面板大厂LG Display Q2利润将超6亿！

WitDisplay02-28

去年成功扭亏为盈的lg Display预计将在今年上半年再次实现盈利。尽管受存储器危机的影响，下游市场需求放缓，且今年电视市场萎缩，但LG Display仍致力于通过调整业务结构，专注于OLED，以期继续提升盈利能力。据财经信息公司FnGuide 2月25日发布的数据显示，LG Display预计今年第二季度将实现1304亿韩元（6.2201亿元人民币）的营业利润，而去年同期则亏损1160亿韩元，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228090558a4392389&s=b><strong>WitDisplay</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年成功扭亏为盈的lg Display预计将在今年上半年再次实现盈利。尽管受存储器危机的影响，下游市场需求放缓，且今年电视市场萎缩，但LG Display仍致力于通过调整业务结构，专注于OLED，以期继续提升盈利能力。据财经信息公司FnGuide 2月25日发布的数据显示，LG Display预计今年第二季度将实现1304亿韩元（6.2201亿元人民币）的营业利润，而去年同期则亏损1160亿韩元，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260228090558a4392389&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2347655073.USD","symbol_name":"JPM GLOBAL INCOME \"A\" (USDHDG) INC 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17系列所有机型中均采用了低温多晶氧化物（LTPO）面板。LTPO是一种低功耗显示技术，可将功耗降低10%至40%，目前已知只有三星显示器和LG Display能够可靠地应用这项技术。一位显示器行业内部人士解释说：“随着苹果iPhone OLED面板制造难度的增加，中国竞争对手进入市场的难度也越来越大。预计iPhone 18系列将需要性能更高的OLED面板，LG Display的市场份额可能会进一步巩固。”他们补充道：“苹果充足的内存库存使其相对不受内存危机的影响，这也是一个积极因素。”尽管全球电视市场萎缩，全球电视出货量下降，但一些预测表明，随着 OLED 转换率的提高，LG Display 的盈利能力将会改善。现代汽车证券研究员金钟培 (Kim Jong-bae) 解释说：“虽然全球电视市场复苏有所延迟，但值得注意的是，对 OLED 面板的需求正在快速增长。预计今年 OLED 显示器市场将同比增长 60%，从而抵消电视市场的疲软。”此外，LG Display 有可能利用其 OLED 技术积极进军物理人工智能市场。LG Display 于今年 1 月在拉斯维加斯举行的全球最大 IT 展览会 CES 2026 上首次展示了用于人形机器人的 OLED 技术。当时，LG Display首席执行官郑哲东会见记者时表示：“机器人所需的显示屏规格与汽车显示屏类似。”他补充道：“我们将利用我们已成熟可靠的塑料OLED（P-OLED）技术，积极响应机器人市场的需求。”大新证券研究员朴康浩表示：“预计初期的人形机器人将通过OLED显示屏而非语音与用户交流。”他补充道：“OLED显示屏不仅需要具备高能效，还需要像汽车显示屏一样具备高耐久性和高可靠性，这一点至关重要。LG Display在汽车OLED显示屏领域拥有可靠的技术，很可能会与特斯拉和波士顿动力公司展开合作。”(家电网® HEA.CN)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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