Kusukela kusihlwa ngo-Okthoba 30, imibiko yemali etholwayo ye-Q3 2025 yabenzi bamaphaneli abasohlwini isikhishiwe. Sekukonke, imiphumela yaxutshwa, nokusebenza konyaka wonke ngaphansi kwengcindezi. Izintengo zephaneli ziphinde zakhuphuka kancane ngo-2025, kodwa isidingo esiphansi somfula asikakalulami ngokugcwele. Kodwa-ke, ngemva kokwehla ngo-2024, imboni yephaneli yokubonisa umhlaba wonke ibonise ukusimama kwesakhiwo ngo-2025, ngamabhizinisi ahamba phambili abona ukuthuthuka okuphawulekayo kwenzuzo.

I-BOE: Inzuzo Ephelele Ibangelwa Abaninimasheya Ikhuphuka ngo-39% ngo-Jan-Sep 2025

Ngo-Okthoba 30, i-BOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) ikhiphe umbiko wayo we-Q3 2025. Ezingxenyeni ezintathu zokuqala, inkampani izuze imali yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingu-154.548, i-YoY ikhuphuke ngo-7.53%; inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini ifinyelele ku-4.601 billion yuan, ukukhula okukhulu kwe-YoY ngama-39.03%. Phakathi kwazo, imali yokusebenza ye-Q3 yayingama-yuan ayizigidi eziyizinkulungwane ezingama-53.270, ukwanda kwe-YoY ngo-5.81%; inzuzo ephelele edalwe kubanikazi bamasheya ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.355, okuwukunyuka kweYoY ngama-32.07%. Iqondiswa umbono we-"Nth Curve", i-BOE iqhubekile nokujulisa isu layo lokuthuthukisa "I-inthanethi Yezibonisi", ithuthukisa ukuzwakala phakathi kwamabhizinisi endabuko kanye nezinhlelo zemvelo ezisha, kanye nokuzuza ukuthuthukiswa kwe-leapfrog kusuka ebuholini bezobuchwepheshe kuya ebuholini obuqhubekayo.

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Njengomholi wokubonisa umhlaba wonke, i-BOE igcine indima yayo ehamba phambili emkhakheni wokubonisa. Kusukela nge-Q3 2025, i-BOE igcine umthamo wayo wokuthunyelwa we-No.1 womhlaba wonke ezindaweni ezisetshenziswayo ezijwayelekile ezihlanganisa omakhalekhukhwini, amaphilisi, amakhompyutha aphathekayo, amamonitha, nama-TV (idatha ye-Omdia). Ibambelela ekuhlonipheni ubuchwepheshe nokuzibophezela ekusunguleni izinto ezintsha, i-BOE yazuza impumelelo ekabili ekusungulweni kwezobuchwepheshe kanye nobuholi obujwayelekile ku-Q3 2025: UB Cell 4.0, isizukulwane esisha sezixazululo zobuchwepheshe bokubonisa i-LCD ezisezingeni eliphezulu ezithuthukiswe ngokuzimela ngokusekelwe kubuchwepheshe be-ADS Pro obuhamba phambili embonini ye-BOE, iwine i-"IFA 2025 Global Product Award - Indondo Yegolide Yokuvikela I-Intel" ye-IFA 2025 Global Product Technology ibhekana negebe ekugredisweni kwekhwalithi yesithombe nokuhlolwa kwemikhiqizo eboniswayo ngaphansi kokukhanya kwangempela okuzungezile, i-BOE, kanye ne-China Electronic Video Industry Association kanye namabhizinisi ochungechunge lwezimboni, ikhiphe I-Group Standard for Image Quality Grading of Flat-Panel TVs Under Ambient Light, ehlinzeka ngemibandela yokuhlola ecacile nehlanganisiwe yokusebenza ukuze kuhlelwe ikhwalithi yesithombe. Mayelana nokunikezwa amandla kwezobuchwepheshe, kuncike kubuchwepheshe be-Oxide kanye nobuchwepheshe be-LTPO, i-BOE izuze impumelelo ebalulekile ku-IT nezinkambu zokubonisa ezinosayizi omncane, kanye nezimpumelelo ezifanele zobuchwepheshe ezisetshenziswe ngempumelelo ekukhiqizeni imikhiqizo emisha yozakwethu efana ne-Lenovo, i-OPPO, ne-vivo.

