There appears to be no constraint on TFT LCD panel production for PC and TV applications this year or next, as 20 tanks of TFT LCD glass substrate capacity will come on-line in 2008, according to DisplaySearch.
TFT LCD panel makers will increase their process-area capacity about 25% this year, while their glass suppliers will increase gross substrate area capacity about 32%. Not all of the glass tank capacity will be used fully in 2008. Enough glass capacity was used to increase the substrate area shipped 55% from the first quarter of 2007 to the first quarter of 2008.