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友达光电1Q19的运营陷入亏损

TFT-LCD面板制造商友达光电(AUO)在4月25日的投资者会议上公布了2019年第一季度的财务报告,净营业亏损为新台币51亿元(1.65亿美元)。

公司董事长兼首席执行官保罗彭说,净运营亏损主要是因为手机和电视用电板的供过于求导致价格下降和CPU供应短缺导致第一季度IT用板的出货量下降。 彭指出,供应过剩是由于中国制造商开始运作第10.5代产能。

目前,50英寸以下电视面板的价格已经开始回升,因为它们之前已经低于成本水平。 然而,彭表示,随着中国制造商将继续增加产量,65英寸及以上电视面板的价格可能会保持在较低水平。 对于第二季度的业务展望,友达光电预计大尺寸面板的出货量将保持平稳或略有增长,而中小尺寸面板的出货量将连续增长11-13%。

友达光电的第一季度总面积为634.2万平方米,平均售价为每平方米312美元。 出货量包括2587万块大尺寸面板,按季减少9.1%,同比下降9.4%,中小尺寸面板减少2496万块,季度下降22.4%,同比下降46.4%。 第一季度的平均库存周转率为37天。

在应用方面,液晶电视占第一季度面板销售收入的39%,液晶显示器占17%,平板电脑和其他移动设备占24%,商用显示器占20%。 至于面板尺寸,10英寸以下的面板占销售收入的16%,10英寸到20英寸以下的型号为28%,20英寸到39英寸以下的型号为19%,39-到-50英寸型号适用于11%和50英寸及以上的26%。

友达光电将继续专注于迷你LED背光面板开发,并自2018年第四季度以来一直在为高端商用设备提供面板。

友达光电:财务报告,1Q19(新台币元)
项目Q / QY /
合并收入66075(13.47%)(10.40%)
毛利率0.37%下降4.93pp下跌10.57pp
EBITDA *4,049(46.09%)(64.53%)
净营业亏损5100净营业亏损新台币1,454元净营业利润新台币2,953元
净亏损3,688净利润为2.81亿新台币净利润为新台币4,309百万元
每股净亏损(新台币)0.38

*注:利息,税项,折旧,摊销前的盈利。 
资料来源:公司,由Digitimes编辑,2019年4月

友达光电董事长兼首席执行官Paul Peng 
照片:Michael Lee,Digitimes,2019年4月

原文:

TFT-LCD panel maker AU Optronics (AUO) released financial report for the first quarter of 2019 at an April 25 investor conference, suffering net operating loss of NT$5.1 billion (US$165 million).

The net operating loss was mainly because oversupply of handset- and TV-use panels resulted in drops in price and short supply of CPUs led to decreased shipments of IT-use panels in the first quarter, company chairman and CEO Paul Peng said. The oversupply arose from China-based makers' bringing into operation 10.5th-generation production capacities, Peng noted.

Currently, prices for sub-50-inch TV panels have begun to pick up as they have previously fallen below the level of costs.However prices of 65-inch and above TV panels are likely to stay at a low level as China-based makers will continue to increase output, Peng indicated. For business outlook for the second quarter, AUO expects shipments for large-size panels to remain flat or slightly increase on quarter and those for small- to medium-size panels to grow 11-13% sequentially.

AUO shipped panels of a total area of 6.342 million square meters with an average selling price of US$312 per square meter in the first quarter. The shipments consisted of 25.87 million large-size panels, decreasing 9.1% on quarter and 9.4% on year, and 24.96 million small- to medium-size panels, slipping 22.4% on quarter and 46.4% on year. The average inventory turnover rate in the first quarter was 37 days.

In terms of applications, LCD TVs accounted for 39% of the sales revenues from panels in the first quarter, LCD monitors for 17%, tablets and other mobile devices for 24% and commercial displays and others for 20%. As for panel sizes, sub-10-inch panels accounted for 16% of the sales revenues, 10- to sub-20-inch models for 28%, 20- to sub-39-inch models for 19%, 39- to sub-50-inch models for 11% and 50-inch and above for 26%.

AUO will continue focusing on mini LED-backlit panel development for the time being and has been shipping the panels for high-end business-use devices since the fourth quarter of 2018.

AUO: Financial report, 1Q19 (NT$m)
ItemAmountQ/QY/Y
Consolidated revenues66,075(13.47%)(10.40%)
Gross margin0.37%down 4.93ppdown 10.57pp
EBITDA*4,049(46.09%)(64.53%)
Net operating loss5,100net operating loss of NT$1,454net operating profit of NT$2,953
Net loss3,688net profit of NT$281 millionnet profit of NT$4,309 million
Net loss per share (NT$)0.38

*Note: Earnings before interest, tax, depreciation, amortization. 
Source: Company, compiled by Digitimes, April 2019

· 2019-04-28 11:18  本新闻来源自:digitimes,版权归原创方所有

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