Ukusukela ngorhatya lwe-30 ka-Okthobha, iingxelo zemivuzo ye-Q3 2025 yabenzi bephaneli abadweliswe zonke zikhutshiwe. Ngokubanzi, iziphumo zaxutywa, kunye nokusebenza konyaka wonke phantsi koxinzelelo. Amaxabiso ephaneli aphinde anyuka kancinci ngo-2025, kodwa imfuno esezantsi yomlambo ayikabuyi ngokupheleleyo. Nangona kunjalo, emva kokuhla kwe-2024, imboni yepaneli yokubonisa yehlabathi ibonise ukubuyiswa kwesakhiwo ngo-2025, kunye namashishini aphambili abona ukuphucuka okubalulekileyo kwinzuzo.

I-BOE: iNzuzo eNxulumene neNgeniso kubanini-zabelo inyuka nge-39% ngoJan-Septemba 2025

Ngo-Oktobha 30, i-BOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) ikhuphe ingxelo yayo ye-Q3 2025. Kwiikota ezintathu zokuqala, inkampani iphumelele ingeniso yokusebenza ye-154.548 yebhiliyoni ye-yuan, ukunyuka kweYoY nge-7.53%; Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo ifikelele kwi-4.601 yeebhiliyoni zeeyuan, ukukhula okukhulu kweYoY ngama-39.03%. Phakathi kwabo, ingeniso yokusebenza ye-Q3 yayiyi-53.270 yebhiliyoni ye-yuan, ukunyuka kwe-YoY kwe-5.81%; Ingeniso yesambuku eyabalelwa kubanini-zabelo yaba yi-1.355 yeebhiliyoni zeeyuan, ukunyuka kweYoY ngama-32.07%. Ukukhokelwa yi-theory ye-"Nth Curve", i-BOE iye yaqhubeka igxininisa isicwangciso sayo sophuhliso "kwi-Intanethi yeZiboniso", ikhuthaza i-resonance phakathi kwamashishini emveli kunye ne-ecosystems entsha, kunye nokufezekisa ukuphuculwa kwe-leapfrog ukusuka kubunkokeli bezobuchwepheshe ukuya kubunkokeli obuzinzileyo.

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Njengomkhokeli wehlabathi jikelele, i-BOE igcine indima yayo ehamba phambili kwibala lokubonisa. Ukususela kwi-Q3 2025, i-BOE igcine umthamo wayo wehlabathi jikelele we-No.1 kwiindawo zesicelo eziqhelekileyo ezibandakanya iifowuni eziphathwayo, iipilisi, ii-laptops, ii-monitor, kunye ne-TV (idatha ye-Omdia). Ukubambelela kwintlonipho yetekhnoloji kunye nokuzibophelela kubuchule obutsha, i-BOE iphumelele iimpumelelo ezimbini kwi-technology innovation kunye nobunkokeli obuqhelekileyo kwi-Q3 2025: UB Cell 4.0, isizukulwana esitsha se-LCD ye-high-end ukubonisa izisombululo zobuchwepheshe eziphuhliswe ngokuzimeleyo ngokusekelwe kwiteknoloji ye-ADS Pro ye-BOE, iphumelele i-"IFA 2025 ye-Global Award ye-Intel ye-Global Award ye-Intelli ye-Gold ukujongana nomsantsa wokuhlelwa komgangatho womfanekiso kunye novavanyo lweemveliso eziboniswayo phantsi kokukhanya kokwenyani okungqongileyo, iBOE, kunye neChina Electronic Video Industry Association kunye namashishini angundoqo oshishino, ikhuphe uMgangatho weQela woHlelo loMgangatho weMifanekiso yeFlat-Panel TVs Phantsi kokuKhanya okuNgqongileyo, ukubonelela ngeendlela zovavanyo olucacileyo nolumanyeneyo lomgangatho womfanekiso. Ngokumalunga nokuxhotyiswa kwezobuchwepheshe, ukuthembela kwi-teknoloji ye-Oxide kunye ne-LTPO iteknoloji, i-BOE ifezekise ukuphumelela okuphambili kwi-IT kunye neendawo zokubonisa ubungakanani obuncinci, kunye neempumelelo ezifanelekileyo zeteknoloji zisetyenziswe ngempumelelo kwimveliso emitsha yamaqabane afana neLenovo, i-OPPO, kunye ne-vivo.

