Kusukela kusihlwa sangomhlaka-30 Okthoba, imibiko yenzuzo yekota yesithathu ka-2025 yabenzi bamaphaneli ababhalisiwe yonke isikhishwe. Sekukonke, imiphumela yayixubile, ukusebenza konyaka wonke ngaphansi kwengcindezi. Amanani amaphaneli akhuphuke kancane ngo-2025, kodwa isidingo esingezansi asikakabuyi ngokugcwele. Kodwa-ke, ngemuva kokwehla ngo-2024, imboni yamaphaneli okubonisa yomhlaba wonke ibonise ukululama kwesakhiwo ngo-2025, lapho amabhizinisi aholayo ebona ukuthuthuka okukhulu kwenzuzo.

I-BOE: Inzuzo Ephelele Ebangelwa Abanikazi Bamasheya Ikhuphuka Ngo-39% NgoJanuwari-Septhemba 2025

Ngo-Okthoba 30, i-BOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) ikhiphe umbiko wayo wekota yesithathu ka-2025. Ezigabeni ezintathu zokuqala, inkampani ithole imali engenayo yokusebenza engu-154.548 billion yuan, ukwanda okungu-7.53% ngonyaka; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini ifinyelele ku-4.601 billion yuan, ukukhula okukhulu konyaka ka-39.03%. Phakathi kwazo, imali engenayo yokusebenza kwekota yesithathu yayingu-53.270 billion yuan, ukwanda okungu-5.81% ngonyaka ka-5; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya yayingu-1.355 billion yuan, ukwanda okungu-32.07 ngonyaka ka-32.07%. Iqondiswa yi-"Nth Curve" theory, i-BOE iqhubekile nokujulisa isu layo lokuthuthukisa i-"Internet of Displays", ikhuthaza ukuhlangana phakathi kwamabhizinisi endabuko kanye nezinhlelo zemvelo ezintsha, futhi ifinyelele ukuthuthukiswa okuphawulekayo kusuka ebuholini bezobuchwepheshe kuya ebuholini obuqhubekayo.

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Njengomholi wokubonisa umhlaba wonke, i-BOE iqhubekile nendima yayo ehamba phambili emkhakheni wokubonisa. Kusukela ngekota yesithathu ka-2025, i-BOE igcine inani layo lokuqala lokuthunyelwa emhlabeni wonke ezindaweni ezijwayelekile zohlelo lokusebenza okuhlanganisa omakhalekhukhwini, amaphilisi, ama-laptop, ama-monitor, nama-TV (idatha ye-Omdia). Inamathela ekuhlonipheni ubuchwepheshe kanye nokuzibophezela ekusunguleni izinto ezintsha, i-BOE ifinyelele impumelelo ephindwe kabili ekusunguleni ubuchwepheshe kanye nobuholi obujwayelekile ngekota yesithathu ka-2025: I-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 Technology Innovation Award - Gold Award for UB Intelligent Eye Protection Technology"; ibhekana negebe ekulinganisweni kwekhwalithi yesithombe kanye nokuhlolwa kwemikhiqizo yokubonisa ngaphansi kokukhanya kwangempela, i-BOE, kanye ne-China Electronic Video Industry Association kanye namabhizinisi amakhulu e-industrial chain, ikhiphe i-Group Standard for Image Quality Grading of Flat-Panel TVs Under Ambient Light, inikeza izindlela zokuhlola ukusebenza ezicacile nezihlangene zokulinganisa ikhwalithi yesithombe. Ngokuphathelene nokuthuthukiswa kobuchwepheshe, ngokuthembela kubuchwepheshe be-Oxide kanye nobuchwepheshe be-LTPO, i-BOE ifinyelele intuthuko ebalulekile emikhakheni ye-IT kanye nezibonisi ezincane, kanye nezimpumelelo zobuchwepheshe ezifanele ezisetshenziswe ngempumelelo emikhiqizweni emisha evelele yabalingani abanjengoLenovo, OPPO, kanye ne-vivo.

