Taipei, Monday, December 11, 2017 22:56 (GMT+8)
cloudy
Taipei
18°C
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$12.5 on the TSE on Friday, December 8, 2017.
    The company has reported consolidated revenues of NT$27,390 million for November 2017, representing a 0.2% drop on month and 9.4% drop on year.
    For the third quarter of 2017, the company totaled NT$87,395 million in consolidated revenues, up 3.5% sequentially and up 1.6% 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 6-inch all-screen panel

      AUO's 6-inch full HD LTPS in-cell touch panel integrates the display driver IC and touch IC to simplify the overall module...

      Photo: Company, Sep 18.

    • AUO 13.3-inch UHD LTPS oTP

      AU Optronics (AUO) will showcase a full-range of LTPS notebook panels at Touch Taiwan 2017 September 20 to 22. The panels...

      Photo: Company, Sep 18.

    • 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.

  • Latest stock
    AUO [2409] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    11-Dec 75,497 6,736 957,968,089 12.55 12.80 12.50 12.70+0.20+1.60% 12.70 12.75
    8-Dec 61,495 7,153 763,969,134 12.50 12.50 12.30 12.50+0.10+0.81% 12.45 12.50
    7-Dec 77,440 9,058 968,257,036 12.60 12.65 12.35 12.40-0.20-1.59% 12.40 12.45
    6-Dec 72,447 8,621 915,554,550 12.70 12.80 12.50 12.60+0.00+0.00% 12.55 12.60
    5-Dec 65,313 7,096 823,046,050 12.55 12.70 12.50 12.60+0.05+0.40% 12.60 12.65
    4-Dec 147,678 9,702 1,866,420,950 12.55 12.75 12.45 12.55+0.00+0.00% 12.50 12.55
    • Source: TSE, compiled by Digitimes
    Latest sales

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

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Nov-17

    27,390

    (0.2%)

    (9.4%)

    315,185

    5.8%

    Oct-17

    27,430

    (5.6%)

    (9.9%)

    287,795

    7.5%

    Sep-17

    29,068

    (3.6%)

    (3.8%)

    260,365

    9.8%

    Aug-17

    30,144

    7%

    4.1%

    231,297

    11.7%

    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%)

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

    AUO: Consolidated revenues, 3Q16 - 3Q17 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    3Q-17

    87,395

    3.5%

    1.6%

    260,365

    9.8%

    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%)

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

    Latest balance sheet and income statement

    AUO: Consolidated balance sheet, 3Q16 - 3Q17 (NT$k)

    Item

    3Q-2017

    2Q-2017

    1Q-2017

    4Q-2016

    3Q-2016

    Current assets

    188,918,088

    181,170,121

    165,768,633

    163,346,242

    151,937,857

    Intangible assets

    13,313,504

    13,451,955

    13,464,383

    13,602,834

    14,020,842

    Non-current assets

    260,320,978

    259,973,019

    259,536,437

    266,423,009

    267,711,907

    Assets

    449,239,066

    441,143,140

    425,305,070

    429,769,251

    419,649,764

    Current liabilities

    120,647,608

    118,251,650

    109,185,564

    117,266,175

    118,778,588

    Non-current liabilities

    108,274,925

    111,746,318

    110,469,202

    112,867,894

    108,561,906

    Liabilities

    228,922,533

    229,997,968

    219,654,766

    230,134,069

    227,340,494

    Stockholders' equity

    220,316,533

    211,145,172

    205,650,304

    199,635,182

    192,309,270

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

    AUO: Consolidated income statement, 3Q16 - 3Q17 (NT$k)

    Item

    3Q-2017

    2Q-2017

    1Q-2017

    4Q-2016

    3Q-2016

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Gross sales

    87,395,435

     

    84,412,400

     

    88,556,816

     

    91,845,582

     

    86,017,319

     

