Spotlight on LG Display - the WOLED pioneer, Apple's second OLED supplier, and its new bet on maskless OLED production
LG Display (LGD) is the world's second-largest OLED producer by revenue, and the company that turned OLED TVs from a prototype into an industry. It is also the only display maker with volume positions at both ends of the OLED market: large-area WOLED panels for TVs and monitors, and small and medium flexible AMOLEDs for smartphones, watches, tablets and cars.

After three years of heavy losses, a rights offering, a loan from its parent and the sale of its last large-area LCD fab, LG Display returned to an annual profit in 2025 - and in August 2026 it formally launched FLiPP, a maskless OLED production process that is its answer to the 8.6-Gen IT OLED fabs its rivals are building.
In this Spotlight we look at how LG Display got here, what it can actually produce today, where each of its OLED businesses stands, what the numbers say, and what we expect over the next three to five years. We also take a brief look at LG Electronics, LGD's parent and largest OLED TV customer.



