LG's 'Dick Tracy' Phone Hits the U.K.
Joel West
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Sun, Sep 13, 2009
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Rising Panel Prices Bolster LG.PhilipsSA Editor Eli Hoffmann • Tue, Oct 9, 2007 -
Acquisitions the Only Way For LG.Philips To Turn Things AroundGeorge Gutowski • Tue, Jan 16, 2007 -
LG.Philips Reports Big Q4 Loss Due to Falling LCD TV PricesSA Editors • Tue, Jan 16, 2007
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LG.Philips Finally Moving in the Right DirectionWilliam Trent • Thu, Oct 12, 2006 -
More Red Ink for LG.Philips in Q3 on Flat Panel WeaknessSteven Towns • Tue, Oct 10, 2006 -
LG Philips LCD To Be Squeezed by Low TV Module PricingSimon Lewis • Fri, Aug 4, 2006 -
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Conference Call Highlights: LG Philips LCD on China TV Demand (LPL)• Tue, Apr 11, 2006
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LG Philips LCD on China TV Demand (LPL)• Fri, Jan 13, 2006
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LG Philips LCD Beats Consensus Estimates, Guidance Murky (LPL)• Thu, Jan 12, 2006
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3 Stocks Upgraded On September 19 To ConsiderJorge Aura • Fri, Sep 21, 2012 -
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LG Display CEO Discusses Q2 2012 Results - Earnings Call TranscriptThu, Jul 26, 2012
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LG Display's CEO Discusses Q4 2011 Results - Earnings Call TranscriptFri, Jan 27, 2012
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LG Display CEO Discusses Q1 2011 Results - Earnings Call TranscriptMon, Apr 18, 2011
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LG Display Co Ltd. Q4 2009 Earnings Conference CallWed, Jan 20, 2010
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LG Display Co. Ltd. Q1 2009 Earnings Call TranscriptFri, Apr 17, 2009
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LG Display Co., Ltd. Q3 2008 Earnings Call TranscriptTue, Oct 14, 2008
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LG Display Q2 2008 Earnings Call TranscriptWed, Jul 9, 2008
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LG Philips LCD F3Q07 (Qtr End 9/30/07) Earnings Call TranscriptTue, Oct 9, 2007
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LG Philips LCD Q2 2007 Earnings Call TranscriptTue, Jul 10, 2007
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LG Philips LCD Q1 2007 Earnings Call TranscriptTue, Apr 10, 2007
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LG.Philips LCD Q4 2006 Earnings Call TranscriptTue, Jan 16, 2007
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LG Philips LCD Q3 2006 Earnings Call Transcript (SeekingAlpha)Tue, Oct 10, 2006
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at CNBC.com (May 14, 2013)
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at CNBC.com (Apr 25, 2013)
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at CNBC.com (Apr 23, 2013)
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at MarketWatch.com (Apr 18, 2013)
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at Fox Business (Apr 17, 2013)
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at CNBC.com (Jan 24, 2013)
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at MarketWatch.com (Jan 24, 2013)
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at CNBC.com (Jan 24, 2013)
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at CNBC.com (Jan 24, 2013)
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at CNBC.com (Jan 24, 2013)
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at CNBC.com (Jan 23, 2013)
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at CNBC.com (Jan 23, 2013)
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at MarketWatch.com (Jan 15, 2013)
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at MarketWatch.com (Dec 28, 2012)
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at MarketWatch.com (Dec 26, 2012)
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at MarketWatch.com (Nov 28, 2012)
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at MarketWatch.com (Nov 20, 2012)
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at MarketWatch.com (Nov 2, 2012)
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at MarketWatch.com (Sep 14, 2012)
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at MarketWatch.com (Sep 13, 2012)
LPL vs. ETF Alternatives
Company Description
We manufacture TFT-LCD panels in a broad range of sizes and specifications primarily for use in televisions, notebook computers and desktop monitors, and we are one of the world’s leading suppliers of high-definition television panels. We also manufacture TFT-LCDs for handheld application... More
