High End Speciality Glass Demand in Booming: Electronics And New Energy Drive Growth

In the year 2026, the logic of glass industry growth reshaped: Construction glass growth slow down, but high end products like electronic glass, PV glass, ultra thin glass and semiconductor glass substrates become new growth engines, driven by electronics and new energy sectors.
Ultra thin flexible glass(UTG): Folable phone penetration boosts demand. Kaisheng and Xinyi have achieved mass production of 30–50 micron UTG with rising yields, supporting domestic foldable chain self-sufficiency.
Photovoltaic Glass: Bifacial module penetration is expected to exceed 65% in 2026. Advancements in high transmittance, lightweight and tempering technologies drive steady demand growth.
Semiconductor Glass Substrates: 2026 is the first year of large-scale commercialization. Demand for HBM and high-end logic chip supporting substrates surges 33%, with advanced packaging creating a multi-billion-yuan replacement market.