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Innolux, AUO and HannStar Report Rising Revenues and OP Due to Large Area ASP Increases
Innolux reported revenues of NT$31.5 billion (US$1. 134 billion) for June, up 0.4% sequentially and 30.3% Y/Y, due largely to the rise in large are panel prices. Shipments for large-size panels totaled 12.57 million units in July, up 1.2% sequentially. Meanwhile, shipments of small/medium-size panels reached 27.39 million, the same levels as those shipped a month earlier.
AUO reported consolidated revenues of NT$33.937 billion (US$1.21 billion) for June, the highest monthly level since December 2014 with growth of 5.66% on month and 57.06% on year. AUO shipped LCD panels totaling 2.198 million square meters in June, increasing 2.8% on month. Area shipments of 6.403 million square meters in second-quarter of 2021 rose 0.8% on quarter and 0.2% on year. AUO posted consolidated revenues of NT$95.656 billion for the second quarter, the highest quarterly figure in the past six years with growths of 15.33% sequentially and 50.64% on year, and those of NT$178.596 billion for January-June increased 52.40% on year.
HannStar Display shipped 36.17 million units of small- to medium-size TFT-LCD panels and 272,000 large-size ones used in monitors and displays for sale under its Hannspree brand in June, increasing 2.9% and 1.3% respectively on month. Of shipments in second-quarter 2021, 175.32 million units for the former grew 25.2% on quarter but slipped 14.4% on year, while 716,000 units for the latter dropped 24.8% sequentially but rose 26.6% on year. HannStar has reported consolidated revenues of NT$2.502 billion for June, decreasing 11.12% on month but increasing 81.59% on year. Consolidated revenues of NT$8.067 billion for the second quarter grew 2.27% on quarter and 120.58% on year, and those of NT$15.954 billion for January-June hiked 125.54% on year.
Innolux reported revenues of NT$31.5 billion (US$1. 134 billion) for June, up 0.4% sequentially and 30.3% Y/Y, due largely to the rise in large are panel prices. Shipments for large-size panels totaled 12.57 million units in July, up 1.2% sequentially. Meanwhile, shipments of small/medium-size panels reached 27.39 million, the same levels as those shipped a month earlier.
AUO reported consolidated revenues of NT$33.937 billion (US$1.21 billion) for June, the highest monthly level since December 2014 with growth of 5.66% on month and 57.06% on year. AUO shipped LCD panels totaling 2.198 million square meters in June, increasing 2.8% on month. Area shipments of 6.403 million square meters in second-quarter of 2021 rose 0.8% on quarter and 0.2% on year. AUO posted consolidated revenues of NT$95.656 billion for the second quarter, the highest quarterly figure in the past six years with growths of 15.33% sequentially and 50.64% on year, and those of NT$178.596 billion for January-June increased 52.40% on year.
HannStar Display shipped 36.17 million units of small- to medium-size TFT-LCD panels and 272,000 large-size ones used in monitors and displays for sale under its Hannspree brand in June, increasing 2.9% and 1.3% respectively on month. Of shipments in second-quarter 2021, 175.32 million units for the former grew 25.2% on quarter but slipped 14.4% on year, while 716,000 units for the latter dropped 24.8% sequentially but rose 26.6% on year. HannStar has reported consolidated revenues of NT$2.502 billion for June, decreasing 11.12% on month but increasing 81.59% on year. Consolidated revenues of NT$8.067 billion for the second quarter grew 2.27% on quarter and 120.58% on year, and those of NT$15.954 billion for January-June hiked 125.54% on year.
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