Asia Display:Another event to fuel supply tightness

Supply in 2017 already tight due to fab closures; couldbecome tighter if Sharp stops supplying panels to Samsung

    Micro LED progress on track; Apple could play a role inmanufacturing; a prototype may emerge as early as 1H17

    Maintain Buys on LGD, AUO and INX (a GEMs Super 15portfolio stock); raise 2017e EPS by 4-12%; lift TPs slightly.

    Retain Buy on Epistar but cut TP to reflect non-ops