Sign in

    Won Suk Chung • HI Investment & Securities

    Won Suk Chung's questions to LG Display Co Ltd (LPL) leadership

    Won Suk Chung's questions to LG Display Co Ltd (LPL) leadership • Q1 2025

    Question

    Won Suk Chung asked about the strategy for the large OLED business following the discontinuation of the LCD TV business, especially given demand uncertainties and a stagnant high-end market. He also questioned if tariffs and market conditions have altered the overall shipment plan.

    Answer

    Kim Yong Duck, VP of Large Display, outlined a two-pillar strategy focused on a differentiated product portfolio and stringent cost savings. He explained that the company is strengthening its earnings structure by linking capacity to actual demand, executing extreme cost-cutting, and expanding unique products like OLED monitors. He reiterated that the tariff impact on the TV business is currently seen as limited.

    Ask Fintool Equity Research AI

    Won Suk Chung's questions to LG Display Co Ltd (LPL) leadership • Q2 2024

    Question

    Won Suk Chung of HI Investment & Securities asked for an outlook on smartphone OLED shipments for the first and second halves of the year, noting positive reports on early approvals, past capacity investments, and expectations for AI-related demand.

    Answer

    An executive from Small Display Planning and Management stated that while specific shipment plans are confidential, the plastic OLED market is expected to see slight growth. He confirmed that unlike the past two years, the company has established plans for stable mass production and supply this year. He anticipates a year-over-year increase in panel shipment, which should positively impact revenue and profit.

    Ask Fintool Equity Research AI