Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
108320.KS
STRONG BUYREMOVELX Semicon Co., Ltd. · Technology · South Korea · $569M · Avg Vol: $5M/d
LX Semicon is a fabless developer of display driver ICs (DDIs). While a solid business, it is heavily tied to cyclical consumer electronics (TVs, smartphones) and does not play directly into our high-conviction advanced packaging or HBM bottlenecks.
COMPANY DESCRIPTION
LX Semicon Co., Ltd. is a leading South Korean fabless semiconductor company that designs display driver ICs (DDIs) for OLED and LCD panels used in TVs, smartphones, and IT devices. The company's competitive moat lies in its close strategic partnerships with major display manufacturers like LG Display and its advanced design capabilities in high-resolution display technologies. It is a dominant market leader in the global DDI market, expanding its portfolio into automotive power semiconductors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.3B | 1.2B | 1.1B | -8.2% |
| EPS | 9.46 | 4.10 | 5.28 | 3.34 | -29.3% |
| Shares | 16M | 16M | 16M | 16M | 0.0% |
| Debt | 10M | 14M | 24M | 21M | 26.9% |
| Equity | 626M | 643M | 711M | 741M | 5.8% |
| Op CF | -54M | 67M | 111M | 90M | 15.7% |
| Inv CF | 152M | -17M | -51M | -98M | — |
| Fin CF | -62M | -54M | -25M | -32M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 108320.KS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 108320.KS | LX Semicon Co., Ltd.(you) | $569M | 86 | STRONG BUY |
| 052400.KQ | Kona I Co.,Ltd. | $488M | 94 | STRONG BUY |
| 252990.KQ | SEMCNS Co., Ltd. | $513M | 68 | BUY |
| 330860.KQ | Nepes Ark Corporation | $334M | 74 | BUY |
| 171090.KQ | SUNIC SYSTEM Co., Ltd. | $467M | 58 | HOLD |
| 046890.KQ | Seoul Semiconductor Co., Ltd. | $483M | 53 | HOLD |
| 017900.KS | AUK Corp. | $354M | 50 | HOLD |
| 425420.KQ | Tfe Inc. | $370M | 48 | HOLD |
| 000990.KS | DB HiTek CO., LTD. | $5.0B | 82 | STRONG BUY |
| 356860.KQ | TLB Co., Ltd | $769M | 32 | SELL |
Peer medians: ROE 5.1% · P/E 25.5x · Gross margin 22.1%