Achieving Transformative Impact on the Workforce by Implementing AI Recruitment, Smart Scheduling, and Digital Agent AUO Suzhou Fab AUO Suzhou Fab has been recognized by the World Economic Forum (WEF)’s Global Lighthouse Network (GLN) in the Talent category, becoming the first in the global display industry to receive this honor. HSINCHU, Taiwan, Jan. 16, 2026 (GLOBE NEWSWIRE) -- AUO announced today (16th) that its Suzhou Fab has been recognized by the World Economic Forum (WEF)’s Global Lighthouse Netwo ...

Core Insights - AUO Mobility Solutions, a subsidiary of AUO, is set to showcase its innovations at CES 2026, focusing on Visual, Computing, and Connectivity to enhance smart mobility experiences [1][2] Group 1: Innovations in Display Technology - The company introduces the world's first Aero Module Transparent Micro LED Display, which features ultra-high brightness and transparency, allowing for dynamic displays and immersive experiences [3] - Advanced Reflectionless Technology in the Center Information Display (CID) enhances visibility and driving safety while integrating seamlessly with the cabin's interior [4][21] - The INVISY Series integrates display technology with HMI controls, offering a "Display on Demand" concept for a safer and more intuitive user experience [5] Group 2: Smart Cockpit Solutions - AUO Mobility Solutions is developing a smart cockpit domain control platform that supports integrated cockpit solutions, enabling simultaneous control of multiple displays and personalized adjustments based on passenger recognition [7] - The DriverAware HUD combines a projected head-up display with an infrared camera to enhance driver safety by monitoring attention and displaying critical information [13] - The Horizon Intelligent Dash unifies multiple displays into a seamless interface, enhancing the immersive experience for users [13] Group 3: Connectivity Innovations - The SatGlass Antenna, developed in collaboration with YTTEK Technology, integrates transparent satellite antennas into vehicle structures, enabling seamless connectivity and a range of services [8] - This innovation supports V2X communication and facilitates over-the-air updates, enhancing the overall smart mobility experience [8] Group 4: Expanding Applications - AUO Mobility Solutions is leveraging its Micro LED technology for applications beyond smart cockpits, including automotive retail and consumer engagement solutions [9] - The company is introducing various interactive display solutions, such as a 30-inch Interactive AR Box and a 42-inch Multilingual AI Ordering System, to enhance customer engagement [14]

"幸福肥东"消息，近日，深圳市世纪创新显示电子有限公司（以下简称"世纪创新"）肥东智慧显 示产业园项目签约仪式在安徽合肥肥东县政府举行。 肥东项目计划建设厂房约3万平方米，满产后年产值不低于10亿元。 项目将发挥世纪创新在显示器研发制造及市场渠道布局优势，结合肥东产业载体资源，补强区域 显示产业链关键环节，助力肥东融入合肥"芯屏汽合"产业格局，推动新型显示产业集群发展。 创新显示总部位于深圳南山区，公司旗下拥有两个自有品牌：INNOCN（专业显示产品）和泰坦 军团（电竞显示产品）。 在ODM代工方面，公司与宏碁、小米、中兴、阿里巴巴、海尔、创维、TCL、微星等品牌合作， 为客户提供显示器研发和生产服务。 生产方面，公司拥有两大制造基地：广西世纪创新显示电子有限公司一期占地5万平方米，年产 500万台高端显示产品，二期规划年产值超百亿元。另外，湖北世纪联合创新科技有限公司占地2 万平方米，年产120万台高端显示产品。 图片来源：幸福肥东 在上游供应链上，公司与LG、三星、BOE、AUO等屏厂建立战略合作，并与INTEL、NVIDIA、 MSTAR、NOVATK等芯片厂及AUSU、GIGABYTE等板卡集成商建立 ...

