Ukususela ngokuhlwa kwe-30 ka-Okthobha, iingxelo zengeniso zekota yesi-3 ka-2025 zabenzi beepaneli ezidwelisiweyo zikhutshiwe zonke. Lilonke, iziphumo bezixubene, ukusebenza konyaka wonke kuphantsi koxinzelelo. Amaxabiso eepaneli abuyele umva kancinci ngo-2025, kodwa imfuno esezantsi ayikabuyi ngokupheleleyo. Nangona kunjalo, emva kokuhla koqoqosho ngo-2024, ishishini leepaneli zokubonisa zehlabathi libonakalise ukubuya kwesakhiwo ngo-2025, kunye namashishini aphambili abona uphuculo olukhulu kwinzuzo.

I-BOE: Inzuzo epheleleyo enikezelwa kubaninizabelo inyuka ngama-39% ngoJanuwari-Septemba 2025

Ngomhla wama-30 kweyeDwarha, iBOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) ikhuphe ingxelo yayo yekota yesi-3 ka-2025. Kwiikota ezintathu zokuqala, inkampani ifumene ingeniso yokusebenza ye-154.548 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-7.53%; inzuzo epheleleyo ebangelwa ngabaninizabelo beenkampani ezidwelisiweyo ifikelele kwi-4.601 yeebhiliyoni zeerandi zeerandi, ukukhula okukhulu kwe-YoY kwe-39.03%. Phakathi kwazo, ingeniso yokusebenza yekota yesi-3 yayiyi-53.270 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-5.81%; inzuzo epheleleyo ebangelwa ngabaninizabelo yayiyi-1.355 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-32.07%. Ikhokelwa yingcamango ye-"Nth Curve", iBOE iqhubekile nokuqinisa icebo layo lophuhliso lwe-"Internet of Displays", ikhuthaza ukudibana phakathi kwamashishini emveli kunye neenkqubo ezintsha, kwaye ifezekisa uphuculo oluvela kubunkokeli betekhnoloji ukuya kubunkokeli obuzinzileyo.

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Njengenkokeli yemiboniso yehlabathi, i-BOE igcine indima yayo ephambili kwicandelo lokubonisa. Ukusukela kwikota yesithathu ka-2025, i-BOE igcine umthamo wayo wokuqala wokuthunyelwa kwihlabathi liphela kwiindawo eziphambili zezicelo kuquka iifowuni eziphathwayo, iithebhulethi, iilaptops, iimonitha, kunye neeTV (idatha ye-Omdia). Inamathela kwintlonipho yetekhnoloji kunye nokuzibophelela ekuveliseni izinto ezintsha, i-BOE ifumene impumelelo ephindwe kabini kubuchule bokuvelisa izinto ezintsha kunye nobunkokeli obuqhelekileyo kwikota yesithathu ka-2025: I-UB Cell 4.0, isizukulwana esitsha sezisombululo zobuchwepheshe bokubonisa ze-LCD ezikumgangatho ophezulu eziphuhliswe ngokuzimeleyo ngokusekelwe kubuchwepheshe be-ADS Pro obuphambili kushishino lwe-BOE, iphumelele i-"IFA 2025 Global Product Technology Innovation Award - Gold Award for UB Intelligent Eye Protection Technology"; ijongana nomsantsa ekubekeni umgangatho womfanekiso kunye novavanyo lweemveliso zokubonisa phantsi kokukhanya okungqongileyo, i-BOE, kunye ne-China Electronic Video Industry Association kunye namashishini amakhulu e-industrial chain, ikhuphe i-Group Standard for Image Quality Grading of Flat-Panel TVs Under Ambient Light, inikezela ngemigangatho yovavanyo lokusebenza ecacileyo nedibeneyo yokubeka umgangatho womfanekiso. Ngokuphathelele uxhotyiso lwetekhnoloji, ngokuxhomekeka kwitekhnoloji ye-Oxide kunye netekhnoloji ye-LTPO, i-BOE iphumelele iimpumelelo ezibalulekileyo kwi-IT nakwiindawo zokubonisa ezincinci, kwaye impumelelo efanelekileyo yetekhnoloji isetyenziswa ngempumelelo kwiimveliso ezintsha zamaqabane afana neLenovo, OPPO, kunye ne-vivo.

