LG Innotek Targets $647M Operating Profit in Semiconductor Substrates by 2031
Event summary
- LG Innotek's package solution business recorded $1.11B in sales in 2025, up 18% from 2024.
- Operating profit for the segment grew 82% to $83M in 2025, contributing nearly 20% of total operating profit despite only 10% of sales.
- The company aims to expand its market share in RF-SiP substrates to 80% this year from 65% in 2025.
- LG Innotek is building a new smart factory for FC-BGA substrate production, integrating AI and robotics technologies.
The big picture
LG Innotek is leveraging its substrate technology expertise to capitalize on structural growth drivers like 5G rollout and AI expansion. The company's strategic focus on high-value-added semiconductor solutions positions it to compete with established players in the rapidly evolving tech landscape.
What we're watching
- Market Expansion
- Whether LG Innotek can sustain its rapid growth in the semiconductor substrate market amid increasing competition.
- Technological Leadership
- How the company's Cu-Post technology will evolve to maintain its dominance in RF-SiP substrates.
- AI and Big Data
- The pace at which demand for FC-CSP substrates in AI applications will grow, driving further profitability.
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