As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?

LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a profitable first-half for the first time in five years. Even so, concerns linger for LGD's long-term competitiveness given its relatively cautious pace of investment, compared to the aggressive expansion of 8.6-gen IT OLED capacity at Samsung Display (SDC) and Chinese panel makers.