Ngaphezu kwalokho, emgubhweni weminyaka emithathu we-"Dual-Jing Empowerment Plan" ngo-August, i-BOE ne-JD.com yamemezela ukujula okwengeziwe kokubambisana. Ngokugxila emnyombeni "we-resonance phakathi kohlangothi lokuphakelwa kobuchwepheshe kanye nohlangothi lwesidingo sabathengi", izinhlangothi zombili zilolonge kabusha uchungechunge lwenani lezimboni ngezimpumelelo ezintathu: ukuguqulwa kobuchwepheshe obuvaliwe, ukwakhiwa kokuqwashisa ngomkhiqizo, kanye nokuthuthukiswa kokubambisana kwezemvelo. Baphinde bakhipha ngokuhlanganyela "Ukuzibophezela Kwamaqiniso Amathathu" ezikrinini ezinkulu ezingamayintshi angu-100—"Ikhwalithi Yangempela, Isipiliyoni Sangempela, Isevisi Yangempela"—futhi bahlanganyela izandla namabhizinisi ahamba phambili embonini ukuze kusungulwe "I-High-Value Ecological Industry Alliance", ekhuthaza imboni yokubonisa ukuthi isuke emqhudelwaneni wamanani aphansi iye kukwazisa ukuhlanganiswa ngokubambisana kwemboni yomhlaba wonke nokudala ukukhula okuqhubekayo kwenjini yomhlaba wonke.

I-TCL Huaxing: Inzuzo Ephelele Ifinyelela ku-6.1 Billion Yuan ngo-Jan-Sep, Ukukhula kwe-YoY okungu-53.5%

Ngomhla zingama-30 kuMfumfu, i-TCL Technology (000100.SZ) idalule umbiko wayo we-Q3 2025. Ezigabeni ezintathu zokuqala, inkampani izuze imali yokusebenza yama-yuan ayizigidi eziyizinkulungwane eziyi-135.9, i-YoY ikhuphuke ngo-10.5%; inzuzo ephelele edalwe ngabaninimasheya ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-3.05, okuwukunyuka kweYoY ngo-99.8%; ukugeleza kwemali okusebenzayo bekungama-yuan ayizigidi eziyizinkulungwane ezingama-33.84, okuwukunyuka kweYoY ngama-53.8%. Phakathi kwazo, inzuzo eyinsalela ye-Q3 edalwe kubanikazi bamasheya ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.16, okuwukunyuka kwekota-on-quarter (QoQ) ngo-33.6%, inzuzo iqhubeka nokusimama nokusebenza kwezezimali kuba ngcono kakhulu.

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Ukukhula okuqinile kwebhizinisi lamaphaneli kuyimbangela eyinhloko yokukhula okuqinile kokusebenza kwe-TCL Technology. Ezigabeni ezintathu zokuqala, i-TCL Huaxing iqongelele imali yokusebenza engama-yuan ayizigidi eziyizinkulungwane ezingama-78.01, okuwukukhula kwe-YoY ngo-17.5%; inzuzo ephelele yama-yuan ayizigidi eziyizinkulungwane ezingu-6.1, ukukhuphuka kweYoY ngo-53.5%; inzuzo ephelele edalwe kubanikazi bamasheya be-TCL Technology yama-yuan ayizigidi eziyizinkulungwane ezingu-3.9, okuwukunyuka kweYoY ngama-41.9%.

