LG Display President Jung Cheoldong: "Voluntary Retirement If Needed... Considering Introduction of 'Physical AI'"

Annual Cost Savings of 200 Billion Won Through AI Process Adoption
"Technology is the Key to Cost Competitiveness"
Leveraging Automotive OLED Expertise to Enter the Robotics Market
Considering 'Physical AI' for Production Lines
8.6-Generation Investment Prioritizes Profitability
Strengthening Fundamentals with 1.3 Trillion Won Infrastructure Investment

Jung Cheoldong, President of LG Display, stated regarding future workforce management plans, "Nothing has been decided yet, but I believe that if necessary, we must adjust our personnel."

Having successfully returned to profitability last year and laid the foundation for management normalization, President Jung made these remarks during a meeting with reporters at the site of the world's largest electronics and IT exhibition, CES 2026, held in Las Vegas, USA, on January 7 (local time). He expressed his determination not to settle for short-term profits but to establish a stable profit structure resilient to any market conditions by improving workforce efficiency and driving technology-based cost innovation.

President Jung evaluated that more than two years of rigorous cost-cutting efforts served as the basis for the turnaround, but he also emphasized the need for flexible organizational management in response to rapidly changing global market conditions. This suggests a strategy to secure mid- to long-term competitiveness by optimizing the workforce structure as needed, in order to achieve technological superiority and strengthen profitability.

Chuldong Jung, President of LG Display. LG Display

In particular, President Jung identified AX (AI Transformation) as the key to a "sustainable profit structure" that can withstand external environmental changes. Since declaring 2025 as the inaugural year of AX, LG Display has introduced proprietary AI into the highly complex OLED sector, achieving annual cost savings of over 200 billion won. President Jung emphasized, "The adoption of AX and VD (Virtual Design) acts as a catalyst to accelerate innovation from research and development to production," adding, "This year, we will expand the AX culture to all areas."

At this exhibition, LG Display unveiled OLED for humanoid robots for the first time. President Jung stated, "The display specifications required by robots are similar to those for vehicles," and added, "We will proactively respond to demand in the robotics market using our already established high-reliability plastic OLED (P-OLED) technology."

President Jung predicted that the emergence of physical AI in robots would present an opportunity for LG Display. He said, "Robot manufacturers are still considering how to implement display interfaces, but we have accumulated know-how in the automotive market," and added, "With P-OLED, which allows for free-form curved designs and high durability, we are confident in meeting new customer demands in the robotics sector." He also mentioned plans to consider introducing the advanced robotics technologies observed at this exhibition into actual display production processes to enhance smart factory competitiveness.

In particular, President Jung is also considering ways to apply the physical AI technologies observed at the exhibition to actual production processes. He explained, "We plan to review how current robotics technologies can be applied and utilized in our display production processes," and added, "Such innovation will ultimately become a key driver for enhancing cost competitiveness." Regarding the fierce pursuit by Chinese companies, he said, "I truly felt how intense the competition has become," and emphasized, "We will secure leading-edge technologies that can firmly establish entry barriers, creating clear reasons for customers to choose LG Display."

On the industry's focus regarding investment in 8.6-generation IT OLED, President Jung advocated a cautious approach. He stated, "For an investment to be economically viable, we need to consider the combination of customers and products, but it's not yet the right time to generate profits from 8.6-generation investments," adding, "At the current stage, the existing 6th generation is sufficient to respond to the market." This reflects a thoroughly pragmatic approach, indicating that resources will only be committed when there is clear confidence in profitability.

However, he made it clear that investments to prepare future technologies in a timely manner will not be halted. President Jung plans to steadily proceed with the new technology infrastructure investment of 1.3 trillion won decided last year, aiming to achieve visible results next year. He said, "We are maintaining a certain level of R&D spending and allocating resources as needed," emphasizing, "This is not a plan for short-term profits this year or next year, but the ultimate goal is to build a long-term, sustainable, and stable profit structure."

President Jung concluded, "Ultimately, overwhelming technological prowess is the answer to all problems," and stressed, "Rather than innovation disconnected from market demand, we will outpace China and solidify our leadership in the global display market by providing customers with clear, differentiated value."