Market Trend

The consolidated sales revenue in the LCD sector from the 4 major Taiwan panel makers reached NTD 77.897 billion, a 3.1% increase MoM and also an increase of 180.48% during the same period of last year. The aggregate large-sized panel shipments in January were up by 3.6% to 19.733 million units; compared to last year, the figure rose by 159.3%.

Taiwan Sales performance
In January, Taiwan’s 4 major panel makers’ consolidated revenue grew by 3.2% compared to December. Panel prices continued to rise due to the shortage in upstream components. This triggered downstream customers’ aggressive restocking and double-booking of orders. As a result, the simultaneous rise in price and shipment spurred panel makers’ aggregate revenue growth in January. With the exception of CMO, which declined slightly by 0.4% to 28.627 billion, other panel makers posted substantial revenue growth: AUO rose by 3.8% to 38.225 billion, CPT increased by 13.9% to 6.898 billion, and HSD grew by7.4% to 4.995 billion.

Taiwan Shipment

Shipment-wise, large size panel shipment in January only HSD down by 5.0% MoM to 0.945 million units. On the contrary, AUO, CMO, and CPT were up by 3.8%、2.3%、12.3% MoM to 9.45 million、7.292 million、2.046 million units respectively . In terms of small and medium size panel shipments, HSD posted the biggest growth once again, as it rose by 35% MoM to 10.446 million units. Meanwhile, AUO, CMO, and CPT each were up by 23.4%, 34%, and 12.7% MoM to 19.52 million, 12.193 million, and 18.822 million units.