韩媒：LGD扩增OLED产能，应对iPhone 18需求

Core Viewpoint - LG Display (LGD) is expanding its AP4 factory in Paju, Gyeonggi-do to meet the increasing demand for OLED panels from Apple for iPhones [2][3]. Group 1: Expansion Plans - LGD has established a task force for the expansion of the AP4 production line, which is the company's 6th generation mobile OLED production line focused on processing thin-film transistor (TFT) substrates for iPhone panels [2]. - The monthly production capacity of the AP4 factory was increased from 30,000 to approximately 45,000 units by the end of 2023, and the company has now decided to expand production again after two years [2]. - After the expansion, LGD expects to add a monthly capacity of 15,000 units, bringing the total monthly capacity of the AP4 factory to 60,000 units [3]. Group 2: Financial Outlook - LGD's board approved an OLED investment plan of 1.26 trillion KRW, most of which will be allocated to the expansion of the AP4 production line [3]. - The new production capacity is anticipated to be utilized for the next generation iPhone (iPhone 18 series) expected to launch in the second half of next year [3]. - Despite recording an operating loss of 116 billion KRW in Q2 this year, LGD aims to accelerate its OLED business upgrade in the second half of the year, striving for profitability by the end of the year [5].