In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first half of 2025 compared to the same period in 2024. However, after a demand surge in the first quarter of 2025, demand began to cool in the second quarter, prompting end-market players to adjust inventories and panel manufacturers to follow suit by adjusting capacity utilization rates, resulting in price corrections for LCD TV panels.

Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify its organizational structure and reduce operating costs, HannStar's board of directors decided to merge three wholly owned subsidiaries: Far Leader, Tong Xin Automation, and Lensme, all of which are investment holding companies. The planned merger is scheduled for October 1, 2025.

China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding high-generation production lines such as 8.5G, 8.6G, and 10.5G, or directly increasing capacity and market share through mergers and acquisitions. For example, TCL CSOT took over LG Display's Guangzhou 8.5G fab.

As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology.

AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese peer Innolux, which recently shut down its Fab 5 to adjust capacity.

Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.

Samsung Electronics has long dominated the global TV market, but Chinese TV brands have grown rapidly in recent years, steadily challenging Samsung's top spot. As of the first half of 2025, second-place TCL's global TV shipments trailed behind Samsung by less than 3 million units, stepping up to challenge to the global leader.

Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months of 2025 totaled NT$31.665 billion, representing a 14% increase compared to the same period in 2024.

Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter of 2025. Additionally, to reduce the impact of exchange rates, President Ray Liu confirmed that the company is aiming to raise polarizer prices with customers by 10% in the third quarter.

On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the high-end LED market.

Taiwanese display manufacturer Innolux reported a net loss in the second quarter of 2025, with core operations remaining in the red for the fourth consecutive quarter. The company warned of a more subdued demand outlook for the second half of the year, citing trade uncertainties and an early inventory pull-in by customers during the first half.