AUO‘s Positive Outlook for Micro LED Production
AUO presented its latest Micro LED and automotive technologies at Touch Taiwan on August 24. AUO Chairman Peng Shuanglang expressed confidence in the industry’s recovery, predicting that it would hit its lowest point in the first quarter of this year but will then steadily improve. He noted that the television market is beginning to rebound, with strong demand anticipated in the second half of the year, partly driven by the growing popularity of AI PCs. Automotive demand remains very stable, while commercial and industrial applications are also showing signs of recovery. Peng believes the panel industry’s worst downturn occurred over the past two years, and he expects a healthier growth trajectory moving forward. As demand grows, panel prices are expected to stabilize, driven by market forces.
Boost in Demand from Major Sporting Events
Peng highlighted that two major sporting events this year—the Olympics and the UEFA European Championship—are expected to significantly increase demand for large displays, particularly those over 65 inches. A notable rise in demand for large screens is already being observed.
AUO’s Leadership in Automotive Displays and Micro LED Technology
Since AUO began its investment in automotive displays in 2003, it has become a key supplier to all major automotive brands. The company’s display technologies, especially those utilizing Micro LED, are protected by over 1,000 patents, making AUO a leader in the display industry. Since 2012, AUO has been focusing on Micro LED technology, achieving notable advancements in volume, quality, and intellectual property holdings. The company has also heavily invested in mass production capabilities, which began at the end of last year for wearable devices. AUO now plans to expand its mass production to other fields, including automotive displays and large TVs.
Addressing Challenges in the Electric Vehicle Market
Discussing the challenges faced by the electric vehicle market, Peng noted that every industry goes through phases of rapid growth followed by consolidation. These phases provide opportunities to address any overlooked issues and prepare for the next wave of growth. According to Peng, “Headwinds do not signify a decline but rather a slower growth rate, providing time to build momentum for future growth.”
Strategic Integration and New Product Development
Regarding the integration plan with BHTC, Ke Furen mentioned that the merger was completed in early April. The team is now fully focused on integration and collaboration, prioritizing customer needs. This includes developing new solutions to meet client demands, ensuring stable deliveries to existing customers, and accelerating the development of innovative products. The fast-tracking of smart cockpit solutions and display interfaces, including new technologies like Micro LED, is already underway, with collaborative projects actively progressing.
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