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    Kyuha Lee • NH Investment & Securities

    Kyuha Lee's questions to LG Display Co Ltd (LPL) leadership

    Kyuha Lee's questions to LG Display Co Ltd (LPL) leadership • Q3 2024

    Question

    Kyuha Lee from NH Investment & Securities asked for a panel price projection based on current demand assumptions and inquired when the prolonged sluggishness in IT LCD demand might normalize. He also asked about LG Display's countermeasures to improve profitability and its mid-to-long-term IT business strategy.

    Answer

    An executive from Business Intelligence stated that while the TV market is contracting, the low-end IT market shows slight recovery, and significant panel price fluctuations are not expected. A meaningful IT market recovery is uncertain but could be catalyzed by rate cuts, B2B spending, and AI PC replacement cycles. An executive from medium display planning added that the company is focusing on profitability by shifting its product mix towards high-end products to be well-positioned for a demand recovery.

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    Kyuha Lee's questions to LG Display Co Ltd (LPL) leadership • Q2 2024

    Question

    Kyuha Lee from NH Investment & Securities inquired about the large display business, asking for the medium-to-long-term timeline for the large OLED business to achieve a turnaround and the specific strategies being implemented to reach profitability.

    Answer

    The Vice President of Large Display Planning and Management acknowledged structural sluggishness in the TV market. He outlined a three-pronged strategy focused on developing differentiated products with better cost, enhancing operational efficiency in fabs, and expanding high-end lineups with strategic customers. He also noted that a meaningful improvement in profitability is expected from the second half of next year as depreciation from past investments concludes.

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