Update shared on07 Sep 2025
Fair value Increased 4.83%The upward revision in AUO’s price target reflects improved consensus revenue growth forecasts and a notable expansion in future P/E expectations, resulting in a new fair value estimate of NT$13.73.
What's in the News
- AUO partnered with Garmin to launch the world's first Micro LED display smartwatch, the Garmin fenix 8 Pro MicroLED, marking a significant advance in wearable display technology.
- The Micro LED display, developed with AUO's proprietary LTPS active matrix backplane, features over 400,000 mini-LEDs for exceptional image quality, brightness, responsiveness, and adaptability.
- Micro LED technology enables custom display shapes and superior durability, broadening its application to consumer wearables and enhancing product differentiation.
- AUO continues to expand its technological capabilities and ecosystem in Micro LED, supporting innovation across TVs, automotive displays, and now wearables.
- AUO's Board approved the restructuring of its Mobility Solution Business Group and BHTC into a new subsidiary, AUO Mobility Solution Corporation (AMSC), including a RMB 1.6 billion valuation for its Chinese smart mobility business and a planned USD 83 million investment to establish a subsidiary in China, pending regulatory approval.
Valuation Changes
Summary of Valuation Changes for AUO
- The Consensus Analyst Price Target has risen slightly from NT$13.10 to NT$13.73.
- The Consensus Revenue Growth forecasts for AUO has significantly risen from 2.2% per annum to 3.6% per annum.
- The Future P/E for AUO has significantly risen from 26.45x to 34.89x.
Disclaimer
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