So-Yeon Kim's questions to LG Display Co Ltd (LPL) leadership • Q2 2025
Question
So-Yeon Kim from Kiwoom Securities asked for the second-half outlook for the smartphone business amid reports of shifting panel suppliers for new models, and also requested the 2025 shipment forecast for tablet OLED panels, questioning if targets had changed.
Answer
Seung Yong Baek, Head of Small Display Planning and Management, responded that the smartphone business is operating stably, with H1 shipments growing over 20% YoY and expectations to exceed last year's full-year performance. Regarding tablet OLEDs, he acknowledged that 2024 shipments fell short of targets but expects YoY panel shipment growth in 2025 due to the product's superior technology, though specific targets remain confidential.