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.

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