Group 1: Core Insights - The overall panel prices for televisions have stabilized, while prices for monitor and laptop panels remain steady [1][5] - Demand for small-sized television panels has increased significantly due to lower supply expectations and relatively low prices [3][5] - The demand for laptop panels is expected to see a slight increase of 1.8% in the third quarter, with manufacturers maintaining stable pricing strategies [6] Group 2: Television Panels - Despite a volatile environment, television brands are aiming for strong year-end promotions to meet annual targets, leading to increased procurement of television panels [3] - The price trend for television panels is expected to stabilize across sizes from 32 inches to 75 inches [3] Group 3: Monitor Panels - The demand for monitor panels has decreased slightly by 4.7% compared to the second quarter, leading to potential price negotiations between buyers and sellers [4] - Most monitor panel manufacturers are currently operating at a loss, which has resulted in a stable pricing strategy without aggressive price cuts [5] Group 4: Laptop Panels - The demand for laptop panels remains strong, with brand clients willing to purchase according to established procurement needs [6] - Manufacturers are cautious about raising prices due to competitive pressures and are likely to maintain stable pricing in August [6]

| 应用别 | 尺寸 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | THE | 를 | 均价 | 与前月差异(%) | | | 电视 | ee "M | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | SE. M | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 62 | ર્સ્ટ | 64 | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | 0.0 | 0.0% | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65.8 | 63.0 | 0.0 | 0.0% | | | 23.8"W (IPS) | 1920x1080 ...

Core Viewpoint - TrendForce's latest report indicates that panel prices for televisions, monitors, and laptops are expected to remain stable through August 2025, with no significant changes in pricing observed across various categories [2][4][5][6]. Television Panels - In August, the average price for a 65-inch television panel was $173, with a minimum price of $167 and a maximum of $176. - The 55-inch television panel had an average price of $124, with a minimum of $118 and a maximum of $127. - For the 43-inch panel, the average price was $64, ranging from $62 to $65. - The 32-inch panel averaged $35, with a minimum of $34 and a maximum of $36 [4]. Monitor Panels - Monitor panel prices remained unchanged in August, with the average price for a 27-inch IPS panel at $63, ranging from $57.6 to $65.8. - The 23.8-inch IPS panel had an average price of $49.9, with a minimum of $47.1 and a maximum of $51.4 [5]. Laptop Panels - Laptop panel prices also held steady, with the average price for a 17.3-inch TN panel at $38.3, expected to range from $37.7 to $39.8. - The 15.6-inch Value IPS panel maintained an average price of $40.3, with a minimum of $38.6 and a maximum of $41.9. - The 14.0-inch TN panel's average price was stable at $26.9, with a range of $26.4 to $28.1. - The 11.6-inch TN panel averaged $25.1, with a minimum of $24.2 and a maximum of $26.5 [6][7].

Core Viewpoint - The panel prices for TVs, monitors, and laptops remained stable in August 2025, according to TrendForce's latest report [2][5]. TV Panel Prices - The average price for a 65-inch TV panel was $173, with a minimum of $167 and a maximum of $176 [7]. - The average price for a 55-inch TV panel was $124, with a minimum of $118 and a maximum of $127 [7]. - The average price for a 43-inch TV panel was $64, with a minimum of $62 and a maximum of $65 [7]. - The average price for a 32-inch TV panel was $35, with a minimum of $34 and a maximum of $36 [7]. Monitor Panel Prices - The average price for a 27-inch IPS monitor panel was $63, with a minimum of $57.6 and a maximum of $65.8 [9]. - The average price for a 23.8-inch IPS monitor panel was $49.9, with a minimum of $47.1 and a maximum of $51.4 [10]. Laptop Panel Prices - The average price for a 17.3-inch TN laptop panel remained stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [12]. - The average price for a 15.6-inch Value IPS laptop panel was $40.3, consistent with the previous month, with a minimum of $38.6 and a maximum of $41.9 [12]. - The average price for a 14.0-inch TN laptop panel was stable at $26.9, with a minimum of $26.4 and a maximum of $28.1 [12]. - The average price for an 11.6-inch TN laptop panel remained at $25.1, with a minimum of $24.2 and a maximum of $26.5 [12].

