Recently, Panel leaders have released a positive view on the follow-up market situation. Ke Furen, general manager of AUO, said that TV inventory has returned to normal, and sales in the United States have also recovered. Under the control of supply, supply and demand are gradually adjusting. Yang Zhuxiang, general manager of Innolux, pointed out, "I feel that the worst moment is over"! The pull volume can be increased than before, and the bottom has appeared.
Yang Zhuxiang said that the atmosphere of TV panel prices has stopped falling now. After the double 11, Black Friday, and Christmas sales seasons, the inventory will be depleted, and there will be replenishment demand in the future. "I can't tell how slanted it is. Shipments increased in September. Seeing an increase in the shipments of TVs, notebooks, and consumer panels, it is expected that October will be better than September. Seeing that the bottom has appeared, I feel that the worst moment is over!
On October 7, the panel factory Innolux released a revenue announcement. In September, self-consolidated revenue was NT$17 billion (approximately RMB 3.8 billion), an increase of 11.1% compared with August. Large-size panels were consolidated in September. The total shipment volume was 9.23 million pieces, an increase of 6.7% over August; the combined shipments of small and medium-sized panels in September totaled 23.48 million pieces, an increase of 5.7% over August.
Post time: Oct-13-2022