Minkyuk Kwan's questions to LG Display Co Ltd (LPL) leadership • Q2 2025
Question
Minkyuk Kwan of SK Securities questioned if there were any new developments in IT demand recovery given persistent macro uncertainties, and asked about LG Display's operational plan and profitability strategy for its medium panel LCD business.
Answer
Yu Shin An, Head of Medium Display Planning and Management, stated that while medium-sized panel demand is expected to grow slightly, volatility remains high. For the LCD business, the strategy is to focus on B2B and high-end segments with top-tier customers while reducing low-margin products. He expects profitability for the medium panel business to gradually improve from its low point last year, driven by this LCD rationalization and growing shipments of differentiated tandem OLED panels.