AUO to Show Micro-LED Products…Again
Apple’s (AAPL) ‘secret’ mini/micro-LED R&D center and prototype fab has been around for a number of years, and its affiliation with AU Optronics (AUOTY) and Ennostar (3714.TT) (formerly Epistar) is also a poorly guarded secret, but we seem to be getting closer to Apple actually releasing at least a mini-LED product as we have mentioned recently. That said, project partner AU Optronics will be showing a number of mini/micro-LED products/prototypes at an upcoming event in Taiwan (Touch Taiwan 2021) this month that we hope will shed some light on how far along Apple’s (and AUO/Ennostar) micro-LED development has come.
AUO has been showing micro-LED prototypes since 2018 at similar shows, particularly a 21.3” micro-LED automotive display and more recently a 9.4” flexible micro-LED prototype developed with PlayNitride (pvt), but has yet to commercialize such a product. AUO’s chairman indicated in 2019 that he expected the development of a Public Display or VR product to take 1-2 years, which would be this year, and an automotive product in 5 years. We expect the company to show a modular public display system using small pitch LEDs in a module, similar to the systems sold by Samsung (005930.KS), and LG (066590.KS), but we have yet to get details on cost or availability, both of which could be problematical for real commercial production.
AUO has been showing micro-LED prototypes since 2018 at similar shows, particularly a 21.3” micro-LED automotive display and more recently a 9.4” flexible micro-LED prototype developed with PlayNitride (pvt), but has yet to commercialize such a product. AUO’s chairman indicated in 2019 that he expected the development of a Public Display or VR product to take 1-2 years, which would be this year, and an automotive product in 5 years. We expect the company to show a modular public display system using small pitch LEDs in a module, similar to the systems sold by Samsung (005930.KS), and LG (066590.KS), but we have yet to get details on cost or availability, both of which could be problematical for real commercial production.
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