Quarterly LCD Glass Substrate Report
Quarterly LCD Glass Substrate Report
Full coverage of glass substrates
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Market and technology analysis on LCD glass substrates.
- Look at forecast pricing and adjust your pricing strategy
- Determine the likelihood of production shortfalls and plan accordingly
- Use technology insights to rethink product development strategy
Recent Findings
Analysts
Tadashi Uno
Japan
Director, Materials and Components Market Research
Focused on components and materials used in TFT LCD manufacturing.
Detailed Information
Data Covered
- Rolling historical 5 and forecasted 8 quarters
- Capacity by supplier and by region
- Shipments by supplier: actual shipments, share, Q/Q and Y/Y changes
- Array revenues by generation: actual, 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?
Quarterly Delivery Schedule
Week 13: Excel Data Tables
Week 14: Full Report and Analysis
Outline
- Executive Summary
- Methodology
- Supplier Capacity
- China Investments
- Shipments by Supplier
- Substrate Prices
- Substrate Demand Forecast
- Substrate Sales Revenue
- Supply Chain
- Supply/Demand
- Supplier Operating Results
