Market Chatter: AUO, Innolux to Relocate Production As US Tariffs Threaten Revenues

MT Newswires Live

Apr 17

AUO (TPE:2409) and Innolux (TPE:3481) expect between 12% to 20% of their display business to be hit by looming US tariffs, forcing them to shift production destinations, Taipei Times reported Wednesday.

AUO estimates a $200 million revenue impact and plans to shift production to countries with lower tariff exposure, reportedly.

Both firms ruled out building full-scale display fabs in the US, citing high labor costs and lack of supply chain infrastructure. Innolux, with higher US exposure due to direct vehicle and TV display shipments, is tightening supply chain control to manage risks, the report said.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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Innolux, with higher US exposure due to direct vehicle and TV display shipments, is tightening supply chain control to manage risks, the report said.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AUO","symbol_name":"友达光电","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2528763906","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2528763906","pubTimestamp":1744876852,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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Innolux, with higher US exposure due to direct vehicle and TV display shipments, is tightening supply chain control to manage risks, the report said.","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AUO":"友达光电"},"translate_title":"市场热议：由于美国关税威胁收入，友达光电、群创光电将搬迁生产","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AUO":1},"content_text":"AUO (TPE:2409) and Innolux (TPE:3481) expect between 12% to 20% of their display business to be hit by looming US tariffs, forcing them to shift production destinations, Taipei Times reported Wednesday.AUO estimates a $200 million revenue impact and plans to shift production to countries with lower tariff exposure, reportedly.Both firms ruled out building full-scale display fabs in the US, citing high labor costs and lack of supply chain infrastructure. Innolux, with higher US exposure due to direct vehicle and TV display shipments, is tightening supply chain control to manage risks, the report said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}