Market Trend

In August, the consolidated sales revenue in the LCD sector from the 4 major Taiwan panel makers reached NTD 80.56 billion, a 10.9% increase month on month and a 3.66% increase during the same period of last year. The aggregate large-sized panel shipments in August were up sequentially by 6.3% to 19.20 million units; compared to last year, they were up by 17.2%.

Taiwan Sales performance

Taiwan major panel makers overall revenue grew in August thanks to panel price increase in MNT and NB in August, as well as the surge in back-to-school demand which pulled up shipments. Performances of AUO and CPT were neck and neck – rose by 15.9% and 14.9% to NTD 37.71 billion and NTD 6.13 billion respectively. This was followed by CMO, up by 6.8% to NTD 30.61 billion, and Hannstar inched up 0.7% to NTD 6.103 billion.

Taiwan Shipment

Shipment-wise, glass shortage has gradually eased in August, and Hannstar was the only panel maker impacted by the earthquake in Shizuoka, Japan, which declined by -1.7% MoM to 10.6 million units. AUO and CPT posted notable growth, rose by 9.8% and 10.9% to 90.7 million and 18.2 million units respectively. Meanwhile, CMO increased by 2.4% MoM to 7.25 million units.