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Digitimes Insight: AUO may kick off panel production in China faster than Korea rivals - related company info
Tony Huang, DIGITIMES Research, Taipei [Wednesday 16 March 2011]
  • AU Optronics
  • AUO turns on first 46-inch LCD TV panel from 8.5G facilities AU Optronics Corp. designs, develops, manufactures, assembles and markets flat panel displays. The Company's principal products are thin-film transistor-liquid crystal display (TFT-LCD) panels. AUO is able to offer TFT-LCD panels in sizes ranging from 1.2 inches to greater than 65 inches.

    The company was established in September 2001 by the merger of Acer Display Technology, Inc. and Unipac Optoelectronics Corporation.  

    In October 2006, AUO further merged with Quanta Display Inc. to create a larger TFT-LCD manufacturer with 20% of the world's large-sized TFT-LCD market, forming the company as of today.

    Its panels are used in computer products, such as notebook computers and desktop monitors; consumer electronics products, such as mobile phones, digital photo frames, digital still cameras, portable navigation display, portable digital video disc players, LCD televisions, and industrial displays.  

    The Company sells its panels primarily to original equipment manufacturing service providers or brand customers. The Company groups its business into three marketing channels: Information Technology Displays, Consumer Products Displays and Television Displays. AUO is the first TFT-LCD manufacturer in Taiwan to mass produce TFT-LCD panels by means of G3.5, G4, G5, G6,G7.5 and G8.5 fabrications, and the constructing G8.5 fab was enter mass production in the second half of 2009. In March 2008 and June 2008, the Company acquired 45% and 26% of equity interests in Verticil Electronic Corp. and Dazzo Technology Corporation, respectively.

  • Performance
    The company's stock price closed at NT$12 on the TSE on Thursday, December 8, 2016.
    The company has reported consolidated revenues of NT$30,242 million for November 2016, representing a 0.7% drop on month and 6.2% increase on year.
    For the third quarter of 2016, the company totaled NT$86,017 million in consolidated revenues, up 7.4% sequentially and down 3.7% on year.
    Brief

    Full name: AU Optronics

    Chinese name: 友達光電股份有限公司

    Short name: AUO

    Arconym: AUO

    Stock code: 2409

    Country: Taiwan

    Tax ID: 84149738

    Market: TSE

    Established: 12 Aug 1996

    Paid in capital: NT$96.24 billion

    Listed on TSE: 8 Sep 2000

    Website: www.auo.com

  • On display
    • AUO 65-inch 8K4K display

      AU Optronics (AUO) will showcase its 8K4K ultra high resolution TV display technology at Touch Taiwan 2016, a resolution...

      Photo: Company, Aug 23.

    • AUO 144Hz 4K gaming monitor panel

      AUO has announced a 27-inch gaming monitor panel combining 144Hz high refresh rate and 4K resolution. The company...

      Photo: Company, Jun 3.

    • AUO 5.7-inch WQHD AMOLED

      AUO showcased its 5.7-inch WQHD AMOLED display at the China Information Technology Expo & China Optoelectronics Display...

      Photo: Company, Apr 16.

  • Latest stock
    AUO [2409] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    9-Dec 34,045 5,948 404,348,825 11.95 12.00 11.80 11.90-0.10-0.83% 11.85 11.90
    8-Dec 93,766 12,110 1,123,628,232 11.95 12.05 11.90 12.00+0.20+1.69% 11.95 12.00
    7-Dec 56,304 9,250 659,170,935 11.55 11.80 11.50 11.80+0.30+2.61% 11.75 11.80
    6-Dec 27,075 4,235 311,690,287 11.55 11.60 11.45 11.50-0.05-0.43% 11.45 11.50
    5-Dec 31,634 5,658 362,910,889 11.35 11.60 11.35 11.55+0.20+1.76% 11.55 11.60
    2-Dec 39,504 8,512 448,047,635 11.40 11.40 11.30 11.35-0.10-0.87% 11.35 11.40
    • Source: TSE, compiled by Digitimes
    Latest sales

    AUO: Consolidated revenues, Nov 2015 - Nov 2016 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Nov-16

    30,242

    (0.7%)

    6.2%

    297,927

    (11%)

    Oct-16

    30,442

    0.7%

    4.3%

    267,685

    (12.6%)

    Sep-16

    30,223

    4.4%

    (3.8%)

    237,243

    (14.3%)

    Aug-16

    28,954

    7.9%

    (5.1%)

    207,021

    (15.7%)

    Jul-16

    26,841

    (2.3%)

    (2%)

    178,067

    (17.2%)

