AI is rapidly redefining the application scenarios within the display industry. Leveraging the resources of its parent group, AUO Corporation is accelerating the integration of hardware and software systems across diverse fields. The company is strategically expanding into vertical markets, forecasting that by 2025, the revenue share from these verticals will approach 20%, positioning them as one of its three key revenue pillars.

As global tech manufacturers brace for the potential impact of Donald Trump's revived tariff agenda, Largan Precision — a key optical lens supplier for Apple — remains largely insulated from the immediate effects. During its April 10 earnings call, Chairman En-ping Lin noted that since Largan does not ship products directly to the US, the company is not currently subject to new tariffs. Even with a 90-day grace period under a 10% "reciprocal tariff" framework, there has been no sign of early order pull-ins from clients.

Luxshare Precision Industry, a Shenzhen-listed supplier to Apple and assembler of AirPods, is weighing a Hong Kong listing later in 2025. The potential move reflects a broader trend of mainland Chinese firms turning to Hong Kong for fundraising amid shifting geopolitical and market dynamics.