AUO Corporation

TWSE:2409 株式レポート

時価総額：NT$226.4b

AUO マネジメント

マネジメント 基準チェック /24

AUOの CEO はFrank Koで、 Sep2019年に任命され、 の在任期間は 6.83年です。 は、会社の株式の0.087%を直接所有しており、その価値はNT$ 197.16M 。経営陣と取締役会の平均在任期間はそれぞれ6.8年と4.1年です。

主要情報

Frank Ko

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間6.8yrs
CEOの所有権0.09%
経営陣の平均在職期間6.8yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

ナラティブの更新 • Jun 29

2409: Micro Led Ambitions Will Face A More Cautious Outlook

Analysts have lifted their fair value estimate for AUO from NT$18.20 to NT$23.50. They point to lower assumed discount rates, slightly softer revenue growth expectations, improved profit margin forecasts and a reduced future P/E multiple in their updated valuation work.
ナラティブの更新 • Jun 15

2409: Transparent Micro Led And Ai Plans Will Sustain Rich Pricing Risk

Analysts kept their fair value estimate for AUO steady at NT$18.20, making only small revisions to the discount rate, revenue growth, profit margin, and forward P/E assumptions, which together resulted in a modest downward adjustment to the overall price target. What's in the News AUO is centering its technology roadmap on transparent Micro LED, combining optics, sensing, and AI to support virtual and physical interaction across smart mobility and energy focused applications, with multiple technical papers presented at SID 2026.
ナラティブの更新 • Jun 01

2409: Micro Led And Ai Displays Will Face Rich Pricing Risk

Analysts have raised their AUO price target from NT$15.0 to NT$18.2, citing updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple as the main drivers of the change. What's in the News AUO outlined a technology roadmap centered on transparent Micro LED at SID 2026, focusing on virtual and physical interaction across smart mobility and low carbon display applications.
ナラティブの更新 • May 12

2409: Long Term Micro LED Push Will Likely Keep Shares Overstretched

AUO's analyst price target holds steady at NT$13.00, with analysts pointing to updated assumptions around the discount rate, revenue growth, profit margin and future P/E to support maintaining this level. What's in the News AUO puts transparent Micro LED at the center of its long term display roadmap, combining optics, sensing and AI to support virtual physical interaction across smart mobility and low carbon applications.
ナラティブの更新 • Apr 22

2409: Future Display Bets Will Likely Keep Shares Overstretched

Analysts have kept the AUO price target steady at NT$13.0. Updated assumptions include a lower discount rate, slightly different revenue growth and profit margin expectations, and a higher future P/E input guiding their valuation framework. What's in the News AUO Group plans a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future." The company will highlight display technologies across retail, healthcare, transportation, and smart living (Key Developments).
ナラティブの更新 • Apr 08

2409: Micro LED And AI Display Expansion Will Shape Balanced Prospects

Analysts have kept the AUO price target at NT$15.0, and slight adjustments to the discount rate, revenue growth assumptions, profit margin and future P/E suggest a modestly refined rather than fundamentally changed outlook. What's in the News AUO Group is preparing a major presence at Touch Taiwan 2026 under the theme "Reveal the World, Reveal the Future," with AUO Display Plus (ADP) leading vertical application showcases across retail, healthcare, and other sectors, while subsidiary Yenrich Technology debuts miniaturized LED solutions for fine-pitch, high-end displays (Key Developments).
ナラティブの更新 • Mar 24

2409: Mobility And Display Technologies Will Shape Fairly Balanced Prospects

Analysts have lifted their price target on AUO from NT$14.56 to NT$15.00, citing adjusted assumptions around discount rate, revenue growth, profit margin and future P/E to reflect their latest outlook on the business. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which plans to present its smart mobility portfolio at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era." The focus will be on Visual, Computing, and Connectivity for next generation vehicle platforms (Key Developments).
ナラティブの更新 • Mar 09

