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>> Panel prices fell, Taiwan panel makers' overall revenue decline in November 14th,Dec,2018
Panel Shuanghu's November revenue was released, which was affected by the decline in panel prices. Although the shipment performance was stable, revenues declined.
AUO's consolidated revenue in November was 25.747 billion Taiwan dollars (the same below), a decrease of 2.8% from the previous month. Innolux's consolidated revenue in November was 23.812 billion yuan, a decrease of 4.4% from the previous month. The price of small and medium-sized panels continued to fall. Huaying and Caijing's revenues in November were bottomed out, and the monthly revenues both hit a record low.
In the previous panel factory law, it was expected that the fourth-quarter large-size panel shipments will decline by about 5% compared with the previous quarter, but the panel prices are slowly declining. The industry estimates that the panel's fourth-quarter revenue will decline by 10%. .
Small and medium-sized panels have almost no peak season this year. Due to the weak mobile phone market, the current supply chain mobile phone panel inventory is also high, the pulling momentum is obviously insufficient, and the tablet PC market is colder. Therefore, Huaying and Caijing's fourth-quarter revenues continue to decline.
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AUO announced that its self-integration and revenue for November was 25.747 billion yuan, a decrease of 2.8% from the previous month and a decrease of 6.0% from the same period last year. In November, the overall large-size panel shipments were approximately 9.47 million units, which was the same as in October. Shipments of small and medium-sized panels exceeded 11.21 million, a decrease of 2.1% from October.
Innolux announced that its consolidated revenue for November was 23.812 billion yuan, a decrease of 4.4% from the previous month and a decrease of 12.9% from the same period last year. In November, large-size panel shipments totaled 10.89 million, an increase of 3% from the previous month. Small and medium-sized panel shipments totaled 17.46 million, a decrease of 11.7% from the previous month.
Caijing's self-integration and revenue in November was approximately 1.116 billion yuan, a decrease of approximately 16.3% from October and a decrease of approximately 43.9% from the same period last year. In November, shipments of small and medium-sized panels were 52.77 million, an increase of 11.7% from October, and shipments of large-size monitor panels and private-label products reached 109,000, an increase of 140.9% from October.
Huaying's self-integration and revenue in November was 1.356 billion yuan, a decrease of 10.7% from the previous month's revenue and a 55.5% decrease from the same period last year. In November, Huaying's large-size panel shipments were about 80,000, a decrease of 39.8% from the previous month. The shipments of small and medium-sized panels were about 9.37 million, a decrease of 6.9% from the previous month.
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