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TV panel Q3 price fell 10% panel factory profit and loss buried number，
Release time:
2019-03-20 16:18
Source:
Taiwan(China)'s panel Shuangxiong Group Optoelectronics and AUO's gross profit margin and profitability improved in the second quarter of this year, and the company expects that the large-size panel shipments in the third quarter of this year are expected to remain at the same level as the previous quarter. The panel makers should have a similar profit and loss performance in the third quarter of this year. However, with the large-size panel quotation falling for several consecutive months, especially the mainstream TV panel declines significantly, and the cumulative price decline in the third quarter has reached 10%. which may have buried the third-quarter profit and loss performance of panel makers
In terms of TV panel, the price of 32-inch open cell has dropped from 96-99 US dollars in late June to about 87-89 US dollars in late September, with a drop of nearly 10% in a single season. In the third quarter of the 39-inch panel, the price dropped by nearly 7%-10%, the 40-42 inch fell by 9%-10%, the 46-inch drop was 6%-7%, and the 50-inch drop was also 10%， It is estimated that some size TV panels may already face unprofitable prices.
Since the third quarter of this year, the price of monitor panels including 19-inch, 20-inch, and 21.5-inch has also fallen by nearly 1%-2%. The price of the original 18.5-inch monitor panel was stable in July, but it was reversed. Next, the overall third quarter offer fell by less than 1%. The notebook computer panel including the 13.3 inch, 14 inch, 15.6 inch, 17.3 inch and other mainstream models in the third quarter, the price decline is also close to 1% -2%
Overall, even though the panel factory's overall shipment size of the large-size panel in the third quarter of this year has the opportunity to sprint to the same level as the previous season, but before the panel price base has been different, the third quarter profit will be compared with the previous quarter. Maintain the same level and increase difficulty. Unless the profit from small and medium size panels or other application products grows.
AUO's TV panel revenue in the second quarter of this year is about 45%-50%, monitor panel weight is about 10%-15%, notebook computer panel is about 15%-20%, and small and medium size and other application products are combined. About 20%. AUO's gross profit margin for the second quarter of this year reached 10.25%, and the earnings per share for the quarter was 0.43 yuan.
At present, AUO's eTP integrated touch panel shipments are more concerned. It is reported that AUO's eTP touch panel is currently focusing on the touch notebook market and has a high market share. It is speculated that this is for friends. The overall gross profit margin and profit performance should be positive..
In the second quarter of this year, Group TV's TV panel product revenue accounted for about 45%, monitor product revenue accounted for nearly 20%, notebook computer products accounted for about 15%-20%, and small and medium-sized applications accounted for nearly 20%. . The company's second quarter gross margin for the second quarter of this year reached 12.37%, and the after-tax earnings per share for the single quarter was about 0.46 yuan.
The highlight of the Group's third quarter operation this year is the 4K2K TV panel. According to the company's statement. At present, Innolux has a market share of 70% in the 4K2K TV panel market, leading the industry. However, due to the small amount of 4K2K TV panel shipments, the overall profitability of Innolux is still to be evaluated.
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