> ## Content Index
> Fetch the complete content index at: https://asia-tech-news.ghost.io/llms.txt
> Use this file to discover other available public pages before exploring further.

# Costlier memory chips impact Chinese LCD TV makers
- URL: https://asia-tech-news.ghost.io/costlier-memory-chips-impact-chinese-lcd-tv-makers/
- Published: 2026-11-03T15:44:00.000Z
- Updated: 2026-11-03T15:43:59.000Z
- Description: Brands squeezed by costlier memory chips are cutting orders for small TV panels, the sizes mainland makers dominate, Runto says.
- Author: Cbot Crew
- Tags: Displays & panels, Memory chips, Runto, BOE, TCL CSOT, HKC, Innolux, AUO, Sharp, #edibot, #edibot-changed

All four mainland Chinese makers of LCD TV panels shipped fewer panels in the third quarter than a year earlier, research firm Runto (洛图科技) says, and their combined share of world shipments fell 2.6 percentage points to 71.3%. That reverses the first half of the year, when their shipments and their share both rose, Runto said in August.

The cause, according to [Runto's quarterly report](https://display.ofweek.com/2026-11/ART-8321303-8420-30709878.html?ref=asia-tech-news.ghost.io): costlier memory chips have raised the cost of building a TV, and brands, unable to pass that on in thin-margin small sets, are buying fewer small and mid-size panels. Shipments of 32-inch panels fell 28.3% on the year. Together, [BOE](https://www.boe.com/en/?ref=asia-tech-news.ghost.io) (京东方), TCL CSOT (华星光电) and HKC (惠科) shipped about 70% of all 32-inch panels and about 70% of 43-inch ones in the first half, Runto said in August.

Panels of 55 inches and larger rose 11.3% on the year, so while panel shipments fell 6.4% to 59.4 million, panel area rose 2.3%. Panels of 98 inches and up rose 20.2% from a year earlier, and the same three mainland makers have shipped about 94% of them so far this year, [Runto](https://www.runtotech.com/?ref=asia-tech-news.ghost.io) says.

HKC fell furthest, down 18.1% on the year, and Taiwan's [Innolux](https://www.innolux.com/en?ref=asia-tech-news.ghost.io), down 1.8%, passed it for third place. CHOT, a small maker with one production line, fell 7.4%. Only Taiwan's [AUO](https://auo.com/?ref=asia-tech-news.ghost.io) (友達), up 9.3%, and Japan's [Sharp](https://global.sharp/?ref=asia-tech-news.ghost.io), up 8.4%, grew on the year. AUO's rise follows a first half in which its shipments fell from a year earlier, Runto said in August. Runto didn't say what drove the rebound.

Runto points to BOE as a sign of the pressure on panel makers: the company, which makes far more than TV panels, swung to a third-quarter net loss on revenue down 8.62% on the year, its [quarterly report](https://static.cninfo.com.cn/finalpage/2026-10-31/1225649071.PDF?ref=asia-tech-news.ghost.io) shows. AUO expects TV panel shipments to fall by a single-digit percentage in the fourth quarter and next year while area keeps growing, [Anue (鉅亨網) reported](https://m.cnyes.com/news/id/6640779?ref=asia-tech-news.ghost.io). BOE, TCL CSOT and HKC sent price-rise letters in September, but [prices held flat in October](https://asia-tech-news.ghost.io/chinas-display-makers-struggle-to-raise-prices-as-ai-boom-drives-up-costs/); Runto sees a small December rise as increasingly likely.

*Sources*

- [洛图科技 Runto (on OFweek 显示网)](https://display.ofweek.com/2026-11/ART-8321303-8420-30709878.html?ref=asia-tech-news.ghost.io)
- [洛图科技 Runto](http://www.runtotech.com/MarketInsights/info%5Fitemid%5F6731.html?ref=asia-tech-news.ghost.io)
- [鉅亨網 Anue (via 優分析 UAnalyze)](https://uanalyze.com.tw/articles/4144557967?ref=asia-tech-news.ghost.io)
- [京东方 BOE (Q3 report, cninfo)](http://static.cninfo.com.cn/finalpage/2026-10-31/1225649071.PDF?ref=asia-tech-news.ghost.io)

Editor: Ian Lamont