LG전자, 역대 최대 실적에도 쏟아진 우려…2분기 낙관 어렵다

LG Electronics achieved record Q1 results but faces significant H2 profitability risks from converging supply chain pressures including AI-driven semiconductor shortages (forcing 15-20% cost increases in PC products), US tariff policy hikes, and geopolitical logistics disruptions raising shipping costs 10%+. Successfully passing these higher costs to consumers will be crucial to maintaining margins against low-cost Chinese competitors, especially in memory-intensive PC segments.