Ukongeza, kumbhiyozo weminyaka emithathu we-"Dual-Jing Empowerment Plan" ngo-Agasti, i-BOE kunye ne-JD.com babhengeze ukuqiniswa ngakumbi kwentsebenziswano. Begxile kwisiseko "sokuvisisana phakathi kwecala lokubonelela ngetekhnoloji kunye necala lemfuno yabathengi", la maqela mabini aphinde ayila kwakhona ikhonkco lexabiso lemizi-mveliso ngeempumelelo ezintathu: ukuguqulwa kweteknoloji evaliweyo, ukwakhiwa kolwazi lophawu, kunye nokuphucula intsebenziswano yendalo. Bakwakhuphe kunye "Ukuzibophelela kweeNyaniso ezintathu" kwizikrini ezinkulu ezingama-intshi ezili-100—"Umgangatho wokwenyani, Amava okwenyani, Inkonzo yokwenyani"—kwaye badibanisa izandla namashishini aphambili kushishino ukuseka "i-High-Value Ecological Industry Alliance", bekhuthaza ishishini lokubonisa ukuba litshintshe ukusuka kukhuphiswano olunexabiso eliphantsi ukuya ekudibaneni kwexabiso kunye nokudala injini entsha yokukhula okuzinzileyo kushishino lokubonisa lwehlabathi.

I-TCL Huaxing: Inzuzo epheleleyo ifikelela kwi-6.1 yeebhiliyoni zeerandi ngoJanuwari-Septemba, unyaka wonke ukukhula kwe-53.5%

Ngomhla wama-30 kweyeDwarha, iTCL Technology (000100.SZ) ityhile ingxelo yayo yekota yesithathu ka-2025. Kwiikota ezintathu zokuqala, inkampani ifumene ingeniso yokusebenza ye-135.9 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-10.5%; inzuzo epheleleyo ebangelwa ngabaninizabelo yayiyi-3.05 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-99.8%; ukuhamba kwemali yokusebenza yayiyi-33.84 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-53.8%. Phakathi kwazo, inzuzo epheleleyo yekota yesithathu ebangelwa ngabaninizabelo yayiyi-1.16 yeebhiliyoni zeerandi zeerandi, ukunyuka kwekota nganye (QoQ) kwe-33.6%, kunye nenzuzo eqhubekayo yokubuyela kwimeko yesiqhelo kunye nokusebenza kwemali kuphucuka kakhulu.

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Ukukhula okunamandla kweshishini lephaneli yeyona nto iphambili ekukhuleni okuqinileyo kokusebenza kweTCL Technology. Kwikota ezintathu zokuqala, iTCL Huaxing iqokelele ingeniso yokusebenza ye-78.01 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-17.5%; inzuzo epheleleyo ye-6.1 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-53.5%; inzuzo epheleleyo ebangelwa ngabaninizabelo beTCL Technology ye-3.9 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-41.9%.

Esi sibhengezo sibonise ukuba ishishini lephaneli yenkampani libonakalise umkhwa omhle "wokuqhubela phambili ngokuthe ngcembe kwiiphaneli ezinkulu, ukukhula ngokukhawuleza kwiiphaneli ezincinci neziphakathi, kunye nokukhula ngokupheleleyo kwiinkalo ezisakhulayo". Ngokukodwa, kwicandelo elikhulu, isabelo semarike senkampani kwiTV nakwimiboniso yezorhwebo sinyuke saya kwi-25%, sigcina inqanaba lenzuzo eliphambili kwihlabathi liphela. Ishishini elincinci neliphakathi liye laba yinjini yokukhula ephambili yenkampani, lifikelela kwimpumelelo ecwangcisiweyo: kwicandelo le-IT, intengiso yokujonga inyuke nge-10% YoY, kwaye intengiso yeephaneli zeelaptop inyuke nge-63%; kwicandelo lesiphelo seefowuni eziphathwayo, ukuthunyelwa kweephaneli zeefowuni eziphathwayo ze-LCD kunyuke nge-28% YoY, isabelo semarike yeephaneli zeethebhulethi sinyuke saya kwi-13% (sikwindawo yesibini kwihlabathi liphela), indawo yokuthunyelwa kweemboniso zeemoto inyuke nge-47% YoY, kwaye ishishini lokubonisa lobungcali ligcine ukukhula okukhawulezileyo, liqhuba ukukhula okuphezulu kokusebenza.