2409: Smart Mobility And AR Bets Will Likely Keep Shares Overstretched

Analysts have maintained their AUO fair value estimate at NT$13.0, with only small tweaks to inputs such as the discount rate, revenue growth outlook, profit margin and future P/E assumptions driving the latest price target update. What's in the News AUO formed a new subsidiary, AUO Mobility Solutions, which plans to showcase its Visual, Computing, and Connectivity platform for smart mobility at CES 2026 in Las Vegas, including concepts for a human centric smart cockpit and software defined vehicles (Key Developments).
ナラティブの更新 • Feb 23

2409: Smart Mobility Push Will Likely Leave Shares Priced For Perfection

Analysts have nudged their NT$ price target on AUO higher, with fair value shifting from about NT$12.50 to NT$13.00 as they update assumptions around discount rates, expected revenue growth, profit margins and future P/E levels. What's in the News AUO created a new subsidiary, AUO Mobility Solutions, which will showcase smart mobility technologies at CES 2026 in Las Vegas under the theme "Together, We Drive the New Era," with a focus on Visual, Computing, and Connectivity (Key Developments).
ナラティブの更新 • Feb 09

2409: Mobility Solutions And Micro LED Expansion Will Shape Balanced Prospects

Analysts have nudged their fair value estimate for AUO slightly higher to $14.56 from $14.51, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company fundamentals. What's in the News AUO established AUO Mobility Solutions as a new subsidiary focused on smart mobility.
ナラティブの更新 • Jan 24

2409: Future Mobility Displays Will Drive A More Optimistic Outlook

Analysts have lifted their price target on AUO to US$18.20 from US$17.38, pointing to updated assumptions around slightly lower discount rates, adjusted revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News AUO has set up a new subsidiary, AUO Mobility Solutions, which will appear at CES 2026 in Las Vegas.
ナラティブの更新 • Jan 10

2409: Mobility And Energy Storage Expansion Will Shape Balanced Future Prospects

Analysts have raised their price target range for AUO, citing an updated fair value estimate of about $14.51 compared with the previous $13.26. This change reflects revised assumptions for the discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 • Dec 24

2409: Energy Storage Expansion Will Drive Future Upside

Analysts have modestly adjusted their price target on AUO to reflect a slightly more favorable profit margin outlook and marginally softer long term revenue growth expectations while maintaining a broadly similar valuation framework. What's in the News AUO and subsidiary AUO Display Plus are showcasing advanced 3D surgical imaging, AI-assisted diagnostics, and Traditional Chinese Medicine digital detection solutions at the 2025 Healthcare+ Expo Taiwan, highlighting expansion in smart healthcare ecosystems (Key Developments).
ナラティブの更新 • Dec 10

2409: Mobility And Energy Storage Expansion Will Drive Future Upside

Analysts have raised their price target on AUO to $13.26 from $13.26, citing slightly stronger expected revenue growth that more than offsets a marginally softer projected profit margin and a modestly lower future price to earnings multiple. What's in the News AUO and subsidiary AUO Display Plus will showcase advanced 3D medical displays and AI-assisted imaging solutions at the 2025 Healthcare+ Expo Taiwan, targeting applications such as 3D surgical imaging, AI interpretation, and TCM digital diagnostics (Key Developments).
ナラティブの更新 • Nov 26

2409: Mobility Solutions and Energy Storage Developments Will Drive Future Progress

Analysts have increased their price target for AUO while maintaining the fair value estimate at $13.26, citing stronger expected revenue growth and a marginally improved profit margin outlook. What's in the News AUO will debut its new subsidiary, AUO Mobility Solutions Corporation, at CES 2026 in Las Vegas.
ナラティブの更新 • Nov 11

2409: Energy Storage Synergy Will Drive Advancements in Green Solutions

Analysts have slightly lowered their price target for AUO to $13.26 from $13.38, citing modest reductions in projected revenue growth and profit margin estimates. What's in the News AUO partnered with StarShining Energy, AET SustainTek, and 21 industry partners to present an "Energy Storage as Priority x Solar-Storage Synergy" portfolio at Energy Taiwan 2025.
ナラティブの更新 • Oct 28

Next Generation Display Technologies Will Transform Wearables And Specialized Device Markets

