Due to the low willingness to reduce production in Taiwan and Luban, the panel factory continued to ship, and the terminal demand did not improve much, resulting in the recent price drop of large-size panels.
In the third quarter of the Group's average unit price (ASP) outlook, AUO also believes that the average unit price of the large-size panel in the third quarter will be weaker than previously expected, in this case, AUO adjusts its product portfolio and sprints. 4Kx2K TV panels and eTP integrated touch solutions to improve gross margin.
When AUO held a law conference at the end of July, it was estimated that the shipment of large-size panels in the third quarter would be equivalent to that in the second quarter. As for the third season of the small and medium-sized panels, it entered the traditional peak season, although the market has recently been rumbling. However, AUO estimates that in the third quarter, driven by the growth of smart phone panels and integrated touch panel shipments, the company's overall shipments of small and medium-sized panels in the third quarter are expected to increase by 5-10%.
In the third quarter of the Group's average unit price (ASP) outlook, AUO also believes that the average unit price of the large-size panel in the third quarter will be weaker than previously expected, in this case, AUO adjusts its product portfolio and sprints. 4Kx2K TV panels and eTP integrated touch solutions to improve gross margin.
When AUO held a law conference at the end of July, it was estimated that the shipment of large-size panels in the third quarter would be equivalent to that in the second quarter. As for the third season of the small and medium-sized panels, it entered the traditional peak season, although the market has recently been rumbling. However, AUO estimates that in the third quarter, driven by the growth of smart phone panels and integrated touch panel shipments, the company's overall shipments of small and medium-sized panels in the third quarter are expected to increase by 5-10%.
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