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Change in Smaller Panel Shipments Small Sequentially but Up on Year

Small and medium panel shipments were up 0.1 MoM and 11.8% YoY to 108.69 million for the top four suppliers in Taiwan.

AUO reported June turnover of NT$24.83 billion ($812 million), down 3.5% MoM and 13.1% YoY. This brought Q2 revenue to NT$75.05 billion ($2.5 bilion), up 0.8% QoQ but a fall of 11.1% YoY. Year to date sales dropped 13.6% to NT$149.5 billion ($4.9 billion). The company shipped 13.58 million small and medium panels in June, down 10.8% MoM but a rise of 3.3% YoY. As a result Q2 shipments reached 45.32 million, slipping 2.7% QoQ but up 17.3% YoY.

Chunghwa Picture Tubes (CPT) announced June revenue of NT$2.44 billion ($80 million), improving 5.8% MoM but slipping 3.2% YoY. CPT saw small and medium panel shipments of 24.64 million, dropping 3.8% MoM but up 19.4% YoY.

HannStar Display Corporation posted sales for the month of NT$ 1.87 billion ($61 million), down 0.1% MoM but up 16.7% YoY. The firm shipped 46.49 million small and medium panels during the month, showing increases of 2.7% MoM and 39.4% YoY.

Innolux Corporation saw June revenue of NT$24.765 billion ($810 million), a rise of 12.6% MoM but a fall of 11.7% YoY. Q2 turnover was NT$66.463 ($2.2 billion), dropping 0.4% QoQ and 21.4% YoY. Small and medium panel shipments for the month numbered 23.98 million, increasing 6.8% MoM and 7.6% YoY. This brought shipments for the quarter to 68.28 million, down 0.4% QoQ.

Taiwan Small Panels Table June 18