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It is reported that the TV panel follow-up order wave has started, with the first wave of additional orders reaching more than 3 million pieces
According to Taiwan's Economic Daily, the "trade-in" subsidy policy in mainland China has taken effect this quarter. In addition, panel manufacturers have been effective in controlling output, and they have been stocked up for peak promotion seasons such as Double 11. TV brand manufacturers have recently started to follow up on panel orders. The first wave of additional orders is as high as more than 3 million pieces, and subsequent increases are expected, making the current panel market better
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Selling factories to make money, these two panel giants are expected to turn profitable in Q3
Innolux and AUO are entering the earnings week this week. Innolux will be the first to appear on October 29, and AUO will take over on Thursday (31st). In the third quarter, thanks to the profit from the sale of factories, Innolux and AUO are expected to drive profits in the third quarter.
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History of Gen8, Gen8.5 and Gen8.6 TFT panel factories from 2006 to 2025
Over the past two decades, TFT LCD generations (also expressed in terms of glass substrate size) have evolved from Gen 1 to Gen 10.
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GIS: LCD will not be replaced before 2030, overseas plant plans are expected to be finalized this year
Zhou Xianying, chairman of Taiwan touch panel manufacturer Shangyecheng, said at a shareholders' meeting on May 27 that the plan to cooperate with customers to set up factories overseas is expected to be determined this year, and the exact location, scale, and partners will be announced at the appropriate time.
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