What They Say
DSCC published a blog article (registration required) that highlighted the recent financial results of panel makers as it anticipates Q1 results arriving. The firm expects a continued downtrend in results.
The chart showing results by maker highlighted that the higher prices of last year, ‘like a rising tide, lifted all boats’. DSCC pointed out that Samsung wasn’t so positively affected by the rise in LCD prices last year, but was the most profitable in terms of margin in Q4 2021. Tianma, which is just in the small display business was not as impacted as others. AUO, BOE and LGE were the most affected by the high prices of LCDs and the subsequent dropped.
What We Think
The article also looks at the performance of companies against market analyst’s expectations. (BR)
