka. Waxay sidoo kale si wadajir ah u sii daayeen "Ballanqaadka Saddexda Run" ee shaashadaha waaweyn ee 100-inji ah - "Tayada Dhabta ah, Khibrad Dhab ah, Adeeg Dhab ah" - waxayna gacan ka geysteen shirkadaha warshadaha ee hormuudka ka ah si loo dhiso "Isbahaysiga Warshadaha Deegaanka ee Qiimaha Sare leh", iyagoo kor u qaadaya warshadaha bandhigga inay ka wareegaan tartanka qiimaha jaban una wareegaan isku-dhafka qiimaha iyo abuurista matoor cusub oo loogu talagalay kobaca waara ee warshadaha bandhigga adduunka.
TCL Huaxing: Faa'iidada saafiga ah waxay gaartay 6.1 Bilyan Yuan Janaayo-Sebtembar, Kobaca YoY ee 53.5%
Oktoobar 30, TCL Technology (000100.SZ) waxay shaaca ka qaaday warbixinteedii rubuci saddexaad ee 2025. Saddexdii rubuc ee ugu horreeyay, shirkaddu waxay heshay dakhli hawlgal oo ah 135.9 bilyan oo yuan, koror YoY ah oo ah 10.5%; faa'iidada saafiga ah ee ay leeyihiin saamileyda waxay ahayd 3.05 bilyan oo yuan, koror YoY ah oo ah 99.8%; socodka lacagta caddaanka ah ee hawlgalka wuxuu ahaa 33.84 bilyan oo yuan, koror YoY ah oo ah 53.8%. Kuwaas ka mid ah, faa'iidada saafiga ah ee rubuci saddexaad ee ay leeyihiin saamileyda waxay ahayd 1.16 bilyan oo yuan, koror rubuci rubuci ah (QoQ) oo ah 33.6%, iyadoo faa'iidada ay sii waddo soo kabashada iyo waxqabadka maaliyadeed si weyn u soo hagaagaya.
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Kobaca xooggan ee ganacsiga guddiga ayaa ah sababta ugu weyn ee kobaca waxqabadka xooggan ee TCL Technology. Saddexdii bilood ee ugu horreeyay, TCL Huaxing waxay urursatay dakhli hawlgal oo ah 78.01 bilyan yuan, koror YoY ah oo ah 17.5%; faa'iidada saafiga ah ee 6.1 bilyan yuan, koror YoY ah oo ah 53.5%; faa'iidada saafiga ah ee ay sababeen saamileyda TCL Technology oo ah 3.9 bilyan yuan, koror YoY ah oo ah 41.9%.
Ku dhawaaqiddu waxay tilmaamtay in ganacsiga guddiyada shirkaddu uu muujiyay isbeddel wanaagsan oo ah "horumar joogto ah oo ku yimid guddiyada waaweyn, koboc degdeg ah oo ku yimid guddiyada yaryar iyo kuwa dhexe, iyo ubax buuxa oo ku yimid goobaha soo koraya". Gaar ahaan, qaybta weyn, saamiga suuqa ee shirkaddu ku leedahay bandhigyada TV-ga iyo ganacsiga ayaa kor u kacay ilaa 25%, taasoo ilaalinaysa heer faa'iido oo hormuud u ah adduunka oo dhan. Ganacsiga yar iyo kan dhexe ayaa noqday mashiinka kobaca asaasiga ah ee shirkadda, isagoo gaaray horumarro nidaamsan: dhinaca IT-ga, iibka kormeerka ayaa kordhay 10% YoY, iibka guddiyada laptop-kana wuxuu kordhay 63%; goobta terminal-ka moobaylka, rarida guddiyada taleefannada gacanta ee LCD ayaa kordhay 28% YoY, saamiga suuqa guddiyada kiniiniga ayaa kor u kacay ilaa 13% (kaalinta labaad ee adduunka), aagga rarida bandhigyada baabuurta ayaa kordhay 47% YoY, ganacsiga bandhigyada xirfadeedna wuxuu sii waday koboc degdeg ah, isagoo si wadajir ah u horseedaya koboc waxqabad sare leh.
