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Seong Kim

Managing Director and Analyst at Kiwoom Securities

Seong-In Kim is a Managing Director and Analyst at Kiwoom Securities Co., Ltd., specializing in equity research. Specific companies covered and detailed performance metrics such as success rates or rankings on platforms like TipRanks are not available in public sources. He holds a graduate degree from Seoul National University, with limited public details on his full career timeline or previous firms. No information on professional credentials like FINRA registrations or notable achievements was identified.

Seong Kim's questions to LG Display (LPL) leadership

Question · Q4 2025

Seong Kim from Kiwoom Securities asked about the large OLED business, specifically if further profitability improvement is expected in 2026 due to increased TV and monitor OLED volumes and the end of depreciation for the remaining 30,000 units at the Gwangzhou plant. He also inquired about the mid-to-long-term strategy for the large panel business, given the ongoing sluggish product differentiation and weak profitability among TV set manufacturers, and how the company plans to defend profitability against anticipated panel price reduction pressure from customers in the short term.

Answer

Kim Jong-duk (VP of Large Display Planning and Management) stated that the large panel business achieved mid-6 million unit shipments in 2025, growing 8% year-over-year, maintaining differentiated value for TV and monitor OLEDs. For 2026, despite limited overall market growth, the company targets over 7 million panel shipments (10% YOY growth) by strengthening its WOLED lineup for TV and monitors with global strategic partners in the high-end market. Mid-to-long term, OLED TV aims for market leadership, while OLED monitors (especially gaming) are expected to see steep growth. Short-term, the company prioritizes production and supply stability amidst market growth expectations and component supply side effects. He emphasized strengthening technology and product differentiation and collaborating with customers for win-win profitability.

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