This excerpt taken from the AUO 20-F filed Jun 3, 2005.
Notebook Computers. In 2002, 2003 and 2004 sales of panels for notebook computers accounted for 29.6%, 21.0% and 19.2%, respectively, of our net sales. The decline in notebook computer panels sales as a percentage of our total net sales resulted from the increase in sales of our other products, particularly desktop monitor panels, which grew at a faster rate than sales of notebook computer panels.
The most commonly produced sizes for panels for notebook computers have changed in recent years, partly as a result of migration in TFT-LCD production technology. The most commonly produced panel sizes for notebook computers were from 12.1 inches to 14.1 inches in 2000 and 2001 and 14.1 and 15.4 inches in 2002, 2003 and 2004. As fifth-generation production capacity increases, we expect that 15.4 -inch panels will continue to be one of the most commonly produced sizes for notebook computers, with demand for 17-inch panels increasing as well. We typically seek to increase our production of notebook panels of a certain size, one to two quarters ahead of expected product migration towards that panel size.
In 2004, unit sales of our panels for notebook computers was approximately 4.9 million, of which a substantial portion was accounted for by 14.1 inch to 15.4 inch panels. In 2004, our net sales accounted for by panels for notebook computers was approximately NT$32.3 billion.