panel manufacturer, pointed out that all mergers and investments must have an effect on value. AUO's efforts in value transformation in recent years have increased the company's value. Recently, many car manufacturer customers have expressed high interest in AUO's Mini LED and Micro LED.
As for AUO's recent announcement that it will invest more than NT$100 billion in the 8.5th generation new factory next to Houli L8B factory in Zhongke Houli Park, it is currently under the original plan. It is expected that the ground will be officially started soon and will be put into production in 2025, mainly for the layout of Micro LED mass production.
Peng Shuanglang said that terminal sales of consumer electronic products such as mobile phones and computers have been decreasing recently, and the demand for related semiconductor components and panels has also decreased. However, the automotive market is relatively stable, especially the demand for electric vehicles related parts is still very large.
is different from traditional vehicles. The number of components of electric vehicles exceeds 7,000. In the future, the use of display technology in vehicles will not only increase the number and enlarge the size, but also have more diverse shapes. The integration with the system, including driving, monitoring, entertainment, etc. is also becoming increasingly important.
Peng Shuanglang emphasized that as long as customers have demands, AUO will increase the opportunity to provide integrated services. AUO will continue to focus on using technology to lead the company to create future value.
For the continued decline in LCD panel prices, Peng Shuanglang said that the panel prices originally reflect demand and supply. The recent situation of some low-level panels is indeed quite hard, but AUO's current low-level products are not high. The main reason is that AUO has promoted the value transformation for many years and has gradually seen results. Therefore, in this wave of panel economic correction, the impact has been relatively smaller. As East China is gradually unblocked, it is estimated that the situation in May and June may be slightly better than in April.
On the other hand, AUO is also working hard to extend various values. For example, smart manufacturing not only improves production efficiency, but also improves the effectiveness of energy conservation and carbon reduction. Now AUO has transformed smart manufacturing into external business opportunities, providing related services and solutions through AUO Digital and Yupei.
Source of information: MoneyDJ
Cover image source: Paixin.com
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