AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets such as automotive, healthcare and industrial displays. That transformation is now under intense scrutiny.

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold in the sector. That progress stems from advances in Tandem OLED technology, which have significantly improved lifetime and reliability. As validation data accumulates and production costs decline, industry researchers expect automotive OLED adoption to accelerate after 2030.

Chinese display suppliers are expanding into South Korea's automotive supply chain as competition shifts beyond televisions and smartphones toward software-defined vehicles, where cockpit displays are becoming a defining part of the user experience.

AUO's board of directors on July 30 approved a change in senior management, appointing Chief Financial Officer Chang Po-Yi as the company's new president, following Frank Ko's resignation as president for personal reasons.

ams OSRAM is developing Micro LED-based optical data links for AI data centres, positioning the technology as a high-density, scalable alternative to copper interconnects. To support adoption, the company has built a high-precision simulation platform that evaluates Micro LED optical links under real AI workloads.