近日，友达光电、群创光电、瀚宇彩晶、凌巨科技、铼宝科技、华凌光电6家台湾地区面板厂商相 继公布2025年7月营收。具体情况如下： | 变 | 7月营收 | 同比增减 | 环比增减 | 2025年累计营收 | 同比增减 | | --- | --- | --- | --- | --- | --- | | 友达光电 | 50.26亿元 | -15.85% | -4.56% | 389.75亿元 | 2.26% | | 群创光电 | 46.27亿元 | 9.13% | 4.07% | 315.69亿元 | 5.14% | | 瀚宇彩晶 | 2.16亿元 | 15.70% | -2.89% | 16.34亿元 | 23.86% | | 凌巨科技 | 1.52亿元 | -27.58% | -15.12% | 11.80亿元 | 2.85% | | 锌宝科技 | 1.24亿元 | 171.44% == 3.98% | | 6.20亿元 | 92.01% | | 华凌光电 | 0.41亿元 | -7.30% | 5.28% | 2.85 亿元 | 2.23% | 其中，群创、铼宝7月营收实现了同比与环比的双重上升；友达、凌巨 ...

Group 1: Core Insights - TrendForce's August panel price forecast indicates that TV panel prices have stopped declining, while monitor and laptop panel prices remain stable [1][4]. - TV brands are preparing for year-end promotions and maintaining procurement momentum for TV panels, leading to optimistic signals from panel manufacturers [4]. - Demand for TV panels is notably stronger for sizes below 50 inches, while demand for larger sizes (55 inches and above) remains weak, with inventory adjustments ongoing [4]. Group 2: Monitor Panel Insights - Demand for monitor panels has weakened entering the third quarter, with no upward price momentum observed [5]. - Most monitor panels are still operating at a loss, leading manufacturers to limit production, resulting in some mainstream sizes experiencing shortages [6]. - The expectation for August is that monitor panel prices will remain stable across the board [6]. Group 3: Laptop Panel Insights - Laptop panel demand is expected to remain stable through August, with some brands showing particularly strong demand [7]. - Manufacturers have limited room for price reductions on mainstream specifications, relying on high-end models for adjustments [7]. - The price trend for major laptop panel specifications is anticipated to remain stable, with discounts based on individual customer relationships [7].

Core Viewpoint - TrendForce predicts that TV panel prices will stabilize in August 2025, while monitor and notebook panel prices will remain steady, driven by seasonal demand and inventory adjustments [4][5][6]. Panel Price Trends - TV panel prices are expected to stop declining, with strong demand for sizes below 50 inches, while demand for larger sizes (55 inches and above) remains weak, leading to a forecasted price drop of $1 for these larger panels [5][6]. - The average prices for various TV panel sizes in August are projected to hold steady, with specific sizes like 32 inches, 43 inches, and 50 inches expected to stabilize, while larger sizes may see slight declines [4][5]. Monitor Panel Insights - Demand for monitor panels has weakened entering the third quarter, with no upward price momentum observed. Most monitor panels are currently unprofitable, leading manufacturers to limit production, which may result in shortages for some mainstream sizes [6][7]. - The expectation for August is that monitor panel prices will remain stable across the board due to the current market conditions [6]. Notebook Panel Outlook - Notebook panel demand is anticipated to remain stable through August, with some brands experiencing strong demand, which enhances their bargaining power with manufacturers [7]. - The price trend for major notebook panel specifications is expected to hold steady, with any discounts dependent on the relationship between manufacturers and their clients [7].

Core Viewpoint - The latest report from TrendForce indicates that by August 2025, the prices of certain television panels are expected to stabilize, while monitor and laptop panel prices remain unchanged [1]. Television Panels - In August, the prices of 43-inch and 32-inch television panels are expected to stop declining. The average price for a 65-inch television panel is projected to be $172, down $1 from the previous month, a decrease of 0.6%. The lowest price is $166 and the highest is $175 [6]. - The average price for a 55-inch television panel is $123, down $1 from the previous month, a decrease of 0.8%. The lowest price is $117 and the highest is $125 [6]. - The average price for a 43-inch television panel is $64, with a minimum price of $62 and a maximum of $65 [6]. - The average price for a 32-inch television panel is $35, with a minimum price of $34 and a maximum of $36 [6]. Monitor Panels - The report indicates that the prices of monitor panels remain unchanged. The average price for a 27-inch IPS panel is $63, with a minimum price of $57.6 and a maximum of $65.8 [7]. - The average price for a 23.8-inch IPS panel is $49.9, with a minimum price of $47.1 and a maximum of $51.4 [7]. Laptop Panels - The prices of laptop panels are expected to remain stable across various sizes. The average price for a 17.3-inch TN panel is $38.3, with a minimum price of $37.7 and a maximum of $39.8 [8]. - The average price for a 15.6-inch Value IPS panel is projected to be $40.3, unchanged from the previous month, with a minimum price of $38.6 and a maximum of $41.9 [8]. - The average price for a 14.0-inch TN panel has stabilized at $26.9, with a minimum price of $26.4 and a maximum of $28.1 [8]. - The average price for an 11.6-inch TN panel has also stabilized at $25.1, with a minimum price of $24.2 and a maximum of $26.5 [8].

