Following last month’s overall 10.5% MoM and 2.1% drops in large panel shipments, this month the numbers were back up, with rises of 10.0% MoM and 5.7% YoY for the four businesses we track monthly.
AUO reported November revenue of NT$27.39 billion ($911 million), down 0.1% MoM and 9.4% YoY. This brought turnover for January to November to NT$315.19 billion ($10.5 billion), up 5.8% YoY. The company shipped 10.02 million large panels in the month, up 8.9% MoM and 9.4% YoY.
Innolux posted monthly sales of NT$27.35 billion ($910 million), a rise of 10.6% MoM but a fall of 6.2% YoY. November large panel shipments were 10.61 million, showing increases of 13.7% MoM and 3.0% YoY.
Hannstar Display announced November turnover of NT$1.99 billion ($66 million), dropping 17.2% MoM and 30.6% YoY. There were shipments of 157,000 large panels, down 17.4% MoM and 21.5% YoY.
CPT saw revenue for the month of NT$3.05 billion ($101 million), down 0.9% MoM and 21% YoY, resulting in year to date turnover of NT$32.04 billion ($1.1 billion), an increase of 9.5% YoY. The company shipped 96,000 large panels, down 63.4% MoM but up 5.5% YoY.
