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DSCC Launches Display Glass Report

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Austin, TX -

Display Supply Chain Consultants (DSCC) is pleased to announce a new report covering the market for display glass substrates. The DSCC Quarterly Display Glass Report tracks glass capacity and shipments for all major glass makers across all LCD and OLED display fabs. 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”.

The report draws on O’Brien’s years of experience as Director of Marketing Intelligence and Strategy of Corning Glass Technologies. Bob worked at Corning from 2005-2016, leading the company’s market intelligence activities through the heady growth days of the mid-2000s and the economic downturn of 2008-2009, and the subsequent maturity of the business in this decade. DSCC analysts in Japan, Korea, and China add insights on glass production and supply chain dynamics to form a rigorous and comprehensive picture of the display glass supply chain.

Some highlights of the report’s first issue in April 2019:

• 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
• 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
• 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. The report 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.

Report Deliverables Include:

• ​Mother Glass Capacity by Region
• Display Glass Market by Quarter, segmented by:
  • ​Panel supplier
  • Gen Size
  • Region of destination shipment
  • Backplane Type (a-Si, LTPS, oxide)
  • Display Technology (LCD, OLED)
• Display Glass Market Supply Chain
• Display Glass Prices by backplane type and Gen Size
• Display Glass Revenues
• Display Glass Technology
• Profile of Glass Manufacturers

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Subscribers will receive a Powerpoint presentation with the elements above with history from Q1 2018 and a forecast of the current year. Subscribers will also receive an Excel file with pivot tables of the display glass market supply chain allowing additional detailed analysis.

For a limited time only, a subscription to the Quarterly Display Glass Report will include quarterly one-hour calls with Bob O’Brien, enabling subscribers to dig deeper into display glass industry topics.

An optional add-on to the glass report will cover DSCC’s capacity and utilization database. Delivered in an Excel worksheet with pivot tables, the Capacity and Utilization Module will cover all the segmentations described above with TFT input capacity and utilization by quarter with history starting from 1Q 2018 and a forecast including the current year.

Display glass makers will be highlighted at SID/DSCC Business Track conferences during Display Week 2019 in May. Chris Hudson, International VP and Commercial Director of Corning Display Technologies, will give a keynote presentation at the SID/DSCC Business Conference on Monday, May 13th. At the SID/DSCC Foldable Display Market Focus Conference on Wednesday, May 15th, Dr. Mathias Mydlak, Global Business Development Manager for Schott, will discuss cover glass for foldable displays. Both conferences are part of DisplayWeek 2019, held at the San Jose Convention Center in San Jose, California.
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For more information on the DSCC Quarterly Display Glass Report, please visit: https://www.displaysupplychain.com/quarterly-display-glass-report.html.