友达、群创等6家面板厂公布1月营收

Core Viewpoint - The article discusses the revenue performance of six major panel manufacturers in Taiwan for January 2026, highlighting both year-on-year and month-on-month changes, as well as future market expectations for the display industry [1][2][5]. Group 1: Revenue Performance - AU Optronics reported a revenue of 4.935 billion RMB in January 2026, showing a year-on-year increase of 3.98% but a month-on-month decrease of 10.66% [1]. - Innolux achieved a revenue of 4.855 billion RMB, with a significant year-on-year growth of 18.63% and a month-on-month increase of 3.28% [1]. - HannStar reported a revenue of 231 million RMB, reflecting a year-on-year increase of 11.91% and a month-on-month growth of 12.29% [2]. - Lianjie Technology's revenue was 17 million RMB, with a year-on-year increase of 19.48% but a month-on-month decrease of 9.50% [2]. - Ralco Technology experienced a revenue of 3 million RMB, showing a year-on-year decline of 27.45% and a month-on-month decrease of 15.38% [1][2]. - Hualing Optoelectronics reported a revenue of 4 million RMB, with a year-on-year decrease of 4.26% and a month-on-month decline of 0.84% [1][2]. Group 2: Market Dynamics and Innovations - In January 2026, panel manufacturers continued to enhance their technology and market strategies, particularly focusing on automotive display technologies [3]. - Innolux showcased an integrated smart cockpit solution at CES 2026, emphasizing user experience and aiming to penetrate the Japanese automotive supply chain [3]. - AU Optronics presented several innovative automotive display products at CES 2026, including a transparent Micro LED display module and a satellite antenna, indicating a strong push into the automotive sector [3]. Group 3: Future Market Outlook - According to TrendForce's latest forecast for February 2026, the market is expected to see a mixed performance with television panel prices rising, while laptop panel prices continue to face downward pressure [5]. - The Lunar New Year production adjustments are anticipated to help maintain a balanced supply-demand situation for TV panels, benefiting major players like AU Optronics and Innolux [5]. - Conversely, the ongoing price cuts in the laptop panel segment are expected to negatively impact the revenues and profits of related companies [5].