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2 2002 LG. 2

3 Table of Contents I /4 II

4 2001 4/4 4

5 4/4 (9.4%) 3/4 5% % 16 6,010. ( : ) ( : ) 44,252 13,979 42,743 16,392 38,560 14,548 40,455 15, ,357 48, ,010 60,840 30,273 26,351 24,012 24,534 99, ,

6 Appliance %. Display & Media PC, Storage, TV 8%. Display & Media 40%, Appliance 30%, 24%. ( : ) Appliance 14,166 14,148 10,762 10,559 49,635 (29.9%) 8,660 9,112 10,424 10,901 39,097 (23.6%) Dis.& Media 16,846 15,843 16,846 18,219 67,754 (40.8%) Device 4,193 3, ,396 (4.5%) ,128 (1.2%) * : 6

7 7 ( : ) 4/4,. 7,959 ( : 4.8%), 5,737 ( : 3.5%). 5,073 (3.1%) -2,435 (-6.0%) -4,174 (-10.8%) 10,455 (24.5%) 1,227 (2.8%) (%) 5,737 (3.5%) -3,620 (-8.9%) -5,716 (-14.8%) 13,390 (31.3%) 1,683 (3.8%) (%) 7,959 (4.8%) 36,859 (22.2%) 1,032 (2.6%) 1,540 (4.0%) 1,960 (4.6%) 3,427 (7.7%) (%) 8,152 (20.2%) 8,673 (22.5%) 9,742 (22.8%) 10,292 (23.3%) (%)

8 4/4 Operational 1,203. CRT JV Operational 5,569. (3.4%) 563 3,825-3,620 (-8.9%) 4/4 ( : ) 1,552 1,117 1,203 (3.0%) Operational 5,737 (3.5%) 2001 CRT 13, ( : ) 1,330 3,519 3,825 5,569 (3.4%) Operational 5,190 * : (1,085 ), (245 ) 8

9 Appliance 12.1%, 4.7%, Display & Media 2.7%. - Display & Media PCB, 4/4. -. ( : %) Appliance Display & Media

10 %p 172%, 95%. CRT JV U$11 5,440 6,600. ( : ) 2000 CRT JV 13, ,600 ( ) (29,260) CASH IN - - LG 1, ,500 (31,350) 9,500 9,000 47,100 40,500 45, % CASH OUT 5,440 6,600 3,720 - LG 2,320 40, % % - LG-CNS* % * LG-EDS 10

12 2002 IT : -, : CDMA (2.5G ) GSM DTV, DVD Digital Product Drive (,, AV) Cash Flow 17 PDP, GSM LCD JV CRT JV 6~7% CAPEX 6,200 CAPEX - 30% PDP, GSM R&D R&D 8,300 12

Digital Appliance 2001 10%, 6 2001 (12%). ` 01 `02 Global Market Share 1.

13 Digital Appliance %, (12%). ` 01 `02 Global Market Share 1. Business - Whirlpool, Sears, Walmart, GE -, /, - CIS National Brand (`01) - Premium (DIOS, CAC, Drum W/M) - Brand - Home Network - - 6, DMS*, Sourcing Global Major Player Strategic Alliance - R&D * DMS : Digital Manufacturing System 13

2002 : 2001 50% 15M - CDMA 12.9M (27% ) / GSM 2.1M (200% ) Product Leadership - New Design Concept Color Handset, EL Handset, HDR Handset 2.

14 2002 : % 15M - CDMA 12.9M (27% ) / GSM 2.1M (200% ) Product Leadership - New Design Concept Color Handset, EL Handset, HDR Handset 2.5G Handset Color Handset - : Color Handset Marketing Color Handset : Handset 60%. - : Major Product Customization 2.5G 2.5G Handset : 65%. - JV, R&D, A/S CDMA M/S 10% - GPRS Mid High end GSM Market GPRS Major Operator Market Open Market - CDMA/GSM Sourcing Sourcing -, 6 14

15 System 3G / - KTiCom W-CDMA BMT 1 - World-Cup - cdma2000 1x EV-DO - WLL Global M/S 1 (51%) - CDMA. :,,,. : (SKT,LGT, KT), (NEC ) (PBX : 45%, Keyphone : 68%) - (Keyphone Global M/S 3% - 8 ) - IP Telephony Solution VoIP , 3G 15

16 Display & Media Home Electronics 5% Line-up TV, A/V, PDP - TV : Flat/LCD/Projection TV - A/V : DVD-Player Digital - PDP: Full Line-up(37/40/42/50/60 ) IT - Storage, PC, - PCB : Shift - : - : - : Home Network (DTV,Digital ) Mobile Network (PDA, ) 16

17 Joint Venture LG.Philips LCD LCD Volume & Cost leadership - 5 line -, / / / LG.Philips Displays IT (02 5% ) 1 M/S 17

18 APPENDIX 18

19 ( 1Q 2Q 3Q 4Q ,979 16,392 14,548 15,921 60,840 48, % 30,273 26,351 24,012 24, ,170 99, % 44,252 42,743 38,560 40, , , % 13,696 16,098 14,548 15,921 60,263 56, % (Apple to Apple) 26,363 23,442 24,012 24,534 98,351 87, % * Apple to Apple Comparison : 40,059 39,540 38,560 40, , , % 2000, 2001 CRT Q 2Q 3Q 4Q 22% 24% 19% 17% 21% 14% 14% 12% 11% 13% 15% 13% 14% 18% 15% 31% 30% 36% 37% 33% 5% 7% 5% 5% 5% 13% 12% 14% 12% 13% * FOB 19

20 ( 1Q 2Q 3Q 4Q 2001 Appliance 4,189 6,702 5,428 5,782 22,101 9,977 7,446 5,334 4,777 27,534 14,166 14,148 10,762 10,559 49,635 Device ,910 2,909 6,819 4,193 3,203 7,396 Display & Media 3,910 3,455 3,536 3,847 14,748 12,936 12,388 13,310 14,372 53,006 16,846 15,843 16,846 18,219 67,754 5,211 5,510 5,068 5,654 21,443 3,449 3,602 5,356 5,247 17,654 8,660 9,112 10,424 10,901 39, , ,128 1Q 2Q 3Q 4Q 2001 Appliance 31.4% 33.7% 29.3% 28.7% 31.0% 15.5% 15.4% 8.4% 7.0% 12.1% 12.5% 13.3% 4.8% 4.9% 9.4% Display & Media 12.7% 13.8% 16.1% 12.6% 13.8% 3.5% 2.1% 4.6% 0.6% 2.7% 0.3% 1.7% 1.6% 0.6% 1.0% 29.1% 27.0% 27.2% 24.1% 26.7% 6.5% 4.1% 5.7% 2.8% 4.7% 2.1% 1.7% 1.9% 0.7% 1.6% 20

21 ( CAPEX 7,240 5, % R&D 1,520 1, % 8,760 6, % R&D 7,450 8, % 16,210 14, % 21

22 www. lge.co.kr 23

歯★지주회사PT

歯★지주회사PT LG LGEI & LG : 2001. 11. 15 As a note, this presentation was released as the dates shown and reflected management views as of these dates. While reviewing this information, the data and information contain

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歯4Q01_실적