It is reported that due to the strong demand for large-size panels in the Chinese mainland TV market, AUO expects that its capacity utilization rate will remain at a high level in the fourth quarter of 2018.
Although North American and European stockpile reserves will end in the fourth quarter, as Chinese New Year is coming, Chinese TV manufacturers will continue to purchase a large number of panels.
Despite this, AUO's large-size panel shipments may achieve a 5% or so quarter-on-quarter decline in the fourth quarter, with average selling prices slightly decreasing; small and medium-sized panel shipments will decline by 15%%, while average sales Prices will rise slightly.
In the third quarter of this year, shipments of 75-inch and 85-inch TV panels soared nearly 60% year-on-year, while demand for 8K Ultra HD panels began to grow.
At the same time, AUO expects its PID (public information display) equipment and automotive panel shipments to achieve 50% and double-digit year-on-year growth, respectively.
Although the sales of equipment in the terminal market in the third quarter have not been seriously affected by Sino-US trade disputes, it remains to be seen whether the impact will be more obvious.