I-Tianma Microelectronics (Shenzhen Tianma A): Inzuzo yeQ3 enikezelwa kubaninizabelo inyuka ngama-539.23% ngonyaka

Ngobusuku bango-Okthobha 30, iTianma Microelectronics Co., Ltd. ikhuphe ingxelo yayo yekota yesithathu ka-2025. Imeko yokusebenza iyonke yenkampani yayintle, ingeniso yokusebenza kunye nenzuzo epheleleyo ibangelwa ngabaninizabelo beenkampani ezidwelisiweyo abafikelela ekukhuleni kwekota yonyaka, kunye nokusebenza okuphucukayo ngokuthe chu. Ingxelo ibonisa ukuba kwikota yesithathu ka-2025, inkampani ifumene ingeniso yokusebenza ye-9.188 yeebhiliyoni zeerandi, ukunyuka kwekota yonyaka ye-13.19%; inzuzo epheleleyo ebangelwa ngabaninizabelo beenkampani ezidwelisiweyo yayiyi-107 yezigidi zeerandi, ukunyuka kwe-90,448,205.43 yeerandi xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, kunye nomlinganiselo wenzuzo okhulayo kakhulu.

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Kwikota ezintathu zokuqala, ingeniso yokusebenza eqokelelweyo yenkampani ifikelele kwi-26.663 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-11.03%, kunye nokukhula komgangatho weshishini ngokuthe chu; inzuzo eqokelelweyo ebangelwe ngabaninizabelo beenkampani ezidwelisiweyo yayiyi-313 yezigidi zeerandi zeerandi, ukunyuka kwe-786 yezigidi zeerandi zeerandi xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, kufikelela kutshintsho olukhulu ukusuka kwilahleko ukuya kwinzuzo; inzuzo eqokelelweyo emva kokuncitshiswa kwenzuzo kunye nelahleko ezingaphindiyo yayiyi-302 yezigidi zeerandi zeerandi, kwakhona ukunyuka kwe-1.009 yezigidi zeerandi zeerandi xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, kunye nelahleko ephambili yeshishini encipha ngakumbi.

Ngokuphathelele ukuhamba kwemali kunye nesimo seeasethi, ukuhamba kwemali okuseleyo kwimisebenzi yokusebenza ukususela ekuqaleni konyaka ukuya ekupheleni kwexesha kufikelele kwi-6.462 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-43.58%, kunye nokwanela kokuhamba kwemali kuphucuka kakhulu, ikakhulu ngenxa yokuphuculwa kwenzuzo ye-YoY kunye nokwenza ngcono ukuqokelelwa kweshishini.

Ukususela ekuqaleni kwalo nyaka, amacandelo aphambili eshishini lenkampani abonakalise umkhwa oqinileyo wophuhliso, eqhuba ukukhula okuzinzileyo komlinganiselo wengeniso yenkampani kunye nophuculo olukhulu kwinzuzo. Phakathi kwawo, amashishini angasebenzisi nzuzo njengamashishini eemoto kunye neemboniso zobungcali abonise ukuqina okuhle kophuhliso, eqhubeka nokwandisa umda wawo ophambili; ukusebenza kakuhle kwamashishini aphambili afana neefowuni eziphathwayo ze-OLED eziguquguqukayo kuphucuke kakhulu; ukongeza, inzuzo yamashishini afana neemboniso ze-IT kunye nempilo yezemidlalo nayo iyanda ngokuthe chu.

