Power Outage at NEG May Create Q1 Glass Shortage for Displays

Published December 24, 2020

A power outage at one of NEG’s main glass production sites in Japan may exacerbate an already tight glass supply situation and lead to a full-blown glass shortage. An unrelated tank problem at one of Corning’s Gen 10.5 plants in China adds to the supply woes. A constraint on glass supply may lead to a corresponding constraint on LCD panel supply which may lead to even greater price increases for LCD panels.

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Written by

Bob O'Brien

bob.obrien@counterpointresearch.com

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