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AUO Reports 11.2% Monthly Revenue Decline in October, Citing Soft Demand
Electronic Technology · Electronic Components · economic_daily · 2026-11-09
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AUO reported October revenue of NT$20.78 billion, down 11.2% month-over-month, as the company warns of a weaker fourth quarter due to inventory adjustments.
What Happened
Revenue Results: AUO announced its consolidated revenue for October reached NT$20.78 billion, representing an 11.2% monthly decline and a 0.7% year-over-year decrease. For the first ten months of the year, the company's cumulative revenue totaled NT$227.58 billion, down 2% from the previous year.
Market Headwinds: Chairman Paul Peng noted that rising prices for memory and processors have increased laptop costs, dampening consumer demand. Furthermore, elevated inventory levels among brand clients and distribution channels have placed significant pressure on panel demand.
Operational Outlook: General Manager Chang Bo-yi stated that as the peak season stocking period concludes, brand clients are adopting a more conservative procurement strategy. Consequently, the company expects fourth-quarter display revenue to decline compared to the third quarter, with smart mobility remaining flat and vertical field demand seeing a mid-single-digit percentage drop.
Stock Performance: Despite the soft revenue figures, AUO's stock price rebounded today, rising NT$1.65 to close at NT$28.20 with a trading volume exceeding 214,000 shares.