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- | On the move
- Friday, May 31, 10:36 AM The Chinese government will reportedly end a TV subsidy program in June, a move likely to hurt sales in a market whose strong demand has been offsetting U.S./European weakness. The program, launched in June '12, provided subsidies of $16-$65 for local TV purchases. Manufacturers and suppliers that could be affected: SNE, SSNLF.PK, GLW, AUO, LPL, STM. 2 Comments [Tech]
- Monday, May 20, 5:24 PM Universal Display (PANL +2.4%) finished higher after a couple of pieces of OLED-related news arrived: 1) A Taiwanese paper reports Apple is testing 1.5" OLEDs for use in the long-rumored iWatch. 2) LG Display (LPL) is showing off a 55" OLED TV and (more intriguingly) a 5" flexible OLED panel for mobile devices at this week's Display Week 2013 conference. Samsung's upcoming Galaxy Note 3 has been expected to sport a flexible OLED, but a recent report stated this won't happen due to mass-production challenges. 2 Comments [Tech]
- Tuesday, May 7, 9:45 AM Greenlight Capital has added to its Apple (AAPL +0.4%) position, David Einhorn tells Bloomberg, while once more voicing his approval (previous) of Apple's new cash-return efforts. Separately, NPD's Richard Shim says LG Display (LPL) and others could start mass-production of panels for a retina iPad Mini by June or July. KGI Securities recently claimed display yield issues could push back mass-production of the entire device until October. Comment! [Tech]
- Monday, April 22, 5:08 AM LG Display (LPL): Q1 net profit of 3.49B won ($3.1M) vs loss of 129B won a year earlier and vs consensus of 76B won. Sales +10% to 6.8T won. Operating profit -74% on quarter to 151B won, hurt by falling seasonal demand and weaker sales to Apple (AAPL), which accounts for a large part of LG's sales and is due to report its results tomorrow. Analyst Pak Yuak reckons that LG's panel sales for iPads rose 192% on year but that iPhone-screen sales dropped 33%. 4 Comments [Earnings, Tech, Consumer]
- Wednesday, April 17, 8:15 AM iPad Mini shipments are expected to drop 20-30% in Q2 as consumers wait for the release of the next-generation iPad, reports Digitimes. LG Display (LPL) expects combined (iPad and iPad Mini) panel shipments of 3.5M in April and 3M in May and June, down from 5M in March. AAPL -1.1% premarket. 11 Comments [Tech]
- Friday, April 12, 12:54 PM Though Samsung (SSNLF.PK) is the world's biggest memory maker and a top LCD maker, the growing needs of its phone/tablet ops are forcing it to turn to 3rd-party suppliers. Digitimes reports Samsung has stepped up its purchases of mobile DRAM chips from Elpida and NAND flash products from Toshiba, and that the electronics giant is also buying 5.8" LCD panels from Taiwanese suppliers for its phablets. The implications for memory/LCD demand and pricing are a positive for rivals MU, SNDK, AUO, and LPL, and perhaps also glassmaker GLW and NAND controller supplier SIMO. 8 Comments [Tech]
- Wednesday, April 10, 4:54 AM South Korean police have searched the offices of Samsung Display (SSNLF.PK) as part of a probe into the alleged theft of technology. The authorities are looking at whether partners of LG Display (LPL) leaked technology secrets and whether Samsung is involved. The companies have been the subject of investigations since last year. Comment! [Tech, Consumer]
- Thursday, March 28, 9:55 AM Apple (AAPL -0.4%) has cut its calendar Q2 iPad Mini orders to the 10M-12M range, sources tell Digitimes, which is generally better at reporting on supply chain activity than future product launches. The site claims the cut is due to "increased competition" from 7" Android tablets, but adds Apple is adjusting reserves ahead of a likely calendar Q3 refresh. AU Optronics (AUO -2.6%) and LG Display (LPL +0.2%) supply LCD panels for the Mini. 17 Comments [Tech]
- Wednesday, March 27, 9:26 AM An iTV that likely supports 4K/Ultra HD video is still in the works, sources tell Digitimes, which is very much hit-and-miss with these kinds of reports. Apple (AAPL) is said to be concerned about panel supply, and "banking on LG Display (LPL)" to ramp production in 2H for a late 2013/early 2014 launch - Korean media recently reported Apple plans to shift iPad panel orders from Samsung to LG. Peter Misek reported 2 weeks ago Apple wants a TV with "a display that looks like 4K/Ultra HD but without the super-premium cost." (MG Siegler) (Tim Cook) 6 Comments [Tech]
- Thursday, March 7, 7:48 AM Apple (AAPL) has adjusted expected iPad (down) and iPad Mini (up) shipments in 2013 to 33M and 55M respectively, reports Digitimes. Originally the company had predicted 60M for the iPad and 40M for the Mini. It may be bad news for panel suppliers to the iPad, but good news to those for the iPad Mini. 13 Comments [Tech]