Ukongeza, kwimibhiyozo yeminyaka emithathu ye "Dual-Jing Empowerment Plan" ngo-Agasti, i-BOE kunye ne-JD.com ibhengeze ukujula ngakumbi kwentsebenziswano. Egxile kumbindi "wokubonana phakathi kwecala lobonelelo lwetekhnoloji kunye necala lemfuno yabathengi", la maqela mabini abumba ngokutsha ikhonkco lexabiso lemizi-mveliso ngeempumelelo ezintathu: inguqu yobuchwepheshe obuvaliweyo, ukwakhiwa kolwazi lohlobo, kunye nophuculo lwentsebenziswano yendalo. Baye bakhupha ngokudibeneyo "Ukuzibophelela kweeNyaniso eziNtathu" kwizikrini ezinkulu ze-intshi ezili-100-"Umgangatho wokwenyani, amava okwenene, iNkonzo yoQeqesho" -kwaye badibanisa izandla kunye namashishini ahamba phambili amashishini ukuseka "i-High-Value Ecological Industry Alliance", ekhuthaza imboni yokubonisa ukuba itshintshe kukhuphiswano lwamaxabiso aphantsi ukuya kuxabisa ukudibanisa ngokubambisana kwi-injini yehlabathi kunye nokudala ukukhula okuzinzileyo kwi-injini yehlabathi jikelele.

I-TCL Huaxing: Inzuzo yeNzuzo ifikelela kwi-6.1 yebhiliyoni ye-Yuan ngo-Jan-Sep, Ukukhula kwe-YoY kwe-53.5%

Ngo-Oktobha 30, i-TCL Technology (000100.SZ) ibhengeze ingxelo yayo ye-Q3 2025. Kwiikota ezintathu zokuqala, inkampani izuze ingeniso yokusebenza ye-135.9 yeebhiliyoni zeeyuan, ukunyuka kweYoY nge-10.5%; Ingeniso yesambuku eyabalelwa kubanini-zabelo ibe yi-3.05 yeebhiliyoni zeeyuan, ukunyuka kweYoY ngama-99.8%; ukuhamba kwemali esebenzayo bekuyi-33.84 yeebhiliyoni zeeyuan, ukunyuka kweYoY ngama-53.8%. Phakathi kwazo, inzuzo ye-Q3 efunyenwe kubanini-zabelo yayiyi-1.16 yeebhiliyoni zeeyuan, ikota-on-quarter (QoQ) yonyuka nge-33.6%, kunye nenzuzo eqhubekayo yokubuyisela kunye nokusebenza kwemali kuphuculwe kakhulu.

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Ukukhula olomeleleyo kweshishini lephaneli ngoyena mqhubi we-TCL Technology ukukhula okuqinileyo kokusebenza. Kwiikota ezintathu zokuqala, i-TCL Huaxing iqokelele ingeniso yokusebenza ye-78.01 yebhiliyoni ye-yuan, ukunyuka kwe-YoY nge-17.5%; inzuzo eseleyo ye-6.1 yeebhiliyoni zeeyuan, ukunyuka kweYoY ngama-53.5%; Ingeniso yesambuku eyayanyaniswa nabaninizabelo kwi-TCL Technology ye-3.9 yeebhiliyoni zeeyuan, ukunyuka kweYoY ngama-41.9%.

