Group 1 - AUO and Innolux both warned that the traditional peak season in the second half of the year will not be strong, leading to a downward revision of capital expenditure targets [1] - AUO reduced its capital expenditure target for 2025 from NT$30 billion to no more than NT$28 billion, a decrease of approximately 7% [1] - Both companies indicated that consumer demand is becoming conservative, which may affect sales during the year-end holiday season in the US [1] Group 2 - AUO's chairman mentioned that factors such as the appreciation of the New Taiwan Dollar and unclear tariffs have led to conservative inventory management by clients, resulting in expected declines in panel shipments across all product lines this quarter [1] - AUO estimated that the average exchange rate of the New Taiwan Dollar against the US Dollar for the second half of the year will be NT$29, with over 90% of its revenue denominated in USD [1] - The company expects its display business revenue in NT$ to decrease compared to the third quarter, although USD revenue is anticipated to remain stable compared to the second quarter [1] Group 3 - AUO's general manager noted that Mobility Solution revenue in USD will continue to grow, while NT$ revenue is expected to decline by 5%, with annual growth in the single-digit percentage range [2] - The Vertical Solution segment is projected to see a 25% quarter-over-quarter increase in revenue due to AUO's increased control over Advantech [2] - In the second quarter, the combined revenue share of AUO's two major business segments reached 43%, an increase of 2 percentage points year-over-year [3] Group 4 - Innolux stated that panel demand will become conservative due to tariff issues and some clients pulling orders ahead of time [3] - The company expects a decline in shipments across all product lines this quarter, with commercial displays and non-display sectors projected to decrease by approximately 3% and consumer displays by about 5% [3] - Both companies are adopting a just-in-time production strategy to maintain supply-demand balance and price order in the market [3]