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Musing-Weekly Newsletter

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AUO and Innolux Continue Downward Revenue Trend in April’20
May 10, 2020
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AUO and Innolux reported April sales of 20.2 NT$ and 20.7 NT$, respectively. While large panel shipments increased modestly sequentially for both companies, Innolux saw a large increase in small/medium panel shipments, which tend to be more profitable on an m2 basis. The companies expect some positive impact from both increased consumer demand for notebooks and the shift by Samsung Display and LGD away from LCD production.  
Table 6: AUO/Innolux April Financial Results
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