Supply of 5G glass substrates to lag demand throughout 2004

Date: 10 March 2004
Source: Digitimes.com

Date: 10 March 2004

Global supply of fifth-generation (5G) glass substrates will continue to fall short of demand in the second half of 2004, said Monshen Chen, an analyst at Taiwan's Industry Technology Information Service (ITIS) yesterday.

He expects substrate supply to lag demand by 4-5% in the third quarter, saying that the gap will increase to 8-10% in the fourth quarter, as capacity expansion of glass furnaces will be slower than the ramping up of capacity at 5G TFT LCD lines after the second quarter.In addition, demand from color filter (CF) makers is expected to worsen the situation, he said.Global supply of fifth-generation (5G) glass substrates will continue to fall short of demand in the second half of 2004, said Monshen Chen, an analyst at Taiwan's Industry Technology Information Service (ITIS) yesterday.

He expects substrate supply to lag demand by 4-5% in the third quarter, saying that the gap will increase to 8-10% in the fourth quarter, as capacity expansion of glass furnaces will be slower than the ramping up of capacity at 5G TFT LCD lines after the second quarter.

In addition, demand from color filter (CF) makers is expected to worsen the situation, he said.
600450 Supply of 5G glass substrates to lag demand throughout 2004 glassonweb.com

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