Recently, six Taiwanese panel manufacturers—AU Optronics, Innolux, HannStar Display, Linear Technology, Ritsukoshi Technology, and HuaLing Optoelectronics—announced their revenue figures for August 2025. Details are as follows:
In terms of year-on-year growth, HannStar Display's monthly revenue performance was the most outstanding, reaching 38.37%; Lingju Technology and Ritsu Technology also achieved double-digit revenue growth, with year-on-year increases of 3.00% and 17.17% respectively.
August Panel Market Conditions and Price Trends Review <br /> Looking back at the market conditions, according to the released panel price information, TV panel prices stabilized in August, while monitor and laptop panel prices remained flat.
According to Fan Boyu, Vice President of Research, most TV brands are looking to strengthen year-end promotions to achieve their annual targets in the third quarter. Compared to the second quarter, the demand for TV panels increased significantly in August. This was particularly pronounced for small-sized TV panels, given the anticipated lower supply and relatively low prices. With the strengthening trend in TV panel demand in August, prices across the board stabilized.
Demand for monitor panels decreased in the third quarter compared to the second quarter, but prices remained stable as most mainstream monitor panel manufacturers were currently operating at a loss and demand for TV panels was also a factor.
Demand for laptop panels remained strong in the third quarter, but prices remained stable as panel manufacturers continued to compete for customer orders.
Entering September, the latest panel price forecasts show that the prices of TV, monitor, and laptop panels will remain stable.
Panel Manufacturer Updates in August <br /> Entering August, external developments for Taiwanese panel manufacturers were relatively calm, with their main focus on internal organizational restructuring.
On August 1, AU Optronics established the positions of Group CEO and COO, with Chairman Peng Shuanglang concurrently serving as Group CEO and General Manager Ko Fu-jen concurrently serving as Group COO, in order to accelerate strategic transformation and global integration.
In response to market changes, Innolux has been promoting the restructuring of its business groups since August, merging the original Southern Taiwan Science Park and Hsinchu Science Park manufacturing centers into the "Mobile Smart Solutions Business Group" and the "Large Size Smart Solutions Business Group," and establishing the "Innolux Business Center" to focus on non-display businesses.
To simplify its organizational structure, Chingtech announced on August 6th the merger of its wholly-owned subsidiaries, Huali Investment Co., Ltd., Tongxin Investment Co., Ltd., and Tongcai Investment Co., Ltd. The restructuring is expected to improve operational efficiency and streamline management.
In August, Linear Technology also made personnel adjustments. To strengthen the management and development of its display business unit, Linear Technology decided to appoint Pu Chia-Chuan, the former senior vice president of the manufacturing center, as the general manager of the display business unit. (Text: TrendForce Display Morty)
