What They Say
AUO and Innolux released their monthly data. AUO said its revenue was down 8.1% month on month and 51% year on year in August, although panel area shipped increased 2.4% month by month to 1.33 m² million.
Innolux followed the same trend – down just 3.0% monthly, but 51.5% annually. Large panels were up 4.8% on a monthly basis while small panels were down 3.3% to 22.21 million.
What We Think
Oh, what a horrid time to be a panel maker! (BR)
