Unknown Analyst's questions to LG Display Co Ltd (LPL) leadership • Q1 2025
Question
An analyst from IBK Investment & Securities inquired about potential adjustments to the business plan due to external uncertainties, the impact of supplier competition on shipment volumes and ASP, and the potential benefits if new strategic customer products adopt LTPO technology.
Answer
An executive in charge of Small Display stated that the business is running per its original plan, leveraging strong customer trust and production capabilities. He noted that competitive differentiation through timely supply, quality, and cost innovation has enabled volume expansion. He expects year-over-year volume growth to continue, particularly with new models in the second half of the year.