What They Say
Digitimes reported on the automotive market for displays and spoke to AUO which said that it is basing a lot of new projects in that sector on LTPS backplanes. The site quoted Sigmaintell Consulting as reporting 19 million LTPS automotive displays were shipped globally in 2021 for an on-year growth of 83.4%. The penetration rate reached 12%, showing a rapid overall growth trend.
Quoting AUO’s chairman Paul Peng, the report covered the changes of inventory and demand in the TV segment and also quoted his forecast that IT display demand will be flat this year. AUO will exploit LTPS and miniLED to boost its share.
AUO expects ASPs per sq. metre to fall around 5% over Q1.
What We Think
It would be slightly surprising if a big panel maker made a controversial comment! (BR)
