LG and Samsung Display Go Head-to-Head with 2,000-Nit AI Displays! Who Will Win?

 

10-Second Summary

• What: LG Display and Samsung Display are showcasing their latest AI-integrated display technologies at IMID 2025, the largest display convention in Korea.
• Why It Matters: Their AI display technology is a game-changer that will shape the future of key industries like smartphones, automotive displays, and AR/VR devices.
• What's Next: Watch for when these technologies will be commercialized, if they secure major global clients, and how they will collaborate with AI semiconductor companies.

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1. Company Snapshots: The Display Titans Today

Company Snapshot	LG Display	Samsung Display
Key Products	Large OLED, Automotive OLED, IT OLED	Small/Mid OLED (Smartphones), QD-OLED
Main Costs	Raw materials, depreciation, R&D	Raw materials, R&D
Competitive Edge	Dominates the large OLED market, Tandem OLED tech	Number one in the small/mid OLED market, OLEDoS tech
Key Variables	TV market demand, increasing competition from China	Smartphone market demand, competition in the IT OLED market

 

2. Key News Points: AI is Redefining Displays

At IMID 2025, both companies went beyond existing OLED tech to showcase future-oriented AI displays. This shows their strong commitment to creating new interfaces for communication between humans and AI.

• Samsung Display: They presented 22 technical papers on AI, demonstrating their expertise. Their on-device AI technology can convert FHD to UHD in real-time, all on a small chip. It's an ideal solution for AR/VR devices due to its high resolution and low power consumption.
• LG Display: Their keynote emphasized the role of OLED in driving AI innovation. They presented a 18-inch bendable OLED for cars and a stretchable display. The latter can be bent and twisted freely, offering a "free-form" experience that could become a market game-changer.

3. The Formula for Success: From Tech to Profits

The new AI display technologies could directly lead to higher revenue and operating profit. Samsung's on-device AI will reduce power consumption, driving demand in the smartphone and wearable markets. LG's stretchable display will create a new market beyond foldables, allowing them to command a higher price in the automotive and medical device sectors.

• Revenue: New market entry and expansion of client base through innovative tech → Increased prices and sales volume → Revenue growth.
• Operating Profit: On-device AI technology improves power efficiency → Reduces costs → Boosts operating profit margin.

4. Sector Comparison: Who Has the Advantage?

Currently, Samsung Display dominates the small/mid OLED market with a major market share and stable revenue from global clients like Apple. LG Display, meanwhile, leads the large OLED market for TVs and is expanding into high-value sectors like automotive and IT displays.

 

In this new AI display race, Samsung is using its on-device AI and OLEDoS tech to get a head start in future markets like AR/VR. LG is aiming to pioneer the free-form display market with its stretchable technology. Both companies are leveraging their unique strengths to secure their place in the future market.

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5. Investor Perspective: What to Look For

• Short-Term Impact: The AI display technologies unveiled at IMID 2025 could boost the brand reputation of both Samsung and LG, leading to a positive short-term impact on their stock prices. Any announcement of new patents or major supply deals could cause further stock volatility.
• Long-Term Outlook: AI displays will fundamentally change the display industry. Technologies like the stretchable display could create new markets for IT devices beyond smartphones and TVs, becoming a key growth driver for both companies.

6. Related Companies: Winners and Losers

• Direct Beneficiaries: LG Display, Samsung Display.
• Indirect Beneficiaries: Raw material and component suppliers (e.g., Duksan Neolux, Solus Advanced Materials).
• At Risk: Chinese display manufacturers (e.g., BOE, CSOT). As the technology gap narrows, increased competition could erode profit margins.

7. Conclusion and Outlook: The New Era of Displays Powered by AI

The AI display competition between LG Display and Samsung Display has just begun. While Samsung is focusing on using AI to maximize the performance of existing displays, LG is trying to create new markets with innovative forms like the stretchable display. Their rivalry will be a major factor in shaping the future of the global display industry.

 

Use this information to predict how AI will transform the displays closest to us. Hopefully, this analysis will help you with your investments and understanding future tech trends.

 

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