LG Display：公司正在布局Micro LED技术

Core Viewpoint - LG Display's CEO emphasized that Micro RGB backlight TVs are fundamentally still LCDs and require over 150,000 backlight zones to match OLED quality [2][3]. Group 1: Technology Insights - LG Display is actively developing Micro LED technology, with some products already in the commercialization phase, although specific product types were not disclosed [3]. - Samsung's recently released 115-inch Micro RGB backlight TV has only 15,000 backlight zones, indicating a significant gap in technology compared to LG's requirements for OLED-level quality [3]. Group 2: Financial Performance and Outlook - In the first half of 2025, LG Display reported revenues of 11.652 trillion KRW (approximately 60.94 billion RMB), a year-on-year decrease of 3% [3]. - The company experienced an operating loss of 82.6 billion KRW (approximately 432 million RMB), which is an improvement of 480.5 billion KRW compared to the same period last year [3]. - LG Display expects a significant improvement in performance in the second half of the year compared to the first half, despite not meeting market expectations for the first half [3]. Group 3: Future Investments - LG Display is evaluating the feasibility of investing in the 8.6-generation OLED production line based on various factors, including industry investment trends and its own financial status [3].