Iqela leRainbow: Ilahleko epheleleyo ye-72.2913 yezigidi zeerandi kwikota yesithathu

Ngomhla wama-30 kweyeDwarha, iRainbow Group ikhuphe ingxelo yayo yekota yesi-3. Kwikota yesi-3, inkampani ifumene ingeniso yokusebenza ye-2.975 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-1.51%; ilahleko eseleyo ebangelwe ngabaninizabelo kwiinkampani ezidwelisiweyo yayiyi-72.2913 yezigidi zeerandi, ukwehla kwe-YoY kwe-123.08%.

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Kwikota ezintathu zokuqala, inkampani ifumene ingeniso yokusebenza ye-8.639 yeebhiliyoni zeerandi zeerandi, ukwehla kwe-YoY kwe-4.04%; inzuzo epheleleyo ebangelwe ngabanini-zabelo beenkampani ezidwelisiweyo yayiyi-379 yezigidi zeerandi zeerandi, ukwehla kwe-YoY kwe-69.14%.

Itekhnoloji yeHuaxing Optoelectronics: Ilahleko yekota yesithathu ibangelwa ngabaninizabelo abangama-245 ezigidi zeerandi

Ngobusuku bango-Okthobha 20, iHuaxing Optoelectronics Technology ibhengeze ukuba kwikota yesithathu ka-2025, ifumene ingeniso yokusebenza ye-318 yezigidi zeeyuan, ukwehla kwe-YoY kwe-29.54%; ilahleko eseleyo ebangelwe ngabaninizabelo kwiinkampani ezidwelisiweyo yayiyi-245 yezigidi zeeyuan; umvuzo osisiseko ngesabelo ngasinye (EPS) yayiyi--0.0886 yuan.

Kwikota ezintathu zokuqala, ingeniso yokusebenza yayiyi-1.039 yeebhiliyoni zeerandi zeerandi, ukwehla kwe-YoY kwe-21.03%; ilahleko epheleleyo ebangelwe ngabaninizabelo kwiinkampani ezidwelisiweyo yayiyi-722 yezigidi zeerandi zeerandi; i-EPS esisiseko yayiyi--0.2609 yeerandi.

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I-Visionox: Ukukhula kweNgeniso ngoJanuwari-Septemba

Ngomhla wama-30 kweyeDwarha, iVisionox (002387) yabhengeza ingxelo yayo yekota yesi-3 ka-2025. Ingeniso yokusebenza yenkampani yayiyi-6.05 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-3.5%; inzuzo epheleleyo ebangelwa ngabaninizabelo iguquke ukusuka ekulahlekelweni yi-1.8 yeebhiliyoni zeerandi kwixesha elifanayo kunyaka ophelileyo ukuya ekulahlekelweni yi-1.62 yeebhiliyoni zeerandi, kunye nelahleko enciphileyo; inzuzo epheleleyo ebangelwa ngabaninizabelo emva kokuncitshiswa kwenzuzo ephindaphindayo kunye nelahleko eguqulwe ekulahlekelweni yi-1.97 yeebhiliyoni zeerandi kwixesha elifanayo kunyaka ophelileyo ukuya ekulahlekelweni yi-1.7 yeebhiliyoni zeerandi, kunye nelahleko enciphileyo; imali engenayo evela kwimisebenzi yokusebenza yayiyi-2.41 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-311.1%; i-EPS exutywe ngokupheleleyo yayiyi-1.1621 yuan.

Phakathi kwabo, kwikota yesi-3, ingeniso yokusebenza yayiyi-1.93 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-0.8%; inzuzo epheleleyo ebangelwa ngabaninizabelo iguquke ukusuka ekulahlekelweni yi-620 yezigidi zeerandi kwixesha elifanayo kunyaka ophelileyo ukuya ekulahlekelweni yi-561 yezigidi zeerandi, kunye nelahleko enciphileyo; inzuzo epheleleyo ebangelwa ngabaninizabelo emva kokuncitshiswa kweenzuzo ezingaphindwanga kunye nelahleko eziguqulwe ekulahlekelweni yi-656 yezigidi zeerandi kwixesha elifanayo kunyaka ophelileyo ukuya ekulahlekelweni yi-579 yezigidi zeerandi, kunye nelahleko enciphileyo; i-EPS yayiyi--0.4017 yuan.

