LCD Glass Substrates Industry: Growth and Opportunities

The glass substrate industry is witnessing rapid growth in technological innovation driven by the market demand for larger size glasses. Advancement in the size of display glasses or shifting from one generation of glass to another generation is driven by the need for bringing about economies of scale in the utilization of these glasses.

So, with increasing demand for larger size LCD glasses, Corning, the leader in the LCD glass substrate industry, along with Asahi Glass and Nippon Electric Glass are investing in technologies to fulfill the increasing demand for larger glass substrates. Corning has in fact started working on Generation 10 glass substrates that will have the capability of producing 15 42-inch panels as compared to only eight 42-inch panels that could be realized from Generation 5 substrates.

Although LCD glass substrates find their applications in LCD television panels, notebooks, PC monitors and handsets, the growth of the substrate market is mostly driven by the increasing demand for LCD televisions. As LCD televisions are fast replacing CRTs and its penetration rate is still very low in the North American and European regions, there is going to be higher level of growth for LCD TVs. Glass substrate industry, the suppliers to LCD panel makers are expected to make huge gains from the growth of LCD TVs.
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1. Global Glass Industry: Structure and Performance

This section presents the size and growth of flat sheet glass industry and an overview of FPD glass industry

1.1 Flat Sheet Glass Industry
1.2 Flat Panel Display (FPD) Glass Industry

2. LCD Glass Industry: An Overview

In this section, various generations of glasses have been discussed and different processes of manufacturing glass substrates analyzed. Further, value chain of the glass industry has been studied.

2.1 LCD Glass Substrates – Generations
2.2 LCD Glass Manufacturing Processes
2.3 LCD Industry: Supply Chain

3. LCD Glass Substrate Market: Size and Growth

In this section, the growth of glass substrate industry over the years has been analyzed and the share of glass substrate by application studied.

4. LCD Glass Substrate Market: Growth Drivers

4.1 Major growth in LCD TV shipments
4.2 Growth of LCD notebook panels and desktop monitors
4.3 Growing demand for feature rich mobile devices

5. Market Trends

5.1 Consumer preference towards larger size LCD TVs
5.2 Glass substrate makers expanding production facilities
5.3 Falling prices of LCD panels

6. Competitive Landscape

6.1 Market Share of leading LCD glass substrate makers
6.2 Major customers of LCD glass substrate makers

7. Leading Players

7.1 Corning, Inc.
7.11 Company Profile
7.1.2 Business Segments
7.1.3 Business Strategies

7.2 Asahi Glass
7.2.1 Company Profile
7.2.2 Business Segments
7.2.3 Business Strategies

7.3 Nippon Electric Glass (NEG)
7.3.1 Company Profile
7.3.2 Business Segments
7.3.3 Business Strategies

8. LCD Glass Substrate Industry: Forecast

This section is a study on the future of LCD glass substrate industry. It also presents an outlook on various LCD glass substrate applications – LCD TVs, PC monitors, notebooks and handsets.
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Table 2.1: Glass Generations and Sizes
Table 6.1: LCD glass substrate makers – Major customers
Figure 3.1: LCD glass substrate growth by volume: 2004-2006
Figure 3.2: LCD glass substrate market: Share by application
Figure 4.1: LCD TV Unit Shipments: 2005-2010
Figure 4.2: CRT Unit Shipments: 2005-2010
Figure 4.3: PDP Unit Shipments: 2005-2010
Figure 4.4: LCD Notebook panel Shipments: 2005-2010
Figure 4.5: LCD desktop monitor shipments: 2005-2010
Figure 4.6: Cell phone shipments: 2004-2007
Figure 6.1: Market Share – LCD Glass substrate industry: Q3 2007
Figure 7.1: Corning – Sales by segment: Q4 2007
Figure 7.2: Asahi – Sales by segment: 2006
Figure 7.2: Nippon Electric Group – Sales by segment: Q3 2007
Figure 8.1: LCD glass substrate growth by volume (Forecast): 2007-2010
Figure 8.2: LCD TV glass substrate growth by volume (Forecast): 2007-2010
Figure 8.3: LCD monitor glass substrate growth by volume (Forecast): 2007-2010
Figure 8.4: Notebook LCD glass substrate growth by volume (Forecast): 2007-2010
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