Yes, well, anyway, I wonder if there's anything that can't be changed for the elderly. What do the elderly do with that money when they go? They always know how to end it without that. So, what does Mr. Kim always do when promoting? For example, it gives an 80s vibe, right? Yes, it's like a real zero event. KB Securities is having an event where domestic stock trading is commission-free. They are even eliminating the fees for related institutions, a truly genuine zero event. So, why not visit KB Securities once and check the event details? Now, let's bring in Reporter Lee Joo-ho. Welcome, please come in. Hello, I'm Reporter Lee. Nice to meet you. Today, let's change the order and deliver the news now. Which news should we start with? Since you've probably seen all the news about the U.S. market, let's skip that. First, LG Display's LCD factory in Guangzhou.

It still wasn't selling, but now there seems to be a sign that it will soon be sold. It has been on the market for a while, right? And we need to sell this quickly because there is an oversupply of LCDs in China, causing prices to drop. So, in order to make money, we need to transition to a profitable OLED business structure. However, the situation was not going well as the quantum factory was not being sold. Oh, I saw the news yesterday that LG Display has selected CSOT, a Chinese company, as the preferred negotiator for the sale of the Guangzhou LCD factory. There is a Chinese home appliance company, TLC, right? TC, the company that supplies there, is planning to negotiate with their display subsidiary. In the industry, a few display companies like BOE and CSOT are participating in the sale, so they are expected to participate in the acquisition process.

I saw it, and among them, now the news is that the TLC csot has been selected as the chief negotiator. So, although we don't know the selling price yet, it is estimated to be close to 1 to 2 trillion won. In 2021, csot also acquired Samsung Display's 8.5th generation LCD factory in Suzhou, China. So, now they have signed a stock purchase agreement, and although it will take some time through various processes, they have finally made the first step in selling the factory that they said should have been sold a long time ago. Checking the price will not be an issue, right? That's a big problem. Normally, the price drops significantly after being put up for sale, right? That's true, but these days, the sales of laptops, TVs, and such are increasing, so the demand for LCD panels is slightly improving. This is an 8th generation factory here, an 8th generation factory, but this is

The meaning of each LCD generation is not significant. It's not about the generation; rather, LCD 8th generation is not great right now. Whether it's the 8th or 6th generation, they are not that good. Well, not all bad, but in a way, the term generation is somewhat misleading. Ultimately, it's about how large you make the panel, right? Yes, that's it. So, the 1st generation is a bit small, and as the generations progress, the area of the LCD becomes quite large. Then, how do they cut and process the LCD panels, whether it's for TV production or other purposes, right? So, we used the 6th generation before. Actually, the 6th generation had a small substrate size, so even if you cut out quite a few smartphone screens from it, the yield was good, and there wasn't much waste. But as we move to the 8th generation, if you want a larger TV or monitor, you might get one or two out of a panel and discard the rest.

It has to be done, and the feature of this panel, in other words, what is it? It sticks well by evaporating the organic solvent and depositing it, but it doesn't stick to the surroundings. Oh, right, then this also needs to be discarded. If you discard both and keep only two, and discard the rest, the yield will not be good. Therefore, in order to go to the next generation OLED, you need some investment in the 8th generation. But looking at it now, LG Display did not invest in the 8th generation. Oh, they thought this wouldn't work. Not that it wouldn't work, but because they didn't have the money. In fact, Samsung Electronics, in April 2023, Chairman Lee Jae-yong came out directly and said they would invest 4 trillion won in the 8th generation factory. That was when they invested in the 8th generation OLED factory. In fact, the deposition machine was first introduced in February of this year. So, BOE actually, last November, said they would invest in an 8th generation OLED factory, and we invested 11.4 trillion won.

I will invest. That's exactly what I said. And then, the most essential equipment is the deposition machine, which uses the steam of the profit system. I also mentioned that we would talk about it in May of this year. But since the deposition machine is the key equipment, there is nowhere to do it. Yes, yes. So, there is a Japanese deposition company called Canon Tokki, almost a monopoly, a bit expensive, you know, right? Yes, yes, Tokki. You can think of it as a company like ASML. Clearly, it's a parts supply, so an equipment company, a monopoly company. But LG Display and NIK System said, The deposition machine is too expensive, it won't work because it's too expensive to monopolize. They developed it together, the steam system's deposition machine. But now, we will introduce the steam, which BOE said they would introduce in May of this year. But now, OLED.

The reason why we need to act quickly in the market right now is because Korea is now almost at the top in the OLED market. Not almost, but very top. I recently saw data released by the Display Industry Association. In the global OLED market, Korea's market share is 91.7%. Just take a look at the screen. Smartphones, of course, and tablets, laptops, TVs, monitors, you name it, Korea supplies 100% of tablets, TVs, and monitors. So, in terms of OLED panels, Korea holds a market share of 91.7%, with only 8.3% belonging to China. That's why we need to make money now. But to catch up immediately, if we don't want to be left behind, we need to invest quickly, produce quickly, and make money quickly. No, what I mean is, for example, if you just invest like 20 trillion won all at once, but how much time is left is important. China is catching up. In fact, that's the truth.

