Table panel double tiger actively adjust the product portfolio to usher in a bumper year

Panel industry last year benefited from long-distance business opportunities, home economic fermentation, ushered in a long absence of Spring Swallow, although the second half of last year TV panel began to correct, but AUO, Innolux in recent years to actively adjust the product portfolio, is expected to resist some of the impact of price declines, is expected to last year's fourth quarter will still make a lot of 10 billion New Taiwan dollars.

Taiwan Panel Double Tiger has not yet announced the fourth quarter of last year's financial report, but observing the first three quarters of last year, AUO and Innolux earned nearly half of the equity capital in the first three quarters under the rotation of price dividends and consumer commercial demand, reaching NT$50.675 billion and NT$51.592 billion each.

Although the TV panel began to be greatly corrected in the second half of last year, the average single quarter of each size of the TV panel fell by as much as 20-30% in the fourth quarter, but the Benefits of The strategy of Taishuanghu's shift to large-size, high-end and IT panel layout in recent years have also emerged, observing that the proportion of TV panel revenue in the third quarter of LAST year has dropped to 22% and 33% respectively, compared with the past 50% level, significantly reduced by the fluctuation of TV panels.

Panel factories in the past to increase the overall capacity utilization rate, mostly to produce large unit area of TV panels, but in recent years by the gradual saturation of the TV market, coupled with the mainland panel factory capacity of large-scale opening, forcing taiwan factories that do not compete in production capacity, strategically turn to high-end TV panels or partially convert production capacity to produce IT panels.

Under the support of high-end customized products, laptop panels and other applications, the market expects that AUO and Innolux will make a lot of NT$10 billion last quarter, rewriting the record of a new record throughout the year, and will also become a year for panel factories to get rid of the "miserable" industry and usher in a bumper harvest.

Source: Juheng.com

Cover image source: Paixin.com