Institution: Taiwanese panel manufacturers are adjusting their capacity structure, and by 2028, they will reshape the supply and demand landscape for panels used in televisions, monitors, and laptops.

According to TrendForce's latest panel industry analysis, as capacity continues to contract and the industry landscape changes, it is estimated that by 2028, the combined supply share of Innolux and AUO in the LCD panel market will fall below 10%. The supply share for LCD notebook panels is expected to continue decreasing to nearly 20%, while the supply ratio for LCD television panels is projected to remain around 22% due to sustained profits. Recent moves by Taiwanese manufacturers to consolidate capacity and activate assets not only represent a fundamental transformation of their corporate structure but will also become a key variable that influences the reshaping of global supply and demand for LCD televisions, monitors, and notebook panels in the future.