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Digitimes Insight: CMI to be top Taiwan supplier of large-size panels in 2Q11 - related company info
Tony Huang, DIGITIMES Research, Taipei [Thursday 5 May 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$11.8 on the TSE on Friday, August 18, 2017.
    The company has reported consolidated revenues of NT$28,183 million for July 2017, representing a 1.4% drop on month and 5% increase on year.
    For the second quarter of 2017, the company totaled NT$84,412 million in consolidated revenues, down 4.7% sequentially and up 5.4% 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
    21-Aug 30,088   11.85 12.05 11.80 11.95+0.15+1.27%  
    18-Aug 37,899 6,915 447,624,050 11.85 11.90 11.75 11.80-0.15-1.26% 11.80 11.85
    17-Aug 108,406 11,082 1,289,043,900 11.75 12.00 11.75 11.95+0.25+2.14% 11.90 11.95
    16-Aug 89,910 11,683 1,052,308,800 11.75 11.80 11.60 11.70-0.20-1.68% 11.70 11.75
    15-Aug 84,181 7,865 1,009,105,391 11.95 12.05 11.90 11.90+0.10+0.85% 11.90 11.95
    14-Aug 59,041 7,353 703,697,915 12.00 12.05 11.80 11.80-0.20-1.67% 11.80 11.85
    • Source: TSE, compiled by Digitimes
    Latest sales

    AUO: Consolidated revenues, Jul 2016 - Jul 2017 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Jul-17

    28,183

    (1.4%)

    5%

    201,153

    13%

    Jun-17

    28,573

    1.8%

    4%

    172,969

    14.4%

    May-17

    28,063

    1%

    4.7%

    144,396

    16.7%

    Apr-17

    27,776

    (10.6%)

    7.6%

    116,333

    20%

    Mar-17

    31,052

    6.6%

    18.2%

    88,557

    24.5%

    Feb-17

    29,136

    2.7%

    41.6%

    57,505

    28.2%

    Jan-17

    28,369

    (9%)

    16.8%

    28,369

    16.8%

    Dec-16

    31,162

    3%

    21%

    329,089

    (8.7%)

    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%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, August 2017

    AUO: Consolidated revenues, 2Q16 - 2Q17 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    2Q-17

    84,412

    (4.7%)

    5.4%

    172,969

    14.4%

    1Q-17

    88,557

    (3.6%)

    24.5%

    88,557

    24.5%

    4Q-16

    91,846

    6.8%

    10.1%

    329,089

    (8.7%)

    3Q-16

    86,017

    7.4%

    (3.7%)

    237,243

    (14.3%)

    2Q-16

    80,091

    12.6%

    (13.2%)

    151,226

    (19.4%)

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, August 2017

    Latest balance sheet and income statement

    AUO: Consolidated balance sheet, 2Q16 - 2Q17 (NT$k)

    Item

    2Q-2017

    1Q-2017

    4Q-2016

    3Q-2016

    2Q-2016

    Current assets

    181,170,121

    165,768,633

    163,346,242

    151,937,857

    145,422,624

    Intangible assets

    13,451,955

    13,464,383

    13,602,834

    14,020,842

    14,269,862

    Non-current assets

    259,973,019

    259,536,437

    266,423,009

    267,711,907

    271,962,441

    Assets

    441,143,140

    425,305,070

    429,769,251

    419,649,764

    417,385,065

    Current liabilities

    118,251,650

    109,185,564

    117,266,175

    118,778,588

    122,391,995

    Non-current liabilities

    111,746,318

    110,469,202

    112,867,894

    108,561,906

    103,683,405

    Liabilities

    229,997,968

    219,654,766

    230,134,069

    227,340,494

    226,075,400

    Stockholders' equity

    211,145,172

    205,650,304

    199,635,182

    192,309,270

    191,309,665

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, August 2017

    AUO: Consolidated income statement, 2Q16 - 2Q17 (NT$k)

    Item

    2Q-2017

    1Q-2017

    4Q-2016

    3Q-2016

    2Q-2016

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Gross sales

    84,412,400

     

    88,556,816

     

    91,845,582

     

    86,017,319

     

    80,090,903

     

    Operating revenue

    84,412,400

    100%

    88,556,816

    100%

    91,845,582

    100%

    86,017,319

    100%

    80,090,903

    100%

    Gross profit (loss) from operations

    17,120,819

    20.3%

    17,432,749

    19.7%

    17,229,201

    18.8%

    11,307,959

    13.1%

    5,564,339

    6.9%

    Operating expenses

    5,444,790

    6.5%

    5,415,342

    6.1%

    5,668,782

    6.2%

    5,548,695

    6.5%

    5,448,648

    6.8%

    Operating income (loss)

    11,676,029

    13.8%

    12,017,407

    13.6%

    11,560,419

    12.6%

    5,759,264

    6.7%

    115,691

    0.1%

    Non-operating expenses and losses

    -31,970

    0%

    -67,665

    -0.1%

    -269,015

    -0.3%

    -339,580

    -0.4%

    -355,849

    -0.4%

    Income from continuing operations before income tax

    11,644,059

    13.8%

    11,949,742

    13.5%

    11,291,404

    12.3%

    5,419,684

    6.3%

    -240,158

    -0.3%

    Net income (loss)

    8,946,489

    10.6%

    9,434,633

    10.7%

    8,375,097

    9.1%

    4,615,612

    5.4%

    -803,574

    -1%

    Diluted earnings per share (NT$)

    1

     

    1

     

    0.9

     

    0.5

     

    -0.1

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, August 2017

  • AU Optronics full profile

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Digitimes Research estimates smartphone shipments to the China market in the second quarter of 2017 totaled 94.1 million units, maintaining a similar level to that seen in the first quarter of 2017 but down 11.8% on year.

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Taiwan TV makers' shipments to some of their China-based clients were weakened by rising LCD panel prices in the second quarter of 2017, during which shipments to China's financially-troubled LeEco had mostly stopped.

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TAIWAN LCD PANEL | Aug 10, 15:30

The large-size LCD panel market has reached maturity, and no significant growths are expected for Taiwan's makers in 2017.

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18-Aug-2017 markets closed

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TAIEX (TSE)10321.33-48.04-0.46% 

TSE electronic437.42-2.43-0.55% 

GTSM (OTC)135.34-0.13-0.1% 

OTC electronic197.77-0.04-0.02% 

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