According to a report from the *Nihon Keizai Shimbun* on December 11, LG Display has announced its entry into the automotive lighting market using organic EL (electroluminescent) technology. This marks a significant shift for the company as it looks to expand beyond traditional display applications. As part of its initial steps, LG Display has signed a supply agreement with Daimler, the German automaker, and has significantly ramped up its lighting production capacity by 30 times in preparation for supplying high-end vehicles.
Analysts suggest that organic EL lighting is set to become a key player in the next-generation automotive lighting market, with increased competition expected from both global and regional players, including Japanese companies. The technology allows for ultra-thin, lightweight, and flexible lighting panels that can be bent and shaped to fit complex designs—offering a new level of design flexibility for car manufacturers.
LG Display’s recent order from Daimler involves the supply of organic EL taillights, which are expected to bring a modern, sleek look to vehicle exteriors. Previously, luxury brands like BMW and Audi have relied on German lighting supplier Osram for similar organic EL solutions, but these were mostly limited to high-end or special edition models. Now, with LG Display entering the scene, it's likely that such advanced lighting features will become more widespread across the automotive industry.
In an effort to further penetrate the premium car market, LG Display plans to target not only Daimler but also BMW and Audi, aiming to secure long-term partnerships. Additionally, the company is working with Japanese automakers, including Otaru, to expand its reach in the Asian market. The goal is to build a business that generates over 200 billion won in annual sales within three years.
To support this expansion, LG Display recently launched its fifth-generation organic EL lighting production line at its facility in Gumi, South Korea. The production line uses a large 1.1 m x 1.25 m substrate and has a monthly capacity of 15,000 units. A total investment of around 150 billion won was made to establish this state-of-the-art facility. According to LG Display’s Executive Park Sterling, this is the world’s first flexible organic EL lighting production line, setting a new benchmark in the industry.
With a dominant 90% share in the TV organic EL panel market, LG Display is leveraging its expertise and partnerships—especially with its sister company LG Electronics—to solidify its position as a leader in the emerging automotive lighting sector. This move not only strengthens its market presence but also signals a broader strategy to diversify and grow beyond traditional display technologies.
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