Jinny Yoon's questions to LG Display Co Ltd (LPL) leadership • Q2 2025
Question
Jinny Yoon from UBS asked for the full-year 2025 sales outlook for large OLED panels and whether it had changed from the initial plan. She also inquired about the opportunity factors and current and future contribution levels of OLED monitors.
Answer
Jong Dok Kim, VP of Large Display Planning and Management, confirmed that large OLED panel shipments are proceeding as planned, with annual shipments expected to reach the mid-six million unit range, an increase over the previous year. He highlighted that OLED monitors, particularly for gaming, are a significant growth driver and are expected to exceed 10% of total large OLED panel shipments in 2025. The company is focused on cost innovation to ensure stable profitability in the segment.