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I-Longteng Optoelectronics: Ilahleko epheleleyo ye-Yuan emalunga ne-180 yezigidi ngoJanuwari-Septemba

Ngobusuku bango-Okthobha 29, iLongteng Optoelectronics (SH 688055) ikhuphe isaziso sayo sokusebenza sekota yesithathu. Kwiikota ezintathu zokuqala zowama-2025, ingeniso yayimalunga ne-1.903 yeebhiliyoni zeerandi zeerandi, ukwehla kwe-YoY kwe-27.85%; ilahleko eseleyo ebangelwe ngabaninizabelo kwiinkampani ezidwelisiweyo yayimalunga ne-180 yezigidi zeerandi zeerandi; i-EPS esisiseko yayiyi--0.054 yeerandi zeerandi.

Ingeniso yekota yesi-3 yayiyi-yuan yezigidi ezingama-614, ukwehla kwe-YoY ngama-27.72%; ilahleko epheleleyo yayiyi-yuan yezigidi ezingama-58.6941.

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I-Everdisplay Optronics: Ilahleko epheleleyo yekota yesithathu ye-530 yezigidi zeerandi

Ngobusuku bango-Okthobha 30, i-Everdisplay Optronics (SH 688538) ikhuphe isaziso sayo sokusebenza sekota yesithathu. Kwikota ezintathu zokuqala zowama-2025, ingeniso yayimalunga ne-4.002 yeebhiliyoni zeerandi zeerandi, ukunyuka kwe-YoY kwe-8.25%; ilahleko eseleyo ebangelwe ngabaninizabelo kwiinkampani ezidwelisiweyo yayimalunga ne-1.37 yeebhiliyoni zeerandi zeerandi; i-EPS esisiseko yayiyi--0.1 yeerandi zeerandi.

Phakathi kwabo, kwikota yesi-3, ingeniso yokusebenza yayiyi-1.332 yeebhiliyoni zeerandi, ukunyuka kwe-YoY kwe-2.25%; inzuzo epheleleyo ebangelwa ngabaninizabelo beenkampani ezidwelisiweyo yayiyi--530 yezigidi zeerandi zeerandi; inzuzo epheleleyo ebangelwa ngabaninizabelo beenkampani ezidwelisiweyo emva kokutsalwa kweenzuzo nelahleko ezingaphindiyo yayiyi--540 yezigidi zeerandi zeerandi.

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I-Truly International Holdings: Ingeniso eQokelelweyo eHlanganisiweyo yehla nge-5.2% ngoJanuwari-Septemba

Ngomhla we-10 kweyeDwarha, iTruly International Holdings (00732.HK) yabhengeza ukuba ingeniso edibeneyo yeqela engahlolwanga ngoSeptemba ka-2025 yayimalunga ne-HK$1.513 yeebhiliyoni, ukwehla okumalunga ne-2.8% xa kuthelekiswa nengeniso edibeneyo engahlolwanga emalunga ne-HK$1.557 yeebhiliyoni ngoSeptemba ka-2024.

Ingeniso ehlanganisiweyo yeqela engaphicothwanga kwiinyanga ezisithoba eziphele nge-30 kaSeptemba 2025, ibimalunga ne-HK$12.524 yeebhiliyoni, ukwehla okumalunga ne-5.2% xa kuthelekiswa nengeniso edibeneyo edibeneyo emalunga ne-HK$13.205 yeebhiliyoni kwiinyanga ezisithoba eziphele nge-30 kaSeptemba 2024.

I-AU Optronics: Ilahleko epheleleyo yekota yesi-3 ye-NT $1.28 yeebhiliyoni

Ngomhla wama-30 kweyeDwarha, i-AU Optronics ibambe ingqungquthela yabatyali-mali ukuze ibhengeze iingxelo zayo zemali ezidityanisiweyo zekota yesi-3 yowama-2025. Ingeniso iyonke edityanisiweyo kwikota yesi-3 yowama-2025 yayiyi-NT$69.91 yeebhiliyoni, ukunyuka kwe-1.0% xa kuthelekiswa nekota yesi-2 yowama-2025 kunye nokwehla kwe-10.1% xa kuthelekiswa nekota yesi-3 yowama-2024. Ilahleko epheleleyo ebangelwe ngabanini benkampani engumzali kwikota yesi-3 yowama-2025 yayiyi-NT$1.28 yeebhiliyoni, kunye nelahleko esisiseko ngesabelo ngasinye se-NT$0.17.