Core Insights - AUO Display Plus is showcasing advancements in 3D microsurgery imaging and AI-powered clinical precision, aiming to innovate healthcare solutions across both Chinese and Western medicine [1][2] Group 1: Healthcare Innovations - AUO collaborates with various partners to develop a smart healthcare ecosystem, focusing on integrating advanced display technology, real-time image streaming, edge computing, and AI for applications like 3D surgical imaging and AI-assisted medical interpretations [1][2] - The "3D Microsurgery Imaging Solution" enhances visualization capabilities for complex microsurgeries, providing ultra-clear stereoscopic views to support precise surgical manipulation [3][21] - The "MediThinQ 3D Microsurgery Solution" offers immersive 3D displays for procedures such as hair transplantation and dental surgery, improving precision and efficiency [5] Group 2: Surgical Training and Collaboration - ADP's "3D Imaging Solution for Remote Surgical Training" supports multi-angle, real-time streaming to enhance clinical teaching effectiveness and reduce the learning curve for complex surgical techniques [5] - The high-resolution 4K 3D medical display allows lead surgeons to visualize sub-millimeter vessels without traditional eyepieces, improving surgical accuracy and reducing fatigue [4] Group 3: Edge Computing and AI Integration - ADP partners with ADLINK to enhance precision healthcare through edge computing, integrating advanced display technology and AI for improved clinical image analysis [7] - The "NaviFUS Neuronavigation-guided Focused Ultrasound System" utilizes edge computing to enhance drug delivery and therapeutic effectiveness by precisely directing energy to intracranial targets [8] Group 4: Traditional Chinese Medicine (TCM) Digitalization - AUO is advancing TCM through digitalization and AI, launching solutions like Pulse Analysis and Tongue Image Capturing System to improve clinical efficiency [10][11] - The TCM Digital Detection Solution has been adopted by over 10 leading medical institutions in Taiwan, demonstrating AUO's commitment to integrating technology in traditional practices [12] Group 5: Recognition and Awards - DentLabX's Smart Dental Lab Management Suite received the 2025 National Innovation Award, highlighting AUO's role in driving digital transformation in dentistry [13] Group 6: Company Overview - AUO, founded in 1996, is a technology-oriented company with a focus on display-centric solutions across various sectors, including healthcare, and reported a consolidated net revenue of USD 8.57 billion in 2024 [17]

Core Viewpoint - AUO has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [4]. AUO's Earnings Outlook - The recent upgrade for AUO indicates a positive outlook for its earnings, suggesting potential buying pressure and an increase in stock price [3][5]. - Analysts have raised their earnings estimates for AUO significantly, with the Zacks Consensus Estimate increasing by 87.5% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [7]. - AUO's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].

Core Insights - Micro LED technology is gradually penetrating various display applications, benefiting from improved manufacturing processes and the introduction of new products like AR glasses and smartwatches, with the chip value expected to reach $4.608 billion by 2029 [2] - In non-display applications, Micro LED is expanding into the optical interconnects sector, driven by AI server demand, which may enhance technology advancement and chip demand [2] Display Applications - The launch of Garmin's first Micro LED smartwatch, Fenix 8 Pro, signifies the industry's initial steps into high-value applications, although high power consumption and costs pose challenges for market acceptance compared to OLED [4] - Long-term trends indicate that Micro LED can meet the high brightness demands of outdoor environments for sports watches and has potential for integration with health monitoring and navigation features [4] Optical Interconnects - The increasing demand for data centers is driving the search for more economical light sources, with Micro LED offering low power efficiency, higher data transmission density, and better temperature stability, potentially leading to rapid cost reductions in the coming years [6]

Core Insights - AUO Mobility Solutions Corporation (AMSC) is set to debut at CES 2026, showcasing its commitment to smart mobility innovation through integrated display HMI, in-vehicle computing, and smart connectivity [1][6] - AMSC was formed by integrating AUO's Mobility Solutions Business Group and BHTC GmbH, focusing on delivering human-centric mobility experiences [2][9] - The company aims to meet evolving consumer expectations in the automotive industry by leveraging over 20 years of experience in automotive HMI and providing end-to-end support for OEM partners [3][9] Company Overview - AMSC emphasizes immersive experiences, intelligent sensing, and advanced computing platforms to create differentiated in-vehicle experiences for global OEMs and users [2][17] - The company is positioned as a key player in smart cockpit innovation, collaborating with industry partners to advance software-defined vehicles [4][9] - AMSC's solutions are built on three foundational pillars: Visual, Computing, and Connectivity, transforming the cockpit into a personalized, intelligent extension of every journey [5][13] Future Vision - AMSC will unveil next-generation smart cockpit solutions at CES 2026, addressing the demands of autonomous driving and immersive cockpit experiences [4][6] - The company aims to redefine the in-vehicle experience and accelerate innovation across the mobility ecosystem [6][9] - AUO's consolidated net revenue was USD 8.57 billion in 2024, reflecting its strong market position and commitment to ESG sustainability [8]

