Group 1: Industry Overview - Major panel manufacturers are holding earnings calls this week, starting with backlight module manufacturer Chung Hwa Optoelectronics on July 29, followed by AUO and its polarizer supplier BenQ Materials on July 31, and finally Innolux on August 1 [1] - With the year-end stocking season in Europe and the US starting, it is generally expected that TV panel prices will stabilize in August, and the market for small to medium-sized panels will also remain robust, benefiting companies like Innolux, AUO, and surrounding component suppliers in the second half of the year [1] Group 2: Company Performance - Chung Hwa Optoelectronics reported a consolidated revenue of approximately NT$40.85 billion in June, a month-on-month increase of 34% and a year-on-year increase of 17%, reflecting a recovery in the shipment of its two main product lines [1] - For the second quarter, Chung Hwa Optoelectronics had a consolidated revenue of NT$98.58 billion, a quarter-on-quarter increase of 16% but a year-on-year decrease of 1%, with a total revenue of NT$183.32 billion for the first half of the year, down 4% year-on-year [1] - AUO's June consolidated revenue was NT$219.22 billion, a month-on-month decrease of 9.3% and a year-on-year decrease of 13.1%, with a second-quarter revenue of NT$692.37 billion, down 4% quarter-on-quarter and 6.8% year-on-year [1] - AUO's first half revenue reached NT$1,413.39 billion, an increase of 5.6% year-on-year [1] - BenQ Materials reported June revenue of NT$14.5 billion, a month-on-month increase of 3% but a year-on-year decrease of 16%, with second-quarter revenue of NT$44.2 billion, down 3.5% quarter-on-quarter and 3.6% year-on-year [2] - For the first half of the year, BenQ Materials' revenue was NT$90 billion, a decrease of 2% year-on-year [2] - Innolux achieved a net profit of NT$10.8 billion in the first quarter, a year-on-year increase of 126.5%, with June consolidated revenue of NT$185.11 billion, a month-on-month decrease of 1.1% and a year-on-year decrease of 1.2% [2] - Innolux's second-quarter revenue was NT$562.31 billion, a quarter-on-quarter increase of 0.5% but a year-on-year decrease of 1.1%, with a first-half revenue of NT$1,121.64 billion, an increase of 4.5% year-on-year [2]