It feels like a predetermined future, and the issue seems to be how long we can sustain it. On the player side, it seems not easy, but still, the technological gap is expected to last for about two years. Even in the industry, why is that? It's because BOE has not entered Apple yet. However, they have managed to enter Apple's smartphones to some extent. But even what has entered is the SE model, which is a budget model. So, they said, We will make it available only in the low-end sector. But now, when it comes to tablets, laptops, or premium smartphones, Chinese companies have not entered yet. Therefore, there is still a time gap. Well, at times like this, you need to make money quickly. In order to make money, you need to invest in production bases, and to invest, you need money.

To be profitable, you have to sell it. Yes, but now we have selected the priority target for the sale. But yesterday, there was the Apple earnings announcement, right? And in that, the iPad had a 24% growth rate for the Pro, which was really good. Oh, really? Yes, but in May, a new iPad with an OLED panel was released. Maybe that had an impact, I think. And the new product sells well, and the new product sold well, with an OLED panel in it that we are making, Samsung Display and LG Display. But that iPad, when it was just released, was struggling for a while, then it became a bit more popular, and now it seems like people are losing interest. These days, I see a lot of people using iPads, so in reality, now...

Students take notes, almost like using notebooks. And many people think it's not bad. I also had this thought. Other tablets have died a lot unless they are for corporate supply, restaurants, or group use, like Samsung tablets. Most people use them for personal use, almost 90% use the new iPad model. It works well on phones too. Yes, other options are available, but it's quite convenient, so I assume that's why. This is just my guess. LG Display's Guangzhou factory has selected a negotiating partner. Hopefully, they will receive a good price. Let's move on to the second news.

Finally, in our country as well, a treatment for obesity has received approval for military supplies. Oh, it's like Saxenda, right? What is it? Saxenda has received domestic approval. In our country, while many people around the world are taking obesity treatments and becoming prettier and healthier, we couldn't use them. The only one we could use was Saxenda, as you just mentioned. In fact, with Saxenda, it's a bit inconvenient because you have to inject it once a day. Having to inject it every morning was a bit inconvenient. That was the only one we could sell, and we couldn't sell the others because there was a shortage of supply, not due to issues with approval or product permits. So, in our country, we also approached Novo Nordisk's representative a lot.

I asked many journalists, when will Korea enter? When will Korea come in? Oh, there's no supply right now, so it's not possible. That was the continuous answer. But now, Mountain Jar has finally obtained domestic product approval. However, the supply shortage continues. Yesterday, General Mountain, the representative of Illyale, mentioned that the medication shortage seems to be ending soon. Therefore, if they receive the approval, it is expected that they will enter Korea sequentially. Currently, each company is making great efforts to secure production volumes. NovoNo Disk, among the CDMO companies in February, there was Kattrah, which means Lonza Catalysis Biologics.

There are companies like Samsung Biologics that produce such products, among which Catalent is the 3rd or 2nd largest company in the world, or Allah has acquired three production factories. We couldn't make it, we couldn't handle the volume. We used to make it, and they also acquired a 26,000 square meter injectable factory in the U.S. and are building a factory in Germany. Anyway, as long as you build production facilities, everything goes out, so that's the current situation. When we produce something, it all goes out. So, we might be able to see it in Korea soon. Recently, in Korea, there has been a theme related to obesity treatment in the stock market. But, honestly, as a journalist, there aren't many products that have a competitive edge among those produced in Korea.

Because now, there are two forms of development going on. The first is developing a new drug called semaglutide, which is already on the market as Ozempic or Rybelsus. These are the names of the components. So, one aspect is developing new drugs with different components, not these. The second aspect is when the patent of a component expires. In 2026, the patent for semaglutide will expire, which means that countries can then use this to develop new drugs. For example, they can create oral semaglutide or patch-type semaglutide. In these two main areas, obesity treatments are being developed in Korea. In fact, in terms of new drug development, Hanmi Pharmaceutical is leading with Efpeglenatide, but there is still a long way to go.

But then, if we talk about what we can expect, well, semaglutide quantification drug, the quantification drug, is set for 2026. It's not far away. Oh, in fact, in our country, there are really obese people. Of course, there are also obese individuals, but compared to foreign countries, there are too many cases that are not really obese. But in our country, oh, the demand for obesity is really high. It's really high. Almost all citizens are dieting. In fact, if you walk around the streets in our country, you can hardly see anyone who looks obese like you would see in foreign countries. There are really none. Oh, our country is really on the slim side. So, it will probably not be covered by insurance in our country. Oh, so it's not at a pathological level, right? Anyway, so this new drug is now entering the domestic market. But now, when I say it's entering, it's coming in.

