对于IT面板后市，友达表示经过六季库存调整已回到健康状态，品牌出货在2023第四季出现首度年对年成长；展望2024年，由于换机潮、AIPC带动需求、全球走向零碳等正向讯号浮现，成为IT面板很大驱动因素，对今年展望正向。
Micro LED布局部分，友达总经理柯富仁强调目前核心目标是将Micro LED带到有价值市场，首先是穿戴，公司已于去年量产Micro LED手表，接下来是电视跟不同工商应用的透明显示器，导入速度会比车用快，预期今年下半年到明年会有不错成绩，逐步导入跟量产；车用预期2026-2027年会有Micro LED案子进入量产阶段。
科技新报
Recently, vehicles equipped with integrated black, large-sized displays have gained recognition among many consumers, becoming a hot topic in the industry. Of course, curved displays, 3D glass, large multi-screen setups, OLED, and other hot topics have always been the focus of competition among major manufacturers. In such an industry landscape, Aibang has established a car display communication group. Currently, upstream and downstream enterprises in the display and bonding industry chain, such as FAW, SAIC, Geely, Great Wall, Changan, Harman, Marrelli, Huayang, Desay SV, Hangsheng Electronics, Tianma, BOE, TPK, Changxin Technology, Xinli, Lai Bao, Lanshi, Bern, Teyi, Victory Precision, Xingxing Technology, TDK, VAC, 3M, Tongli Optoelectronics, Corning, Schott, AGC, Nippon Electric Glass, Sumitomo, and Sabic, have joined. All friends are welcome to join the group for discussions and mutual progress.
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