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April 9, news, benefit from large size LCD offer stabilizing, part size TV panel prices and the rebound in the first half of April this year, and there is still value brand (such as IT and TV) supply chain inventory back and ready for the new period, the Chinese May Day with the Brazilian World Cup theme is still help support panel factory capacity utilization, estimate the panel maker au optronics and group of optoelectronics after revenue rebounded in March, April, is expected to continue strong, also have the opportunity to outperform the overall second-quarter revenue in the first quarter, JiZeng amplitude on the 10% 15%, 5% and 10% respectively.
Originally panel factory for the first quarter of this year capacity utilization view, speculated that in the first quarter of this year the average rate of grain or move could fall from 80% to 90% water (the average capacity utilization in China and South Korea panel factory estimate is still up to 9 as above). However, the high order model what led the first, the main brand customers (such as Sony, etc.), supported by gaiden auo, innolux has obvious pull litre capacity utilization march this year, among them, the friends of grain or move more website 95% in April.
Quotation, according to market research firm, even fall months LCD TV panel quotation as expected rebound in the first half of April. Main system for panel factory devote more resources in high technology content product and the large size (such as 65 inch models) panel, which limits the overall yield and effective output.
Although the first half of April this year only 32, 39 inches, 40/42 inch TV panels offer up $1, or only 1%, but for panel factory, at least give play to the role of the bleeding. At the same time, such as large size 46 inch, 50 inch panel prices stop falling. If the client inventory back and ready for the new demand is stable, generally expected, the second half of this year in April TV panel prices still have a chance to keep steady or small rose pattern.
Auo combined revenue of about 1 to 2 months of the year up to 59.785 billion yuan, annual increase of about 6.14%. Estimate revenue from march this year close to 350-37 billion yuan level and increasing the estimated up to 3 month, nearly 950-97 billion yuan, in the first quarter revenue forecast quarter estimated 5% to 10%. Second-quarter revenue to have a chance to challenge 1050-110 billion yuan, JiZeng estimated 10% to 15%.
Group and the combined revenue of about 1-2 month this year up to 52.237 billion yuan, annual decrease of 27.78%, forecast revenue is expected to rebound in March to 30 billion yuan of above, nearly 830-85 billion yuan, in the first quarter revenue forecast quarter estimated 10% to 15% reduction, a new low in recent years the quarterly. But the second-quarter revenue could be recovered to 900-100 billion yuan scale, JiZeng look at 5% 10%.