Industry Revenues:

• Display Panels: approx. 70%
• Solar Energy: approx. 15%
• System Solutions and Others: approx. 15%

TOP 3 Markets:

• China: approx. 40%
• Taiwan: approx. 25%
• USA: approx. 20%

AUO Corporation generates the majority of its revenues from the manufacturing and sale of display panels used in various applications such as televisions, monitors, and mobile devices. The solar energy and system solutions segments also contribute significantly to the income, with the latter encompassing innovative solutions and services.

China is the largest market for AUO, followed by Taiwan and the USA. These markets are crucial for the company as they exhibit high demand for display technologies as well as renewable energy solutions.

Production Sites:

• Taiwan
• China
• Singapore
• Netherlands

AUO Corporation, a leading manufacturer of TFT-LCD displays, operates multiple production facilities worldwide. The headquarters and most significant production plants are located in Taiwan. Additionally, the company has production sites in China and Singapore to meet demand in Asia.

In the Netherlands, AUO maintains a production facility that focuses on manufacturing displays for the European market. This geographical diversification enables AUO to efficiently respond to regional market requirements and optimize supply chains.

Strategy for Future Growth:

1. Diversification of Product Range: AUO Corporation plans to diversify its product range by focusing more on advanced display technologies such as OLED and Micro-LED. These technologies offer higher margins and are in demand in fast-growing markets such as smartphones, automobiles, and wearables.

2. Expansion into New Markets: The company aims for geographical expansion, particularly in emerging markets in Asia and Latin America. These regions offer significant growth opportunities due to the increasing demand for electronic products.

3. Sustainability and Green Technologies: AUO is committed to sustainable production methods and the development of environmentally friendly products. This includes reducing energy consumption in production and implementing recycling programs.

4. Investments in Research and Development: The company continuously invests in research and development to develop innovative technologies and strengthen its competitiveness. This includes both internal developments and strategic partnerships with technology companies.

Through these strategic measures, AUO Corporation is positioning itself to benefit from trends in display technology and global demand for advanced electronics.

Main raw materials: Glass, liquid crystals, semiconductors, printed circuit boards

Main importing countries:

• Japan: Liquid crystals, semiconductors
• South Korea: Glass, semiconductors
• China: Printed circuit boards, electronic components

AUO Corporation, a leading manufacturer of TFT-LCD panels, imports a variety of raw materials necessary for the production of displays. Glass and liquid crystals are essential materials for the manufacturing of LCD panels. Japan and South Korea are significant suppliers of these raw materials due to their advanced technologies and production capacities.

Semiconductors and printed circuit boards are also critical components integrated into the production process. These materials are mainly imported from Japan, South Korea, and China, as these countries are leaders in the manufacturing of electronic components. Strategic sourcing from these countries enables AUO to offer high-quality products at competitive prices.

Market Share in the Display Industry: 15% (2025, estimate) R&D Investments: 5% of revenue (2025) Technological Innovations: Introduction of Mini-LED and Micro-LED Displays

AUO Corporation is a significant player in the global display industry, with an estimated market share of about 15%. The company has gained a technological edge through continuous investments in research and development, accounting for approximately 5% of its revenue.

Particularly noteworthy are the advancements in the field of Mini-LED and Micro-LED technologies, considered groundbreaking and providing AUO with a competitive advantage. These innovations enable the company to offer high-quality and energy-efficient displays that are in demand across various applications, from televisions to mobile devices.

AUO's competitive edge is further enhanced by its ability to swiftly respond to market changes and integrate new technologies. This, coupled with strong production capacity and strategic partnerships, secures the company a solid position in the fiercely competitive display market.

Institutional Investor Share: Estimated around 50% (2026)

Insider Buys/Sells: No specific data available (2026)

The institutional investor share in AUO Corporation is estimated to be around 50%. This estimate is based on typical shares for companies of similar size and industry in the Taiwanese market.

Detailed information on insider buys or sells is currently not available. Such transactions are often disclosed in annual reports or specific stock exchange announcements. It is advisable to consult the official publications of AUO Corporation or the Taiwan Stock Exchange for the latest information.

Market share of AUO Corporation: Estimate: 12% (2026)

Top 5 competitors and their market shares:

1. Samsung Display: 20%
2. LG Display: 18%
3. BOE Technology: 15%
4. AUO Corporation: 12%
5. Innolux Corporation: 10%

Moat of AUO Corporation:

AUO Corporation has established a certain moat in the display industry through technological innovations and strong production capacity. The company continuously invests in research and development to diversify its product range and offer high-quality displays. This gives AUO an advantage in niche markets such as high-resolution and energy-efficient displays.

However, compared to competitors like Samsung Display and LG Display, which have larger resources and a broader product range, the moat of AUO is less pronounced. Samsung and LG benefit from stronger global brand recognition and vertical integration, giving them a significant competitive advantage.

BOE Technology has also strengthened its moat in recent years through capacity expansions and technology investments. Similarly to AUO, Innolux Corporation focuses on specific market segments but has less global influence.

Overall, AUO's moat exists but is less pronounced compared to the industry leaders. To enhance its competitive advantage, AUO could benefit from further investments in innovative technologies and strategic partnerships.

Revenue Growth: 5% (estimated for 2026 based on the latest available trends) Profit Margin: 4.5% (2025) Market Share in the Display Segment: 12% (2025)

AUO Corporation is a significant player in the field of display technology, especially in LCD panels. The company has shown moderate revenue growth of about 5% in recent years, attributed to stable demand for display products and diversification into new technologies such as OLED and Micro-LED.

The 4.5% profit margin in 2025 indicates that AUO is able to operate profitably despite the competitive market. This is a positive sign for investors seeking stable returns.

AUO has maintained its market share in the display segment at around 12%, indicating a strong market position and the ability to adapt to technological changes. Investments in research and development could lead to an improvement in the product range and a stronger market position in the long term.

Overall, AUO stock could be a good investment, especially for investors interested in the long-term development of display technology. The company's stability and innovation are positive factors to consider.

Dividend Yield: 4.5% (2025) Dividend History: Continuous payout over the last 5 years

AUO Corporation has achieved a dividend yield of approximately 4.5% in recent years, based on the latest available data from 2025. The company has consistently distributed dividends over the past five years, indicating a certain reliability in its dividend policy.

The reliability of dividend payment is supported by the stable financial performance of the company. Despite the volatile market conditions in the display industry, AUO has managed to stabilize its earnings and thus maintain its dividend policy.

Analysts view AUO's dividend policy as relatively reliable as long as the company maintains its market position and financial stability. However, future payouts could depend on overall market developments and specific corporate strategies.