CMI posts flat revenues for September - ResearchInChina

Date:2010-10-11liaoyan  Text Size:

Chimei Innolux (CMI) has announced that consolidated TFT-LCD related revenues reached NT$45.6 billion in September, an increase of 0.1% sequentially.

CMI shipped about 10.5 million large-size panels in September, an increase of 6.8% sequentially, the company said. Shipments for small- to medium-size panels were 37.7 million units, an increase of 6% sequentially.

CMI saw its third-quarter consolidated TFT-LCD related revenues decrease by 5.2% sequentially to NT$137 billion. Large-size panel shipments in the third quarter totaled 31 million units, dropping 9.7% sequentially. Shipments of small- to medium-size panels dropped 4% sequentially to 106 million units in the quarter.

Taiwan top-4 TFT-LCD panel makers' revenues and shipments, September 2010 (NT$b, m units)

Revenues

Large-size

Small- to medium-size

3Q10 revenues

AUO

41.99

9.51

20.14

124.4

CMI

45.57

10.52

37.69

137.05

CPT

5.89

1.65

36.12

19.4

HannStar (unconsolidated)

3.95

381,000 units

33.23

12.8

Source: Companies, compiled by Digitimes, October 2010

Taiwan top-4 LCD panel makers: Revenues, Sep 2009 - Sep 2010 (NT$m)

Month

AUO

CPT

CMI

HannStar Display

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Sales

Y/Y

Sep-10

39,946

1.3%

5,091

(5.8%)

44,782

169.8%

3,951

(26.9%)

Aug-10

41,684

12.9%

5,810

(0.2%)

44,735

179.5%

4,109

(32.7%)

Jul-10

37,301

17.1%

5,709

11.7%

44,938

198.5%

4,752

(21.6%)

Jun-10

41,438

38.4%

6,874

84.1%

44,980

209.6%

5,398

11.8%

May-10

41,474

51.3%

7,073

110%

48,852

299.5%

6,008

40.5%

Apr-10

39,012

62.1%

6,390

86.7%

49,501

289%

5,811

36%

Mar-10

38,801

76.9%

7,060

123.1%

38,180

215.9%

5,298

88.4%

Feb-10

31,182

103.5%

5,528

101.7%

13,465

49%

4,402

170.1%

Jan-10

36,260

174.7%

6,303

216.1%

16,110

81.6%

4,995

300.5%

Dec-09

35,204

139.7%

5,560

98.3%

16,125

79%

4,653

811.3%

Nov-09

36,785

108.7%

4,810

23.5%

15,375

51.6%

4,401

123%

Oct-09

38,075

39.9%

4,277

(20.3%)

14,912

14.9%

5,001

61%

Sep-09

39,446

14.2%

5,401

(26.5%)

16,598

12.7%

5,403

1.9%

*Figures are not consolidated
Source: TSE, compiled by Digitimes, October 2010

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