97亿！LG Display拟扩产OLED

Core Viewpoint - LG Display aims to increase OLED panel shipments while maintaining last year's growth rate and reducing the disparity between the first and second halves of the year [1] Group 1: OLED Panel Shipments - In 2022, LG Display achieved a shipment target of approximately 70 million smartphone OLED panels [1] - For 2023, the company has set a target of around 7 million large-size OLED panels for TVs and monitors, representing a 10% increase from the previous year [1] - Despite uncertainties in the large-size OLED market, LG Display expects to ship about 6.5 million units in 2023, reflecting an 8% year-on-year growth [1] Group 2: Financial Performance - In 2025, LG Display anticipates sales of 25.81 trillion KRW (approximately 125.18 billion RMB) and an operating profit of 517 billion KRW (approximately 2.51 billion RMB), marking the first annual profit in four years [2] - The sales revenue from OLED products accounted for 61% of total sales, reaching a historical high [3] - In Q4 2025, LG Display reported sales of 72.01 trillion KRW (approximately 349.24 billion RMB) and an operating profit of 1.68 trillion KRW (approximately 8.17 billion RMB) [3] Group 3: Investment and Business Strategy - LG Display plans to increase equipment investment from 1 trillion KRW last year to approximately 2 trillion KRW (around 9.72 billion RMB) to enhance OLED technology competitiveness and future positioning [2] - The company has sold its Guangzhou LCD factory, marking the end of its large-size LCD business and is focusing on strengthening its OLED-centric business structure [3]