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Industry

Display industry big two set for divergent Q4 results, positive 2026 outlook

South Korea’s two biggest display makers are expected to post contrasting results for the fourth quarter of 2025. Samsung Display’s operating profit is seen rising on stronger shipments of small and mid-sized OLED panels. LG Display is expected to fall short of estimates as restructuring-related one-off costs weigh on earnings. Analysts see both companies maintaining a positive outlook for 2026, with Samsung supported by small OLED dominance and LG helped by portfolio changes and LTPO competitiveness.

Finance

Banks-fintech boundaries blur as Korean online banks expand territory

The line between banks and fintech firms is fading as Capital One moves to buy B2B fintech Brex. Banks are buying companies to secure AI-based financial automation, while fintechs pursue banking licences to provide services directly. In South Korea, embedded finance is spreading as banks integrate services into apps and platforms. Competition among internet-only banks is also heating up ahead of an online loan-refinancing service for sole proprietors.

Telecommunications & Media

Carriers' RCS expands to iPhone, shaking up corporate messaging market

RCS (Rich Communications Services) is now available on iPhones, and South Korea's three mobile carriers have begun formally providing RCS-based corporate messaging services to iPhone users, the industry said. The service, available on iPhone 11 series and later models running iOS26 or higher, supports long messages, high-quality photo and large file sharing, group chats and read receipts. Industry officials said it could reshape corporate marketing and intensify competition with Kakao's business messaging services.