Isibhengezo sibonise ukuba ishishini lepaneli lenkampani libonise umkhwa omhle "wenkqubela phambili eqhubekayo kwiipaneli ezinkulu, ukukhula ngokukhawuleza kwiipaneli ezincinci kunye nobukhulu obuphakathi, kunye neentyantyambo ezigcweleyo kwiindawo ezikhulayo". Ngokukodwa, kwintsimi yobungakanani obukhulu, isabelo semarike yenkampani kwiTV kunye nomboniso wentengiso unyuke ukuya kuma-25%, ukugcina inqanaba lenzuzo elikhokelayo kwihlabathi. Ishishini elincinci kunye neliphakathi liye laba yinjini yokukhula engundoqo yenkampani, ukuphumeza impumelelo ecwangcisiweyo: kwintsimi ye-IT, ukuthengiswa kwe-monitor kunyuke nge-10% YoY, kunye nokuthengiswa kwephaneli ye-laptop kunyuke nge-63%; kwi-terminal ye-terminal ephathwayo, ukuthunyelwa kwephaneli yeefowuni eziphathwayo ze-LCD kunyuke nge-28% YoY, isabelo semarike yethebhulethi sinyuke saya kutsho kwi-13% (indawo yesibini kwihlabathi jikelele), indawo yokuhanjiswa kwemoto eboniso yonyuswe nge-47% YoY, kunye neshishini lokubonisa lobuchwephesha ligcine ukukhula okukhawulezayo, ngokudibeneyo liqhuba ukukhula kokusebenza okuphezulu.

I-Tianma Microelectronics (i-Shenzhen Tianma A): Q3 Inzuzo yeNzuzo eNxulumene neNzuzo kubanini-zabelo I-539.23% yoYY

Ngorhatya lwe-30 ka-Okthobha, i-Tianma Microelectronics Co., Ltd. ikhuphe ingxelo yayo ye-Q3 2025. Imeko yokusebenza yenkampani iyonke ibilungile, zombini ingeniso yokusebenza kunye nengeniso yesambuku kubalelwa kubanini-zabelo beenkampani ezidwelisiweyo ezithe zaphuhlisa ukukhula kweYoY, kunye nokusebenza ngokuthe ngcembe kuphucuka. Ingxelo ibonisa ukuba kwi-Q3 2025, inkampani iphumelele ingeniso yokusebenza ye-9.188 yebhiliyoni ye-yuan, ukunyuka kwe-YoY kwe-13.19%; Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba li-107 lezigidi zeeyuan, ukwanda ngeeyuan ezingama-90,448,205.43 xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo, isikali senzuzo sisanda kakhulu.

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Kwiikota ezintathu zokuqala, ingeniso yokusebenza yenkampani eqokelelweyo ifikelele kwi-26.663 yeebhiliyoni zeeyuan, ukunyuka kweYoY nge-11.03%, kunye nesikali soshishino sikhula ngokuthe ngcembe; ingeniso eyintsalela efunyenwe kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-313 yezigidi zeeyuan, ukwanda nge-786 yezigidi zeeyuan xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo, kuphunyezwe inguqu ebalulekileyo ukusuka kwilahleko ukuya kwinzuzo; ingeniso eyintsalela efunyenweyo emva kokutsalwa kwenzuzo engaphindiyo kunye nelahleko yayiyi-302 yezigidi zeeyuan, nayo inyuke nge-1.009 yeebhiliyoni zeeyuan xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo, nelahleko enkulu yeshishini iyancipha ngakumbi.

Ngokumalunga nokuhamba kwemali kunye nesimo se-asethi, ukuhamba kwemali ephuma kwimisebenzi yokusebenza ukususela ekuqaleni konyaka ukuya ekupheleni kwexesha kufikelele kwi-6.462 yebhiliyoni ye-yuan, ukunyuka kwe-YoY ye-43.58%, kunye nokufaneleka kokuhamba kwemali kuphucula kakhulu, ngokukodwa ngenxa yokuphuculwa kwe-YoY kwinzuzo kunye nokulungiswa kokuqokelelwa kweshishini.

Ukusukela ekuqaleni kwalo nyaka, amacandelo eshishini aphambili enkampani abonise indlela eyomeleleyo yophuhliso, eqhuba ukukhula okuthe gqolo komlinganiselo wengeniso yenkampani kunye nokuphuculwa okubonakalayo kwinzuzo. Phakathi kwabo, amashishini angenakunceda abathengi anjengeemoto kunye nemiboniso yobuchwephesha abonise ukuqina kophuhliso oluhle, eqhubeka nokwandisa umda wabo ohamba phambili; ukusebenza kakuhle kwamashishini angundoqo afana neefowuni ze-OLED eziguquguqukayo ziphuculwe kakhulu; Ukongeza, ingeniso yamashishini afana nemiboniso ye-IT kunye nempilo yezemidlalo nayo iyakhula ngokuthe ngcembe.