Tianma Microelectronics (Shenzhen Tianma A): Faa'iidada Saafiga ah ee Saamileyda oo Kordhay 539.23% Sannadka
Fiidnimadii Oktoobar 30, Tianma Microelectronics Co., Ltd. waxay soo saartay warbixinteedii Rubuc-sannadeedka 3aad ee 2025. Xaaladda guud ee shirkaddu waxay ahayd mid wanaagsan, iyadoo dakhliga hawlgalka iyo faa'iidada saafiga ah labadaba ay sabab u yihiin saamileyda shirkadaha liiska ku jira oo gaaray kobaca YoY, waxqabadkuna si joogto ah ayuu u soo hagaagayaa. Warbixintu waxay muujinaysaa in Rubuc-sannadeedka 3aad ee 2025, shirkaddu ay gaartay dakhliga hawlgalka oo ah 9.188 bilyan oo yuan, koror YoY ah oo ah 13.19%; faa'iidada saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira waxay ahayd 107 milyan oo yuan, taasoo ah koror dhan 90,448,205.43 yuan marka la barbar dhigo isla muddadaas sannadkii hore, iyadoo heerka faa'iidada uu si weyn u kordhay.
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Saddexdii bilood ee ugu horreeyay, dakhliga hawlgal ee shirkaddu ururisay wuxuu gaaray 26.663 bilyan oo yuan, koror YoY ah oo ah 11.03%, iyadoo baaxadda ganacsigu si joogto ah u sii kordhayso; faa'iidada saafiga ah ee urursatay ee ay sababeen saamileyda shirkadaha liiska ku jira waxay ahayd 313 milyan oo yuan, koror dhan 786 milyan oo yuan marka la barbar dhigo isla muddadaas sannadkii hore, taasoo gaartay isbeddel muhiim ah oo ka yimid khasaare ilaa faa'iido; faa'iidada saafiga ah ee ururtay ka dib markii laga jaray faa'iidooyinka iyo khasaaraha aan soo noqnoqonayn waxay ahayd -302 milyan oo yuan, sidoo kale koror dhan 1.009 bilyan oo yuan marka la barbar dhigo isla muddadaas sannadkii hore, iyadoo khasaaraha ganacsi ee ugu weyn uu sii yaraanayo.
Marka laga eego socodka lacagta caddaanka ah iyo xaaladda hantida, socodka lacagta caddaanka ah ee ka imanaya hawlaha hawlgalka laga bilaabo bilowgii sanadka ilaa dhammaadka muddada ayaa gaaray 6.462 bilyan oo yuan, taasoo ah koror YoY ah oo ah 43.58%, iyadoo ku filnaanshaha socodka lacagta caddaanka ah uu si weyn u soo hagaagayo, taasoo ugu horreyn sabab u ah horumarinta YoY ee faa'iidada iyo hagaajinta ururinta ganacsiga.
Tan iyo bilowgii sanadkan, qaybaha ganacsiga ee ugu muhiimsan shirkaddu waxay muujiyeen isbeddel horumarineed oo xooggan, taasoo horseedaysa kobaca joogtada ah ee heerka dakhliga shirkadda iyo horumar la taaban karo oo ku yimid faa'iidada. Kuwaas waxaa ka mid ah, ganacsiyada aan faa'iidada lahayn sida bandhigyada baabuurta iyo kuwa xirfadeed waxay muujiyeen adkeysi horumarineed oo wanaagsan, iyagoo sii wadaya inay ballaariyaan faa'iidadooda ugu horreysa; hufnaanta hawlgalka ee ganacsiyada muhiimka ah sida taleefannada gacanta ee OLED ee dabacsan ayaa si weyn u soo hagaagtay; Intaa waxaa dheer, faa'iidada ganacsiyada sida bandhigyada IT-ga iyo caafimaadka isboortiga ayaa sidoo kale si joogto ah u soo kordhaya.
