The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%. For the second quarter of 2025, tariffs continue to be the primary influencing factor for the panel industry. Additionally, as customers had already accelerated their purchases earlier, recent demand momentum has slowed. In June 2025, prices for LCD monitor panels have plateaued, and LCD TV panel prices have begun to decline. Panel makers are further controlling production capacity to prevent price collapses.