Industry Revenues:

• Display Panels: approx. 70%
• Consumer Electronics: approx. 20%
• Automotive Displays: approx. 10%

TOP 3 Markets:

• China: approx. 40%
• USA: approx. 25%
• Europe: approx. 15%

Innolux Corporation generates the majority of its revenues from the manufacturing and sale of display panels used in various applications such as televisions, monitors, and mobile devices. The Consumer Electronics sector, which includes tablets and laptops, also significantly contributes to the revenues.

China is the largest market for Innolux, driven by high demand for electronic products and the strong presence of manufacturing facilities in the region. The USA and Europe follow as important markets, with a strong demand for high-quality displays and technological innovations in these regions.

Production Sites: Taiwan, China

Innolux Corporation produces the majority of its products in Taiwan, where the company's headquarters are also located. In addition, Innolux has production facilities in China to better serve the demand in the Asian market.

This geographical distribution of production sites allows Innolux to optimize production costs and make supply chains more efficient. However, Taiwan remains the central production site, especially for advanced display technologies.

Revenue Growth: Estimate 5-7% annually (2025)

Focus on Technological Innovation: Innolux Corporation is heavily investing in research and development to drive technological innovations. This includes in particular the advancement of display technologies such as OLED and Micro-LED.

Diversification of Product Range: The company is expanding its product range to tap into new markets. This includes applications in the automotive industry, healthcare, and consumer electronics.

Sustainability Initiatives: Innolux is focusing on sustainable production methods and environmentally friendly materials to reduce its ecological footprint and meet customer demands for eco-friendly products.

Global Market Expansion: Expanding into international markets, especially in Asia and North America, is another key focus. Innolux aims to strengthen its presence in these regions through strategic partnerships and local production facilities.

These strategies are intended to help Innolux solidify its market position and ensure growth in the coming years.

Main raw materials: Glass, liquid crystals, semiconductors

Countries of origin:

• Glass: Japan, South Korea
• Liquid crystals: Germany, Japan
• Semiconductors: Taiwan, USA

Innolux Corporation, as a leading manufacturer of display panels, imports a variety of raw materials necessary for the production of LCD and OLED displays. Glass is mainly sourced from Japan and South Korea, as these countries are leading in the production of high-precision display glass. Liquid crystals, crucial for the functioning of LCD panels, are often imported from Germany and Japan, where the technology for these materials is particularly advanced.

Semiconductors, essential for controlling the displays, are sourced both locally in Taiwan and from the USA. Taiwan is known for its strong semiconductor industry, while the USA is valued for its technological innovations in this field.

Market share in the display segment: 15% (estimated, 2025)
R&D expenses: 5% of revenue (2024)
Gross margin: 10% (2024)

Innolux Corporation is a significant player in the field of display technology, especially in LCD panels. The company's competitive advantage lies in its ability to utilize cost-effective production methods while investing in research and development to offer technologically advanced products.

The company benefits from a vertically integrated supply chain that allows it to reduce production costs and increase efficiency. This is particularly important in a fiercely competitive market where price pressure and technological innovations are crucial.

Despite challenges from competitors from China and South Korea, who are also investing heavily in display technology, Innolux has maintained its market position through strategic partnerships and continuous innovations. The investments in research and development, accounting for about 5% of revenue, support the development of new technologies and products that can further strengthen the competitive advantage.

Institutional Investor Share: 45% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Innolux Corporation is estimated to be around 45%, based on trends from recent years and typical holdings in the industry. These investors play a crucial role in stabilizing stock prices and providing capital for future expansions.

In 2024, there were no significant insider buys or sells, indicating that the management has confidence in the current corporate strategy and does not expect any major changes in ownership structure. This can be seen as a positive signal for the stability and confidence in the company's future development.

Market share of Innolux Corporation: 12% (2025, estimated)

Top competitors and their market share:

1. Samsung Display: 20%
2. LG Display: 18%
3. BOE Technology Group: 15%
4. Innolux Corporation: 12%
5. AU Optronics: 10%
6. TCL CSOT: 8%
7. Sharp Corporation: 7%
8. Japan Display Inc.: 5%

Innolux Corporation is one of the leading providers in the display technology sector, especially for LCD panels. Innolux's market share is approximately 12%, making them a significant player in the industry. The biggest competitors are Samsung Display and LG Display, which have a larger market share and therefore a stronger market position.

Innolux's moat lies in their ability for mass production and their strong presence in the Asian market. They benefit from an established supply chain and long-standing relationships with major electronics manufacturers. However, compared to Samsung and LG, their moat is less pronounced as these companies have larger financial resources, a broader product range, and stronger brand recognition.

Samsung and LG also have advantages in OLED technology, which is increasingly gaining importance. Innolux must therefore continuously invest in research and development to remain competitive in this area and secure their market share.

Revenue Growth: 5% (2024) Profit Growth: 3% (2024) Market Share in the Display Industry: 10% (2024)

Innolux Corporation recorded a moderate revenue growth of 5% in 2024, indicating stable demand in the display industry. Profit growth was at 3%, pointing to a slight improvement in operational efficiency and cost control.

The company holds a market share of approximately 10% in the global display industry, indicating a solid market position. Innolux continuously invests in research and development to promote innovative display technologies, which could have long-term positive effects on competitiveness.

Additionally, Innolux has expanded strategic partnerships and collaborations to strengthen its market presence. These factors could enable the company to benefit from future market trends, especially in the high-resolution and energy-efficient display sector.

Overall, Innolux could present an attractive investment opportunity, especially for investors interested in the long-term development of display technology. However, it is important to consider general market conditions and potential risks in the industry.

Dividend Yield: 5.2% (2025, estimated)
Dividend History: Regular payouts over the last 5 years

Innolux Corporation has pursued a consistent dividend policy in recent years. The estimated dividend yield of 5.2% in 2025 indicates that the company continues to strive to provide its shareholders with regular payouts.

The reliability of dividend payment can be considered high, as Innolux has consistently paid dividends over the past five years. This reflects a stable financial position and a solid business model. Analysts expect that Innolux will also be able to distribute dividends at a similar level in the future, provided there are no significant market changes or economic challenges.