What They Say
Taiwanese makers continue to suffer from the impact of OLEDs on demand for small/medium panels and the weakness in the smartphone market, with sales down significantly on a year ago. However, demand for IT products and TVs continues to provide better results for large panels, with both AUO and Innolux well up on last year.
What We Think
Taiwanese companies that depend on IT have had quite a good year, whether we are talking about panel makers or device makers such as Acer, Asus and BenQ. (BR)
