LG Display Co., Ltd (LPL) Q3 2024 Earnings Call Transcript Summary
LG Display Co., Ltd (LPL) Q3 2024 Earnings Call Transcript Summary
There was a notable improvement in profitability year-over-year despite market uncertainties.The following is a summary of the LG Display Co., Ltd (LPL) Q3 2024 Earnings Call Transcript:
以下是lg display co., ltd (lpl) q3 2024年業績會議紀要：
Financial Performance:
金融業績：
Q3 revenue reached KRW 6.821.3 trillion, a 2% quarter-over-quarter growth and a 43% year-over-year growth.
Operating loss was KRW 80.6 billion, including a one-off expense of more than KRW 100 billion due to an ERP program, though this represents a narrowed loss from the previous year.
There was a notable improvement in profitability year-over-year despite market uncertainties.
The ASP per square meter increased by 6% Q-over-Q to $825 due to growth in small OLED product shipments.
Q3營業收入達到6.821.3萬億韓元，環比增長2%，同比增長43%。
營運虧損爲806億韓元，包括由於ERP項目而產生的逾1000億韓元的一次性費用，儘管這代表了較上一年的虧損有所縮減。
儘管市場不確定性，但年度利潤能明顯改善。
每平米的ASP由於小尺寸oled產品出貨增長，環比增長6%至825美元。
Business Progress:
業務進展：
The OLED centric business portfolio transition contributed significantly to performance.
Plans to enhance medium OLED business with stable supply and technology leadership, particularly focusing on profitable OLED segments including automotive applications.
Emphasis on enhancing operational efficiency and rigorously innovating costs.
Projected continued growth in top-tier smartphone panels and expanded offerings in gaming monitors and ergonomic products catered to health needs.
oled概念業務組合轉型對業績有顯著貢獻。
計劃通過穩定供應和技術領先優勢，進一步加強中等oled業務，特別關注盈利的oled領域，其中包括汽車應用。
強調提升運營效率，嚴格創新成本。
預計一直增長的頭部智能手機面板和擴大遊戲監視器及符合健康需求的符合產品的供應。
Opportunities:
機會：
OLED share out of total revenue increased, solidifying benefits of business structure upgrades.
Projected quarter-over-quarter shipment expansion for IT products including TV and notebook PC panels.
Anticipation of mid-single-digit percent growth in ASP per square meter in Q4, driven by smartphone panel growth.
oled概念佔總營業收入的份額增加，鞏固了業務結構升級的好處。
預計It產品，包括電視和筆記本電腦面板的出貨量將出現季度增長。
預計第四季度每平方米ASP將會有個位數百分比增長，受智能手機面板增長的推動。
Risks:
風險：
Sustained sluggish downstream demand, continuing uncertainties in the IT products market, and high market volatilities affecting different product lineups.
Potential changes in the competitive landscape for smartphone panels, with increasing competition to gain customer wallet share.
持續疲軟的下游-腦機需求，不斷變化的it產品市場不確定性，以及影響不同產品線的高市場波動。
智能手機面板競爭格局可能發生變化，競爭力增強，爭奪客戶錢包份額。
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譯文內容由第三人軟體翻譯。
