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Strategies & Market Trends : LPL -- leader in World's TV Industry

LPL 5.010

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Oct 31 9:30 AM EST

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From: chessboard_andy	4/5/2021 9:05:01 AM
	of 76

LG Display and Universal Display Corporation Extend Long-Term OLED Agreements The specific focus is on the TV side of LG's OLED business as noted by Steve Abramson's quote. “Our close collaboration with LG Display began when CRTs were still the primary display technology for TVs. Fast forward to today, and LG Display is leading the revolutionary path for OLED TVs..." LG bows out of handset business, bets on mobile solutions With LGE leaving the handset business, this takes away a natural customer for LGD's small scree production. I don't think the two main articles are related though. On the contrary, the third article points out continued investment in small area production: LG Display starts investing in OLED for Apple iPad This is a terrible auto-translate from Google and the news is not well-confirmed. Most interesting is that the rumored line will be in Paju P10 which was built to accommodate G10.5 sized glass. I'm happy they are using the space for expansion, but the huge doors won't be necessary for Gen 6.5 lines. All-in-all the market is pleased with the news flow, and we are set for a very strong open following two solid sessions in Korea. Andy

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