In South Korea, people have high expectations, but the reality is that although the success of new drug development could be a huge hit, there are currently no companies in the leading position. Improved drugs actually have a high success rate because they change the existing components. Instead, everyone changes the components together. By 2026, the patent ingredients will expire by country, and everyone knows this. So, let's develop oral forms with this and make patch forms. Then the competition becomes fierce. With this, we can't expect as much success in the market as people anticipate. Right, now globally, the supply cannot meet the demand. Companies won't increase supply, right? If the business goes well to some extent, then...

By 2026, around this time, maybe even then, it's very likely that by then, instead, the price competition will start to intensify. Now, I'm starting to think about it a bit. Oh, so, on the contrary, what I am looking forward to is, then who will do the production? Production is quite stable until the end, right? South Korea does it well, no matter who sells it, they do it well. But so far, South Korea hasn't been very active in investing. Recently, Illyria was originally in charge of their own production factory to U-S Biologics, but due to biosecurity laws, they won't be able to produce there anymore. In the future, then, if so, since there are many production factories including South Korea, it would be nice to entrust them with some responsibilities, but so far, there is no investment from South Korea, and they are directly building their own factories. So, I've looked into the second news, and the third news is.

What is it? So OpenAI, Microsoft declared that they are our competitors. It's not OpenAI, it's Microsoft. Microsoft, which currently holds a stake of over 40%, invested in OpenAI, so the companies Microsoft invests in are not open. However, foreign news reports are saying that OpenAI has been added to the list of competitors in their annual report. Originally, the list of competitors only included big tech companies like Google, Apple, Amazon, Meta. But now, OpenAI is listed as our competitor. The reason for this is that OpenAI launched a search engine called Search GPT on the 25th of last month. Well, Microsoft has Bing as a search engine. Oh, I don't like Bing. What's wrong with Bing? I don't like Bing. Oh, Bing is not good. But anyway.

Currently, in the global search engine market, Google holds almost 90%, while Bing holds around 5%. Bing, owned by Microsoft, incorporated OpenAI's artificial intelligence features to expand the search market and make money from it. They thought they could do this kind of thing. OpenAI then created OpenAI Search GPT, originally named MSGA, and considered attaching PT to expand the search market. However, instead of going towards Bing, OpenAI is focusing on search, causing some frustration. It seems like they are not going towards Bing. So, is it because they have included it as a competitor to Microsoft now? Of course, the relationship between Microsoft and OpenAI has not changed, and the partnership was based on mutual understanding that they would compete with each other. Therefore, Microsoft and OpenAI are still good partners. This is what they are saying.

There seems to be a talk about the movement of change. Oh, really? Anyway, there was news about Microsoft positioning itself as an OpenAI competitor. How do you usually search for things these days? I use Naver. I still use Google. I don't use Bing much. I rarely use Bing. I don't use PowerPoint much either. I don't use it much. Except for trying it out initially, I don't use it much these days. Also, nowadays when you search on Google, you may have noticed they are incorporating AI features in beta versions, right? This means that AI now places the answers to my search queries at the top. However, to verify the actual facts, I still need to enter the article and directly check the nuances. So, to confirm the accuracy, I need to go into the article and check the context. Therefore, until now, I still conduct searches.

Even if the reliability of artificial intelligence in the engine is not that high, I think it might take a little time, okay, got it. Well then, let's summarize today's news as News 3. Today, Reporter Ryu Jong-eun will analyze the LG Group's extravagance. Breaking down the LG Group. Yes, today, Reporter Ryu Jong-hoon and... it continues. And our Reporter Lee Joo-ho will be here. Nowadays, it's tough because of oil prices, right? When was it, I wonder. I've been in the middle of childcare for 10 years now. But childcare and newborn oil prices are different dimensions, right? Newborn oil prices were around 2 to 3 years ago. Really, it's been three years since the third one. Now, what are you talking about? Did you get the first prize by any chance? Our Reporter Lee Ji-ho received the first prize.

No, I didn't receive it because I received diapers. Oh, I received diapers. Did you see that? How it looked, for example, it was still in the placenta. That was... chocolate. Yes, chocolate. No, no, it's really the first time I realized that something like that comes out of the human body. Yes, that melted chocolate, you know, chocolate that turned into water, that comes out. You didn't know, did you? Everyone, I'm also involved in childcare. Mr. Jung Pro, it's not that image. Mr. Jung Pro seems to work outside and do childcare only at home, but no, he's not an old-fashioned person. Our Lee Joo-ok, and then, even on weekends, he works hard on childcare. Yes, I will see you next Monday. I will be on vacation next week. Vacation is not really a vacation, right? Yes, Reporter Lee Joo-ok, thank you for your hard work, and I will see you next week. Thank you. Thank you to Park Geun-young, Lee Sun-hyuk, Sa Kyung-in, and Yeom Seung-hwan for the meticulous care of the investment masters.

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