--- the subscriber area has no ads and those above are not selected or endorsed by this site ---


LG Display is the largest manufacturer of displays.  The company mainly provides thin-film transistor liquid crystal display (TFT-LCD) panels, but my investment thesis also concerns its lead in the shift to AMOLED displays. 2 years of LPL coverage I believe LG Display has technology leads in both large format screens, using its WOLED (aka WRGB) architecture, and flexible displays for mobile electronics.  However, LGD's legacy business has caused the company to transition more slowly than Samsung and competition outside Korea is mounting. 

Consequently, this section is now public, as I see the LPL opportunity as played out after two years and a 60% gain.  Further updates on the AMOLED industry will revert to the private OLED and picks sections of the website.
Updates:
?4 BGC outlook, OLED TV developments, and more Polestar20:38 30-Dec-21
-3 Fitbit & Google 1Q20 schedules07:45 27-Apr-20
?2 ADP, Fitbit Charge, and more09:06 02-Apr-20
-4 LGD plant accident and outlook08:59 28-Jun-17
-6 SID and LG Display Wrap11:53 30-May-17
?3 SID and other news09:45 22-May-17
+2 LG Display 1Q17 results23:07 26-Apr-17
?3 LGD, Google, Korea and Japan09:15 11-Apr-17
+1 LG Display 4Q16 results09:02 24-Jan-17
+2 AMOLED competition details08:04 05-Jan-17
+3 LGD inks deals with Apple, Google & Microsoft?08:21 16-Dec-16
+4 Samsung turns to LG Display for LCDs?08:57 15-Dec-16
?2 JDI buyout of JOLED official and more13:32 12-Dec-16
+2 LGD to pilot inkjet in early 201712:27 28-Oct-16
+3 LG Display 3Q16 report13:35 26-Oct-16
?3 OLED World Summit wrap up12:55 22-Sep-16
?5 LG to sell QDTVs, AMOLEDs remain premium11:58 08-Sep-16
?3 The tricky transition for LG Display08:48 19-Aug-16
?3 LGD forecast update and Barron's06:23 08-Aug-16
?3 LG Display 2Q16 report13:44 27-Jul-16
?3 LG Display 2Q16 earnings preview and Intel13:06 19-Jul-16
?2 MVIS rumors and LG development11:34 11-Jul-16
?2 more on Samsung and AMOLED TVs15:01 06-Jul-16
+2 The evolving TV market10:40 16-Jun-16
+2 LG TV wins Best in Show at SID13:19 30-May-16
?3 LG Display 1Q16 results04:25 27-Apr-16
+4 LPL opportunity10:45 14-Apr-16
?3 LG Display Q1 earnings rumors11:44 08-Apr-16
+3 AMOLEDs now cheaper than LCDs?15:37 25-Mar-16
?2 more on the QDTV vs AMOLED wars13:18 22-Mar-16
+1 New Apple devices15:06 21-Mar-16
+2 LG Display exhibits, confirms lighting plans08:47 17-Mar-16
+1 LG Display hints at Samsung cooperation11:52 10-Mar-16
+2 LG Display to sell P-OLEDs to Mercedes11:24 09-Mar-16
+3 LGD adds Philips, proceeds on flexible11:07 18-Feb-16
-1 upcoming shows, lighting and the phOLED roadmap01:46 13-Feb-16
+3 LG Display 4Q15 Results03:07 27-Jan-16
?2 LG Display earnings due tonight15:14 26-Jan-16
+2 AMOLED TVs in 201614:36 06-Jan-16
+4 LG Display & Samsung to supply iPhone screens08:11 30-Dec-15
+1 LG Display at CES12:42 22-Dec-15
+1 Another LCD dropout09:08 14-Dec-15
-2 LCD sales data13:19 03-Dec-15
+4 LG Display makes P10 official22:11 26-Nov-15
+1 LG Display to compete with Samsung in mobile11:45 30-Oct-15
+1 AMOLED TV production update10:55 23-Oct-15
?2 LG Display 3Q15 results10:26 22-Oct-15
?4 transaction and earnings preview14:54 19-Oct-15
+3 LG Display revenue up, major rivals down15:26 30-Sep-15
+4 Europe's largest TV maker to use AMOLEDs12:37 25-Sep-15
+4 DisplayMate confirms the superiority of AMOLED TV09:53 23-Sep-15
+2 LG to unveil rollable TV at CES?09:11 15-Sep-15
+2 IHS sees foldable displays next year12:56 10-Sep-15
?3 September AMOLED update08:43 01-Sep-15
+2 Government support for LGD's AMOLED initiative09:41 20-Aug-15
?4 LG Display to focus on AMOLED10:27 17-Aug-15
+5 Barron's sees at least 40% upside for LPL07:25 03-Aug-15
+2 AMOLED TV market progress13:07 27-Jul-15
?3 LG Display 2Q15 results and new fab10:10 23-Jul-15
-3 Recent decline in LPL12:01 17-Jul-15
?3 China Knocking on the Screen Door12:01 15-Jul-15
?3 LCD pricing and AIT screens in advance of earnings08:51 07-Jul-15
-4 The AMOLED LCD Wars Progress23:50 05-Jul-15
+4 2Q15 panel report very positive for LG Display09:53 30-Jun-15
-3 LPL price movement13:25 23-Jun-15
+4 new AMOLED monitors12:03 18-Jun-15
+4 LG Display earnings call12:30 27-Apr-15
+4 New AMOLED-related pick list stock12:58 09-Mar-15