    Operating revenue

    87,395,435

    100%

    84,412,400

    100%

    88,556,816

    100%

    91,845,582

    100%

    86,017,319

    100%

    Gross profit (loss) from operations

    15,312,500

    17.5%

    17,120,819

    20.3%

    17,432,749

    19.7%

    17,229,201

    18.8%

    11,307,959

    13.1%

    Operating expenses

    5,569,530

    6.4%

    5,444,790

    6.5%

    5,415,342

    6.1%

    5,668,782

    6.2%

    5,548,695

    6.5%

    Operating income (loss)

    9,742,970

    11.1%

    11,676,029

    13.8%

    12,017,407

    13.6%

    11,560,419

    12.6%

    5,759,264

    6.7%

    Non-operating expenses and losses

    763,683

    0.9%

    -31,970

    0%

    -67,665

    -0.1%

    -269,015

    -0.3%

    -339,580

    -0.4%

    Income from continuing operations before income tax

    10,506,653

    12%

    11,644,059

    13.8%

    11,949,742

    13.5%

    11,291,404

    12.3%

    5,419,684

    6.3%

    Net income (loss)

    8,223,807

    9.4%

    8,946,489

    10.6%

    9,434,633

    10.7%

    8,375,097

    9.1%

    4,615,612

    5.4%

    Diluted earnings per share (NT$)

    0.9

     

    1

     

    1

     

    0.9

     

    0.5

     

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

  • AU Optronics full profile
Realtime news
  • Pegatron reports decreased revenues for November

    IT + CE | 5h 15min ago

  • Lite-On Tech revenues drop on year in November

    IT + CE | 5h 15min ago

  • Radiant Opto reports increased revenues for November

    Displays | 5h 16min ago

  • D-Link revenues drop on year in November

    Mobile + telecom | 5h 16min ago

  • Foxconn Technology revenues surge 140% on year in November

    IT + CE | 5h 17min ago

  • Daxin enjoys growing performance in year-to-date results

    Before Going to Press | 30min ago

  • Worldwide smart speaker sales expected to reach 30-50 million units in 2018

    Before Going to Press | 40min ago

  • Topco sees small on-year growth in November revenues

    Before Going to Press | 40min ago

  • Solomon Technology partners with UR for 3D vision technology development

    Before Going to Press | 1h 3min ago

  • Taiwan market: Nexstgo announces Avita Liber series notebook

    Before Going to Press | 1h 19min ago

  • China module suppliers gaining ground in smartphone competition

    Before Going to Press | 1h 19min ago

  • Cooling fan maker Power Logic scheduled for listing on December 28

    Before Going to Press | 1h 20min ago

Pause
 | 
View more

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

Taiwan handsets – 3Q 2017

TAIWAN MOBILE DEVICE | Dec 5, 15:21

Shipments of Nokia-branded devices to HMD Global continued to buoy Taiwan's handset shipments in the third quarter of 2017. HMD's manufacturing partner, Foxconn, benefited most.

China smartphone AP shipments – 3Q 2017

CHINA SMARTPHONE AP | Dec 1, 10:43

Vendors moved up smartphone AP shipments ahead of China's National Day Golden Week holiday, buoying third-quarter 2017 shipments to come to 172 million units, up 24.3% on quarter, outperforming market expectation.

China smartphone market and industry – 3Q 2017

CHINA SMARTPHONE | Nov 27, 15:39

China-based smartphone makers shipped a total of 179.2 million phones in the third quarter of 2017, down 0.4% on year and up 20.8% on quarter. The top five vendors in terms of shipment volumes were Huawei, Xiaomi, Oppo, BBK and Lenovo.

Global notebook shipment forecast, 2017 and beyond
Global AP demand forecast, 2017-2020
Global notebook shipment forecast, 2017 and beyond

11-Dec-2017 markets closed

 LastChange

TAIEX (TSE)10473.09+74.47+0.72% 

TSE electronic439.82+4.42+1.02% 

GTSM (OTC)146.42+2.01+1.39% 

OTC electronic222.93+4.20+1.92% 

  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.