Core Viewpoint - The panel prices for televisions are expected to stabilize in August 2025, while monitor and laptop panel prices remain unchanged [2][4]. Television Panels - The average price for 65-inch television panels is projected to be $172, a decrease of $1 or 0.6% from the previous month, with a range between $166 and $175 [6]. - The average price for 55-inch television panels is expected to be $123, also down by $1 or 0.8%, with a minimum of $117 and a maximum of $125 [6]. - The average price for 43-inch television panels is forecasted at $64, with a minimum of $62 and a maximum of $65 [7]. - The average price for 32-inch television panels is anticipated to be $35, with a minimum of $34 and a maximum of $36 [8]. Monitor Panels - The prices for monitor panels are expected to remain stable [10]. - The average price for 27-inch IPS panels is projected to be $63, with a minimum of $57.6 and a maximum of $65.8 [11]. - The average price for 23.8-inch IPS panels is expected to be $49.9, with a minimum of $47.1 and a maximum of $51.4 [12]. Laptop Panels - The prices for laptop panels are also expected to stay unchanged [14]. - The average price for 17.3-inch TN panels is stable at $38.3, with a minimum of $37.7 and a maximum of $39.8 [14]. - The average price for 15.6-inch Value IPS panels is projected to remain at $40.3, with a minimum of $38.6 and a maximum of $41.9 [14]. - The average price for 14.0-inch TN panels is stable at $26.9, with a minimum of $26.4 and a maximum of $28.1 [14]. - The average price for 11.6-inch TN panels is stable at $25.1, with a minimum of $24.2 and a maximum of $26.5 [14].

Core Viewpoint - Both AU Optronics and Innolux reported declines in revenue for Q2 2025, reflecting challenges in the display technology sector due to currency fluctuations and cautious customer behavior [1][6][7]. Group 1: AU Optronics Financial Performance - In Q2 2025, AU Optronics reported consolidated revenue of NT$ 69.24 billion (approximately RMB 16.64 billion), a decrease of 4.0% quarter-over-quarter and 6.8% year-over-year [1][2]. - The net profit attributable to the parent company was NT$ 1.95 billion (approximately RMB 469 million), with inventory days at 53 days and a net debt ratio of 39.4%, indicating a slight increase but maintaining a relatively healthy level [3][6]. - The company experienced a positive trend in gross margin and operating profit margin compared to Q1, despite adverse currency impacts [3]. Group 2: Strategic Developments at AU Optronics - The board approved the establishment of a Group CEO position, to be held by Chairman Peng Shuanglang, to oversee global strategy and operational support [4]. - A Group COO position was also created, with current CEO Dr. Ke Furun taking on this role to enhance organizational efficiency and respond to external changes [5]. Group 3: Innolux Financial Performance - Innolux reported consolidated revenue of NT$ 56.2 billion (approximately RMB 13.50 billion) for Q2 2025, with a net loss of NT$ 780 million (approximately RMB 187 million) [7][9]. - The revenue breakdown by application showed that TV accounted for 30%, automotive products 26%, portable computers 18%, mobile and commercial products 21%, and desktop monitors 5% [9]. - The company noted a slight increase in overall revenue by 0.53% compared to the previous quarter, with a marginal increase in gross margin [10]. Group 4: Market Outlook for Innolux - For Q3 2025, Innolux anticipates a conservative demand for panels due to uncertainties related to tariffs and early demand fulfillment by some customers [10]. - The company plans to dynamically adjust its product mix and improve production efficiency to maintain competitiveness and operational stability [10].