Kooxda Qaanso-roobaadka: Khasaaraha saafiga ah ee 72.2913 Milyan Yuan rubuci saddexaad
Oktoobar 30, Rainbow Group waxay soo saartay warbixinteedii Rubuc-sannadeedka 3aad. Rubuc-sannadeedka 3aad, shirkaddu waxay heshay dakhli hawlgal oo ah 2.975 bilyan oo yuan, koror YoY ah oo ah 1.51%; khasaaraha saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira wuxuu ahaa 72.2913 milyan oo yuan, taasoo ah hoos u dhac YoY ah oo ah 123.08%.
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Saddexdii bilood ee ugu horreeyay, shirkaddu waxay heshay dakhli hawlgal oo ah 8.639 bilyan oo yuan, taasoo ah hoos u dhac YoY ah oo ah 4.04%; faa'iidada saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira waxay ahayd 379 milyan oo yuan, taasoo ah hoos u dhac YoY ah oo ah 69.14%.
Tiknoolajiyadda Huaxing Optoelectronics: Khasaaraha Saamiga ah ee Saddexaad ee Saamileyda oo gaaraya 245 Milyan Yuan
Fiidnimadii Oktoobar 20, Huaxing Optoelectronics Technology waxay ku dhawaaqday in rubuci saddexaad ee 2025, ay gaartay dakhli hawlgal oo ah 318 milyan oo yuan, hoos u dhac YoY ah oo ah 29.54%; khasaaraha saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira wuxuu ahaa 245 milyan oo yuan; dakhliga aasaasiga ah ee saami kasta (EPS) wuxuu ahaa -0.0886 yuan.
Saddexdii bilood ee ugu horreeyay, dakhliga hawlgalku wuxuu ahaa 1.039 bilyan oo yuan, hoos u dhac YoY ah oo ah 21.03%; khasaaraha saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira wuxuu ahaa 722 milyan oo yuan; EPS-ka aasaasiga ah wuxuu ahaa -0.2609 yuan.
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Visionox: Kobaca Dakhliga Janaayo-Sebtembar
Oktoobar 30, Visionox (002387) waxay ku dhawaaqday warbixinteedii rubuci saddexaad ee 2025. Dakhliga hawlgalka shirkaddu wuxuu ahaa 6.05 bilyan oo yuan, koror YoY ah oo ah 3.5%; faa'iidada saafiga ah ee ay sababeen saamileyda ayaa ka soo wareegtay khasaare dhan 1.8 bilyan oo yuan isla muddadaas sannadkii hore ilaa khasaare dhan 1.62 bilyan oo yuan, iyadoo khasaaruhu yaraaday; faa'iidada saafiga ah ee ay sababeen saamileyda ka dib markii laga jaray faa'iidooyinka iyo khasaaraha aan soo noqnoqonayn waxay ka soo jeedday khasaare dhan 1.97 bilyan oo yuan isla muddadaas sannadkii hore ilaa khasaare dhan 1.7 bilyan oo yuan, iyadoo khasaaruhu yaraaday; socodka lacagta caddaanka ah ee saafiga ah ee ka imanaya hawlaha hawlgalka wuxuu ahaa 2.41 bilyan oo yuan, koror dhan 311.1%; EPS oo si buuxda loo qasay wuxuu ahaa -1.1621 yuan.
Waxaa ka mid ah, rubuci saddexaad, dakhliga hawlgalka wuxuu ahaa 1.93 bilyan oo yuan, koror YoY ah oo ah 0.8%; faa'iidada saafiga ah ee ay sababeen saamileyda ayaa ka soo wareegtay khasaare dhan 620 milyan oo yuan isla muddadaas sannadkii hore ilaa khasaare dhan 561 milyan oo yuan, iyadoo khasaaraha uu yaraaday; faa'iidada saafiga ah ee ay sababeen saamileyda ka dib markii laga jaray faa'iidooyinka iyo khasaaraha aan soo noqnoqon ee ka soo wareegay khasaare dhan 656 milyan oo yuan isla muddadaas sannadkii hore ilaa khasaare dhan 579 milyan oo yuan, iyadoo khasaaraha uu yaraaday; EPS wuxuu ahaa -0.4017 yuan.
