Serenity: Samsung and SKC Glass Substrate Mass Production Timelines Delayed Again, Industry Ramp-Up May Be Pushed Back by at Least One Quarter

Odaily News: Serenity stated that the glass substrate industry's mass production timeline appears to have been delayed by at least another quarter. Samsung Electro-Mechanics has postponed investments related to semiconductor glass substrates due to bottlenecks in prototype customer reliability assessments, and has adjusted its operation start timeline to 2028 during its recent Q2 earnings call.

Additionally, according to TrendForce, SKC has delayed its glass substrate mass production timeline from the second half of 2026 to the first half of 2027, with final verification planned to be completed by the end of this year. Samsung's timeline has also been postponed from the second half of 2027 to the first half of 2028.

Serenity noted that while the timeline delays are not a positive signal, the industry shift toward glass core substrates is still approaching. The capacity ramp-up pace of related manufacturers, including LPK, Philoptics, and E&R, may stay in sync with the aforementioned mass production schedules.