Ngaphezu kwalokho, emgubhweni weminyaka emithathu we-"Dual-Jing Empowerment Plan" ngo-Agasti, i-BOE kanye ne-JD.com bamemezele ukujula okwengeziwe kokubambisana. Begxile emnyombweni "wokuhlobana phakathi kohlangothi lokuphakelwa kobuchwepheshe kanye nohlangothi lwesidingo sabathengi", amaqembu amabili aphinde abumba kabusha uchungechunge lwenani lezimboni ngezimpumelelo ezintathu: ukuguqulwa kobuchwepheshe obuvaliwe, ukwakhiwa kokuqwashisa ngomkhiqizo, kanye nokuthuthukiswa kokubambisana kwezemvelo. Baphinde bakhipha ngokubambisana "Ukuzibophezela Kwamaqiniso Amathathu" kwezikrini ezinkulu ezingamasentimitha ayi-100—"Ikhwalithi Yangempela, Okuhlangenwe Nakho Kwangempela, Insizakalo Yangempela"—futhi bahlanganyela nezinkampani ezihamba phambili embonini ukusungula "i-High-Value Ecological Industry Alliance", bekhuthaza imboni yokubonisa ukuthi ishintshe ekuncintisaneni ngamanani aphansi iye ekuhlanganisweni kwenani kanye nokudala injini entsha yokukhula okusimeme embonini yokubonisa yomhlaba wonke.

I-TCL Huaxing: Inzuzo Ephelele Ifinyelela ku-6.1 Billion Yuan ngoJanuwari-Septhemba, Ukukhula Konyaka okungu-53.5%

Ngo-Okthoba 30, i-TCL Technology (000100.SZ) yadalula umbiko wayo wekota yesithathu ka-2025. Ezigabeni ezintathu zokuqala, inkampani ithole imali engenayo yokusebenza engu-135.9 billion yuan, ukwanda okungu-10.5% ngonyaka; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya yayingu-3.05 billion yuan, ukwanda okungu-99.8% ngonyaka; ukugeleza kwemali yokusebenza kwakuyi-33.84 billion yuan, ukwanda okungu-53.8%. Phakathi kwazo, inzuzo ehlanganisiwe yekota yesithathu ebangelwa abanikazi bamasheya yayiyi-1.16 billion yuan, ukwanda kwekota ngekota (QoQ) okungu-33.6%, kanti inzuzo iyaqhubeka nokubuya kanye nokusebenza kwezezimali kuthuthuka kakhulu.

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Ukukhula okunamandla kwebhizinisi lamaphaneli yikona okubangela ukukhula okunamandla kokusebenza kwe-TCL Technology. Ezigabeni ezintathu zokuqala, i-TCL Huaxing iqoqe imali engenayo yokusebenza engama-yuan ayizigidigidi ezingama-78.01, ukwanda kwe-YoY okungu-17.5%; inzuzo ephelele yama-yuan ayizigidigidi eziyi-6.1, ukwanda kwe-YoY okungu-53.5%; inzuzo ephelele ebangelwa abanikazi bamasheya be-TCL Technology abangama-yuan ayizigidigidi eziyi-3.9, ukwanda kwe-YoY okungu-41.9%.

Lesi simemezelo siveze ukuthi ibhizinisi lephaneli lenkampani libonise umkhuba omuhle "wentuthuko eqhubekayo kumaphaneli amakhulu, ukukhula okusheshayo kumaphaneli amancane naphakathi, kanye nokuqhakaza okugcwele emasimini asafufusa". Ngokukhethekile, ensimini enkulu, isabelo semakethe senkampani ku-TV kanye nokuboniswa kwezentengiselwano sikhuphuke safika ku-25%, sigcina izinga lenzuzo elihamba phambili emhlabeni jikelele. Ibhizinisi elincane neliphakathi liye laba yinjini yokukhula eyinhloko yenkampani, lifinyelela impumelelo ehlelekile: ensimini ye-IT, ukuthengiswa kwe-monitor kukhuphuke ngo-10% ngonyaka, kanye nokuthengiswa kwamaphaneli e-laptop kukhuphuke ngo-63%; ensimini ye-terminal yeselula, ukuthunyelwa kwamaphaneli eselula e-LCD kukhuphuke ngo-28% ngonyaka, isabelo semakethe yamaphaneli ethebhulethi sikhuphuke saya ku-13% (esisezingeni lesibili emhlabeni jikelele), indawo yokuthunyelwa kwezibonisi zezimoto ikhuphuke ngo-47% ngonyaka, kanti ibhizinisi lokubonisa lochwepheshe ligcine ukukhula okusheshayo, liqhuba ngokubambisana ukukhula okuphezulu kokusebenza.

