Crisis Management for a Conflict with North Korea
This is the best North Korea conflict crisis support available today. Predict, plan, build, prepare, train, and test in the right way.
Omdia: Display Glass Revenue Reached a Record High of JPY 270 Billion in 3Q 2025
Semiconductor Digest | English | AcademicThink | Nov. 7, 2025 | UndeterminedOperating Results
Display glass revenue reached a record JPY 270 billion in the third quarter of 2025, marking a 5% increase quarter-over-quarter and a 14% rise year-over-year. This growth was driven by both higher prices and increased demand. The industry experienced a strategic shift since 2022, moving away from nearly a decade of intense price competition and losses toward profitability. Major makers like Corning, AGC, and NEG have raised prices by over 25% in two years and are now aligning production capacity more closely with shipments.
Glass production remains capital-intensive, with recovery from disruptions taking months. Instead of investing in new glass tanks, major manufacturers focus on maximizing existing capacity through faster line speeds, better yields, and improved energy efficiency. Conversely, Chinese glass makers, who entered the market around 2010 and dominate the G5 a-Si segment, are aggressively investing in G8.5 glass tanks and are expected to improve quality to challenge incumbent producers over the next five to ten years.
To secure future growth amid potential market share losses, major glass makers are targeting profitability now to support new business ventures. These include specialized glass products for the semiconductor industry, such as through glass via (TGV), semiconductor support glass, and hard disk substrate glass. The data and analysis are based on Omdia's latest research covering the display supply chain market trends and forecasts.