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Chinese LCD Glass Suppliers Challenged to Gain Traction in the Large LCD Glass Market
December 22, 2016

 

 

 

As the Chinese panel makers invest heavily in Gen 8.5 and Gen 10.6 fabs, Chinese glass suppliers have no capacity for display glass larger than Gen 6, leaving Corning, Asahi, NEG and Avanstrate supplying large format glass to Chinese display producers.  Despite the Chinese government’s mandate to make the display business in the mainland self-sufficient, local glass producers have been unable to produce high quality glass in large formats to date. Most recently, Chinese glass producer Dongxu Group has teamed with Japanese supplier NEG to build a Gen 8.5 furnace in Fuzhou, and is challenging incumbents that they will be going after #1 Chinese panel producer BOE as a customer of the new facility.  Details on the construction timeframe and the sample period have yet to be made public.  The Chinese display glass industry has been plagued with quality and volume supply issues for a number of years, and while they do supply small format glass to some local producers, they have not been able to penetrate the large format market, held by Corning, Asahi, and NEG.  Worldwide LCD glass producers have been cooperating with Chinese display producers by co-locating furnace or processing facilities either close by, or directly next to large Chinese display producing facilities, with the most recent being negotiations between Shenzhen-based China Star and Asahi concerning a co-located glass production and finishing facility for CSOT’s new Gen 11 fab under construction.

 

As most of the new capacity being added in China is Gen 8 and Gen 10.5, much of that business is and will continue to go to incumbent suppliers who are willing to build semi-dedicated facilities.  Chinese glass producers remain constrained to that lower margin segment of the market, and until they develop the expertise, either on their own or with partners, they will continue to cede the high-end market to outside producers.

 

Table 1 Display Glass Producers in China

Company

Location

Furnace

Processing

Corning

Beijing

Asahi

Kunshan

 

 

Huizhou

 

 

Shenzhen

 

NEG

Shanghai

 

 

Xiamen

 

 

Hangzhou

 

Irico

Xianyang

 

Hefei

Dongxu

Xufei

 

Wuhu

 

Xuxin

 

Fuzhou

 

√*

 Source: WitsView 2016

 






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