Analysts have moderately lowered their price target for AUO from $13.73 to $13.38, citing slight adjustments in long-term profit margin expectations and future valuation assumptions. What's in the News AUO completed the repurchase of 1,824,139 shares, amounting to 0.02% of total shares, for TWD 26.42 million between February 13, 2025 and April 13, 2025 (Key Developments).
ナラティブの更新 • Sep 07

Specialized Displays In Automotive And Medical Will Redefine Future Markets

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.
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新しいナラティブ • Dec 21

Gen 45 Micro LED Transition And AI PC Demand Set To Propel Revenue And Profitability

Asset revitalization and strategic investments are expected to boost earnings and liquidity while positioning AUO for enhanced market presence.

CEO報酬分析

AUO の収益と比較して、Frank Ko の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

NT$2b

Dec 31 2025n/an/a

NT$7b

Sep 30 2025n/an/a

NT$6b

Jun 30 2025n/an/a

NT$6b

Mar 31 2025n/an/a

NT$4b

Dec 31 2024NT$76mNT$71m

-NT$3b

報酬と市場: Frankの 総報酬 がTW市場の同規模の企業と比較して妥当かどうかを判断するにはデータが不十分です。

報酬と収益: Frankの報酬と会社の業績を比較するにはデータが不十分です。

CEO

Frank Ko (54 yo)

6.8yrs
在職期間
NT$75,604,000
報酬

Dr. Fu-Jen Ko, Ph D., also known as Frank, was a Director at Darwin Precisions Corporation since June 12, 2020 until 2025. He serves as President and Director of AUO Corporation since September 10, 2019, C...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Fu-Jen Ko
President6.8yrsNT$75.60m0.087%
NT$ 197.2m
B.Y. Chang
VP, Chief Financial & Accounting Officer and Spokesperson2yrsデータなし0.0035%
NT$ 8.0m
Wei-Lung Liau
CTO & Senior VP7.7yrsデータなし0.055%
NT$ 123.5m
Julia Chao
Head of IR Departmentno dataデータなしデータなし
Chien-Pin Chen
Senior Vice President of Display Strategy Business Group15.8yrsデータなし0.032%
NT$ 71.7m
Amy Ku
Senior VP & Chief Sustainability Officerno dataデータなしデータなし
Ting-Li Lin
Senior Vice President of Manufacturing Group1.5yrsデータなし0.027%
NT$ 60.8m
C. S. Hsieh
Chief Digital Officer & Senior VP14.2yrsデータなしデータなし
Zhenke Wu
Chief Information Security Officer1.5yrsデータなしデータなし
Jerry Su
Senior Director of Investor Relationsno dataデータなしデータなし
6.8yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: 2409の経営陣は経験豊富で経験豊富です（平均在職期間は6.8年）。

取締役

名称ポジション在職期間報酬所有権
Fu-Jen Ko
President6.8yrsNT$75.60m0.087%
NT$ 197.2m
Chuang-Chuang Tsai
Director1.2yrsデータなしデータなし
Shuang-Lang Peng
Chairman and Group CSO16.1yrsNT$69.33m0.19%
NT$ 422.7m
Han-Chou Huang
Director4.1yrsNT$2.13m0.000070%
NT$ 158.5k
Jingshi Han
Independent Director4.1yrsNT$2.95mデータなし
Jang-Lin Chen
Independent Director7.1yrsNT$3.13mデータなし
Chiu-ling Lu
Independent Director4.1yrsNT$2.89mデータなし
Yen-Hsi Lin
Independent Director1.2yrsデータなしデータなし
Ziting Huang
Independent Directorno dataデータなし0.0013%
NT$ 3.0m
Juan Juan Cai
Representative Directorno dataデータなしデータなし
Tzu-Ting Huang
Independent Director1.2yrsデータなしデータなし
4.1yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: 2409の 取締役会 は 経験豊富 であると考えられます ( 4.1年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/06 10:18
終値2026/07/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

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アナリスト筋

AUO Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
Wanping YehBarclays
Alberto MoelBernstein
Brad LinBofA Global Research