面板双虎强攻Micro LED

Core Insights - The panel industry leaders, AUO and Innolux, are aggressively pursuing Micro LED opportunities, with AUO integrating AI applications to target sectors such as TV, IT, and automotive, securing orders from major companies like Samsung and Sony Mobility [1] - Micro LED technology is recognized for its high-definition transparency, seamless large-scale integration, and flexibility, making it a preferred choice for applications in AI-driven solutions across various sectors [1][2] - AUO's CEO emphasizes that 2024 will be a pivotal year for Micro LED commercialization and mass production, with significant orders already in place, including a key product for Sony Mobility [1][2] Group 1 - AUO and BHTC are collaborating on the Smart Cockpit 2025 project, which aims to enhance human-machine interaction in smart vehicle environments, showcasing AUO's leadership in Micro LED technology innovation [2] - AUO has delivered a 114-inch spliced Micro LED TV to Samsung, indicating strong market interest in transparent displays, which are expected to create new application markets rather than replace mainstream products [2] - Innolux plans to manufacture Micro LED products on its 3.5-generation low-temperature polycrystalline silicon (LTPS) production line, with future plans for a sixth-generation line, focusing on automotive and large-size TV applications [2] Group 2 - Innolux's chairman announced that the company has received approval for nearly 580 patents related to its third-generation AM Micro LED technology, which boasts high quality, seamless integration, fast response times, and low power consumption [3] - The advanced features of Innolux's Micro LED technology are suitable for various innovative applications, including high-end theaters and museums, as well as smart mobility and retail sectors [3]