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].

Core Viewpoint - Samsung Electronics has launched the world's first Micro RGB backlight television, a 115-inch display product, priced at 45 million KRW (approximately 232,700 RMB) [1]. Group 1: Product Features - The Micro RGB backlight television utilizes Samsung's self-developed Micro RGB technology, featuring red, green, and blue Micro LEDs smaller than 100μm, allowing for individual control of each LED for precise backlight adjustment [2]. - It boasts a 4K resolution, a variable refresh rate of 144Hz, and approximately 15,000 dimming zones, significantly enhancing color accuracy and contrast for high-end large-screen televisions [5]. - The television is equipped with Samsung's Micro RGB AI engine, which optimizes picture and sound through real-time frame analysis and automatic color adjustment, providing a more immersive viewing experience [5]. - The Micro RGB Precision Color technology ensures 100% coverage of the BT.2020 color gamut, enhancing color presentation [6]. - Anti-glare technology reduces reflections in bright environments, offering a comfortable viewing experience [6]. Group 2: Market Strategy - Following its launch in South Korea, the Micro RGB backlight television is set to enter the U.S. market, with plans for a global rollout in various sizes [7]. - Other manufacturers, including Sony, Hisense, and TCL, are also showcasing or releasing RGB backlight television products this year, indicating a competitive trend in the industry towards RGB LED technology to improve color purity, saturation, contrast, brightness control, and energy efficiency [9]. Group 3: Competitor Analysis - Hisense released the RGB-Mini LED UX series in March, featuring a 116-inch version with 4K resolution, 97% BT.2020 color gamut coverage, a refresh rate of 165Hz, and a peak brightness exceeding 5000 nits, priced at 99,999 RMB [10].