LCD technology is facing a bottleneck
There are still plans for new land-based flat-panel mills. AUO said the mainland's overall production capacity will surpass Japan, South Korea and Taiwan. In the future, the oversupply of the panel industry is expected to become a new normal. Coupled with the new display technology AMOLED, the market share is rapidly rising. LCD (liquid crystal display) Has come to the bottleneck, so the terminal products instead looking for new display technologies such as OLED, but last year's high-end smart phones equipped with AMOLED but not big sell, show AMOLED is not a panacea, Taiwan factory abandoned OLED technology earlier, Is bound to cooperate with the LED factory to master Micro LED, regain the right to serve.
AUO pointed out that the Panel Industry has caused tremendous changes after the accession to the land factory. AUO has continued its value transformation. As its competitors have changed from the past, the Republic of Korea and South Korea into Chinese factories, the competitive situation has changed and AUO has no strategic match with its competitors Capacity scale, to be more value-added products to create profits, through the optimization of the product portfolio to the overall solution, to provide more integration of hardware and software to produce more value.
And AUO Micro LED is facing the bottleneck of increasing costs, yet to be resolved.
Group first layout
In contrast, Group (3481) has been quite hold the first to enter the field of Mini LED, and then touch the stones across the river, together with the LED factory into the field of Micro LED, mainly due to group driven by the TFT active matrix circuit board, therefore Each LED drive technology can be achieved without increasing costs, optimistic about the Mini LED single driver reached a high dynamic contrast (HDR) and other display technologies.
Group said that Taiwan at the same time with the LED, panel high-end technology, have the opportunity to Mini LED, Micro LED win back to the market.