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Longteng Optoelectronics: Khasaaraha saafiga ah ee qiyaastii 180 Milyan Yuan Janaayo-Sebtembar
Fiidnimadii Oktoobar 29, Longteng Optoelectronics (SH 688055) waxay soo saartay ku dhawaaqideeda waxqabadka rubuci saddexaad. Saddexdii rubuc ee ugu horreeyay 2025, dakhligu wuxuu ahaa qiyaastii 1.903 bilyan oo yuan, taasoo ah hoos u dhac YoY ah oo ah 27.85%; khasaaraha saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira wuxuu ahaa qiyaastii 180 milyan oo yuan; EPS-ka aasaasiga ah wuxuu ahaa -0.054 yuan.
Dakhliga rubuci saddexaad wuxuu ahaa 614 milyan oo yuan, taasoo ah hoos u dhac YoY ah oo ah 27.72%; khasaaraha saafiga ah wuxuu ahaa 58.6941 milyan oo yuan.
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Everdisplay Optronics: Khasaaraha saafiga ah ee 3aad ee 530 Milyan Yuan
Fiidnimadii Oktoobar 30, Everdisplay Optronics (SH 688538) waxay soo saartay ku dhawaaqisteeda waxqabadka rubuci saddexaad. Saddexdii rubuc ee ugu horreeyay 2025, dakhligu wuxuu ahaa qiyaastii 4.002 bilyan oo yuan ah, koror YoY ah oo ah 8.25%; khasaaraha saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira wuxuu ahaa qiyaastii 1.37 bilyan oo yuan; EPS-ka aasaasiga ah wuxuu ahaa -0.1 yuan.
Waxaa ka mid ah, rubuci saddexaad, dakhliga hawlgalka wuxuu ahaa 1.332 bilyan oo yuan, koror YoY ah oo ah 2.25%; faa'iidada saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira waxay ahayd -530 milyan oo yuan; faa'iidada saafiga ah ee ay sababeen saamileyda shirkadaha liiska ku jira ka dib markii laga jaray faa'iidada iyo khasaaraha aan soo noqnoqonayn waxay ahayd -540 milyan oo yuan.
Hantida Caalamiga ah ee Runta ah: Dakhliga Wadajirka ah ee Wadajirka ah ayaa hoos u dhacay 5.2% Janaayo-Sebtembar
Oktoobar 10, Truly International Holdings (00732.HK) waxay ku dhawaaqday in wareegga isku-dhafka ah ee aan la hubin ee kooxdu bishii Sebtembar 2025 uu ahaa qiyaastii HK$1.513 bilyan, taasoo ah hoos u dhac ku dhow 2.8% marka la barbar dhigo wareegga isku-dhafka ah ee aan la hubin ee qiyaastii HK$1.557 bilyan bishii Sebtembar 2024.
Dakhliga guud ee aan la hubin ee kooxda ee sagaalka bilood ahaa ee ku dhammaaday Sebtembar 30, 2025, wuxuu ahaa qiyaastii HK$12.524 bilyan, taasoo ah hoos u dhac ku dhow 5.2% marka la barbar dhigo wadarta guud ee dakhliga oo ah qiyaastii HK$13.205 bilyan sagaalka bilood ee ku dhammaaday Sebtembar 30, 2024.
AU Optronics: Khasaaraha Saamiga ah ee Rubuca Saddexaad ee NT$1.28 Bilyan
Oktoobar 30, AU Optronics waxay qabatay shir maalgashi si ay ugu dhawaaqdo warbixinnadeeda maaliyadeed ee isku dhafan ee rubuci saddexaad ee 2025. Wadarta guud ee isku-dhafka ah ee rubuci saddexaad ee 2025 waxay ahayd NT$69.91 bilyan, taasoo ah koror dhan 1.0% marka la barbar dhigo rubuci labaad ee 2025 iyo hoos u dhac dhan 10.1% marka la barbar dhigo rubuci saddexaad ee 2024. Khasaaraha saafiga ah ee ay sababeen milkiilayaasha shirkadda waalidka ah rubuci saddexaad ee 2025 wuxuu ahaa NT$1.28 bilyan, iyadoo khasaare aasaasi ah saami kasta uu yahay NT$0.17.
