LG Display Co., Ltd · KRX:034220
LG Display — Q3 2007 Earnings Presentation
6 slides from LG Display's earnings presentation, Oct 9, 2007
Slide 1: New Direction
New Direction 1. Progress of ’07 Major Action Items 2. Current Issues 3. Profitability in ’07 October 9, 2007
Slide 2: 1. Progress of '07 Major Action Items
1. Progress of ’07 Major Action Items 1) Timely purchase CI in correlation with panel price decline 1. Lowering Simple price cut has limitation to further lower purchasing price Purchasing Price Co-work on cost reduction ideas for co-existence Support suppliers’ business innovation 1) Planning and e
Slide 3: 1. Progress of '07 Major Action Items
1. Progress of ’07 Major Action Items 4. Overhead Cost 1) Continuous reduction of O/H cost rate: 8% Point Reduction 2) Continuous reduction of Labor cost rate: 2% Point 1) Achieved superiority in pricing over competitors by strengthening price management, etc. Panel price (USD) Dec ’06 Sep ’07 5. Pr
Slide 4: 2. Current Issues
2. Current Issues 1) Possibility for Philips to sell some portion of its LPL shares during ’07. 1. Philips Overhang 2) Philips is discussing with LPL on how and to whom it sells LPL shares. 1) Decision on Gen 8 investment Glass Size (mm) : 2,200 X 2,500 Input Capacity : 83 K sheet / Month 2. Gen 8 I
Slide 5: 3. Profitability in '07
3. Profitability in ’07 • Concerns on PDP price decline - But PDP price decline may not affect significantly on LCD • The shortage situation will be continued or eased depending on products Q4 '07 • Sales may be decreased as a result of some equipment alteration for CAPA enhancement • Considering th
Slide 6: Appendix) Customers' Evaluation on LPL's IPS 120Hz FHD/HD
Appendix) Customers’ Evaluation on LPL’s IPS 120Hz FHD/HD Generally, customers are satisfied with our 120Hz FHD/HD products, which demonstrates excellence of IPS technology. z JVC: Letter of appreciation for receiving ‘Summer Best Buy’ award from ‘HiVi’ (June ’07) and ‘Visual Grand Prix’ award from