Panel manufacturers AU Optronics (2409) announced today that their self-reported consolidated revenue for May was NT$25.34 billion, a 6.6% increase from April and 16.2% increase from the same period last year. Meanwhile, Innolux (3481) self-reported consolidated revenue for May was NT$18.9 billion, a 2% decrease from April and 0.8% increase from last year.

According to AU Optronics, the total shipment area of panels in May reached 1.855 million square meters, an 11.3% increase from April but a 9.4% decrease from the same period last year.

Innolux reported that in May, the total shipment of large-sized panels reached 10.39 million units, a 3.3% increase from April, while the total shipment of medium and small-sized panels reached 16.7 million units, a 4.9% decrease from April.

Research firm TrendForce stated that the global LCD TV panel market has entered a season of decreased demand in June, with major panel manufacturers starting to reduce production. The cooling demand for panels is gradually spreading to panel suppliers, and as panel factories reduce production, panel prices are expected to stabilize.

TrendForce also mentioned that the demand for TV panels continued to weaken in June, and while panel manufacturers are maintaining stable prices, the lack of consistent supply adjustments could lead to downward pressure on TV panel prices.

International Data Corporation (IDC) indicated that due to the completion of brand inventories, the momentum for TV panel demand is weakening. However, with the upcoming 618 sales in China and promotional events for the Olympics in Europe and the United States, it is estimated that TV panel prices will remain stable in June.（编辑：张良知）