Isimemezelo sabonisa ukuthi ibhizinisi lamaphaneli enkampani libonise ukuthambekela okuhle "kwenqubekelaphambili ezinzile kumaphaneli amakhulu, ukukhula okusheshayo kumaphaneli amancane naphakathi nendawo, kanye nokuqhakaza okugcwele emikhakheni ekhulayo". Ngokukhethekile, emkhakheni wosayizi omkhulu, isabelo semakethe yenkampani kumabonakude kanye nesibonisi sezentengiselwano sikhuphuke safinyelela ku-25%, okugcina izinga lenzuzo elihamba phambili emhlabeni jikelele. Ibhizinisi elincane nelimaphakathi seliyinjini yokukhula eyinhloko yenkampani, lifinyelela impumelelo ehlelekile: emkhakheni we-IT, ukuthengiswa kokuqapha kukhuphuke ngo-10% YoY, futhi ukuthengiswa kwamaphaneli amalaptop kukhuphuke ngo-63%; endimeni yetheminali ephathwayo, ukuthunyelwa kwephaneli yomakhalekhukhwini be-LCD kukhuphuke ngo-28% YoY, isabelo semakethe yamathebulethi sikhuphuke safinyelela ku-13% (isendaweni yesibili emhlabeni jikelele), indawo yokuthunyelwa kwezimoto ezibukwayo inyuke ngo-47% YoY, futhi ibhizinisi lokubonisa elichwepheshile lagcina ukukhula ngokushesha, ngokuhlanganyela liqhuba ukukhula kokusebenza okuphezulu.

I-Tianma Microelectronics (Shenzhen Tianma A): I-Q3 Net Inzuzo Ibangelwa Abaninimasheya Ikhuphuka ngo-539.23% YoY

Ngobusuku buka-Okthoba 30, i-Tianma Microelectronics Co., Ltd. ikhiphe umbiko wayo we-Q3 2025. Sisonke isimo sokusebenza kwenkampani besisihle, kukho kokubili imali engenayo yokusebenza kanye nenzuzo yonke edalwe kubanikazi bamasheya bezinkampani ezisohlwini ezizuza ukukhula kwe-YoY, nokusebenza kuthuthuka kancane kancane. Umbiko ubonisa ukuthi ku-Q3 2025, inkampani izuze imali yokusebenza ye-9.188 billion yuan, ukukhuphuka kwe-YoY ngo-13.19%; inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini yaba ama-yuan ayizigidi ezingu-107, okuwukunyuka kwama-yuan angu-90,448,205.43 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, nesikali senzuzo sikhula kakhulu.

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Ezigabeni ezintathu zokuqala, imali eqoqiwe yokusebenza kwenkampani ifinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-26.663, okuwukukhula kwe-YoY ngo-11.03%, isikali sebhizinisi sikhula kancane kancane; inzuzo enqwabelene etholakala kubanikazi bamasheya bezinkampani ezisohlwini yayingamayuan ayizigidi ezingu-313, okuwukunyuka kwama-yuan ayizigidi ezingu-786 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, kwazuza uguquko oluphawulekayo kusukela ekulahlekelweni kuya enzuzweni; inzuzo enqwabelene ngemva kokudonsa izinzuzo nokulahlekelwa okungaphindi kube -302 million yuan, nakho okuwukunyuka kwama-yuan ayizigidi eziyizinkulungwane ezingu-1.009 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, nokulahlekelwa kwebhizinisi okuyinhloko kuye kwancipha.

Mayelana nokugeleza kwemali nesimo sempahla, ukugeleza kwemali iyonke kusuka emisebenzini yokusebenza kusukela ekuqaleni konyaka kuze kube sekupheleni kwesikhathi kufinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingu-6.462, ukukhuphuka kwe-YoY ngo-43.58%, nokwanela kokugeleza kwemali kuba ngcono kakhulu, ikakhulukazi ngenxa yentuthuko ye-YoY yenzuzo kanye nokwenza kahle kokuqoqwa kwebhizinisi.

Kusukela ekuqaleni kwalo nyaka, izingxenye zebhizinisi eziwumgogodla wenkampani zibonise ukuthambekela okuqinile kwentuthuko, okuqhuba ukukhula okuqhubekayo kwesikali semali engenayo yenkampani kanye nokwenza ngcono okukhulu kwenzuzo. Phakathi kwawo, amabhizinisi angewona azuzisayo abathengi njengemibukiso yezimoto nezobuchwepheshe abonise ukuqina okuhle kwentuthuko, eqhubeka nokwandisa unqenqema lwawo oluphambili; ukusebenza kahle kwamabhizinisi abalulekile afana nomakhalekhukhwini be-OLED abaguquguqukayo kuye kwaba ngcono kakhulu; ngaphezu kwalokho, inzuzo yamabhizinisi afana nezibonisi ze-IT kanye nempilo yezemidlalo nayo ikhula kancane kancane.

