Quotes for small to medium-size TV panels have begun to fall in July amid weakening demand in the device-end market but those for large-size applications continue moving upward, albeit at a slower pace, according to industry sources.
According to Sigmaintell Consulting, prices of 32- and 43-inch TV panels will fall by US$1 each in July, while those for 50- and 55-inch models will stay flat during the month.
July prices for 65-inch model will edge up by US$2 to US$292, instead of a previous forecast of a US$4 gain. And those for 75-inch applications will move up US$5 to US$396.
Taiwan-based panel maker Innolux has reported revenues of NT$31.5 billion (US$1. 134 billion) for June, up 0.4% sequentially and 30.3% on year, thanks to the firm’s strategy to focus more on large-size applications.
Its shipments for large-size applications totaled 12.57 million units in July, up 1.2% on month. Meanwhile, shipments of small- to medium-size panels reached 27.39 million, or at the same levels as those shipped a month earlier.
AU Optronics (AUO), which also focuses on large-size models, saw its revenues gain 5.7% on month and 57.1% on year to NT$33.94 billion in June.
Second-tier panel makers HannStar Display and Giantplus Technology have reported sequential revenue declines for June, affected by tight supplies of some critical components and decreased demand from the handset sector in India.
HannStar posted revenues of NT$2.5 billion for June, down 11.1% sequentially but up 81.6% on year. Giantplus saw its revenues dip 3.79% on month but up 48.65% on year to NT$878 million during the same month.
Reference: DigiTimesAsia
