[Concall] LGD "Disruption in Parts Supply Due to Japan Earthquake Impact... Panel Prices Expected to Slightly Rise in H1"
On the 24th, LG Display stated during its annual and Q4 earnings conference call that "panel demand, which had been volatile due to COVID-19 over the past three years, is expected to stabilize overall in 2024," adding, "In the case of TVs, demand for ultra-large TVs over 70 inches is increasing, so set demand is expected to be positive."
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They continued, "On the supply side, we are working to reduce price fluctuations and stabilize prices by adjusting operating rates flexibly based on demand for the time being," and added, "Due to the recent impact of the earthquake in Japan causing parts supply disruptions, a slight price increase is expected in the first half of the year."
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