Key Component Price Tracker_1Q12

Glass Substrate


Since the second half of 2011, due to the inventory problem, LCD panel makers began to cut back the capacity considerably, so theutilization rate remained at a low level throughout the third quarter. As the inventory adjustment has come to an end into the fourth quarter, rush ordersstart to come in. The glass input of LCD panel makers has increased slightly. The procurement of glass substrates which declined considerably in the third quarter is gradually warming up, but the long-term demand still looks uncertain, as the increase in demand is not very significant.