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AU Optronics Estimates Q2 TV Retail Sell-Through Jumped 32% From Q1

COVID-19 government stimulus measures around the world are helping “boost market demand” for discretionary tech products like premium TVs, said AU Optronics Chairman-CEO Paul Peng on a Q2 investor call posted Sunday. The panel maker estimates Q2 North American TV…

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retail sell-through increased 32% from Q1, he said. TV inventory levels are “very healthy at the moment,” he said. Average TV sell-through screen sizes in Q2 grew by more than an inch from a year earlier, said President-Chief Operating Officer Frank Ko. “When more people are staying at home, people are asking for higher-resolution, bigger-screen TV sets,” he said. Demand for smaller screen sizes is also rising, he said: “Because everybody is at home, and there are more people in one place, people are asking for a second or a third TV set.”