Iqembu le-Rainbow: Ukulahlekelwa Kwesamba se-72.2913 Million Yuan ku-Q3

Ngo-Okthoba 30, iRainbow Group yakhipha umbiko wayo we-Q3. Ku-Q3, inkampani izuze imali yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingu-2.975, ukwanda kwe-YoY ngo-1.51%; ukulahlekelwa okuphelele okudalwe kubanikazi bamasheya bezinkampani ezisohlwini kube ngama-yuan ayizigidi ezingama-72.2913, ukwehla kwe-YoY ngo-123.08%.

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Ezigabeni ezintathu zokuqala, inkampani izuze imali yokusebenza yama-yuan ayizigidi eziyizinkulungwane ezingu-8.639, ukwehla kwe-YoY ngo-4.04%; inzuzo ephelele edalwe kubanikazi bamasheya ezinkampanini ezisohlwini yayingama-yuan ayizigidi ezingama-379, ukwehla kweYoY ngama-69.14%.

I-Huaxing Optoelectronics Technology: I-Q3 Net Loss Ibangelwa Abaninimasheya be-245 Million Yuan

Ngobusuku bangomhla zingama-20 kuMfumfu, i-Huaxing Optoelectronics Technology yamemezela ukuthi ku-Q3 2025, izuze imali engenayo yokusebenza yamayuan ayizigidi ezingu-318, ukwehla kwe-YoY ngo-29.54%; ukulahlekelwa okuphelele okudalwe ngabaninimasheya ezinkampanini ezisohlwini bekungama-yuan ayizigidi ezingama-245; amaholo ayisisekelo ngesheya ngalinye (EPS) lalingu-0.0886 yuan.

Ezigabeni ezintathu zokuqala, imali engenayo yokusebenza yayingama-yuan ayizigidi eziyizinkulungwane ezingu-1.039, ukwehla kwe-YoY ngo-21.03%; ukulahlekelwa okuphelele okudalwe ngabaninimasheya bezinkampani ezisohlwini bekungama-yuan ayizigidi ezingama-722; i-EPS eyisisekelo yayingu-0.2609 yuan.

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I-Visionox: Ukukhula Kwemali Engenayo ngo-Jan-Sep

Ngo-Okthoba 30, iVisionox (002387) yamemezela umbiko wayo we-Q3 2025. Imali engenayo yokusebenza kwenkampani ibingama-yuan ayizigidi eziyizinkulungwane eziyi-6.05, ukwanda kwe-YoY ngo-3.5%; inzuzo ephelele edalwe ngabaninimasheya isuke ekulahlekeni kwezigidigidi eziyi-1.8 zamayuan ngesikhathi esifanayo ngonyaka odlule yaya ekulahlekeni kwama-yuan ayizigidi eziyizinkulungwane eziyi-1.62, ukulahlekelwa kwaba kuncipha; inzuzo ephelele edalwe kubanikazi bamasheya ngemva kokudonsa izinzuzo nokulahlekelwa okungabuyeli isuka ekulahlekeni kwama-yuan ayizigidi eziyizinkulungwane ezingu-1.97 ngesikhathi esifanayo ngonyaka odlule yaya ekulahlekeni kwama-yuan ayizigidi eziyizinkulungwane ezingu-1.7, nokulahlekelwa kwaba kuncipha; isamba semali engenayo evela emisebenzini yokusebenza ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-2.41, ukwanda kwe-YoY ngama-311.1%; I-EPS ehlanjululwe ngokugcwele yayiyi-yuan engu-1.1621.

Phakathi kwazo, ku-Q3, imali yokusebenza yayingama-yuan ayizigidi eziyizinkulungwane ezingu-1.93, ukwanda kwe-YoY ngo-0.8%; inzuzo ephelele edalwe ngabaninimasheya yasuka ekulahlekeni kwezigidi ezingu-620 zamayuan ngesikhathi esifanayo ngonyaka odlule yaya ekulahlekeni kwama-yuan ayizigidi ezingu-561, nokulahlekelwa kwaba kuncipha; inzuzo ephelele edalwe kubanikazi bamasheya ngemva kokudonsa izinzuzo nokulahlekelwa okungabuyeli isuka ekulahlekeni kwezigidi ezingu-656 zamayuan ngesikhathi esifanayo ngonyaka odlule yaya ekulahlekeni kwezigidi ezingu-579 zamayuan, nokulahlekelwa kwaba kuncipha; I-EPS yayingu-0.4017 yuan.