Iqela le-Rainbow: Ilahleko ye-Net ye-72.2913 yezigidi zeYuan kwi-Q3

Ngo-Oktobha 30, iQela le-Rainbow likhuphe ingxelo yalo ye-Q3. Kwi-Q3, inkampani iphumelele ingeniso yokusebenza ye-2.975 yebhiliyoni ye-yuan, ukunyuka kwe-YoY kwe-1.51%; Ilahleko eshiyekileyo eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-72.2913 yezigidi zeeyuan, ukuhla kweYoY nge-123.08%.

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Kwiikota ezintathu zokuqala, inkampani iphumelele ingeniso yokusebenza ye-8.639 yeebhiliyoni zeeyuan, ukuhla kweYoY nge-4.04%; Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-379 yezigidi zeeyuan, ukwehla kweYoY ngama-69.14%.

ITekhnoloji ye-Huaxing Optoelectronics: Ilahleko ye-Q3 iNxaxheba kubanini-zabelo be-245 yezigidi zeeYuan

Ngokuhlwa ngo-Oktobha 20, i-Huaxing Optoelectronics Technology yazisa ukuba kwi-Q3 2025, iphumelele ingeniso yokusebenza ye-318 yezigidi ze-yuan, i-YoY iyancipha i-29.54%; ilahleko eshiyekileyo eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-245 yezigidi zeeyuan; ingeniso esisiseko ngesabelo (EPS) yaba -0.0886 yuan.

Kwiikota ezintathu zokuqala, ingeniso yokusebenza yayiyi-1.039 yeebhiliyoni zeeyuan, i-YoY yehla nge-21.03%; ilahleko eshiyekileyo eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-722 yezigidi zeeyuan; EPS esisiseko yaba -0,2609 yuan.

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Visionox: Ukukhula kweNgeniso ngoJan-Sep

Ngo-Oktobha 30, iVisionox (002387) yazisa ingxelo yayo ye-Q3 2025. Ingeniso yokusebenza yenkampani yayiyi-6.05 yeebhiliyoni zeeyuan, ukunyuka kweYoY nge-3.5%; Ingeniso yesambuku kubanini-zabelo yajika isuka kwilahleko ye-1.8 yeebhiliyoni zeeyuan kwangelo xesha linye kulo nyaka uphelileyo yaya kutsho kwilahleko ye-1.62 yeebhiliyoni zeeyuan, kwaye ilahleko iye yancipha; Ingeniso yesambuku eyabalelwa kubanini-zabelo emva kokutsalwa kweenzuzo ezingaphindiyo kunye nelahleko yajika ukusuka kwilahleko ye-1.97 yeebhiliyoni zeeyuan kwangelo xesha linye kunyaka ophelileyo ukuya kwilahleko ye-1.7 yebhiliyoni ye-yuan, kunye nelahleko ecuthekileyo; ukungena kwemali ephuma kwimisebenzi yokusebenza ibe yi-2.41 yeebhiliyoni zeeyuan, ukunyuka kweYoY ngama-311.1%; EPS ehlanjululwe ngokupheleleyo yaba -1.1621 yuan.

Phakathi kwabo, kwi-Q3, ingeniso yokusebenza yayiyi-1.93 yebhiliyoni ye-yuan, ukunyuka kwe-YoY kwe-0.8%; Ingeniso yesambuku kubanini-zabelo yajika isuka kwilahleko ye-yuan ezizigidi ezingama-620 kwangelo xesha linye kulo nyaka uphelileyo yaya kwilahleko ye-561 yezigidi zeeyuan, ilahleko iye yancipha; Ingeniso yesambuku eyabalelwa kubanini-zabelo emva kokutsalwa kweenzuzo ezingaphindiyo kunye nelahleko ijike kwilahleko ye-656 yezigidi zeeyuan kwangelo xesha linye kulo nyaka uphelileyo ukuya kwilahleko ye-579 yezigidi zeeyuan, kunye nelahleko iyancipha; EPS yaba -0.4017 yuan.

