Display Glass Report, Q4 2026

Overview:

Display glass is a keystone component for flat panel displays. This tracker and insight report covers display glass capacity, history and forecast of display glass demand by region, gen size and backplane, supply chains of glass to panel maker, historical and forecast utilization for every fab and line in the industry (>300 lines). Includes glass prices and revenues tracking and forecast.

Shipments of display glass decreased 1% QoQ but increased 2% YoY in Q3 2026. Shipments are expected to be down 4% QoQ in Q4 2026 and to be down 2% QoQ in Q1 2027 at 167.1 million square meters.

We estimate that total industry revenues increased 12% YoY in yen terms, and we forecast that revenues will increase 2% YoY in yen terms in 2026. Revenues are forecast to be down 2% QoQ and flat YoY in Q4 2026.

Executive Summary
Methodology, Guide to Excel Tables
Display Glass Markets

Mother Glass Capacity by Region
Market by Gen Size
Market by Region
Market by Backplane Type
Market by Glass Maker
Display Glass Prices
Display Glass Revenues

Appendix

Map of Display Glass Production Sites
Profiles: Corning, Asahi, NEG
Financial Comparison of Glass Makers

What the Full Report Will Cover

Quarterly display glass shipment data by Region, Glass Maker, Panel Maker, Fab, TFT Gen, frontplane and backplane type.
Historical shipments from 2024 with a forecast of Q4 2026 and Q1 2027.

Questions answered

What is the forecast for display glass shipments, in area and revenue?
How much capacity is available for display glass, and how much by each glass maker and by region?
How is glass capacity changing over time?
How much glass was shipped in the most recent quarter? By Region? By Gen Size? By Backplane type?
What are the market shares of each glass maker? How does this vary by panel maker?
What is the trend for display glass demand by backplane type?
What is the supply chain from glass maker to panel maker?

Companies mentioned

A selection of companies mentioned in the report:

Corning
AGC (Asahi)
NEG (Nippon Electric Glass)
Dongxu Optoelectronics (a.k.a. Tunghsu)
Irico (Caihong Display Devices)
Samsung
China Star
BOE
LG Display
Sharp
Innolux
HKC

Author

Bob Obrien

Robert J (Bob) O’Brien joined Counterpoint Research as part of its acquisition of DSCC, where he was Co-Founder, Principal and CFO of DSCC. Bob has decades of experience turning market and business analysis into strategic insights in the display and electronics industries. At DSCC, Bob takes the lead role in analysis of display materials, including glass and AMOLED materials, and covers developments in TV and other large-screen display applications. He is the principal author of DSCC’s AMOLED Material Report, the Advanced TV Shipment Report, and the Display Glass Report, and Bob contributes regularly to the DSCC Weekly Review.