July TV Panel Shipments: Chinese Makers Lead Global Growth

2025-08-27

In July, the global TV panel market showed clear signs of divergence. While Japanese and Korean panel makers faced declines, Chinese manufacturers delivered strong shipment growth, driven by brand stocking demand and rising orders from ODM customers. Taiwanese suppliers, meanwhile, reported only mild year-on-year increases with some monthly fluctuations.

The data reveals strong momentum for 32-inch and 55-inch panels, while demand for 43-inch panels softened. At the same time, 65-inch and 85-inch large-size panels are gradually ramping up, reflecting consumers’ shift toward bigger and higher-end displays.

BOE

Shipments: 5.7M

YoY: +18.0%

MoM: +1.6%

BOE maintained the No.1 position in the industry. Shipments of 32-inch and 55-inch panels increased significantly on both a yearly and monthly basis. Strong demand from domestic brands and ODM customers in preparation for the second half of the year supported its performance.

CSOT

Shipments: 5.0M

YoY: +36.3%

MoM: +10.4%

CSOT ranked second in shipments, with notable growth in 32-inch, 55-inch, and 65-inch panels. Following the integration of its T11 fab, shipments of 86-inch panels also began to ramp up. Brand customers’ stocking demand further fueled growth.

HKC

Shipments: 3.4M

YoY: +19.2%

MoM: +23.6%

HKC rose to the third position. Shipments of 32-inch, 40-inch, and 55-inch panels increased significantly, while 43-inch panels declined. Shipments of 50-inch FHD panels gradually expanded, reaching 170K units in July.

Innolux

Shipments: 3.0M

YoY: +0.9%

MoM: -4.8%

Innolux posted flat yearly growth with a noticeable decline in 32-inch and 40-inch panels on a monthly basis.

AUO

Shipments: 1.5M

YoY: +3.5%

MoM: -9.8%

AUO’s performance was volatile. Although 32-inch shipments increased year-on-year, they dropped on a monthly basis, resulting in overall shipment decline.

CHOT

Shipments: 1.2M

YoY: +9.3%

MoM: +4.0%

CHOT recorded solid growth in 55-inch and 85-inch panels. Meanwhile, 65-inch panels entered small-batch shipments and are expected to reach mass production starting from September.

Sharp

Shipments: 1.0M

YoY: -28.3%

MoM: +20.6%

Sharp’s shipments declined sharply year-on-year, though 43-inch and 75-inch panels saw improvement. 65-inch shipments remained stable.

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July TV Panel Shipments: Chinese Makers Lead Global Growth

July TV Panel Shipments: Chinese Makers Lead Global Growth