Group 1 - The global tablet panel shipment is projected to reach approximately 76 million units in Q3 2025, representing a year-on-year growth of 4% and remaining stable quarter-on-quarter [1] - Brand tablet panel demand is expected to be around 42.5 million units in Q3 2025, showing a year-on-year decline of 3% and a quarter-on-quarter decline of 9% due to high inventory levels and a gap in national subsidy policies [1] - Demand for non-brand tablet panels remains strong, with total shipments reaching 33.5 million units in Q3 2025, reflecting a year-on-year growth of 16% and a quarter-on-quarter growth of 14% [1] Group 2 - OLED panel shipments reached 3.8 million units in Q3 2025, marking a significant year-on-year increase of 36%, driven by strong demand from high-end tablets like the iPad Pro and the successful launch of Huawei's MatePad Mini [2] - The introduction of new products in the Samsung Galaxy Tab S series also contributed to increased OLED panel demand, indicating a robust growth trajectory for OLED technology [2] - It is anticipated that OLED panels will enter a structural expansion phase in 2026 as brands like Apple and Huawei expand their offerings into mid-range products [2] Group 3 - Despite maintaining year-on-year growth, LCD LTPS and Oxide panels experienced a quarter-on-quarter decline in Q3 2025 due to the impact of national subsidy policies [3] - The Oxide technology is expected to gain traction in the mid-range tablet market, potentially becoming the mainstream technology route for domestic brands due to its cost advantages [3] - LTPS demand is projected to shift focus from mainstream products to high-resolution applications, with a technological upgrade towards 3.5K and above resolutions to maintain competitiveness in the high-end PPI sector [3]