Market Trend

In July, the consolidated sales revenue in the LCD sector from the 4 major Taiwan panel makers reached NTD 73.23 billion, a 10.3% increase on month and a 7.84% increase during the same period of last year. The aggregate large-sized panel shipments in July were up sequentially by 4.4% to 18.06 million units. Compared to last year, they were up by 26.9%.

Taiwan Sales performance

Major panel makers all celebrated outstanding performance as they released their Q2 financial results in July. In addition to aggressive inventory replenishment and the boom of China’s domestic demand, upstream component shortage has caused panel prices to increase. Under simultaneous rise in price and demand, Taiwan’s main panel makers’ revenues continued to increase, especially with CPT and Hannstar, up by 33.1% and 25.5% to NTD 5.96 billion and NTD 6.06 billion respectively. This was followed by AUO and CMO, respectively rose by 7.1% and 7.4% to NTD 32.55 billion and NTD 28.66 billion.

Taiwan Shipment

Shipment-wise , CPT posted largest grow，rose by 24.9%， MoM to1.64 million units，Meanwhile，AUO and Hannstar each up by 6.2% and 4.9%，MoM to 8.26 million and 1.08 million units .Only CMO decreased by -1.4%， MoM to 7.08 million units.