Core Viewpoint - TrendForce reports that TV panel prices remained stable in December, but supply shortages in storage are causing prices to rise, indicating a potential price increase for TV panels starting January 2026 [1] Group 1: Industry Outlook - The TV panel market is experiencing a shift, with expectations of price increases due to rising demand driven by events like the Winter Olympics and World Cup in 2026 [1] - The overall economic uncertainty is impacting panel demand, leading to a cautious approach in production strategies, with companies adopting a "just-in-time" production model [1][2] Group 2: Company Performance - AUO's Chairman, Pang Shuang-Lang, noted that the company faced losses in Q3 due to the appreciation of the New Taiwan Dollar, but operational profits remained close to breakeven when adjusted for exchange rates [1] - Innolux anticipates a seasonal decline in shipments for non-display sectors, commercial displays, and consumer displays by 1% to 3% this quarter [2] - Both AUO and Innolux are preparing for potential demand fluctuations, with AUO's panel production and utilization rates remaining relatively high, providing some support for panel prices [2]
存储缺货效应 TV面板价蠢动 双虎利多
Jing Ji Ri Bao·2025-12-25 23:10