池田泉州キャピタル2012年5月度勉強会 「LGの日本 …

1 LG 2012 5 LG zLG zLG zLG zLG LG 1/26 1973 2 19 1996 2 1998 2 2002 3 2002 4 2003 10 JSR Display 2003 11 LG 2010 9 LG 2/261947 Koo In Hwoi Lak Hui LG 1953 Lak Hui Industry LG 1958 Goldstar LG 1967 Honam GS Caltex1970 Koo Cha Kyung 1995 Koo Bon Moo Lucky Goldstar LG 1996LG Telecom 1999LG Philips LCD Dutch Philips J/V) LG Display2003LG Holding company LS Group 2005GS Group 2012LG 60 LG 1.

2 LG Group 3/26LG Way LG Vision Vision LG CultureLG Way LG LG 1. LG Group 4/26 LG ElectronicsLG DisplayLG InnotekLG SiltronLG ChemLG Household & HealthcareLG HausysLG Life ScienceLG U+LG CNSLG InternationalLG Solar EnergyLG N-sysLG SportsLG Mgt. Dev. Inst. Chemicals(14 LG Group 3 58 Electronics(9)Telecommunication Services(35)LG 40% 35% 80%1. LG Group 5/26 Global Network 218,000 123,000 95,000 90 40 50 90 70 20 ) 200 Global Network 201 142 (2011 19 (2011 1.))

3 LG Group 6/26 HE (Home Entertainment)MC (Mobile Communications)HA (Home Appliances)AE (Air-conditioning & Energy Solution) LCD TV Plasma TV PDP AV PC Chiller) LED CEO Energy Component DataStorage Solar 2. LG Electronics7/26` 17,500 3,900 1,700 800 290 200 170 150 200 30 Global R&D 5%51%44% 350 2011 R&D 2. LG Electronics8/26TV IT/Mobile 72 55 47 42 37 32 LCDTV Direct LED Edge LED Slim & Narrow LED FPR 3D Display 55 47 42 WUXGA WSXGA W RGB LED Touch Screen In-Cell Retina Display with AH-IPS E-Paper Automotive Navigation LCD LCD 30 WQXGA 24 W RGB LED 23 Ultra Slim W-LED 23 FHD 3D LCDOLED Phase1 TV15 Phase2 Smartphone (WVGA) 30 TV Phase3 TV NBPC Flexible Display 3.

4 LG Display9/26` 3,500 7%45%48% 2011 R&D 3. LG Display10/26 Display & Network LED Mobile Camera Module Touch window Automotive ABS Motor TOS*& TAS* Lead Frame CSP* Display Tuner Power Network Wireless Modem IP Camera LED BLU Lighting Epi Chip Package *TOS : Torque Only SensorTAS : Torque Angle SensorCSP : Chip Size Package4. LG Innotek11/26R&D ` 1,800 7%55%38% 2011 4. LG Innotek12/26 2 Mobile HEV EV PDP filter OLED Toner PCB Naphtha Cracking Center/Polyolefin PVC ABS/Engineering Plastic Acrylates/Plasticizers Synthetic Rubber/Specialty Polymer 5. LG Chem13/26` 2,400 25%15%60% 2011 R&D 5.

5 LG Chem14/26LG group 3 4 2015 8 6. LG Group Portfolio (2020 ) 4 Automobile Solutions-EV Modules-Battery- - Living Eco Solutions- Commercial Air-conditioner- - - BMS(Building Mgmt. System)Healthcare Solutions- - u-HealthcareEnergy Solutions- - - EMS(Energy Mgmt. System)- `10 5 `20 40 CAGR 22% Home Product Solutions- HE HA Materials- Petrochem GlassICT2)-MC U+ CNSC omponents- LCD Panel LED`20 295 CAGR 9%1) 20 2) ICT Information Communication Technology15/26 Automobile Solutions EV Modules Automobile Solutions Automobile SolutionsEV ModulesMotor Inverter(High Power 50kW SiC GaNBattery Battery Mg Al) 7.

6 16/26 Energy Solutions Energy Solutions Energy Solutions ( ) Poly-Si Back Sheet Paste Wafer Solar Glass MEA*, Stack SOFC** Ceramics separator Cr EMS(Energy Mgmt. System) Inverter TR NaS Super Capacitor Nano Ceramic)*MEA : Membrane Electrode Assembly* * SOFC : Solid Oxide Fuel Cell7. 17/26 Living Eco Solutions LED Living Eco Solutions Living Eco SolutionsCommercial Air-conditionerInverter Converter Motor MEMS RO LED Sapphire GaN on Si) Heat Spreader PCB Lens Power (20W Nano Sapphire BdMS* *BdMS : Building Management System7.

7 18/26 Healthcare Solutions Medical device R&D Silver care Healthcare Healthcare Solutions Healthcare SolutionsMedical DevicePOCT* HDL LDL Silver Care u-Healthcare IT *POCT : Point Of Care Test7. 19/26LG group needs 8 / Mobile IGBT( ) / Integrated Power Module Sensor IC / LCD Touch / Motor Connectivity ( WiFi module, GPS ) Touch Window PCB LCD Acoustic ( Speaker, Motor) (MEMS* ) Camera ( Image Processing, Filter ) Antenna ( Direct Printing) -Long Term Evolution(4G) Touch Solution(Film, Touch IC) OLED / Encap Film PVA (Polyvinyl Alcohol) , LCD TAC Film (Triacetylcellulose) / Hybrimer 2 Solar Glass / Bio Plastic Fuel cell Ceramic *MEMS (Micro Electro Mechanical System) Stack Mold 20/269.

8 LG Storage J/V (HLDS) J/V / Paju Study Group Cross Sourcing/ Hitachi PanasonicDocomo/auNEGSony/PioneerPanason ic HA Optical Storage DVD PC PDP LCD Glass Storage ( Partner LG LG DisplayLG LG Hitachi J/V 2012 OLED 2012 LG 21/2610. Group 2226LG LG Electronics Japan LG LG Electronics Japan Lab 1 1 11 LG LG Group LG J/V Majority 23/26 LG LG Group OrganizationLG HoldingsElectronicsChemicalCommunication & ServiceLG ElectronicsLG DisplayLG InnotekLG ChemicalLG U+LG CNSLG InternationalLG HausysLG Household& HealthcareLG International (LG ))

9 LG LG International JAPANTOKYO OFFICEOSAKA OFFICELG International SEOUL HEAD OFFICE50 Overseas Offices24/26 / CPO (Crude Palm Oil) LG Business Sector1. 2. Trading CDM3. Green EnergyOur Target Marketing 25/26 LG What we want to do in JapanLGI Japan 1. Global Network 2. Upstream Downstream Supply Chain 3. Organizing Global LG LG LG LG Display etc. LG International J/V 26/26