I-Tianma Microelectronics (Shenzhen Tianma A): Inzuzo Ephelele Yekota Yesithathu Ebangelwa Abanikazi Bamasheya Ikhuphuka Ngo-539.23% Ngonyaka

Ngobusuku bangomhla zingama-30 kuMfumfu, iTianma Microelectronics Co., Ltd. ikhiphe umbiko wayo wekota yesithathu ka-2025. Isimo sokusebenza senkampani besisihle, kokubili imali engenayo yokusebenza kanye nenzuzo engenayo ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini ezifinyelela ukukhula konyaka, kanye nokusebenza okuthuthuka kancane kancane. Umbiko ukhombisa ukuthi kwikota yesithathu ka-2025, inkampani ithole imali engenayo yokusebenza engu-9.188 billion yuan, ukwanda konyaka ngo-13.19%; inzuzo engenayo ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini yayingu-107 million yuan, ukwanda ngo-90,448,205.43 yuan uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, kanti isilinganiso senzuzo sikhula kakhulu.

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Ezigabeni ezintathu zokuqala, imali engenayo yokusebenza yenkampani eqoqwe yafinyelela ku-26.663 billion yuan, ukwanda kwe-YoY okungu-11.03%, kanti isikali sebhizinisi sanda kancane kancane; inzuzo eqoqwe eqoqwe ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini yayiyi-313 million yuan, ukwanda kwe-786 million yuan uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, kwatholakala ushintsho olukhulu kusukela ekulahlekelweni kuya enzuzweni; inzuzo eqoqwe ngemuva kokususa izinzuzo nokulahlekelwa okungaphindaphindi yayiyi-302 million yuan, futhi ukwanda kwe-1.009 billion yuan uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, kanti ukulahlekelwa okukhulu kwebhizinisi kuncipha kakhulu.

Ngokuphathelene nokugeleza kwemali kanye nesimo sempahla, ukugeleza kwemali okusele okuvela emisebenzini yokusebenza kusukela ekuqaleni konyaka kuze kube sekupheleni kwesikhathi kufinyelele ku-yuan eyizigidigidi eziyi-6.462, okuwukukhuphuka kwe-YoY okungu-43.58%, kanti ukwanela kokugeleza kwemali kuthuthuka kakhulu, ikakhulukazi ngenxa yokuthuthuka kwenzuzo ye-YoY kanye nokwenza ngcono ukuqoqwa kwebhizinisi.

Kusukela ekuqaleni kwalo nyaka, izingxenye zebhizinisi eziyinhloko zenkampani zibonise ukuthambekela okunamandla kwentuthuko, okuqhuba ukukhula okuqhubekayo kwesilinganiso semali engenayo yenkampani kanye nokuthuthuka okukhulu kwenzuzo. Phakathi kwazo, amabhizinisi angasebenzisi abathengi njengezimoto kanye nezibonisi zobungcweti abonise ukuqina okuhle kwentuthuko, eqhubeka nokwandisa umkhawulo wawo ophambili; ukusebenza kahle kwamabhizinisi abalulekile njengezingcingo ze-OLED eziguquguqukayo kuthuthuke kakhulu; ngaphezu kwalokho, inzuzo yamabhizinisi njengezibonisi ze-IT kanye nempilo yezemidlalo nayo ithuthuka kancane kancane.

