Screen Shortage Might Last Until 2012

HTC Evo devices are in very short supply at the moment, as are HTC Incredibles, and most likely, HTC Droid X devices as well, as all seem to use the same screens, and there currently is a shortage of capacity to manufacture the screens, the Wall Street Journal reports.

Analysts say there's a particular dearth of the Samsung Electronics Co. touch screens the HTC phones use. Samsung is building a $2.2 billion factory to make the screens, but it won't start operations before 2012.

It is unclear how the parts shortages might affect mobile providers selling the popular HTC devices, in particular Sprint, Verizon and T-Mobile, none of which yet has the right to sell the Apple iPhone.

But to the extent all three carriers experience HTC device shortages, it does not seem clear that the relative positions of the three carriers will change, based specifically on ability to sell HTC devices in this class. For Sprint, though, the advantage it had by launching the first nationwide 4G network is dwindling as Verizon Wireless readies its own launch later in 2010.