Display glass report tracks substrates for flat-panels
The report combines DSCC’s comprehensive insight into industry capacity and utilization with in-depth understanding of display glass and the supply chain.
Glass substrates form the starting point for production of all flat-panel displays, and glass supply is critical to the display industry. Even for flexible and foldable OLED displays, glass substrates are used as carriers for a polyimide layer for the display, because of the superior thermal stability characteristics of this versatile material.
“Glass is the keystone material in the display industry, and the glass segment has been perhaps the most profitable business in the industry in this century,” said DSCC’s Co-Founder and President Bob O’Brien. “By combining DSCC’s deep knowledge of the LCD and OLED supply chain with our expertise in display and glass technology, we’ve developed a report that can inform and educate analysts and executives who need a deeper perspective on this critical material”.
According to the new report, industry capacity for display glass will increase from 152 million square meters in Q4 2018 to 159 million square meters in Q4 2019, with most of the increase occurring in China. Glass makers shipped 529 million square meters of display glass in 2018; DSCC forecasts that glass demand will increase to 564 million square meters in 2019, a 6.6% increase Y/Y. Out of these shipments, Gen 8.5 represents the largest volume of shipments, more than 50% of shipments in 2018 were this size, but Gen 8.6 and Gen 10.5 are growing more rapidly.
The analysts also estimate that China’s portion of worldwide display glass demand will increase from 40% in Q1 2018 to 50% in Q4 2019, with growth in new capacity of Gen 8.6 and Gen 10.5 fabs. The report covers display glass capacity and shipments in all major regions of production and consumption in the industry, in sizes from Gen 1 to Gen 10.5. It includes more detailed analysis of the three major display glass makers: AGC, Corning, and NEG, with more limited information on other glassmakers, and covers a supply matrix to 26 panel makers in both LCD and OLED. Display glass makers will be highlighted at SID/DSCC Business Track conferences during Display Week 2019 in May.
DSCC Quarterly Display Glass Report – www.displaysupplychain.com
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