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Xa ndijonga emva kwikota yesi-3, ingeniso iyonke yenkampani inyuke nge-1% yeQoQ. Phakathi kwazo, ingeniso yeDisplay Technology ibingalingani xa ithelekiswa nekota edlulileyo ngenxa yokunyuka kweNew Taiwan Dollar (NTD) kunye nokwehla kwamaxabiso epaneli, okwenza umphumo wexesha eliphezulu kulo nyaka ungacaci kangako kunakwiminyaka edlulileyo. Ingeniso yeMobility Solutions yehle malunga ne-3% echaphazeleka kakhulu kukukhuphuka kwe-NTD. Ingeniso yeVertical Solutions inyuke kakhulu nge-20% yeQoQ kule kota ngenxa yokuhlanganiswa kwe-Adlink Technology Inc. Ngokuphathelele inzuzo, ikota iguqukele kwilahleko ngenxa yeziphumo ezimbi zamaxabiso okutshintshiselana kunye namaxabiso epaneli, kodwa inzuzo epheleleyo ebangelwe yinkampani engumzali kwiikota ezintathu zokuqala yayiyi-NT$4 yeebhiliyoni, kunye ne-EPS ye-NT$0.52, ukuphucuka okukhulu xa kuthelekiswa nokulahleka kwiikota ezintathu zokuqala zika-2024. Iintsuku zempahla beziziintsuku ezingama-52, kwaye umlinganiselo wetyala eliyi-net wawuyi-39.1%, kunye notshintsho oluncinci kwikota edlulileyo, zombini zigcinwe kumanqanaba asempilweni.

Sijonge phambili kwikota yesi-4, imakethi enxulumene nomboniso ingena kwixesha elingaphandle kwexesha, kunye nemfuno yokulungiselela izinto ezisetyenzisiweyo ehlayo kunye nezinto ezininzi eziguquguqukayo kuqoqosho luphela. Nangona kunjalo, ukuhambahamba okukrelekrele kunye neGreen Solutions ziyaphucuka ngokuhambelana neemfuno zabathengi. Iqela lenkampani liza kuqhubeka nokujonga utshintsho lwemarike, liphucule umxube wemveliso, lilawule ngokungqongqo izinto ezikhoyo, liqinise ulawulo lweendleko kunye neendleko, kwaye licwangcise ngokukhutheleyo iimveliso kunye nezisombululo ezongeziweyo ukuze kuphuculwe inzuzo kunye nokukwazi ukuphendula kutshintsho lwemarike.

I-Innolux: Ingeniso eDibeneyo yekota yesi-3 inyuka nge-4.2% ngonyaka

Ngomhla we-11 kweyeDwarha, i-Innolux ibhengeze ingxelo yayo yezemali kaSeptemba kulo nyaka. Ingeniso edibeneyo ngoSeptemba yayiyi-NT$19.861 yeebhiliyoni, ukunyuka kwe-6.3% ngenyanga (MoM) kunye ne-2.7% YoY, ifikelela kwinqanaba eliphezulu elitsha kwingeniso yenyanga enye kwiinyanga ezingama-24 ezidlulileyo.

Ingeniso edibeneyo kwikota yesi-3 kulo nyaka ibiyi-NT$57.818 yeebhiliyoni, ukonyuka kwe-2.8% QoQ kunye ne-4.2% YoY. Ingeniso edibeneyo edibeneyo kwiikota ezintathu zokuqala zalo nyaka ibiyi-NT$169.982 yeebhiliyoni, ukonyuka kwe-YoY kwe-4.4%. (Qaphela: Ingqungquthela yabatyali-mali be-Innolux iya kubanjwa ngoNovemba 7, xa iinkcukacha zengeniso ezithile ziya kubhengezwa.)

