What They Say
AUO and Innolux released their monthly data. AUO said that is revenue was up by 1.6% on October, and up by 19% year over year to $1.114 billion. Panel shipment area was up 3.0% month on month.
Innolux was down on October, by 0.9% to $959 million, but up 1.9% on last year. Units of large panels were down 1.3% from October to 11.88 million. Small and medium shipments were 27.93 million, up by 13.6% month on month.
What We Think
The Innolux drop in large panels looks broadly in line with seasonal patterns to me. (BR)
