Large Panel Makers See Mixed Fortunes

Total September shipments from the Taiwanese large panel makers we track were almost flat MoM but up 1% YoY to 21.358 million.

AU Optronics saw September sales of NT$27.44 billion ($882 million), down 103% MoM and 5.6% YoY. This brought quarterly turnover to NT$81.04 billion ($2.6 billion), up 8% QoQ but falling 7.3% YoY. Large panel shipments for the month were 9.96 million, slipping 0.8% MoM and 2.6% YoY. For the quarter, 29.79 million large panels were shipped, up 6.5% QoQ and 2.4% YoY.

Chunghwa Picture Tubes recorded sales of NT$1.92 billion ($62 million) for September, dropping 14.5% MoM and 41.6% YoY. Large panel shipments for the month were 192,000, a jump of 166.7% MoM and up 27.2% YoY.

HannStar Display posted turnover for the month of NT$1.15 billion ($37 million), down 13.1% MoM and 45.9% YoY. The company shipped 176,000 large panels, a rise of 18.9% MoM and 24.8% YoY.

Innolux reported monthly revenue of NT$24.4 billion ($784 million), unchanged MoM but down 9.5% YoY. This resulted in sales of NT$73.9 billion ($2.4 billion) for the quarter, up 11.2% QoQ but dropping 7% YoY. September large panel shipments numbered 11.03 million, slipping 0.2% MoM but rising 3.2% YoY. Quarterly shipments were 33.12 million, up 3.5% QoQ.

Taiwan large panels table