I-LGD: Inzuzo yokusebenza yekota yesi-3 ye-431 yeebhiliyoni zeerandi, ijika ukusuka kwilahleko ukuya kwinzuzo

Ngomhla wama-30 kweyeDwarha, i-LG Display (LGD) yabhengeza ukuba ngokwesiseko esidibeneyo, ingeniso yayo kwikota yesithathu ka-2025 yayiyi-6.957 trillion won, kunye nenzuzo yokusebenza ye-431 billion won, ukunyuka kwe-YoY ye-2%, itshintshe ngempumelelo ukusuka kwilahleko ukuya kwinzuzo.

Ukususela kwikota yesithathu kulo nyaka, inzuzo yokusebenza eqokelelweyo ibiyi-348.5 yeebhiliyoni zeerandi, kwaye kulindeleke ukuba ifikelele kwinzuzo yokuqala yonyaka kwiminyaka emine. Ingeniso eqokelelweyo ibiyi-18.6092 trillion yeerandi, ukwehla kwe-1% xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo ngenxa yokupheliswa kweshishini le-LCD TV. Nangona kunjalo, ukusebenza okuqokelelweyo kuphucuke malunga ne-1 trillion yeerandi.

I-LGD ithe ukukhula kwengeniso kwikota yesi-3 kubangelwa kakhulu kukwanda kokuthunyelwa kweephaneli ze-OLED, okunyuke ngama-25% xa kuthelekiswa nekota edlulileyo. Umlinganiselo weemveliso ze-OLED kwingeniso iyonke ufikelele kwirekhodi ephezulu yama-65%, okubangelwa kukuqaliswa kweephaneli ezintsha ze-OLED ezincinci neziphakathi ukongeza kwincopho yexesha lonyaka.

Ngokuphathelele umlinganiselo wentengiso ngokweemveliso (ngokusekelwe kwingeniso), iiphaneli zeTV zibambe i-16%, iiphaneli ze-IT (kuquka iimonitha, iilaptop, iitablethi, njl.njl.) zibambe i-37%, iiphaneli eziphathwayo kunye nezinye iimveliso zibambe i-39%, kwaye iiphaneli zeemoto zibambe i-8%.

Isikrini seSamsung: Inzuzo yokusebenza yekota yesithathu ye-1.2 Trillion Won

Ngomhla wama-29 kuOkthobha, iSamsung Electronics ibhengeze iziphumo zayo zemali zekota yesithathu kwixesha eliphele ngomhla wama-30 kuSeptemba, ngo-2025. Ingxelo yezemali ibonisa ukuba ingeniso yekota yesithathu yeSamsung Electronics yayiyi-86 trillion won (malunga ne-US$60.4 yeebhiliyoni), ukunyuka kwe-8.8% xa kuthelekiswa ne-79 trillion won kwixesha elifanayo kunyaka ophelileyo; inzuzo epheleleyo ebangelwe ngabaninizabelo kwinkampani engumzali weSamsung yayiyi-12 trillion won (malunga ne-US$8.4 yeebhiliyoni), ukunyuka kwe-22.75% xa kuthelekiswa ne-9.78 trillion won kwixesha elifanayo kunyaka ophelileyo.

Phakathi kwazo, iSamsung Display (SDC) ifumene ingeniso edibeneyo ye-8.1 trillion won (malunga ne-40.4 billion yuan) kunye nenzuzo yokusebenza ye-1.2 trillion won (malunga ne-6 billion yuan) kwikota yesi-3.

I-SDC ithe kwimiboniso emincinci nephakathi, ukusebenza kuphucukile ngenxa yemfuno enamandla yee-smartphones eziphambili kunye nempendulo entle kwimfuno yemveliso emitsha evela kubathengi abakhulu. Kwimiboniso emikhulu, intengiso inyukile ngenxa yemfuno ekhulayo yeemonitha zemidlalo. Kulindeleke ukuba kwikota yesi-4 ka-2025, imfuno yee-smartphones ezintsha iya kuqhubeka, kwaye kulindeleke ukuba intengiso yeemveliso zemiboniso ezingezizo eze-smartphone inyuke.