Marka dib loo eego rubuci saddexaad, dakhliga guud ee shirkaddu wuxuu kordhay 1% QoQ. Kuwaas waxaa ka mid ah, dakhliga Display Technology wuxuu ahaa mid aan sinnayn marka la barbar dhigo rubuci hore sababtoo ah kor u kaca Doollarka Cusub ee Taiwan (NTD) iyo hoos u dhaca qiimaha guddiga, taasoo ka dhigaysa saameynta xilliga ugu sarreysa sanadkan mid aan caddayn sida sanadihii hore. Dakhliga Mobility Solutions wuxuu hoos u dhacay qiyaastii 3% inta badan oo ay saameeyeen kor u kaca NTD. Dakhliga Vertical Solutions wuxuu si weyn u kordhay 20% QoQ rubucan sababtoo ah is-dhexgalka Adlink Technology Inc. Marka laga eego faa'iidada, rubuci wuxuu isu beddelay khasaare sababtoo ah saameyn xun oo ka timid heerka sarrifka lacagaha iyo qiimaha guddiga, laakiin faa'iidada saafiga ah ee wadarta ah ee loo aaneeyay shirkadda waalidka saddexdii bilood ee ugu horreysay waxay ahayd NT$4 bilyan, iyadoo EPS ay ahayd NT$0.52, taasoo ah horumar weyn marka la barbar dhigo khasaaraha saddexdii rubuc ee ugu horreeyay 2024. Maalmaha kaydka waxay ahaayeen 52 maalmood, saamiga deynta saafiga ahna wuxuu ahaa 39.1%, iyadoo isbeddel yar uu ka yimid rubuci hore, labaduba waxay ku sii jireen heerar caafimaad qaba.
Iyada oo la eegayo rubuca afraad ee sannadka, suuqa la xiriira bandhigga ayaa galaya xilliga fasaxa, iyadoo baahida diyaarinta agabka ay hoos u dhacayso iyo isbeddello badan oo ku jira dhaqaalaha guud. Si kastaba ha ahaatee, dhaqdhaqaaqa caqliga leh iyo Xaladaha Cagaaran ayaa si joogto ah u soo hagaagaya iyadoo la raacayo baahida macaamiisha. Kooxda shirkaddu waxay sii wadi doontaa inay la socoto isbeddellada suuqa, hagaajiso isku-darka badeecadaha, si adag u xakamayso kaydka, xoojiso maaraynta kharashka iyo kharashka, iyo si firfircoon u qaabayso alaabada iyo xalalka qiimaha lagu daray si kor loogu qaado faa'iidada iyo awoodda looga jawaabayo isbeddellada suuqa.
Innolux: Dakhliga Wadajirka ah ee Rubuca 3aad ayaa Kordhay 4.2% Sannadka
Oktoobar 11, Innolux waxay ku dhawaaqday warbixinteeda maaliyadeed ee Sebtembar sanadkan. Dakhliga isku-darka ah ee Sebtembar wuxuu ahaa NT$19.861 bilyan, taasoo ah koror dhan 6.3% bil-bil (MoM) iyo 2.7% YoY, taasoo gaartay heerkii ugu sarreeyay ee dakhli hal bil ah 24-kii bilood ee la soo dhaafay.
Dakhliga isku-darka ah ee rubuci saddexaad ee sanadkan wuxuu ahaa NT$57.818 bilyan, taasoo ah koror dhan 2.8% QoQ iyo 4.2% YoY. Dakhliga isku-darka ah ee saddexda rubuc ee ugu horreeya sanadkan wuxuu ahaa NT$169.982 bilyan, koror dhan YoY oo ah 4.4%. (Fiiro gaar ah: Shirka maalgashadayaasha Innolux waxaa la qaban doonaa Noofambar 7, marka faahfaahinta dakhliga gaarka ah la shaacin doono.)
LGD: Faa'iidada Hawlgalka ee Rubuca Saddexaad ee 431 Bilyan Won, oo ka soo jeedsanaysa Khasaaraha una jeedsanaysa Faa'iido
Oktoobar 30, LG Display (LGD) waxay ku dhawaaqday in dakhligeeda rubuci saddexaad ee 2025 uu ahaa 6.957 tirilyan oo won ah, iyadoo faa'iidada hawlgalka ay tahay 431 bilyan oo won ah, koror YoY ah oo ah 2%, si guul leh ayay uga soo wareegtay khasaare una soo noqotay faa'iido.
