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OLED Shift Will Redefine Global Display Markets

Update shared on 19 Oct 2025

Fair value Increased 2.83%
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AnalystConsensusTarget's Fair Value
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1Y
31.9%
7D
-8.8%

Analysts have raised their price target for LG Display from ₩13,221 to ₩13,595, citing modest improvements in revenue growth projections. This increase comes despite only minor adjustments to profit margin and valuation assumptions.

What's in the News

  • LG Display to participate in K-Display 2025 in Seoul, unveiling its latest OLED innovations spanning large, medium, and small-sized panels as well as automotive displays (Key Developments).
  • Fourth-generation OLED technology showcased, featuring maximum brightness of 4,000 nits through Primary RGB Tandem structure and significant improvements in color reproduction and image depth (Key Developments).
  • Unveiling of the world's fastest OLED monitor panel, a 27-inch QHD OLED reaching up to 720Hz refresh rate with Dynamic Frequency & Resolution technology, plus a 45-inch 5K2K OLED panel for superior gaming experiences (Key Developments).
  • Demonstration of various automotive display technologies, including a 57-inch Pillar-to-Pillar LCD, which is the largest currently available, and a new 14-inch Tandem ATO display offering high brightness with low power consumption (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly, from ₩13,221 to ₩13,595.
  • Discount Rate remains unchanged at 12.76%.
  • Revenue Growth projection has improved modestly, moving from -0.48% to -0.39%.
  • Net Profit Margin estimate has decreased marginally, from 5.46% to 5.41%.
  • Future P/E ratio has increased slightly, from 6.70x to 6.93x.

Disclaimer

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