LG Innotek's Substrate Unit Likely to Post Accelerating Growth -- Market Talk

Dow Jones12-10

0258 GMT - LG Innotek's substrate business is expected to post an accelerating pace of earnings growth in the coming years on growing market demand, NH Investment & Securities analyst J.H. Whang writes in a note. The substrate segment is projected to account for around 25% of the South Korea-based Apple supplier's total operating profit in 2026 and more than 25%-30% in 2027, compared with an average of 10% in the past three years, Whang says. LG Innotek's 4Q operating profit could jump 62% on year to beat market consensus, largely on increased shipments of camera modules and other parts for iPhone 17 Pro and Pro Max models, she adds. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

December 09, 2025 21:58 ET (02:58 GMT)

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