Core Insights - The global automotive display market is projected to reach 121 million units in the first half of 2025, reflecting a year-on-year growth of 5.1%, indicating a structural transformation from mere screen proliferation to integrated, software-defined cockpit development [1][2]. Market Overview - The central control screen (CSD) segment shows a modest growth of 2.0% in 2025, following two years of rapid expansion, as the penetration rate of factory-installed units is already high, limiting incremental growth opportunities [2][3]. - The aftermarket segment for central control screens is expected to decline significantly by 15.9%, as most new vehicles are now equipped with standard central control screens, reducing modification opportunities [2]. - Control panel display shipments are projected to decrease by 4.1%, reflecting a trend of integrating HVAC and audio interfaces into the main central control screen [2]. Technology Trends - The a-Si LCD market share is expected to drop from 69.6% in the first half of 2023 to 51.0% in the first half of 2025, while LTPS LCD share is anticipated to rise from 29.1% to 46.4%, driven by in-cell touch integration and enhanced optical performance [3]. - AMOLED penetration is expected to nearly double to 2.1%, primarily propelled by high-end electric vehicles and flagship cockpit projects [3]. - The dashboard (ICD) segment is projected to grow by 16.8% to 43.3 million units, with small-sized dashboards (under 6 inches) experiencing the fastest growth due to support from compact electric vehicles and entry-level models in emerging markets [3]. Future Outlook - The automotive display ecosystem is entering a restructuring phase in 2025, where the slowdown in central control screen shipments does not indicate market weakness but rather a redistribution of display functions within the cockpit [3][4]. - The focus of future competition will shift from the number of screens in a vehicle to how each display intelligently interacts with computing, optics, and localized user experiences, redefining human-machine interaction in future cockpits [4].

Group 1 - The company, Asia Optical, stated that its products are widely used in various fields including industrial control instruments, medical devices, white goods, automotive displays, liquid crystal light valves, smart retail, smart public transport, and smart office applications [1] - The company emphasized that its operational performance and data should be referenced from official company announcements [1]