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I-Longteng Optoelectronics: Isamba Sokulahleka Kwemali Elinganiselwa Ku-180 Million Yuan ngo-Jan-Sep

Ngobusuku buka-Okthoba 29, i-Longteng Optoelectronics (SH 688055) ikhiphe isimemezelo sayo sokusebenza se-Q3. Ezigabeni ezintathu zokuqala zika-2025, imali engenayo yayicishe ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-1.903, ukwehla kwe-YoY ngo-27.85%; ukulahlekelwa okuphelele okudalwe ngabaninimasheya bezinkampani ezisohlwini kwakucishe kube yizigidi ezingu-180 zamayuan; i-EPS eyisisekelo yayingu-0.054 yuan.

Imali engenayo ye-Q3 yayingama-yuan ayizigidi ezingu-614, ukwehla kwe-YoY ngo-27.72%; ukulahlekelwa okuphelele kwaba 58.6941 million yuan.

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I-Everdisplay Optronics: Q3 Ingqikithi Yokulahlekelwa kwe-530 Million Yuan

Ngobusuku buka-Okthoba 30, i-Everdisplay Optronics (SH 688538) ikhiphe isimemezelo sayo sokusebenza se-Q3. Ezigabeni ezintathu zokuqala zika-2025, imali engenayo yayicishe ibe ngama-yuan ayizigidi eziyizinkulungwane ezingu-4.002, ukwanda kwe-YoY ngo-8.25%; ukulahlekelwa okuphelele okudalwe ngabaninimasheya bezinkampani ezisohlwini bekucishe kube ngama-yuan ayizigidi eziyizinkulungwane eziyi-1.37; I-EPS eyisisekelo yayingu-0.1 yuan.

Phakathi kwazo, ku-Q3, imali yokusebenza yayingama-yuan ayizigidi eziyizinkulungwane ezingu-1.332, ukwanda kwe-YoY ngo-2.25%; inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini yaba -530 million yuan; inzuzo ephelele edalwe kubanikazi bamasheya bezinkampani ezisohlwini ngemuva kokudonsa izinzuzo nokulahlekelwa okungaphindi kube -540 million yuan.

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I-Truly International Holdings: Imali Yenzuzo Ehlanganisiwe Yehla ngo-5.2% ngo-Jan-Sep

Ngomhla ziyi-10 ku-Okthoba, i-Truly International Holdings (00732.HK) yamemezela ukuthi inzuzo ehlanganisiwe yeqembu engahloliwe ngo-Septhemba 2025 yayicishe ibe ngu-HK$1.513 bhiliyoni, ukwehla okungaba ngu-2.8% uma kuqhathaniswa nenzuzo engahloliwe ehlanganisiwe elinganiselwa ku-HK$1.557 billion ngoSepthemba 2024.

Inzuzo ehlanganisiwe yeqembu engacwaningiwe yezinyanga eziyisishiyagalolunye ephele ngoSepthemba 30, 2025, ibicishe ibe ngu-HK$12.524 bhiliyoni, ukwehla cishe ngo-5.2% uma kuqhathaniswa nenzuzo ehlanganisiwe efinyelela ku-HK$13.205 bhiliyoni ezinyangeni eziyisishiyagalolunye eziphele ngoSepthemba 30, 2024.

I-AU Optronics: Q3 Ingqikithi Yokulahlekelwa kwe-NT$1.28 Billion

Ngomhla zingama-30 ku-Okthoba, i-AU Optronics yabamba ingqungquthela yabatshalizimali ukuze imemezele izitatimende zayo zezimali ezihlanganisiwe ze-Q3 2025. Isamba semali engenayo ehlanganisiwe ku-Q3 2025 ibingu-NT$69.91 bhiliyoni, ukukhuphuka ngo-1.0% uma kuqhathaniswa ne-Q2 2025 kanye nokwehla ngo-10.1%0 uma kuqhathaniswa nokulahlekelwa komzali ku-Q3 2 ku-Q2 yenkampani yomzali. I-Q3 2025 ibingu-NT$1.28 billion, nokulahlekelwa okuyisisekelo ngesabelo ngasinye se-NT$0.17.

