Just as chip manufacturers race for superior speed, LCD manufacturers race for superior size. The Samsung Corning Precision Materials (SCP) facilities, located right across the way from the L8-2 fab, is one of the top glass substrate manufacturers in the world, and the weight of supplying ever larger mother glass sheets at high yield levels falls on this group’s shoulders.
Why is this so important? Because the world wants bigger and bigger panels. As you can see in this iSuppli data, the days of sub-20" TVs and sub-17" monitors are about over. Market growth going forward clearly swings toward the larger sizes, and if the object of the cost game is to cut as many panels as possible from one pane of mother glass, then that better be one big mother in order to keep per-panel costs low.