🔥 LG Electronics: Knocking on the door of structural reform through robots and B2B amid cost pressures - 2026.07.26

Hey there! I’ve been watching the market for 30 years, so you know your buddy 'Onion' has a keen nose for macro trends. Recently, LG Electronics saw its closing price dip to ₩169,200, making the market atmosphere quite chilly, right? ^[7] This is becoming a major issue as concerns over deteriorating home appliance profitability combine with macroeconomic variable analysis—like the threat of US tariff bombs—to pile on the cost burden ^[7].

📈 Cost pressure sparked by memory shortages

The current macroeconomic environment is no walk in the park. With demand shifting heavily toward AI, securing general-purpose DRAM has become as difficult as picking stars from the sky ^[1]. This is directly translating into rising cost burdens for LG Electronics' PC product lines and advanced vehicle infotainment systems ^[1]. In fact, the average price of semiconductors for video equipment parts has jumped 33.1% year-on-year, so it's only natural that red flags are being raised regarding profitability ^[2].

🚀 A refreshing breakthrough with B2B and robots?

But isn't true skill about changing the game in the face of a crisis? Since the cost burden is growing, the company is diversifying its portfolio beyond the display business into robots and the automotive sector ^[2]. Especially for robots, I’ve heard they are building an independent ecosystem that covers everything from data to production, which would reduce dependence on overseas supply chains ^[3].

Furthermore, they are innovating the very way home appliances are sold by expanding their B2B space business to include apartments, modular homes, and vehicles ^[4]. They say they are bundling entire spaces and services centered around an AI home platform—now that’s a great look! Just like knocking on the door of an InstaView refrigerator, it’s exciting to see if they can successfully knock down the doors of the B2B market as well.

☕ The strength of premium appliances remains

The core home appliance business still has plenty of grit. You know the 'InstaView' refrigerator that lets you see inside without opening the door? Since its launch in 2016, cumulative sales have surpassed 5.3 million units ^[5]. That means one unit has been sold every minute on average over the last 10 years, so their strength in the premium market seems unshakable ^[5]. Observations suggest that they could use this success as a bridgehead to expand into functional materials as well ^[6].

Macro cost pressures are mounting, but the company is heavily shifting its constitution toward B2B and new businesses. From a bullish scenario perspective, I’m watching very closely to see how this structural improvement will explode when it meets favorable macro conditions. How quickly they can cover cost burdens with margins from new businesses is the core question the market will pose moving forward.

📰 Reference News (6)

1

Memory demand shifting to AI… General DRAM shortages strain electronics and automotive supply chains - Global Economic

네이버뉴스 · 2026.07.26

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2

Set costs swallowed by memory… Displays turn eyes toward robots and cars

네이버뉴스 · 2026.07.26

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3

LG Electronics builds independent ecosystem for robot data and production

네이버뉴스 · 2026.07.26

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4

From apartments and modular homes to vehicles… LG Electronics expands appliance reach through B2B

네이버뉴스 · 2026.07.26

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5

‘LG InstaView’, which lets you see inside without opening the door, surpasses 5.3 million units in cumulative sales - Asia Today

아시아투데이 · 2026.07.26

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6

LG Electronics, 5 million cumulative sales of Knock-On refrigerators... a 'bridgehead' for expansion into functional materials - TechM

테크M · 2026.07.26

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📺 Reference Videos (1)

7

YouTube

[LG Electronics Stock Outlook] Profitability of appliances cut in half? Essential response strategies for shareholders currently holding the stock

▶주식은 심리전·2026.07.25