Sun Kim's questions to LG Display Co Ltd (LPL) leadership • Q1 2025
Question
Sun Kim from Kiwoom Securities asked for the 2025 IT product demand outlook by segment amid persistent uncertainty. He also questioned how LG Display can sustain its high-end competitiveness and improve IT LCD profitability given elevated technology standards across the industry.
Answer
Ahn Yu Shin, in charge of Medium Display, acknowledged that macroeconomic uncertainties and tariffs require close monitoring of IT demand. He stated that LG Display's competitive edge comes from high-end LCD technologies like IPS Black and its tandem OLED technology. He expects growth from the OLED monitor market and AI PCs, and plans to improve profitability through cost innovation and strengthening partnerships with top-tier customers.