E Ink Holdings chairman Johnson Lee said the company reached its full-year 2025 targets ahead of schedule in the third quarter, setting the stage for record annual profit. "We're basically celebrating Christmas early," he joked, noting he is not concerned about the expected seasonal softness in the fourth quarter.
The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both companies move toward improved performance in the large-size OLED market. LG Display's white-OLED (WOLED) business is expected to turn an annual profit for the first time, while SDC is narrowing losses in its QD-OLED operations by focusing on the high-margin monitor segment.
