Wonsok Jeong

Wonsok Jeong from IM Securities asked about LG Display's IT business operating strategy and the possibility of achieving a turnaround in 2026, given the recent surge in memory semiconductor prices and a conservative outlook for the IT set market. He also questioned if the company's lack of 8.6-generation IT OLED investment or mass production plans would disadvantage it in customer allocation, and requested insights into the future IT PC OLED strategy.

Answer

Ahn Yu-shin (in charge of mid-size business planning and management) stated that the mid-size business focused on high-end global clients and reducing low-margin products in 2025, leading to significant profitability improvement expected to continue in 2026. He 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. He noted insufficient visibility for 8.6-generation investment due to uncertain demand and external factors, preferring to monitor the market. The company is leveraging 6th-gen fabs for tablet OLED and 8th-gen for monitor OLED, while carefully reviewing notebook PC OLED market size and conversion speed, aiming to maximize existing infrastructure and achieve cost advantage.