LG Display revenue up, major rivals down +3
According to IHS, screen shipments ticked up in August for this for the first this summer. That's a welcome relief for suffering legacy markets, but the pain there seems unlikely to be over. Regardless, associated revenue for LG Display rose 12% for the month, whereas revenue for most other major producers, including Samsung and Innolux (aka FoxConn) was down. This validates what I've been saying all along about LGD being able to out-compete rivals with superior size and processes.