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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.
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 Polestar | 20:38 30-Dec-21 |
| -4 | LGD plant accident and outlook | 08:59 28-Jun-17 |
| -6 | SID and LG Display Wrap | 11:53 30-May-17 |
| +4 | Samsung turns to LG Display for LCDs? | 08:57 15-Dec-16 |
| ?5 | LG to sell QDTVs, AMOLEDs remain premium | 11:58 08-Sep-16 |
| +4 | LPL opportunity | 10:45 14-Apr-16 |
| +4 | LG Display & Samsung to supply iPhone screens | 08:11 30-Dec-15 |
| +4 | LG Display makes P10 official | 22:11 26-Nov-15 |
| ?4 | transaction and earnings preview | 14:54 19-Oct-15 |
| +4 | Europe's largest TV maker to use AMOLEDs | 12:37 25-Sep-15 |
| +4 | DisplayMate confirms the superiority of AMOLED TV | 09:53 23-Sep-15 |
| ?4 | LG Display to focus on AMOLED | 10:27 17-Aug-15 |
| +5 | Barron's sees at least 40% upside for LPL | 07:25 03-Aug-15 |
| -4 | The AMOLED LCD Wars Progress | 23:50 05-Jul-15 |
| +4 | 2Q15 panel report very positive for LG Display | 09:53 30-Jun-15 |
| +4 | new AMOLED monitors | 12:03 18-Jun-15 |
| +4 | LG Display earnings call | 12:30 27-Apr-15 |
| +4 | New AMOLED-related pick list stock | 12:58 09-Mar-15 |