Iqembu le-Rainbow: Ukulahlekelwa Okuphelele kwe-72.2913 Million Yuan ku-Q3

Ngo-Okthoba 30, iRainbow Group ikhiphe umbiko wayo wekota yesithathu. Kukota yesithathu, inkampani ithole imali engenayo yokusebenza engu-2.975 billion yuan, okuwukwenyuka kwekota yonyaka ngo-1.51%; ukulahlekelwa okuphelele okubangelwa abanikazi bamasheya ezinkampanini ezisohlwini kwakuyi-72.2913 million yuan, ukwehla kwekota yonyaka ngo-123.08%.

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Ezigabeni ezintathu zokuqala, inkampani ithole imali engenayo yokusebenza engu-8.639 billion yuan, ukwehla okungu-4.04% ngonyaka; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini yayingu-379 million yuan, ukwehla okungu-69.14% ngonyaka ngonyaka.

Ubuchwepheshe be-Huaxing Optoelectronics: Ukulahlekelwa Okuphelele Kwekota Yesithathu Kubangelwa Abanikazi Bamasheya Abayizigidi Ezingu-245 zama-Yuan

Ngobusuku bangomhlaka-20 Okthoba, i-Huaxing Optoelectronics Technology yamemezela ukuthi kwikota yesithathu ka-2025, ithole imali engenayo yokusebenza engu-318 million yuan, ukwehla okungu-29.54% ngonyaka; ukulahlekelwa okubangelwa abanikazi bamasheya ezinkampanini ezisohlwini kwakuyi-245 million yuan; imali eyisisekelo ngesabelo (i-EPS) yayiyi--0.0886 yuan.

Ezigabeni ezintathu zokuqala, imali engenayo yokusebenza yayingu-1.039 billion yuan, ukwehla okungu-21.03% ngonyaka; ukulahlekelwa okubangelwa abanikazi bamasheya ezinkampanini ezisohlwini kwakuyi-722 million yuan; i-EPS eyisisekelo yayingu-0.2609 yuan.

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I-Visionox: Ukukhula Kwemali Engenayo ngoJanuwari-Septhemba

Ngo-Okthoba 30, iVisionox (002387) yamemezela umbiko wayo wekota yesithathu ka-2025. Imali engenayo yokusebenza yenkampani yayingu-6.05 billion yuan, ukwanda kwe-YoY okungu-3.5%; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ishintshe ekulahlekelweni yi-yuan eyizigidigidi eziyi-1.8 esikhathini esifanayo ngonyaka odlule yaya ekulahlekelweni yi-yuan eyizigidigidi eziyi-1.62, ukulahlekelwa kuncipha; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ngemuva kokususa izinzuzo ezingaphindwaphindwa kanye nokulahlekelwa okushintshiwe ekulahlekelweni yi-yuan eyizigidigidi eziyi-1.97 esikhathini esifanayo ngonyaka odlule yaya ekulahlekelweni yi-yuan eyizigidigidi eziyi-1.7, ukulahlekelwa kuncipha; imali engenayo evela emisebenzini yokusebenza yayingu-2.41 billion yuan, ukwanda kwe-YoY okungu-311.1%; i-EPS ehlanjululwe ngokuphelele yayingu--1.1621 yuan.

Phakathi kwabo, ku-Q3, imali engenayo yokusebenza yayiyi-yuan eyizigidigidi eziyi-1.93, ukwanda kwe-YoY okungu-0.8%; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ishintshe ekulahlekelweni yi-yuan eyizigidi ezingama-620 esikhathini esifanayo ngonyaka odlule yaya ekulahlekelweni yi-yuan eyizigidi ezingama-561, lapho ukulahlekelwa kuncipha; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ngemva kokususa izinzuzo ezingaphindwa kanye nokulahlekelwa okushintshiwe ekulahlekelweni yi-yuan eyizigidi ezingama-656 esikhathini esifanayo ngonyaka odlule yaya ekulahlekelweni yi-yuan eyizigidi ezingama-579, lapho ukulahlekelwa kuncipha; i-EPS yayingu--0.4017 yuan.

