Group 1 - The core viewpoint of the articles indicates that the price of TV panels has remained stable for three consecutive months, supported by production cuts from mainland Chinese manufacturers [1] - TrendForce reports that the price stability in the fourth quarter is beneficial for companies like AU Optronics and Innolux, allowing them to maintain profitability [1] - The production capacity utilization rate of mainland panel manufacturers has been reduced to below 80%, which has effectively supported TV panel prices [1] Group 2 - Despite a less favorable peak season in the third quarter of this year, AU Optronics is expected to maintain profitability, with a significant improvement in operating profit reported for the first half of the year [1] - The chairman of AU Optronics expressed concerns about conservative inventory strategies among clients due to exchange rate issues and tariff uncertainties, which may impact the year-end sales season [2] - Innolux anticipates a conservative demand for panels in the second half of the year, with a general trend towards on-demand production among panel manufacturers to maintain supply-demand balance [2]
TV面板价持稳 有利双虎
Jing Ji Ri Bao·2025-10-12 23:10