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According to the latest panel industry analysis by Trend Force, as production capacity continues to shrink and the industrial landscape shifts, it is estimated that by 2028, the combined supply share of Innolux and AUO in LCD monitor panels will fall below 10%, while the supply of LCD laptop panels will continue to decrease to nearly 20%. The supply ratio of LCD TV panels, as they still remain profitable, is expected to remain around 22%. The recent series of capacity reductions and asset optim

According to the latest panel industry analysis by Trend Force, as production capacity continues to shrink and the industrial landscape shifts, it is estimated that by 2028, the combined supply share of Innolux and AUO in LCD monitor panels will fall below 10%, while the supply of LCD laptop panels will continue to decrease to nearly 20%. The supply ratio of LCD TV panels, as they still remain profitable, is expected to remain around 22%. The recent series of capacity reductions and asset optim

智通财经智通财经2026/08/03 11:26
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According to the latest panel industry analysis by Trend Force, with continued capacity reduction and changes in the industry landscape, it is estimated that by 2028, the combined supply share of Innolux and AUO in LCD monitor panels will fall below 10%. The supply of LCD panels for laptops will continue to decrease, approaching 20%. LCD TV panels are expected to maintain a supply share of around 22% due to sustained profitability. Recently, the series of capacity reductions and asset optimization actions by Taiwanese manufacturers not only represent a transformation of corporate structure but will also become a key variable reshaping the global supply and demand for LCD TV, monitor, and laptop panels in the future.
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