Flexible Glass for Flexible Electronics Market to Reach USD 2,621 Million by 2031 Top 20 Company Globally

Flexible glass (also described as ultra-thin or rollable glass) is a class of specialty glass substrates manufactured at paper-thin thicknesses (typically tens to a few hundred microns) and engineered to bend, spool or conform while retaining glasss optical clarity, chemical resistance and hermetic barrier properties. In flexible-electronics applications the material is used as a substrate or cover for foldable and rollable displays, wearable screens, flexible touch sensors, high-performance photovoltaic films, heads-up displays and certain medical and automotive surfaces where traditional flexible polymers lack the thermal, barrier or optical performance required by premium devices. The sector spans a supply chain that includes glass-melting and fusion-draw technologies, roll-to-roll handling and slitting, advanced coatings (anti-scratch, barrier, anti-reflection), and value-added conversion and integration services for display OEMs and contract manufacturers. Its economics therefore mix material-volume metrics (square metres of flexible glass sold) with higher value for coated/processed, display-grade rolls and sheet formats used in premium electronics.

The flexible glass for flexible-electronics market in 2024 is approximately USD 1,845 million, with a modeled CAGR of 5.1% into 2031. Market size reaching USD 2,621 million by 2031. The flexible glass for flexible electronics 2024 ASP is around USD 150 per sq mt (reflecting commodity thin glass or uncoated industrial rolls) would imply about 12,3 million sq mt sold in 2024. With a cost of goods sold at USD 60 per sq mt, gross profit per sq mt is USD 90, corresponding to a 60% factory gross margin per sq mt. Typical single full production machine/line (full production capacity) is here stated as 20,000,000 sq mt per year.

Latest Trends and Technological Developments
Investment and product activity in 2023 to 2025 focused on roll-to-roll manufacturability, improved surface coatings, reduced total-thickness variation and upstream decarbonization of glass production. Cornings Willow Glass commercialization and sample programs (company product pages and rollout notices) have been repeatedly signposted by suppliers and analysts as enabling roll-to-roll processing for displays and sensors (Corning product material pages and sample announcements). On January 2025, SCHOTT announced recognition for production trials that used 100% hydrogen in optical-glass production an important sustainability development for specialty glass manufacturing that could reduce carbon intensity in future flexible-glass supply chains. In 2024 to 2025 several supplier and consortium initiatives accelerated demo lines and industrial trials: Future Market Insights and other reports cite Corning, AGC and Nippon Electric Glass expanding pilot capacity and collaborating with display OEMs to qualify roll-to-roll lines (FMI report, March 2025). A European consortial project (KONFEKT) involving SCHOTT, tesa SE and VON ARDENNE is actively developing roll-to-roll processing and coating tool chains for flexible glass (announced/covered in 2025). These dated items SCHOTTs January 2025 announcement, Cornings Willow Glass rollout activity (supplier news pages), and consortium initiatives in 2025 illustrate two linked dynamics: rapid industrialization of high-quality flexible glass substrata and attention to decarbonizing and scaling production to meet electronics OEM demand.
Asia-Pacific is the dominant manufacturing and consumption hub for flexible glass used in electronics because the region houses the worlds major display fabs, consumer-electronics OEMs, and precision-coating converters. Country breakdowns in leading trackers (FMI and others) show Japan, South Korea, China and Taiwan as centerpiece markets for R&D and pilot production, with major domestic producers (AGC, Nippon Electric Glass, Corning-partnered entities) investing in roll-to-roll capabilities. The regions scale advantages proximity to OLED/OLED-processing fabs, contract assemblers and device OEMs compress logistics and speed qualification cycles, making APAC the natural early adopter and volume engine for flexible glass substrates. Supplier disclosures and market mappings underscore that a disproportionate share of high-value flexible glass orders and pilot lines in 20242025 were concentrated in East Asia.

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Flexible Glass for Flexible Electronics by Type:
Roll to Roll Flexible Glass

Panel Flexible Glass

Flexible Glass for Flexible Electronics by Application:
Consumer Electronics

Automotive

Medical Devices

Display Application

Others

Global Top 20 Key Companies in the Flexible Glass for Flexible Electronics Market
Corning Incorporated

AGC Inc

Nippon Electric Glass

Schott AG

Saint Gobain

Asahi Glass Co

BOE Technology Group

Apple Inc

Samsung Electronics

LG Display Co., Ltd.

