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Musing-Weekly Newsletter

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Taiwanese Panel Makers Show Strong January ‘21 Y/Y Growth in Revenue
 
January and February are typically the weakest months of the year for panel producers, as holiday devices have been built and the Chinese New Year holiday causes low display production output, however given the unusual nature of the past year, and the ongoing pandemic, norms this year will likely  be ‘un-normal’, with only AUO showing January m/m results close to the 5 year average.  The charts below give a visual understanding of how panel sales have progressed at the three Taiwanese panel producers. AUO did not provide large and small panel shipment data for January.
 
Table 1: Taiwan Panel Maker January Revenue & Shipment Changes
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