The end-market situation is changing because of the Russia-Ukraine war. Supply and demand for display glass and many other materials will not be tight through 2022.
Display glass substrate is not tight through 2022 owing to weak end market trend. However, display glass area demand will grow in 2022. The Display Glass Market Tracker shows the market by the latest end market situations.
Display glass supply has been tight or experiencing a shortage for more than a year. The end market has worsened since 3Q21. The Market Tracker presents forecasts of the display glass market in the latter part of 2022.
Major display glass makers have suffered from capacity shortages for more than a year. The glass market turned to oversupply in 1Q22. NEG, the second-largest glass maker, is raising its market share.
Display glass has been tight for more than a year. However, display glass demand is softening due to changes in the end market. Display glass will not be tight from 3Q21. This tracker shows the future trend of the glass market.
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