What They Say
The Taiwanese panel makers reported their financial results for August. AUO was up in area from July (by 3.6%) while revenues were down 1.91% because of reducing prices. Innolux was up in units (3.5% in large panels) but down 2.7% in revenue. AUO was up 34.86% on a year ago and Innolux up 28.4% in revenues. Hannstar was down 9.23% on July, but up 11.17% annually.
What We Think
Things still remain positive for the panel makers, for now. The firms are both focusing more on IT products than TVs at the moment. (BR)