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I-Longteng Optoelectronics: Ilahleko yentsalela emalunga ne-180 yezigidi zeeYuan ngoJan-Septemba

Ngobusuku be-29 ka-Oktobha, i-Longteng Optoelectronics (SH 688055) ikhuphe isibhengezo sentsebenzo ye-Q3. Kwiikota ezintathu zokuqala zika-2025, ingeniso yayimalunga ne-1.903 yeebhiliyoni zeeyuan, i-YoY yehla nge-27.85%; ilahleko eshiyekileyo eyabalelwa kubaninizabelo beenkampani ezidwelisiweyo yayimalunga ne-180 yezigidi zeeyuan; EPS esisiseko yaba -0,054 yuan.

Ingeniso ye-Q3 yayiyi-614 yezigidi ze-yuan, i-YoY iyancipha i-27.72%; ilahleko eyi-58.6941 yezigidi zeeyuan.

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Everdisplay Optronics: Q3 Net Ilahleko 530 yezigidi Yuan

Ngorhatya lwe-30 ka-Okthobha, i-Everdisplay Optronics (SH 688538) ikhuphe isibhengezo sentsebenzo ye-Q3. Kwiikota ezintathu zokuqala zika-2025, ingeniso yayimalunga ne-4.002 yeebhiliyoni zeeyuan, ukunyuka kweYoY nge-8.25%; ilahleko eshiyekileyo eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yayimalunga ne-1.37 yeebhiliyoni zeeyuan; EPS esisiseko yaba -0.1 yuan.

Phakathi kwabo, kwi-Q3, ingeniso yokusebenza yayiyi-1.332 yebhiliyoni ye-yuan, ukunyuka kwe-YoY kwe-2.25%; Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo yaba yi-530 yezigidi zeeyuan; Ingeniso yesambuku eyabalelwa kubanini-zabelo beenkampani ezidwelisiweyo emva kokutsalwa kweenzuzo ezingaphindiyo kunye nelahleko yaba -540 yezigidi zeeyuan.

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I-Trually International Holdings: I-Cumulative Consolidated Turnover Yehla nge-5.2% ngoJan-Sep

Nge-10 ka-Okthobha, i-Truly International Holdings (00732.HK) yabhengeza ukuba ingeniso edityanisiweyo yeqela engaphicothwanga ngoSeptemba ka-2025 yayimalunga ne-HK$1.513 yebhiliyoni, ukuncipha okumalunga ne-2.8% xa kuthelekiswa nengeniso engaphicothwanga ehlanganisiweyo emalunga ne-HK$1.557 yebhiliyoni ngoSeptemba wama-2024.

Ingeniso edityanisiweyo yeqela engaphicothwanga yeenyanga ezilithoba ephele nge-30 kaSeptemba 2025, ibimalunga ne-HK$12.524 yebhiliyoni, ukwehla okumalunga ne-5.2% xa kuthelekiswa nengeniso edityanisiweyo emalunga ne-HK $13.205 yezigidigidi kwiinyanga ezilithoba eziphele nge-30 kaSeptemba ngo-2024.

I-AU Optronics: Q3 Ilahleko yeNkatha ye-NT $ 1.28 yeBhiliyoni

Ngo-Oktobha 30, i-AU Optronics ibambe inkomfa yomtyali-mali ukuvakalisa iingxelo zayo zemali ezidibeneyo ze-Q3 2025. Ixabiso elipheleleyo elihlanganisiweyo kwi-Q3 2025 laliyi-NT $ 69.91 yebhiliyoni, ukwanda kwe-1.0% xa kuthelekiswa ne-Q2 2025 kunye nokuncipha kwe-10.1% yelahleko ye-10.1% xa kuthelekiswa nomnini we-Q3 kwi-2025 yomzali kwi-2025 yomzali. I-Q3 2025 yayiyi-NT $ 1.28 yezigidigidi, kunye nelahleko esisiseko kwisabelo ngasinye se-NT $ 0.17.

