Overview
- CEO Yi Chung said the company expects tougher conditions in the second half of 2026 due to inflation risk linked to the U.S.-Iran war.
- He cautioned that a prolonged conflict would significantly increase the price burden of raw materials.
- Rising memory chip prices tied to the AI boom are already squeezing device makers, which could lead to reduced smartphone shipments and weaker panel demand.
- Yi urged companies to cut production costs and work more closely with partners to maintain competitiveness.
- The remarks were made ahead of the Korea Display Industry Association meeting in Seoul, where LG Display said it is monitoring the situation and assessing chip-supply effects, with no direct impact reported so far.