    Jun-16

    27,482

    2.6%

    (10.1%)

    151,226

    (19.4%)

    May-16

    26,795

    3.8%

    (14.1%)

    123,744

    (21.2%)

    Apr-16

    25,814

    (1.7%)

    (15.5%)

    96,949

    (23%)

    Mar-16

    26,272

    27.7%

    (24.5%)

    71,135

    (25.4%)

    Feb-16

    20,570

    (15.3%)

    (27.5%)

    44,864

    (25.8%)

    Jan-16

    24,294

    (6.4%)

    (24.4%)

    24,294

    (24.4%)

    Dec-15

    25,957

    (8.9%)

    (22.9%)

    360,545

    (11.7%)

    Nov-15

    28,490

    (2.4%)

    (18.1%)

    334,588

    (10.7%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, December 2016

    AUO: Consolidated revenues, 3Q15 - 3Q16 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    3Q-16

    86,017

    7.4%

    (3.7%)

    237,243

    (14.3%)

    2Q-16

    80,091

    12.6%

    (13.2%)

    151,226

    (19.4%)

    1Q-16

    71,135

    (14.8%)

    (25.4%)

    71,135

    (25.4%)

    4Q-15

    83,442

    (6.6%)

    (20.9%)

    360,346

    (11.7%)

    3Q-15

    89,299

    (3.3%)

    (16.5%)

    276,904

    (8.5%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, December 2016

    Latest balance sheet and income statement

    AUO: Consolidated balance sheet, 3Q15 - 3Q16 (NT$k)

    Item

    3Q-2016

    2Q-2016

    1Q-2016

    4Q-2015

    3Q-2015

    Current assets

    151,937,857

    145,422,624

    143,299,028

    161,992,140

    180,837,553

    Intangible assets

    14,020,842

    14,269,862

    14,517,958

    14,575,279

    14,809,569

    Non-current assets

    267,711,907

    271,962,441

    264,189,027

    263,562,105

    269,330,637

    Assets

    419,649,764

    417,385,065

    407,488,055

    425,554,245

    450,168,190

    Current liabilities

    118,778,588

    122,391,995

    130,190,998

    141,349,389

    155,997,400

    Non-current liabilities

    108,561,906

    103,683,405

    79,939,527

    79,568,451

    80,064,289

    Liabilities

    227,340,494

    226,075,400

    210,130,525

    220,917,840

    236,061,689

    Stockholders' equity

    192,309,270

    191,309,665

    197,357,530

    204,636,405

    214,106,501

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, December 2016

    AUO: Consolidated income statement, 3Q15 - 3Q16 (NT$k)

    Item

    3Q-2016

    2Q-2016

    1Q-2016

    4Q-2015

    3Q-2015

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Gross sales

    86,017,319

     

    80,090,903

     

    71,135,232

     

    83,442,089

     

    89,298,990

     

    Operating revenue

    86,017,319

    100%

    80,090,903

    100%

    71,135,232

    100%

    83,442,089

    100%

    89,298,990

    100%

    Gross profit (loss) from operations

    11,307,959

    13.1%

    5,564,339

    6.9%

    389,520

    0.5%

    4,488,555

    5.4%

    9,148,059

    10.2%

    Operating expenses

    5,548,695

    6.5%

    5,448,648

    6.8%

    5,486,438

    7.7%

    5,659,397

    6.8%

    5,754,566

    6.4%

    Operating income (loss)

    5,759,264

    6.7%

    115,691

    0.1%

    -5,096,918

    -7.2%

    -1,170,842

    -1.4%

    3,393,493

    3.8%

    Non-operating expenses and losses

    -339,580

    -0.4%

    -355,849

    -0.4%

    -188,110

    -0.3%

    -6,859,400

    -8.2%

    515,196

    0.6%

    Income from continuing operations before income tax

    5,419,684

    6.3%

    -240,158

    -0.3%

    -5,285,028

    -7.4%

    -8,030,242

    -9.6%

    3,908,689

    4.4%

    Net income (loss)

    4,615,612

    5.4%

    -803,574

    -1%

    -5,580,424

    -7.8%

    -8,239,234

    -9.9%

    3,379,426

    3.8%

    Diluted earnings per share (NT$)

    0.5

     

    -0.1

     

    -0.6

     

    -0.8

     

    0.3

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, December 2016

  • AU Optronics full profile

9-Dec-2016 markets closed

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TAIEX (TSE)9392.68+16.82+0.18% 

TSE electronic374.47+0.22+0.06% 

GTSM (OTC)124.25+0.20+0.16% 

OTC electronic166.34+0.08+0.05% 

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