AU Optronics LTPS and AMOLED small size panels usher in new opportunities

High-end smartphones are equipped with ultra-high resolution screens, and AUO smartphone brand customers are separately purchasing low-temperature polysilicon (LTPS) panels with high-resolution advantages, and small quantities of active matrix organic light-emitting diodes. The polar body (AMOLED) panel is expected to drive the profit and revenue growth of AUO's small-size panel product line in the third quarter.

Peng Shuanglang, general manager of AUO, said that due to the significant increase in demand for 4 ”and full HD (above 400ppi) resolution panels for smartphone brand customers in mainland China, AUO ’s 3.5 generation LTPS panel production in Taiwan and Singapore ’s 4.5 generation LTPS The line is fully loaded. On the other hand, AUO is also accelerating the production of AMOLED panels to provide customers with more diverse panel display technology options.

Peng Shuanglang revealed that AUO's 5-inch AMOLED panel has received design in from a number of smart phone brand customers. It is expected to be shipped in small quantities in the third quarter of 2013, and it is expected that revenue contribution will be injected in the second half of 2013.

It is also worth mentioning that the resolution of the a-Si panel produced by AUO in the fifth-generation line has also reached 300ppi level. In the future, it will mainly focus on the mid-to-high-end and entry-level smartphone markets with continued strong demand. To distinguish it from LTPS and AMOLED panel product lines.

Peng Shuanglang expects that in 2013 global mobile phone shipments will look at 1.88 billion units, with an annual growth rate of 6%, of which smartphone shipments will reach 1.023 billion units, with an annual growth rate of 51%. As a result, thanks to the substantial increase in the purchase of LTPS, AMOLED and a-Si panels by smartphone brands, AUO smartphone panel revenue in 2013 is expected to be higher than expected.

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