Both Innolux and AU Optronics (AUO) are starting to see TV panel orders pick up and expect them to be strong throughout September due to TV vendors in China preparing for the nation's October 1 holiday period, according to industry sources.
  The panel makers have seen their shipments decrease to China TV vendors over the last few months due to LCD TV subsidies issued by the China government coming to an end in June, but now expect the orders to pick up throughout the rest of third-quarter 2013 as the vendors prepare for an expected surge in sales in October.
  However, the sources noted that TV sales in China are expected to be flat or even slightly decrease in the second half of 2013 despite the increased demand in October.
  While the panel makers do see the increased orders from China vendors as a positive upturn, they anticipate shipments to emerging economies as well as to North America will help drive their performances in the second half, the sources said.
  Meanwhile, market observers said that global LCD TV shipments are likely to decline 1.6% on year to around 202 million units.