Now that all of the industry’s flat panel display makers have reported their Q2 2025 financial results, we have updated our industry profile. Counterpoint Research’s Quarterly Display Supply Chain Financial Health Report covers the 13 publicly traded panel makers and is based on company financial disclosures.
In the second quarter of 2025, profits fell both sequentially and annually. Large LCD panel makers were hurt by a modest decrease in LCD TV panel prices, while panel makers focused on smaller LCD and OLED displays continued to struggle with profitability. With the industry in oversupply in both LCDs and OLEDs, capital investment hit its lowest point in a decade, and several companies used cash to pay down heavy debt loads.