LG Innotek Sees 1.3 Trillion Won Profit in 2026 on iPhone AI Component Demand

According to KB Securities, LG Innotek is expected to benefit from stronger iPhone AI component demand. The brokerage maintains a buy rating and forecasts 2026 operating profit of 1.3 trillion won (US$858 million) and 2027 profit of 1.6 trillion won (US$1.06 billion). KB Securities said a higher mix of premium iPhones could boost LG Innotek's optical solutions business as Apple expands its AI ecosystem, increasing demand for higher-value parts such as camera modules.
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