Summary of Greater China Technology Hardware Conference Call Industry Overview - The conference focused on the Greater China Technology Hardware sector, particularly in AI technology and hardware advancements [7][8]. Key Insights - **Opportunities in AI GPU and ASIC Servers**: There are significant opportunities in upgrading AI GPU and ASIC server designs, with major projects like GB300, Vera Rubin platform, and Kyber architecture showing promise [7][8]. - **AMD Helios Server Rack**: The AMD Helios server rack project is gaining traction, indicating a positive trend in server hardware demand [7]. - **Enhanced Computing Power**: AI ASIC servers are expected to enhance computing power and increase rack density, which is crucial for data centers [7]. - **Power Solution Upgrades**: Transitioning to 800V HVDC power architecture and the growing adoption of liquid cooling solutions are highlighted as key upgrades [7]. - **PCB/Substrate Capacity Expansion**: There is a wave of capacity expansion in PCB/substrate to support ongoing design upgrades, which is essential for meeting increased demand [7]. - **Data Network Improvements**: Upgrades in data and power interconnects are anticipated to improve data network transmission speed and capacity [7]. - **Consumer Electronics Demand**: The demand for consumer electronics is being impacted by rising memory costs, with Android smartphones being more vulnerable compared to iPhones [7]. - **Upcoming Foldable iPhone Models**: Anticipation for the release of foldable iPhone models in the second half of 2026 is noted as a potential market driver [7]. Stock Recommendations - **Key Stock Ideas**: - AI Server Hardware: Wistron, Hon Hai/FII, Wiwynn, Delta Electronics, AVC, BizLink, King Slide, Accton, Chenbro, Gold Circuits, Innolight, FIT, and Fositek [7]. - Edge AI: Xiaomi, Lenovo, Luxshare [7]. Valuation Comparison - A detailed valuation comparison of various companies within the Greater China Technology Hardware sector was provided, including metrics such as price, target price, EPS, P/E ratio, P/B ratio, and ROE [8]. - Notable companies included: - **Lite-On Tech**: Current price at 162.50, target price at 150.00, with a P/E ratio of 23.3 for 2025 [8]. - **Delta Electronics**: Current price at 922.00, target price at 1288.0, with a P/E ratio of 38.9 for 2025 [8]. - **Hon Hai**: Current price at 241.00, target price at 317.0, with a P/E ratio of 16.4 for 2025 [8]. - **Foxconn Tech**: Current price at 66.80, target price at 54.00, with a P/E ratio of 26.0 for 2025 [8]. Additional Considerations - The report emphasizes the importance of considering Morgan Stanley Research as one of several factors in investment decision-making, acknowledging potential conflicts of interest [4][5].

Core Insights - AUO Corporation is leading the development of a comprehensive smart energy ecosystem, focusing on energy storage solutions to address rising power consumption and the need for grid stability [1][2][3] - The company has partnered with 21 other entities to showcase its "Energy Storage as Priority x Solar-Storage Synergy" product portfolio at Energy Taiwan 2025, aiming to reduce electricity costs and enhance energy efficiency [1][2] - AUO emphasizes the importance of behind-the-meter energy storage systems for commercial, industrial, and residential applications to optimize energy use and support the transition to a low-carbon future [3][4] Energy Storage and Smart Grid - The increasing demand for AI-related power and renewable energy necessitates a stable energy storage system for grid resilience, which AUO is addressing through its smart storage solutions [3][6] - AUO's energy storage systems can regulate frequency and voltage, significantly reducing peak-hour consumption and integrating various power resources [3][4] - The company has implemented a smart energy storage system at its Pingtung site, demonstrating its commitment to smart grid deployment [17] Technological Integration and Innovation - AUO has developed the SunVeillance smart cloud PV monitoring and management system, which allows for real-time monitoring and data analysis to enhance energy management efficiency [5][6] - The company is leveraging its strong supply chain integration to build the AUO Energy Shop, providing a one-stop solution for energy products and services [4][6] - AET SustainTek, a subsidiary of AUO, focuses on sustainable solutions, integrating technologies like AIoT for energy management and carbon emission monitoring [7][8] Commitment to Sustainability - AUO has achieved an installed capacity of approximately 359 MW connected to the grid and has received recognition for its sustainable energy initiatives, such as the Mao Cheng Green Energy Education Park [6][8] - The company aims to enhance electricity efficiency, reduce carbon emissions, and strengthen energy security as part of its commitment to a sustainable future [2][8] - AUO has been represented in the Dow Jones Sustainability World Index for 14 years, highlighting its dedication to ESG sustainability development [10]

Group 1 - The core viewpoint of the article is that the LCD TV panel shipment volume is expected to increase by 5.1% year-on-year in Q3 2025, driven by national subsidy policies and seasonal inventory preparations [2][3]. Group 2 - The article provides a detailed analysis of the global LCD TV panel shipment volume, shipment area, and the ranking of major panel manufacturers in terms of shipment volume and area [2][3]. - It includes monthly changes in LCD TV panel prices from September 2024 to September 2025 [3]. - A timeline related to the "old-for-new" national subsidy policy for 2024-2025 is outlined [3]. - The expected shipment volume and area rankings for global LCD TV panels in Q3 2024 are discussed, along with year-on-year comparisons [3]. - The article presents detailed shipment volume and area share data for various manufacturers (BOE, CSOT, HKC, Innolux, AUO, CHOT, Sharp) segmented by size from Q1 2024 to Q3 2025 [3][4].