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Ukujonga emva kwi-Q3, ingeniso yenkampani iyonke inyuke nge-1% QoQ. Phakathi kwazo, ingeniso ye-Display Technology yayithe tyaba xa ithelekiswa nekota yangaphambili ngenxa yokuxatyiswa kweDola eNtsha yaseTaiwan (NTD) kunye nokwehla kwamaxabiso ephaneli, nto leyo eyenza isiphumo sexesha eliphambili kulo nyaka singabonakali kangako kuneminyaka edlulileyo. Ingeniso yeMobility Solutions yehle malunga ne-3% ikakhulu echatshazelwa luxabiso lwe-NTD. Ingeniso ye-Vertical Solutions 'yenyuka kakhulu nge-20% QoQ kule kota ngenxa yokuhlanganiswa kwe-Adlink Technology Inc. Ngokubhekiselele kwinzuzo, ikota yajika yaba yilahleko ngenxa yemiphumo emibi yamaxabiso otshintshiselwano kunye namaxabiso ephaneli, kodwa inzuzo eyongezelelekileyo ehambelana nenkampani yomzali kwiikota ezintathu zokuqala yayiyi-NT $ 4 yebhiliyoni, kunye ne-EPS ye-NT $ 0.52 ilahleko yokuqala xa kuthelekiswa nekota yokuqala ye-2,52. Iintsuku ze-Inventory yayiziintsuku ezingama-52, kwaye umlinganiselo wetyala eliseleyo wawuyi-39.1%, kukho utshintsho oluncinci ukusuka kwikota edlulileyo, zombini zigcinwa kumanqanaba asempilweni ngokwentelekiso.

Ukukhangela phambili kwi-Q4, i-market-related-market-market ingena kwi-off-season, kunye nemfuno yokulungiswa kwezinto eziphathekayo kunye neenguqu ezininzi kuqoqosho jikelele. Nangona kunjalo, ukuhamba okukrelekrele kunye neGreen Solutions ziphucula ngokuthe chu ngokuhambelana nemfuno yabathengi. Iqela lale nkampani liza kuqhubeka nokubeka iliso kutshintsho lwemarike, linyusele umxube wemveliso, lilawule ngokungqongqo uluhlu lweempahla, liqinise ulawulo lweendleko kunye neendleko, kunye nokucwangcisa iimveliso ezongeziweyo kunye nezisombululo zokwandisa inzuzo kunye nokukwazi ukuphendula ukuguquguquka kweemarike.

I-Innolux: Ingeniso ye-Q3 eDityanisiweyo Yonyuka nge-4.2% YoY

Ngomhla weshumi elinanye kweyeDwarha, i-Innolux ibhengeze ingxelo yemali kaSeptemba walo nyaka. Ingeniso ehlanganisiweyo ngoSeptemba yayiyi-NT $ 19.861 yezigidigidi, ukwanda kwe-6.3% yenyanga-ngenyanga (i-MoM) kunye ne-2.7% ye-YoY, ifikelele kwingeniso entsha kwinyanga enye kwiinyanga ezingama-24 ezidlulileyo.

Ingeniso edibeneyo kwi-Q3 kulo nyaka yayiyi-NT $ 57.818 yezigidigidi, ukwanda kwe-2.8% QoQ kunye ne-4.2% YoY. Ingeniso edityanisiweyo eyongezelelekileyo kwiikota ezintathu zokuqala zalo nyaka ibe yi-NT$169.982 yeebhiliyoni, ukunyuka kweYoY nge-4.4%. (Qaphela: Inkomfa yabatyali-zimali yakwa-Innolux iya kubanjwa nge-7 kaNovemba, xa iinkcukacha ezithe ngqo zengeniso ziya kubhengezwa.)