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I-Longteng Optoelectronics: Ukulahlekelwa Okuphelele Okungaba Yizigidi Eziyi-180 zama-Yuan ngoJanuwari-Septhemba

Ngobusuku bangomhlaka-29 Okthoba, i-Longteng Optoelectronics (SH 688055) ikhiphe isimemezelo sayo sokusebenza kwekota yesithathu. Ezigabeni ezintathu zokuqala zika-2025, imali engenayo yayicishe ibe yi-yuan eyizigidi eziyizinkulungwane eziyi-1.903, ukwehla okungu-YoY okungu-27.85%; ukulahlekelwa okuphelele okubangelwa abanikazi bamasheya ezinkampanini ezisohlwini kwakucishe kube yi-yuan eyizigidi eziyi-180; i-EPS eyisisekelo yayingu--0.054 yuan.

Imali engenayo yekota yesithathu ibiyi-yuan eyizigidi ezingu-614, ukwehla kwe-YoY okungu-27.72%; ukulahlekelwa okuphelele bekuyi-yuan eyizigidi ezingu-58.6941.

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I-Everdisplay Optronics: Ukulahlekelwa Okuphelele Kwekota Yesithathu Kwama-Yuan Angama-530 Million

Ngobusuku bangomhlaka-30 Okthoba, i-Everdisplay Optronics (SH 688538) ikhiphe isimemezelo sayo sokusebenza kwekota yesithathu. Ezigabeni ezintathu zokuqala zika-2025, imali engenayo yayicishe ibe yi-yuan eyizigidi eziyizinkulungwane ezingu-4.002, ukwanda kwe-YoY okungu-8.25%; ukulahlekelwa okuphelele okubangelwa abanikazi bamasheya ezinkampanini ezisohlwini kwakucishe kube yi-yuan eyizigidi eziyizinkulungwane ezingu-1.37; i-EPS eyisisekelo yayingu--0.1 yuan.

Phakathi kwabo, ku-Q3, imali engenayo yokusebenza yayingu-1.332 billion yuan, ukwanda kwe-YoY okungu-2.25%; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini yayingu-530 million yuan; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya ezinkampanini ezisohlwini ngemva kokukhipha izinzuzo nokulahlekelwa okungaphindaphindi yayingu-540 million yuan.

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I-Truly International Holdings: Inzuzo Ehlanganisiwe Ehlanganisiwe Yehle ngo-5.2% ngoJanuwari-Septhemba

Ngo-Okthoba 10, i-Truly International Holdings (00732.HK) yamemezela ukuthi inzuzo ehlanganisiwe yeqembu engakahlolwa ngoSepthemba 2025 yayicishe ibe yi-HK$1.513 billion, ukwehla cishe ngo-2.8% uma kuqhathaniswa nenzuzo ehlanganisiwe engakahlolwa ecishe ibe yi-HK$1.557 billion ngoSepthemba 2024.

Inzuzo ehlanganisiwe yeqembu engakahlolwa yezinyanga eziyisishiyagalolunye eziphele ngoSepthemba 30, 2025, yayicishe ibe yi-HK$12.524 billion, ukwehla cishe ngo-5.2% uma kuqhathaniswa nenzuzo ehlanganisiwe ecishe ibe yi-HK$13.205 billion ezinyangeni eziyisishiyagalolunye eziphele ngoSepthemba 30, 2024.

I-AU Optronics: Ukulahlekelwa Okuphelele Kwekota Yesithathu Kwe-NT$1.28 Billion

Ngo-Okthoba 30, i-AU Optronics ibambe ingqungquthela yabatshalizimali ukumemezela izitatimende zayo zezimali ezihlanganisiwe zekota yesithathu ka-2025. Isamba semali engenayo ehlanganisiwe kwikota yesithathu ka-2025 sasiyi-NT$69.91 billion, ukwanda ngo-1.0% uma kuqhathaniswa nekota yesibili ka-2025 kanye nokwehla ngo-10.1% uma kuqhathaniswa nekota yesithathu ka-2024. Ukulahlekelwa okuphelele okubangelwa abanikazi benkampani engumzali kwikota yesithathu ka-2025 kwakuyi-NT$1.28 billion, kanye nokulahlekelwa okuyisisekelo ngesabelo ngasinye okungu-NT$0.17.

