Won-seok Jeong

Won-seok Jeong asked about the IT business, specifically the impact of rising memory semiconductor prices and the conservative outlook for the downstream IT set market on profitability. He inquired about the IT business operating strategy and the possibility of achieving a turnaround this year. He also questioned if the company's lack of 8.6-generation IT OLED investment or mass production plans would disadvantage them in customer allocation, and asked for the IT PC OLED strategy.

Answer

Ahn Yu-shin, in charge of Medium Display Planning and Management, stated that in 2025, the mid-size business focused on high-end global customers and reducing low-margin products, along with rigorous cost innovation, leading to meaningful profitability improvement. This trend is expected to continue into 2026. He acknowledged market uncertainties but outlined a two-track strategy: profitability-focused selection and concentration for high-end LCD, and new demand response and future market preparation for premium OLED. CFO Kim Seong-hyun added that while LG Display is monitoring IT OLED market expansion, there's insufficient visibility for 8.6-generation investment. The company will leverage 6th-gen fabs for tablet OLED and 8th-gen fabs for monitor OLED, while carefully reviewing notebook PC OLED market size and transition pace, maximizing existing infrastructure and developing cost-advantageous technologies.