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Quarterly LCD Glass Substrate Report

Summary

Glass, the substrate material essential to TFT LCD production, is discussed and tracked in this comprehensive document—with subscriber updates delivered four times a year. Everything you need to know about the market and the technology in a single report from DisplaySearch.

Performance and pricing

Information provided in this report allows you to better understand your company's position in the market, the strength and dependencies of each player's supply chain, and the supply/demand for glass substrates.

  • Look at forecast pricing and adjust your pricing strategy
  • Determine the likelihood of production shortfalls and plan accordingly
  • Use DisplaySearch's technology insights to rethink product development strategy

Analyst Information

Yoshio TamuraYoshio Tamura
Senior Vice President, President of Japan Office

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Detailed Information

Data Covered
  • Rolling historical 5 and forecasted 8 quarters
  • Capacity by Supplier and by Region
  • Shipments by Supplier: Actual, Share, Q/Q Growth and Y/W Growth
  • Array Revenues by Generation: Actual and Share, Q/Q and Y/Y changes
  • Pricing by Size: Actual, Q/Q and Y/Y changes
  • Array Glass Supply Chain: Share by Account and by TFT LCD Fab
  • Overview of New Tank Status
Key Questions Answered
  • What does the glass supply / demand situation look like?
  • Where is Corning gaining or losing share?
  • How fast are glass prices falling at each size?

Subscription Package

Duration: Annual
Frequency: Quarterly
Format:

 

Quarterly Delivery Schedule

Week 13: Excel Data Tables

Week 14: Full Report and Analysis

Outline

  1. Executive Summary
  2. Capacity
  3. Shipments
  4. Array Revenues
  5. Pricing
  6. Array Glass Supply Chain
  7. Supply & Demand

Detailed Outline

  1. Executive Summary
    • Executive Summary
  1. Capacity
    • Changes From Previous Quarter
    • Quarterly Historical and Forecasted AMLCD Yielded Glass Substrate Capacity
    • Annual Capacity: Historical and Forecasted 
    • Annual Capacity Share: Historical and Forecasted
    • AMLCD Yielded Glass Substrate Capacity (000 m²)
    • AMLCD Yielded Glass Substrate Capacity Q/Q Growth
    • AMLCD Yielded Glass Substrate Capacity Y/Y Growth
    • AMLCD Yielded Glass Substrate Capacity (000 m²): AGC
    • AMLCD Yielded Glass Substrate Capacity (000 m²): Corning
    • AMLCD Yielded Glass Substrate Capacity (000 m²): NEG
    • AMLCD Yielded Glass Substrate Capacity (000 m²): NHT
    • AMLCD Yielded Glass Substrate Capacity (000 m²): SCHOTT
    • AMLCD Yielded Glass Substrate Capacity Share (000 m²)
    • AMLCD Yielded Glass Capacity (000 m²) by Region
    • AMLCD Yielded Glass Capacity Share by Region
    • New Tank Status
    • Supplier Capacity by Region: Corning
    • Supplier Capacity by Region: AGC
    • Supplier Capacity by Region: NEG
    • Supplier Capacity by Region: NHT
    • Supplier Capacity by Region: SCHOTT
  1. Shipments
    • Glass Substrate Shipments: Current quarter
    • Glass Substrate Shipments: Current Year
    • Glass Substrate Shipments by Supplier
    • Glass Substrate Shipment Share
    • Glass Substrate Shipment Q/Q Growth
    • Glass Substrate Shipments by Type: Array
    • Glass Substrate Shipment Share by Type: Array
    • Glass Substrate Shipment Q/Q Growth by Type: Array
    • Glass Substrate Shipments by Type: CF
    • Glass Substrate Shipment Share by Type: CF
    • Glass Substrate Shipment Q/Q Growth by Type: CF
  1. Array Revenues
    • Array Revenues
    • Array Revenues by Generation (# millions)
    • Array Revenues by Generation (Q/Q)
    • Array Revenues by Generation (Y/Y)
  1. Pricing
    • Glass Substrate Pricing: #/m²
    • Glass Substrate Pricing: #/Sheet
    • Glass Substrate Pricing: Q/Q Change
    • Glass Substrate Pricing: Y/Y Change
    • Glass Substrate Pricing: Relative to 680 x 880 #/m²
  1. Array Glass Supply Chain
    • Array Glass Share by Account: Area Basis
    • Array Glass Share by Account: Change
    • Array Glass Supply Chain By TFT LCD Fab
    • G5+ Array Glass Share
    • G6+ Array Glass Share
    • G7+ Array Glass Share
  1. Pricing
    • Supply & Demand: DisplaySearch Demand
    • Supply & Demand: Full Utilization Demand
    • Supply & Demand: DS Demand + 10%
    • Supply & Demand: Full Utilization + 10%
    • Supply & Demand: Supply + 10%
Equipment and Materials

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