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Uma sibheka emuva ku-Q3, imali engenayo yenkampani iyonke ikhuphuke ngo-1% we-QoQ. Phakathi kwazo, imali engenayo ye-Display Technology yayicishe ilingane nekota edlule ngenxa yokwenyuka kwe-New Taiwan Dollar (NTD) kanye nokwehla kwamanani ephaneli, okwenza umphumela wesizini ephezulu kulo nyaka ungacaci kangako kunaseminyakeni edlule. Imali engenayo ye-Mobility Solutions yehle cishe ngo-3% ethinteke kakhulu ukwenyuka kwe-NTD. Imali engenayo ye-Vertical Solutions ikhuphuke kakhulu ngo-20% we-QoQ kule kota ngenxa yokuhlanganiswa kwe-Adlink Technology Inc. Ngokuphathelene nenzuzo, ikota yaphenduka ukulahlekelwa ngenxa yemiphumela emibi yamazinga okushintshaniswa kwemali kanye namanani ephaneli, kodwa inzuzo ehlanganisiwe ebangelwa yinkampani engumzali kumakota amathathu okuqala yayiyi-NT$4 billion, kanye ne-EPS ye-NT$0.52, ukuthuthuka okukhulu uma kuqhathaniswa nokulahlekelwa kumakota amathathu okuqala ka-2024. Izinsuku zempahla zaziyizinsuku ezingama-52, kanti isilinganiso sesikweletu esiphelele sasingu-39.1%, noshintsho oluncane kusuka kwikota edlule, kokubili kugcinwe emazingeni anempilo.

Sibheke phambili ku-Q4, imakethe ehlobene nokuboniswa ingena esikhathini esingesihle, lapho isidingo sokulungiselela izinto ezibonakalayo sehla kanye nezinguquko eziningi emnothweni jikelele. Kodwa-ke, ukuhamba okuhlakaniphile kanye ne-Green Solutions kuthuthuka kancane kancane ngokuhambisana nesidingo samakhasimende. Ithimba lenkampani lizoqhubeka nokuqapha izinguquko zemakethe, lenze ngcono ingxube yomkhiqizo, lilawule ngokuqinile isitokwe, liqinise ukuphathwa kwezindleko kanye nezindleko, futhi lihlele ngenkuthalo imikhiqizo nezixazululo ezinenani elongeziwe ukuze kuthuthukiswe inzuzo kanye nekhono lokuphendula ekushintsheni kwemakethe.

I-Innolux: Imali Ehlanganisiwe Yekota Yesithathu Ikhuphuka Ngo-4.2% Ngonyaka

Ngo-Okthoba 11, i-Innolux yamemezela umbiko wayo wezezimali kaSepthemba kulo nyaka. Imali engenayo ehlanganisiwe ngoSepthemba yayiyi-NT$19.861 billion, okuwukwenyuka okungu-6.3% ngenyanga (MoM) kanye no-2.7% ngonyaka, okufinyelela phezulu okusha kwemali engenayo yenyanga eyodwa ezinyangeni ezingu-24 ezedlule.

Imali engenayo ehlanganisiwe kwikota yesithathu kulo nyaka ibiyi-NT$57.818 billion, ukwanda kwe-QoQ engu-2.8% kanye no-4.2% ngonyaka. Imali engenayo ehlanganisiwe ehlanganisiwe kumakota amathathu okuqala alo nyaka ibiyi-NT$169.982 billion, ukwanda kwe-YoY okungu-4.4%. (Qaphela: Ingqungquthela yabatshalizimali be-Innolux izobanjwa ngoNovemba 7, lapho kuzomenyezelwa khona imininingwane eyengeziwe yemali engenayo.)

