AUO's BHTC Acquisition Yields Results: Automotive Orders Double, Boosting Second-Half Earnings

AUO Corporation is seeing significant returns from its 2024 acquisition of BHTC, with general manager Ko Fu-jen announcing that new automotive orders have doubled the company's annual revenue in the past two years. These orders are slated to contribute to revenue growth over the next two to three years, prompting AUO to begin a two-phase expansion of its Mexico plant to accommodate international client demand.

Chairman Peng Shuang-lang highlighted that the substantial new orders, secured after extensive product certification periods typically lasting three years for international car manufacturers, will begin to materialize from the second half of this year. This influx is expected to rapidly impact AUO's financial performance.

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The scale of new orders AUO has secured from global car manufacturers in the past two years is double its annual automotive revenue, and these orders will be gradually injected into revenue over the next 2 to 3 years.

Ko Fu-jen further elaborated that AUO's automotive sector strategy has evolved beyond traditional displays and human-machine interfaces (HMI). The company is now venturing into automotive computing platforms and smart connected car technologies. AUO plans to start shipping its automotive computing platform this year, initially targeting Taiwan's commercial vehicle smart cockpit market with a goal of achieving double-digit market share.

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These high-value new orders mean they will gradually ferment starting from the second half of this year and are expected to be quickly reflected in revenue performance.

In the realm of smart connected cars, AUO's "low-orbit satellite vehicle antenna," showcased at CES, has garnered significant market attention. Following ongoing discussions with car manufacturers, the product is progressing through technical validation and pilot project phases. The company's latest shareholder report indicates that the BHTC acquisition has positioned AUO as a Tier 1 automotive supplier, providing access to leading HMI and climate control technologies and fostering strong relationships with major OEMs in Europe, the US, and Japan. This integration is expected to enhance project order visibility and operational stability for the next three years.

To further focus on the automotive market, AUO established the independent subsidiary "AUO Smart Mobility Co., Ltd." in January 2026. This move aims to deepen its presence in the automotive sector, utilizing its global manufacturing bases in Germany, Bulgaria, Mexico, China, and India to mitigate geopolitical risks and bolster local supply capabilities. The Mexico plant, in particular, benefits from the USMCA's zero-tariff advantage, offering a competitive edge in the smart mobility market.

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AUO's layout in the automotive field is no longer limited to traditional displays and human-machine interfaces (HMI), but has further extended to automotive computing platforms and smart connected car fields.