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Uma ubheka emuva ku-Q3, imali engenayo iyonke yenkampani inyuke ngo-1% QoQ. Phakathi kwazo, imali engenayo ye-Display Technology ibiphansi uma iqhathaniswa nekota edlule ngenxa yokubaluleka kwe-New Taiwan Dollar (NTD) kanye nokwehla kwezintengo zamaphaneli, okwenza umphumela wesizini ophakeme kulo nyaka ungabi sobala kakhulu kunaseminyakeni edlule. Imali engenayo ye-Mobility Solutions yehle cishe ngo-3% ngokuyinhloko ethintwa ukwazisa kwe-NTD. Imali engenayo ye-Vertical Solutions inyuke kakhulu ngo-20% QoQ kule kota ngenxa yokuhlanganiswa kwe-Adlink Technology Inc. Mayelana nenzuzo, ikota iphendukele ekulahlekelweni ngenxa yemiphumela emibi yamazinga okushintshanisa nezintengo zephaneli, kodwa inzuzo enqwabelene etholwa inkampani engumzali kumakota amathathu okuqala yayiyi-NT$4 bhiliyoni, ne-EPS ye-NT$0.52 ukulahlekelwa okubalulekile kwekota yokuqala emithathu, ukuthuthukiswa okubalulekile kwekota yokuqala engu-3.52. Izinsuku ze-inventory kwakuyizinsuku ezingu-52, futhi isilinganiso sengqikithi yesikweletu sasingu-39.1%, noshintsho oluncane lwekota edlule, zombili zigcinwa emazingeni anempilo uma kuqhathaniswa.

Sibheke phambili ku-Q4, imakethe ehlobene nokuboniswa ingena esikhathini esingekho, nesidingo sokulungiselela izinto esihamba kancane kanye nezinto eziningi eziguquguqukayo emnothweni wonkana. Kodwa-ke, ukuhamba okuhlakaniphile kanye ne-Green Solutions kuyathuthuka kancane kancane ngokuhambisana nesidingo samakhasimende. Ithimba lale nkampani lizoqhubeka nokuqapha izinguquko ezimakethe, lenze inhlanganisela yomkhiqizo ngokugcwele, lilawule ngokucophelela ukutholakala kwezimpahla, liqinise ukulawulwa kwezindleko nezindleko, futhi lihlele ngenkuthalo imikhiqizo engeziwe nezisombululo ukuze kuthuthukiswe inzuzo kanye nekhono lokusabela ekuguquguqukeni kwezimakethe.

I-Innolux: I-Q3 Consolidated Revenue Inyuka ngo-4.2% YoY

Ngo-Okthoba 11, i-Innolux yamemezela umbiko wayo wezezimali kaSepthemba nonyaka. Imali engenayo ehlanganisiwe ngoSepthemba ibingu-NT$19.861 billion, okuwukunyuka ngo-6.3% ngenyanga nenyanga (MoM) kanye no-2.7% YoY, okufinyelele inani eliphezulu elisha lemali engenayo yenyanga eyodwa ezinyangeni ezingu-24 ezedlule.

Imali engenayo ehlanganisiwe ku-Q3 kulo nyaka ibingu-NT$57.818 billion, inyuke ngo-2.8% QoQ kanye no-4.2% YoY. Imali engenayo ehlanganisiwe eqoqweni ezintathu zokuqala zalo nyaka ibingu-NT$169.982 billion, okuwukukhula kwe-YoY ngo-4.4%. (Qaphela: Ingqungquthela yabatshalizimali yakwa-Innolux izoba ngoNovemba 7, lapho imininingwane eqondile yemali engenayo izomenyezelwa.)

