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Lg Display Co Ltd   (NYSE: LPL)
    Sector  Technology    Industry IT Infrastructure
   Industry IT Infrastructure
   Sector  Technology
 

Lg Display Co Ltd's Suppliers Performance

LPL's Supply Chain




 
LPL Costs vs Sales of Suppliers Growth Revenues of Lg Display Co Ltd's Suppliers, deteriorated by -16.08 % compared to the same quarter a year ago, from the previous quarter, sales fell by -2.11 %, while their net profit margin fell to -2.16 % year on year, compared to the previous quarter Lg Display Co Ltd's Suppliers had a lower net margin at -2.11 %,

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Lg Display Co Ltd's Suppliers realized a deteriorated in sales by -16.08 % compared to the same quarter a year ago, from the previous quarter, sales fell by -2.11 %, while their net profit margin fell to -2.16 % year on year, compare to previous quarter LPL's Suppliers had lower net margin at -2.16 %,

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Lg Display Co Ltd's Comment on Supply Chain


From 2023 to 2025, components and raw materials represented approximately 55% to 58% of the company's cost of sales. Key materials include glass substrates, driver integrated circuits, polarizers, backlight units, liquid crystal materials, hole transport materials, and emission materials. The company produces a substantial portion of its own color filters. Glass substrates are supplied by Paju Electric Glass Co., Ltd., a joint venture in which the company holds a 40% equity interest. The company negotiates non-binding master supply agreements multiple times annually, with pricing terms set quarterly or monthly. Purchase orders are typically issued six weeks before delivery, except for driver integrated circuits, which require several months' lead time. To reduce costs and dependence, the company sources components from multiple suppliers but relies on a limited group for key components to ensure supply and quality. Supplier evaluations consider quality, price, delivery, service, and financial health. The company maintains strategic relationships with suppliers and occasionally makes equity investments to secure supply. Manufacturing operations require substantial electricity and water, supported by backup power and water storage facilities. The company depends on a limited number of equipment manufacturers and collaborates closely with them to meet specifications.

Lg Display Co Ltd's Comment on Supply Chain


From 2023 to 2025, components and raw materials represented approximately 55% to 58% of the company's cost of sales. Key materials include glass substrates, driver integrated circuits, polarizers, backlight units, liquid crystal materials, hole transport materials, and emission materials. The company produces a substantial portion of its own color filters. Glass substrates are supplied by Paju Electric Glass Co., Ltd., a joint venture in which the company holds a 40% equity interest. The company negotiates non-binding master supply agreements multiple times annually, with pricing terms set quarterly or monthly. Purchase orders are typically issued six weeks before delivery, except for driver integrated circuits, which require several months' lead time. To reduce costs and dependence, the company sources components from multiple suppliers but relies on a limited group for key components to ensure supply and quality. Supplier evaluations consider quality, price, delivery, service, and financial health. The company maintains strategic relationships with suppliers and occasionally makes equity investments to secure supply. Manufacturing operations require substantial electricity and water, supported by backup power and water storage facilities. The company depends on a limited number of equipment manufacturers and collaborates closely with them to meet specifications.


LPL's Suppliers recorded a net loss Suppliers recorded net loss
LPL's Suppliers recorded a net loss


Suppliers recorded net loss


Lg Display Co Ltd's Suppliers Sales Growth in Q4 2025 by Industry

Suppliers from Chemical Manufacturing Industry -13.14 %   
Suppliers from Chemicals - Plastics & Rubber Industry -32.91 %   
Suppliers from Iron & Steel Industry -71.78 %   
Suppliers from Miscellaneous Fabricated Products Industry      2.24 %
Suppliers from Paper & Paper Products Industry -1.68 %   
Suppliers from Conglomerates Industry -32 %   
Suppliers from Apparel, Footwear & Accessories Industry -12.94 %   
Suppliers from Electronic Parts & Equipment Industry      11.94 %
Suppliers from Communications Equipment Industry      141.6 %
Suppliers from IT Infrastructure Industry      10.86 %
Suppliers from Semiconductors Industry -2.42 %   
     





LPL's vs. Suppliers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Lg Display Co Ltd 0.00 24,003.38 282.54 53,891
Vishay Intertechnology Inc 4,790.51 3,193.05 2.28 22,600
Universal Display Corporation 3,583.32 650.49 242.08 469
Nxp Semiconductors N v 56,859.32 12,615.00 2,704.00 32,169
Quanex Building Products Corporation 937.61 1,863.15 53.27 7,071
Nve Corp 483.85 26.33 15.20 152
SUBTOTAL 1,486,858.41 526,983.73 25,892.16 930,274
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Sources: Lg Display Co Ltd 's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
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