AUO announced today (15th) that its total self-settled revenue for January 2024 was 184400 million yuan, a decrease of 16 from the previous month2%, an increase of 156%。In January, the total shipment area of panels reached 15690,000 square meters, a decrease of 14 from December9%。
AUO Chairman Peng Shuanglang said that during the epidemic in 2020, due to the wave of computer purchases stimulated by working from home, this year and next year coincided with the wave of phone replacement, and events such as the European Cup football are expected to drive large-size TV sales, and several optimistic factors are expected, including the cessation of interest rate hikes in the United States, inflation within the expected range, and the opportunity to cut interest rates in the second half of the year.
Peng Shuanglang also expects that this year's communication industry is expected to be cautiously optimistic, after the past two years of inventory and brand adjustment, this year will rise steadily, and the panel market has shown signs of recovery.
As for the IT panel market outlook, AUO said that it has returned to a healthy state after six quarters of inventory adjustment, and brand shipments will show year-on-year growth for the first time in the fourth quarter of 2023. It is expected that in 2024, due to the emergence of positive signals such as the wave of machine replacement, AI PC demand, and the global move towards zero carbon, it will become a big driving factor for IT panels, and it is expected to be positive for this year.
Header**: AUO).