I-LGD: Inzuzo Yokusebenza ye-Q3 ye-431 Billion Won, Isuka Ekulahlekeni iye Enzuzweni

Ngomhla zingama-30 kuMfumfu, i-LG Display (LGD) yamemezela ukuthi ngokuhlanganisa, imali engenayo ku-Q3 2025 inqotshwe ngo-6.957 trillion, ngenzuzo yokusebenza yezigidigidi ezingama-431 ewiniwe, i-YoY ekhuphuke ngo-2%, iguquke ngempumelelo isuka ekulahlekeni iye kwinzuzo.

Kusukela ku-Q3 kulo nyaka, inzuzo yokusebenza eqoqiwe ibe ngamabhiliyoni angama-348.5, futhi kulindeleke ukuthi kuzuzwe inzuzo yokuqala yonyaka eminyakeni emine. Imali eqoqiwe yaba ngu-18.6092 trillion ewiniwe, ukwehla ngo-1% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule ngenxa yokuqedwa kwebhizinisi le-LCD TV. Kodwa-ke, ukusebenza okunqwabelanayo kuye kwaba ngcono cishe ngesigidigidi esi-1 esiwinile.

I-LGD iveze ukuthi ukukhula kwemali engenayo ku-Q3 kudalwe ikakhulukazi ukwanda kokuthunyelwa kwephaneli ye-OLED, okukhuphuke ngo-25% uma kuqhathaniswa nekota edlule. Ingxenye yemikhiqizo ye-OLED kuyo yonke imali engenayo ifinyelele irekhodi eliphezulu lama-65%, iqhutshwa ukwethulwa kwamaphaneli e-OLED amasha amancane naphakathi nendawo ngaphezu kwenani eliphakeme lesizini.

Ngokwengxenye yokuthengisa ngokwesigaba somkhiqizo (ngokusekelwe emalini engenayo), amaphaneli e-TV abalelwa ku-16%, amaphaneli e-IT (okuhlanganisa amamonitha, amakhompyutha aphathekayo, amaphilisi, njll.) abalelwa ku-37%, amaphaneli eselula neminye imikhiqizo abalelwa ku-39%, kanti amaphaneli ezimoto abalwe ku-8%.

I-Samsung Display: Inzuzo Yokusebenza ye-Q3 ye-1.2 Trillion Won

Ngomhla zingama-29 kuMfumfu, i-Samsung Electronics yamemezela imiphumela yayo yezimali ye-Q3 yesikhathi esiphele ngo-September 30, 2025. Umbiko wezezimali ubonisa ukuthi imali engenayo ye-Q3 ye-Samsung Electronics yayingama-trillion angu-86 (cishe amaRandi ayizigidi eziyizinkulungwane ezingu-60.4), okuwukukhuphuka ngo-8.8% uma kuqhathaniswa nama-trillion angu-79 awinwe ngesikhathi esifanayo ngonyaka odlule; inzuzo ephelele edalwe ngabanikazi bamasheya benkampani engumzali yakwaSamsung yawina amatrillion ayi-12 (cishe amaRandi ayizigidi eziyizinkulungwane ezingu-8.4), okuwukukhuphuka ngo-22.75% uma kuqhathaniswa no-9.78 trillion owazuzwa ngesikhathi esifanayo ngonyaka odlule.

Phakathi kwazo, i-Samsung Display (SDC) ithole inzuzo ehlanganisiwe engu-8.1 trillion won (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-40.4) kanye nenzuzo yokusebenza engu-1.2 trillion won (cishe ama-yuan ayizigidi eziyizinkulungwane ezingu-6) ku-Q3.

I-SDC ithe emibukisweni emincane namaphakathi, ukusebenza kwaba ngcono ngenxa yesidingo esinamandla sama-smartphones ahamba phambili kanye nokusabela okuhle ekudingweni komkhiqizo omusha kumakhasimende amakhulu. Ezibonisini ezinosayizi omkhulu, ukuthengisa kwenyukile ngenxa yesidingo esinwetshiwe sabaqaphi begeyimu. Kulindeleke ukuthi ku-Q4 2025, isidingo sama-smartphones amasha sizoqhubeka, futhi ukuthengiswa kwemikhiqizo okungeyona eyama-smartphone kulindeleke ukuthi kukhule.