- Wednesday, March 6, 9:13 AM Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims Japanese blog MacOtakara, which has a mixed track record (I, II) with iScoops. MacOtakara also reports NTT DoCoMo (DCM) has slashed Android phone orders for the fall, which is fueling speculation an iPhone deal is on the way. Jefferies' Peter Misek argued last month preparation for March iPhone 5S production could be responsible for new iPhone order cuts. Possible/likely suppliers: CRUS, OVTI, SWKS, TQNT, AVGO, QCOM, BRCM, NTE, MFLX, LPL. (yesterday) 29 Comments [Tech]
- Thursday, February 28, 10:48 AM A short squeeze and positive sell-side notes help Universal Display (PANL +11.4%) shoot back above $30 following its mixed Q4 results. Cowen and Deutsche both think PANL's 2013 guidance is conservative, and the former sees Samsung's Galaxy S IV, OLED TV sales, and new licenses all acting as catalysts. On the earnings call, management noted LG Display (LPL) plans to spend 54% of its 2013 capex on OLED production, and that it's discussing "commercialization roadmaps" with partners for its encapsulation tech, which is seen as key to flexible OLEDs. 2 Comments [Tech, Earnings, On the Move]
- Tuesday, February 26, 4:03 PM Apple (AAPL +1.4%) roundup: 1) Thanks to improving iMac supplies, U.S. Mac sales rose 31% Y/Y in January, estimates NPD. The sales jump follows a 22% Y/Y drop in Q4 global Mac shipments. 2) LG Display (LPL) reportedly cut panel output for the 9.7" iPad by 90% in January, thanks to iPad Mini sales and seasonality. It expects output to pick up in Q2 ahead of a Q3 refresh. 3) Good Technology reports iOS hardware made up 77% of its Q4 enterprise device activations, up from 71% a year earlier. 4) European carriers are crying poor over iPhone/Android subsidies, and want changes. Obtaining them might be easier said than done. (Firefox OS) 8 Comments [Tech]
- Friday, January 18, 10:43 AM Sharp (SHCAY.PK) has "nearly halted production" of displays for the regular iPad as demand shifts towards the iPad Mini and Apple (AAPL -0.6%) attempts to manage inventory, Reuters reports. Many analysts have already forecast the Mini, which is thinner and much lighter than the 4th-gen regular iPad, will account for a majority of iPad sales in Q1. Higher Mini sales benefit display suppliers AUO and LPL. Due to lower price tags, Apple's average gross profit on Mini sales appears to be lower than its average gross profit on regular iPad sales. 50 Comments [Tech]
- Tuesday, January 15, 12:18 PM Another day, another Apple supplier selloff due to iPhone sales worries. CRUS -2.8%. NTE -3.2%. BRCM -1.6%. SWKS -2.5%. AVGO -1.5%. LPL -3.5% MU -1.9%. Cirrus Logic now trades at just 7.3x FY14 (ends March '14) EPS, putting it squarely in value territory provided estimates don't get cut too much - Sterne Agee thinks iPhone order cuts are already baked into March quarter Cirrus estimates. Skyworks is at 8.4x FY14E (ends Sep. '14) EPS. (yesterday) (Multi-Fineline warning) 4 Comments [Tech, On the Move]
- Monday, January 14, 11:19 AM On cue, Apple's (AAPL -2.8%) sell-side fans are defending it following reports of iPhone component order cuts due to weaker-than-expected demand. UBS, one of the first to report of production cuts, says it detects no change to iPhone orders since December, though it worries shares could be pressured near-term. Wells Fargo notes Apple's 65M-unit iPhone 5 display order (per The Nikkei) was "an unrealistic number to begin with." JPMorgan says it only forecast 25M calendar Q1 iPhone 5 builds regardless. Notable Calls: "This sure feels like capitulation, doesn't it?" 41 Comments [Tech]
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bdy: Ryan, you said LPL is sporting an inverse H&S is that a typo? Shouldn't it be just a H&S? -
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Saibus Research
LPL Financial: Growing Pains for this Mid-Cap Independent Brokerage Firm $LPLA http://bit.ly/Nx5TMg - View all 0 replies
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Michael Bryant
LG claimed two of the hottest gadgets at the Consumer Electronics Show. Is this time to look at LG Display (LPL)? http://bit.ly/xjYbwN - View all 0 replies
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Michael Bryant
I think LG Display (LPL) is a buy after its fall. Just look how many products it makes. http://yhoo.it/nxjFoz - View all 0 replies
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John Lounsbury
Trefis: Top 5 for revenue supplying AAPL in 2011: Samsung ($7.8b), LPL($4.2b), INTC ($2.5b), INF ($1.5b) and BRCM ($1.3b). - View all 0 replies
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bdy: Ryan, you said LPL is sporting an inverse H&S is that a typo? Shouldn't it be just a H&S?
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