I-LGD: Inzuzo Yokusebenza Yekota Yesithathu Yama-431 Billion Won, Ishintsha Kusukela Ekulahlekelweni Kuya Enzuzweni

Ngo-Okthoba 30, i-LG Display (LGD) yamemezela ukuthi ngokwesisekelo esihlanganisiwe, imali engenayo yayo kwikota yesithathu ka-2025 yayingu-6.957 trillion won, kanye nenzuzo yokusebenza engu-431 billion won, ukwanda kwe-YoY okungu-2%, okushintshe ngempumelelo kusuka ekulahlekelweni kuya enzuzweni.

Kusukela ku-Q3 kulo nyaka, inzuzo yokusebenza ehlanganisiwe yayingama-won ayizigidigidi ezingu-348.5, futhi kulindeleke ukuthi ifinyelele inzuzo yokuqala yonyaka eminyakeni emine. Imali engenayo ehlanganisiwe yayingama-won ayizigidigidi ezingu-18.6092, ukwehla ngo-1% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule ngenxa yokuphela kwebhizinisi le-LCD TV. Kodwa-ke, ukusebenza kokusebenza okuhlanganisiwe kuthuthuke cishe ngama-won ayizigidigidi ezingu-1.

I-LGD ithe ukukhula kwemali engenayo kwikota yesithathu kubangelwa kakhulu ukwanda kokuthunyelwa kwamaphaneli e-OLED, okwenyuke ngo-25% uma kuqhathaniswa nekota edlule. Ingxenye yemikhiqizo ye-OLED emalini engenayo iyonke ifinyelele kumarekhodi aphezulu angu-65%, okubangelwa ukwethulwa kwamaphaneli amasha e-OLED amancane naphakathi ngaphezu kwesilinganiso sesizini.

Ngokwesilinganiso sokuthengisa ngesigaba somkhiqizo (ngokusekelwe emalini engenayo), amaphaneli e-TV abalelwa ku-16%, amaphaneli e-IT (kufaka phakathi ama-monitor, ama-laptop, amaphilisi, njll.) abalelwa ku-37%, amaphaneli eselula neminye imikhiqizo abalelwa ku-39%, kanti amaphaneli ezimoto abalelwa ku-8%.

Isibonisi se-Samsung: Inzuzo Yokusebenza Yekota Yesithathu Yama-1.2 Trillion Won

Ngo-Okthoba 29, i-Samsung Electronics yamemezela imiphumela yayo yezezimali yekota yesithathu yesikhathi esiphele ngoSepthemba 30, 2025. Umbiko wezezimali ukhombisa ukuthi imali engenayo ye-Samsung Electronics yekota yesithathu yayingama-trillion angu-86 (cishe ama-US$60.4 billion), okuwukwenyuka ngo-8.8% uma kuqhathaniswa nama-trillion angu-79 awinile esikhathini esifanayo ngonyaka odlule; inzuzo ehlanganisiwe ebangelwa abanikazi bamasheya enkampani engumzali we-Samsung yayingama-trillion angu-12 (cishe ama-US$8.4 billion), okuwukwenyuka ngo-22.75% uma kuqhathaniswa nama-trillion angu-9.78 awinile esikhathini esifanayo ngonyaka odlule.

Phakathi kwazo, i-Samsung Display (SDC) ithole imali engenayo 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 eziyisithupha) kwikota yesithathu.

I-SDC ithe ezikrinini ezincane neziphakathi, ukusebenza kuthuthukile ngenxa yesidingo esinamandla sama-smartphone aphambili kanye nokusabela okuhle esidingweni somkhiqizo omusha esivela kumakhasimende amakhulu. Ezikrinini ezinkulu, ukuthengisa kukhuphuke ngenxa yesidingo esandisiwe sama-monitor emidlalo. Kulindeleke ukuthi kwi-Q4 2025, isidingo sama-smartphone amasha sizoqhubeka, futhi ukuthengiswa kwemikhiqizo yokubonisa engeyona eye-smartphone kulindeleke ukuthi kukhule.