LG Display's OLED Earnings Drive Likely to Continue Through 2026 -- Market Talk

Dow Jones
2025/10/24

0039 GMT - LG Display's earnings drive led by its organic light-emitting-diode business is likely to continue through 2026, Daiwa Capital analysts S.K. Kim and Daekoon Kim write in a note. They expect the South Korean flat-panel maker's OLED segment to account for up to 60% of its total revenue. The Daiwa analysts expect OLED panels for mobile devices and televisions to continue to lead the earnings improvement. Strong demand especially for plastic OLED products for tablet computers and smart watches--alongside an increase in OLED television sales and lower depreciation costs from an OLED TV panel plant in China--likely helped LG's 3Q earnings surpass market estimates, they say. (kwanwoo.jun@wsj.com)

 

(END) Dow Jones Newswires

October 23, 2025 20:39 ET (00:39 GMT)

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