What They Say
LG Display has decided to stop production at its Paju large OLED plant for a month from mid-November because of the weak demand for OLED TVs according to an article in the Chosun Biz (in Korean). The
What We Think
Well, this can’t be said to be a big surprise, but is not good news for the OLED TV business. As it happens, the Quarterly update has just taken place and I need to dig into it. The chart below highlights the challenges. (BR)
