StockNews.AI
TTGT
StockNews.AI
159 days

Omdia Predicts Display Glass Supply to Be Constrained in 2025

1. Flat panel display glass market faces supply constraints in 2025. 2. Leading glass makers are shifting focus from market share to profitability.

2m saved
Insight
Article

FAQ

Why Bullish?

The anticipated supply constraints could lead to higher prices, potentially benefiting TTGT if they are linked to display technologies. Historically, price increases in component markets have led to improved margins for related tech companies, including those dependent on display components.

How important is it?

The implications of supply constraints and profitability shifts in display glass could directly affect TTGT's operational costs or partnership opportunities, making this article significant for future performance.

Why Long Term?

The supply constraints will manifest in 2025, indicating a long-term impact. Companies that adapt early could capture greater market share and enhance profitability.

Related Companies

GLWAGCNEG
LONDON--(BUSINESS WIRE)-- #displayglass--The market for flat panel display (FPD) glass is expected to face significant supply constraints during 2025 according to the latest analysis from Omdia. Leading glass makers including Corning, AGC, and NEG have historically engaged in intense price competition, prioritizing market share expansion. However, over the past several years, the combination of rising energy costs and sustained price declines has caused them to shift their focus toward improving profitability,.

Related News