I-LGD: Inzuzo yokuSebenza ye-Q3 ye-431 yeBhiliyoni ephumeleleyo, Ukujika kwi-Loss ukuya kwiNzuzo

Ngo-Oktobha 30, i-LG Display (LGD) ibhengeze ukuba ngokudibeneyo, ingeniso yayo kwi-Q3 2025 yayiyi-6.957 trillion iphumelele, kunye nenzuzo yokusebenza ye-431 yeebhiliyoni eziphumeleleyo, ukunyuka kwe-YoY kwe-2%, ukuguqula ngempumelelo kwilahleko ukuya kwinzuzo.

Ukusukela kwi-Q3 kulo nyaka, inzuzo yokusebenza eyongezelelekileyo yayiyi-348.5 yebhiliyoni ephumeleleyo, kwaye kulindeleke ukuba ifezekise inzuzo yokuqala yonyaka kwiminyaka emine. Ingeniso eyongezelelekileyo ibe yi-18.6092 yetriliyoni ephumeleleyo, yehle nge-1% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo ngenxa yokupheliswa kweshishini le-LCD kamabonakude. Nangona kunjalo, ukusebenza okongezelekayo kuphuculwe malunga netriliyoni enye ephumeleleyo.

I-LGD ichaze ukuba ukukhula kwengeniso kwi-Q3 kuqhutywe kakhulu kukwandiswa kwee-OLED panel shipments, eziye zanda nge-25% xa kuthelekiswa nekota yangaphambili. Umlinganiselo weemveliso ze-OLED kwingeniso yonke ifikelele kwirekhodi eliphezulu le-65%, iqhutywe ngokusungulwa kweepaneli ze-OLED ezincinci kunye ne-medium-size panels ngaphezu kwexesha lonyaka.

Ngokwemilinganiselo yokuthengisa ngokwecandelo lemveliso (esekelwe kwingeniso), iiphaneli zeTV zibalelwa kwi-16%, iipaneli ze-IT (kubandakanywa iimonitha, ii-laptops, iipilisi, njl. njl.) zibalelwa kwi-37%, iiphaneli eziphathwayo kunye nezinye iimveliso zibalwa kwi-39%, kunye neepaneli ze-automotive zibalwa kwi-8%.

Isiboniso seSamsung: Q3 Inzuzo yokuSebenza ye-1.2 yeTriyoni ephunyeziweyo

Ngo-Oktobha 29, i-Samsung Electronics ibhengeze iziphumo zayo zemali ze-Q3 kwixesha eliphelile ngoSeptemba 30, 2025. Ingxelo yezemali ibonisa ukuba ingeniso ye-Q3 ye-Samsung Electronics yayiyi-86 yezigidigidi eziye zaphumelela (malunga ne-US $ 60.4 yezigidigidi), ukwanda kwe-8.8% xa kuthelekiswa ne-79 yetriliyoni ephumelele ngexesha elifanayo kunyaka ophelileyo; Ingeniso yesambuku eyabalelwa kubanini-zabelo benkampani engumzali yakwaSamsung yaphumelela iitriliyoni ezili-12 (malunga ne-8.4 yeebhiliyoni zeedola zase-US), ukwanda kwe-22.75% xa kuthelekiswa ne-9.78 yetriliyoni ephumeleleyo ngexesha elifanayo kulo nyaka uphelileyo.

Phakathi kwabo, i-Samsung Display (SDC) iphumelele ingeniso edibeneyo ye-8.1 yetriliyoni ephumeleleyo (malunga ne-40.4 yeebhiliyoni zeeyuan) kunye nenzuzo yokusebenza ye-1.2 yetriliyoni ephumelele (malunga ne-6 yeebhiliyoni zeeyuan) kwi-Q3.

I-SDC ithe kwimiboniso emincinci naphakathi, ukusebenza kuphuculwe ngenxa yemfuno emandla yee-smartphones zeflegi kunye nokuphendula okulungileyo kwimfuno yemveliso entsha evela kubathengi abakhulu. Kwimiboniso yobungakanani obukhulu, ukuthengisa kuye kwanda ngenxa yokwanda kwemfuno yabahloli bemidlalo. Kulindeleke ukuba kwi-Q4 2025, imfuno yee-smartphones ezintsha iya kuqhubeka, kwaye ukuthengiswa kweemveliso ezingezo ze-smartphone nazo kulindeleke ukuba zinyuke.