NEG announced its fab closure in South Korea. The capacity reduction will have a significant impact on display glass supply/demand.
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Display Dynamics – May 2023: Display glass substrate supply to be tight with NEG’s factory closure in South Korea
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Display Glass Market Tracker – 4Q22 Analysis
Report / 05 May 2023 / Tadashi Uno
Display glass shipments have been struggling for two quarters. We are expecting a shipment increase in 2Q and 3Q23.
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The Analyst Team
Tadashi Uno
Follow AnalystResearch Manager, Display Components & Cost
Tadashi Uno covers various aspects of displays, including the display glass, the display panel for smartphones and tablets, and the cost model for large-sized displays.
Before joining the company in 2014, he was with DisplaySearch, a leader in primary research and forecasting on the global display market, where he served as director of display materials and components. Previously, Tadashi was manager of the planning division for display component operations at Dai Nippon Printing in Tokyo, where he was responsible for the company’s display components and relationship with glass manufacturers and driver integrated circuit makers. He has a bachelor's degree from the University of Kyoto-Sangyo in Kyoto, Japan.
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