The LCD Supply and Demand Market Tracker provides timely data on the actual production of large TFT-LCD (thin-film transistor liquid crystal display) panels, by applications and by size, for major suppliers worldwide. Each quarterly publication compares the data on the planned production of large TFT-LCDs with the demand forecast to give an overview of current supply-demand conditions and the future outlook.

In this report, large TFT-LCD panels are defined as panels ≥10 inches measured diagonally, and ≥7-inch tablet panels. The database accompanying each report includes a top-level forecast of the supply/demand balance spanning a 20-quarter (five-year) forecast, and a list of large TFT-LCD panels available in the market by major suppliers with panel specs and estimated production of each supplier in the current and preceding quarter. Also included is a fab list for each company by region, by fab location, by generation, by glass size, and by input sheet capacity. Specific supply/demand balance estimates and forecasts are provided by application and panel size. This report consists of an Excel report featuring top-level analysis, accompanied by a PowerPoint slide deck that provides an in-depth analysis on the current and future market.

Time Period

• 1-Year Quarterly Result
• 20-Quarter (5-Year) Forecast

Key Issues Addressed

• What is the near-term supply/demand balance outlook for large TFT-LCDs by application and by panel size?
• How will changes in the demand forecast and supply expansion plan impact the supply/demand balance?
• What is the current and future large TFT-LCD panel capacity and utilization rates by company, fab size, region, and area?
• What are the unit production market shares for panel suppliers by application, region, and fab generation?
• Which panel suppliers are gaining market share and which are losing?