在绿色转型与碳管理上，友达持续推动能源效率与循环经济措施。 公司报告指出，范畴二与范畴 三碳排管理获得提升，并完成碳数字化系统升级，较基准年2021年范畴三减量11.88%。 友达亦 透过再生材料与绿色制造策略，加速循环经济目标达成并带动相关经济效益。 医疗事业成为集团新兴成长动能。 友达医疗相关营收规模已达百亿元等级，预期以现有显示与感 测技术支撑业务稳定成长，并透过3D显微手术影像与AI整合方案，扩大在临床与教学场域的应 用。 此外，友达还在前（9）日公布11月合并营收240.36亿元（约合人民币54.51亿元），环比增长 14.92%，同比3.35%的增长；累计前11月合并营收2561.98亿元（约合人民币581.06亿元）， 年增0.2%。 友达近日公布多项营运与转型进展，显示在面板市况回稳与多元布局下，营运表现与结构性调整 同步推进。针对面板价格走势变化，友达持续优化产品组合，并强化车用与工业用面板布局。 友达在车用显示导入多屏设计与整合度提升，有助提升高阶产品比重，支撑单月营收回升；同时 留意品牌客户拉货节奏与全球终端市场需求变动。 图片来源：友达 在数字化与智能制造方面，友达推动七年数字转型，通 ...

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].

Core Insights - The 2025 TrendForce Display Industry Seminar focused on the future of micro and small-sized displays, featuring industry experts and analysts discussing technological advancements and market dynamics [1][4]. Group 1: Panel Industry Landscape - The TFT-LCD industry is dominated by mainland panel manufacturers, who have improved operations through production control strategies and are expected to continue focusing on demand size adjustments for supply-demand balance [6]. - Potential consolidation targets remain in the industry, which could enhance bargaining power and market concentration [6]. - Domestic suppliers have gained dominance in key components like polarizers and backlight modules, with increasing self-sufficiency in driver ICs through collaboration with local foundries [6]. - Panel manufacturers are diversifying supply chains by establishing overseas module factories to meet customer demands [6]. - Investments in AMOLED, Mini/Micro LED technologies, and semiconductor-related businesses are anticipated to continue [6]. Group 2: AI PC Market Trends - The rapid development of AI technology is reshaping human-computer interaction, with AI PCs expected to penetrate 21.7% of the market by 2025 and approach 80% by 2029 [10]. - AI PCs are becoming essential in various industries, enhancing user experience through intelligent operations and efficient decision-making [10]. Group 3: Automotive Display Market - Despite a plateau in global vehicle demand, growth in China and emerging markets is driving the automotive display market, with a nearly 10% increase in shipments last year [12]. - Major automotive display manufacturers are showcasing advanced technologies like stretchable OLED and Mini LED at industry events, contributing to increased demand [12]. - The growth in automotive displays is primarily driven by the rising installation rates of rear-seat and driver-side displays, leading to a 6.2% increase in demand [12]. Group 4: Monitor Panel Market - The monitor panel market is experiencing subdued demand from brands, with a potential for price increases due to supply constraints [14]. - New capacities entering the market may alter the technology landscape, particularly benefiting IPS panel growth [14]. - The OLED monitor market is in its early stages, with expected growth as both manufacturers and brands invest in this segment [14]. Group 5: Near-Eye Display Market - Near-eye display devices are focused on immersive experiences through optical modules and display technologies, with VR/MR devices utilizing VST technology for real-world integration [17]. - The supply chain for optical and display modules is expanding, with various technologies like Fresnel lenses and OLEDoS gaining traction [17]. - Global shipments of VR/MR devices are projected to reach 7.2 million units in 2024, with expectations to grow to 40 million units by 2030, driven by OLEDoS technology [17][18].