以下文章来源于LEDinside ，作者Irving LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 图片来源：Plessey 技术成果方面，Plessey 曾与企业合作推出单色无源矩阵Micro LED显示器；推出0.26英寸单色 Micro LED显示模块；研发出2.5μm超高分辨率Micro LED显示屏；推出世界首个硅基InGaN红光 LED等产品。 8月9日，歌尔股份发布《关于子公司对外投资涉及财务资助的公告》，宣布为推动Micro LED相 关技术和产品的成熟，支持公司AI智能眼镜和AR增强现实业务的未来发展，公司控股子公司香港 歌尔泰克拟以自有资金向英国企业Haylo提供不超过1亿美元（约合人民币7.14亿元）的附股权收 益权的有息借款，借款期限五年。 Haylo将用上述借款收购Plessey Semiconductors Limited（以下简称"Plessey"）的100%股权 并对Plessey增 ...

Core Viewpoint - In April 2025, Taiwan's panel manufacturers showed a mixed revenue performance, with leading companies like AUO and Innolux experiencing slight declines, while smaller firms like HannStar and Lianjia benefited from high-growth businesses. The industry is adapting to market fluctuations through diversification and technological advancements [15]. Group 1: AUO (友达光电) - AUO's revenue for April 2025 was NT$231.38 billion (approximately RMB 55.37 billion), a year-on-year decrease of 2.65% [1][2] - Cumulative revenue for 2025 reached NT$952.40 billion (approximately RMB 227.91 billion), reflecting a year-on-year increase of 14.41% [1][2] - AUO announced a joint venture with E Ink to establish a large electronic paper module production line, expected to commence production in Q4 2025 [2] Group 2: Innolux (群创光电) - Innolux's revenue for April 2025 was NT$189.97 billion (approximately RMB 45.46 billion), a year-on-year decrease of 1.34% [3][4] - Cumulative revenue for 2025 was NT$749.29 billion (approximately RMB 179.31 billion), showing a year-on-year increase of 7.43% [3][4] - Innolux showcased advanced technologies at Touch Taiwan 2025 and is progressing towards mass production of fan-out panel-level packaging (FOPLP) [5] Group 3: HannStar (瀚宇彩晶) - HannStar's revenue for April 2025 was NT$1.006 billion (approximately RMB 2.41 million), a year-on-year increase of 41.09% [6][7] - Cumulative revenue for 2025 reached NT$3.906 billion (approximately RMB 9.35 million), reflecting a year-on-year increase of 20.19% [6][7] - The company has improved yield rates in its eco-friendly display business and is increasing its revenue share from automotive applications [7] Group 4: Lianjia (凌巨科技) - Lianjia's revenue for April 2025 was NT$721 million (approximately RMB 1.73 million), a year-on-year increase of 24.59% [8][9] - Cumulative revenue for 2025 was NT$2.768 billion (approximately RMB 6.62 million), showing a year-on-year increase of 7.54% [8][9] - The company is optimistic about growth in its industrial control and consumer electronics segments, particularly due to increased demand for printers and instant cameras [9] Group 5: Raibo (铼宝科技) - Raibo's revenue for April 2025 was NT$375 million (approximately RMB 0.90 million), a year-on-year increase of 57.48% [10][11] - Cumulative revenue for 2025 reached NT$1.153 billion (approximately RMB 2.76 million), reflecting a year-on-year increase of 45.43% [10][11] - The growth is attributed to revenue recognition from battery cabinets after customer acceptance, and the company is expanding into the energy sector [11][12] Group 6: Hualing (华凌光电) - Hualing's revenue for April 2025 was NT$183 million (approximately RMB 0.44 million), a year-on-year decrease of 4.70% [13][14] - Cumulative revenue for 2025 reached NT$699 million (approximately RMB 1.68 million), showing a year-on-year increase of 5.85% [13][14] - The company is expanding its production capacity in Taiwan and is actively engaging with U.S. clients to shift orders to local production [14]