Sung Eun Kim's questions to LG Display Co Ltd (LPL) leadership • Q3 2024
Question
Sung Eun Kim of Meritz Securities questioned the impact of the slower-than-expected recovery in the IT product industry on LG Display's business. Specifically, she asked if the clear downward trend in demand for tablet OLED panels had caused the company to revise its future forecasts.
Answer
An executive acknowledged that ongoing macro uncertainties and delayed IT device demand recovery have led to adjustments in the original shipment plan for tablet OLEDs. However, the company believes it retains a competitive edge with its Tandem technology. The executive concluded that it was too early in the fourth quarter to provide a definitive forecast for the full year's shipment volume.