Laga bilaabo rubuci saddexaad ee sanadkan, faa'iidada hawlgalka ee wadarta guud waxay ahayd 348.5 bilyan oo won, waxaana la filayaa inay gaarto faa'iidada sanadlaha ah ee ugu horreysa muddo afar sano ah. Dakhliga guud wuxuu ahaa 18.6092 tiriliyan won, taasoo ah hoos u dhac 1% marka la barbar dhigo isla muddadaas sannadkii hore sababtoo ah joojinta ganacsiga LCD TV. Si kastaba ha ahaatee, waxqabadka hawlgalka ee wadarta guud wuxuu ku soo hagaagay qiyaastii 1 tiriliyan won.
LGD waxay sheegtay in kobaca dakhliga ee rubuci saddexaad uu inta badan sabab u ahaa ballaarinta shixnadaha OLED, kaas oo kordhay 25% marka la barbar dhigo rubuci hore. Saamiga alaabada OLED ee dakhliga guud wuxuu gaaray heerkii ugu sarreeyay ee rikoorka ah ee 65%, taasoo ay keentay soo bandhigidda muraayadaha OLED ee yaryar iyo kuwa dhexdhexaadka ah marka lagu daro heerka ugu sarreeya xilliyeedka.
Marka la eego saamiga iibka iyadoo loo eegayo qaybta wax soo saarka (iyadoo lagu saleynayo dakhliga), guddiyada telefishinku waxay ahaayeen 16%, guddiyada IT-ga (oo ay ku jiraan kormeerayaasha, laptop-yada, kiniiniyada, iwm.) waxay ahaayeen 37%, guddiyada moobaylka iyo alaabada kale waxay ahaayeen 39%, guddiyada baabuurtana waxay ahaayeen 8%.
Shaashadda Samsung: Faa'iidada Hawlgalka ee Rubuca Saddexaad ee 1.2 Trillion Won
Oktoobar 29, Samsung Electronics waxay ku dhawaaqday natiijooyinkeeda maaliyadeed ee rubuci saddexaad ee muddada ku eg Sebtembar 30, 2025. Warbixinta maaliyadeed waxay muujinaysaa in dakhliga rubuci saddexaad ee Samsung Electronics uu ahaa 86 tirilyan won (qiyaastii US$60.4 bilyan), taasoo ah koror dhan 8.8% marka la barbar dhigo 79 tirilyan won isla muddadaas sannadkii hore; faa'iidada saafiga ah ee ay leeyihiin saamileyda shirkadda waalidka ee Samsung waxay ahayd 12 tirilyan won (qiyaastii US$8.4 bilyan), taasoo ah koror dhan 22.75% marka la barbar dhigo 9.78 tirilyan won isla muddadaas sannadkii hore.
Kuwaas waxaa ka mid ah, Samsung Display (SDC) waxay heshay dakhli isku dhafan oo ah 8.1 tirilyan won (qiyaastii 40.4 bilyan yuan) iyo faa'iidada hawlgalka oo ah 1.2 tirilyan won (qiyaastii 6 bilyan yuan) rubuci saddexaad.
SDC waxay sheegtay in bandhigyada yaryar iyo kuwa dhexdhexaadka ah, waxqabadkoodu uu soo hagaagay sababtoo ah baahida xooggan ee taleefannada casriga ah iyo jawaab celin wanaagsan oo ku aaddan baahida badeecadaha cusub ee macaamiisha waaweyn. Bandhigyada waaweyn, iibku wuu kordhay sababtoo ah baahida sii kordheysa ee kormeerayaasha ciyaaraha. Waxaa la filayaa in rubuci afraad ee 2025, baahida loo qabo taleefannada casriga ah ee cusub ay sii socon doonto, iibka alaabada bandhigyada aan taleefannada casriga ah ahaynna la filayo inay kordhaan.
Waqtiga boostada: Noofambar-04-2025