AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders

AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China’s extended trade-in program and early orders from customers hedging against US tariff risks. James Chen, senior vice president of AUO’s Display Strategy Business Group, noted that TV demand in the typically slow second quarter declined only 3% year over year, with performance varying by region.

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