概要
友達（2409）董事長彭双浪在股東會致股東報告書中指出，友達將透過「雙軸轉型」，邁向價值創造的領導者。並且持續採投資、合資、購併或策略聯盟方式擴大經營生態圈。因應車用面板客戶需求，友達認真考慮車用面板模組廠落腳地點，包括北美、歐洲及東南亞（泰國）三處。
彭双浪表示，新冠疫情已逐漸改變人類生活型態，不論是在家工作或學習、線上購物或娛樂等，對於面板需求都呈現強勁的成長。可預見的未來，面板產業的供需將可望回復到更健康、理性的市場機制。友達採取「雙軸轉型」策略，持續朝提升價值的方向前進。
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彭双浪指出，雙軸轉型是指「Go Premium」與「Go Vertical」。「Go Premium 」目標是創造面板產品差異化、提升單位價值，創造穩定獲利，支撐公司對技術、產能及新事業的投資。「Go Vertical」則是積極結合AIoT應用，搶攻數位化轉型商機。並選定五大經營標的場域：智慧零售、智慧醫療、智慧育樂及智慧交通顯示器智慧應用場域，及友達本身能量最大的「智慧製造
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Peng Shuanglang, chairman of AUO (2409), pointed out in the shareholder report to the shareholders that AUO will become a leader in value creation through "two-axis transformation." And continue to use investment, joint ventures, mergers and acquisitions or strategic alliances to expand the business ecosystem. In response to the needs of automotive panel customers, AUO seriously considered the location of automotive panel module factories, including three locations in North America, Europe and Southeast Asia (Thailand).
Peng Shuanglang said that the new crown epidemic has gradually changed the way people live, whether it is working or studying at home, online shopping or entertainment, the demand for panels is showing strong growth. In the foreseeable future, the supply and demand of the panel industry is expected to return to a more healthy and rational market mechanism. AUO adopts a "two-axis transformation" strategy and continues to move in the direction of enhancing value.
Peng Shuanglang pointed out that the two-axis transformation refers to "Go Premium" and "Go Vertical". The goal of "Go Premium" is to create differentiation of panel products, increase unit value, create stable profits, and support the company's investment in technology, production capacity and new businesses.
"Go Vertical" actively combines AIoT applications to seize business opportunities in digital transformation. And selected five major business target fields: smart retail, smart medical, smart education and smart transportation display smart application field, and AUO’s own most powerful "Smart Manufacturing
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