Large Panel Shipments Up on Month

Shipments from Taiwan of large LCD panels of more than 10″, which are designed for TVs, monitors, digital signage and notebooks, grew by over 4% MoM. Hannstar had the biggest improvement with an 193% increase, but the large supplier which benefited most was AUO, up 5.7%. However YoY there was a more than 1% dip in shipments. While the smaller suppliers, CPT and Hannstar, both saw a rise of 38%, AUO was down almost 4%. Innolux saw little change.