The performance of listed companies in the LED industry chain showed significant differentiation in the first half of this year: the upstream chip sector was still absorbing the pressure of supply and demand imbalance and price competition, with some companies changing profits and losses; midstream packaging and general lighting companies had mixed performance; and downstream display applications showed resilience driven by new scenarios such as overseas demand, virtual shooting, and AI video. As can be seen from the comprehensive semi-annual report and performance forecast, the industry as a whole shows the characteristics of a transition from “volume increase and price decline” to structural restoration. Clear production capacity, technological iteration, and global layout are becoming key variables that determine the differentiation of corporate performance.

The performance of listed companies in the LED industry chain showed significant differentiation in the first half of this year: the upstream chip sector was still absorbing the pressure of supply and demand imbalance and price competition, with some companies changing profits and losses; midstream packaging and general lighting companies had mixed performance; and downstream display applications showed resilience driven by new scenarios such as overseas demand, virtual shooting, and AI video. As can be seen from the comprehensive semi-annual report and performance forecast, the industry as a whole shows the characteristics of a transition from “volume increase and price decline” to structural restoration. Clear production capacity, technological iteration, and global layout are becoming key variables that determine the differentiation of corporate performance.