Nippon Sheet Glass

Central Glass Co., Ltd

Noval Glass

Emerge Glass

Kyocera Corporation

Abrisa Technologies

Konshen Glass

Dupont De Nemoirs Inc

Kent Displays Inc

Materion Corporation

Regional Insights
ASEANs role in the flexible-glass value chain in 2024 is principally downstream demand and an emerging assembly hub for displays and wearables rather than a leading region for glass substrate manufacture. Nevertheless, as some display OEMs and contract assemblers look to diversify capacity beyond China, several Southeast Asian countries (Vietnam, Malaysia, Thailand and particularly Indonesia for large-scale assembly) are attracting investment in panel assembly and device finishing that increases local demand for spooled substrates and converted glass components. Indonesias large domestic market for consumer electronics and rapid expansion of electronics manufacturing zones makes it a natural growth corridor for unit volumes initially in lower-thickness, uncoated or lightly coated rolls for mid-tier devices and later for premium, fully processed sheets as local capability and supply-chain services mature. Market trackers and supplier tender notices in 20242025 show rising interest in regional distribution hubs and local converting services targeted at ASEAN device assemblers.
Flexible glass must cross several commercialization hurdles to reach mass adoption. First, manufacturing cost and yield: rolling fusion-draw processes and high-yield roll-to-roll handling are capital intensive and require stringent TTV (total thickness variation) control; until yields rise, ASPs for display-grade flexible glass remain high. Second, coatings and lamination: achieving robust anti-scratch, anti-reflection and flexible conductive coatings that survive folding cycles is non-trivial and adds processing steps and cost. Third, integration and device reliability: glasss superior barrier and thermal performance must be reconciled with bend radii, flex fatigue and lamination stacks used in flexible OLEDs and other devices device-level validation takes time. Fourth, supply concentration and trade/regulatory friction: a small number of specialized producers (Corning, AGC, NEG, SCHOTT) command expertise and capacity, creating potential supply risks and regulatory/antitrust attention in some jurisdictions. Finally, competition from advanced polymers (polyimide, PEN) remains a practical challenge where cost or extreme bendability trump glasss benefits; polymers can still be cheaper for many low-end flexible uses. These constraints explain why premium devices lead adoption initially and why scaling to mass consumer volumes remains a multi-year task.
Companies that will win combine (a) proven roll-to-roll manufacturing scale and yield improvement, (b) strong coating/lamination ecosystems (either in-house or via co-sourcing partners), and (c) tight partnerships with display OEMs to co-develop form-factors and qualification pathways. Vertical moves that secure upstream glass feedstock, invest in lower-carbon production (hydrogen trials such as SCHOTTs) and establish regional supply/distribution hubs for APAC and ASEAN will shorten lead times and reduce landed cost a key advantage as device OEMs shift assembly footprints. For product developers, focusing on substrate formats that enable lower lamination complexity (hermetic single-layer barriers, pre-coated rolls) will reduce integration cost and accelerate adoption. For buyers in ASEAN, early contracts for spooled flexible glass with local converting partners give cost and time-to-market advantages over ad-hoc imports.
Product Models
Flexible glass is an advanced material designed for next-generation flexible electronics, offering the durability of traditional glass while maintaining bendability and thinness. It is widely applied in foldable displays, wearable devices, solar cells, and sensors.
Roll-to-Roll Flexible Glass which enables continuous large-scale manufacturin. Notable products include:
Willow Glass Corning Inc.: Ultra-thin glass in roll form, engineered for flexible displays and solar cells.
SCHOTT Flexglass SCHOTT AG: German-engineered glass designed for roll-to-roll OLED and sensor production.
AGC Roll-Tech Flexible Glass Asahi Glass Company (AGC): High-transparency flexible substrate optimized for touch panels and lighting.
Nippon Electric Glass (NEG) Rollable Glass NEG: Thin, durable glass developed for flexible electronics manufacturing.
Xensation Flex Rollable Glass SCHOTT: Chemically strengthened glass with high bendability and scratch resistance.
Panel Flexible Glass which provides precision-cut sheets for high-end device applications. Examples include:
Huawei Flexible Cover Glass Huawei Technologies: Proprietary flexible panel glass used in Huawei foldable devices.
BOE Flexible Panel Glass BOE Technology Group: Panel substrate for foldable OLED displays manufactured in China.
Visionox Flexible Glass Panel Visionox: Used in foldable smartphones and flexible wearable displays.
TCL Flexible Display Glass TCL CSOT: Thin glass sheet integrated into TCL foldable display panels.
Royole Flexible Glass Sheet Royole Corporation: Developed for foldable smartphones and consumer electronics.
Flexible glass for flexible electronics is a high-value, fast-evolving materials market with a strong technology push from display OEMs and device makers. Using reconciled industry sources, we estimate the 2024 market at roughly USD 1,845 million and model a central CAGR of 5,1%, producing significant expansion by 2031 as premium foldable devices, AR/VR optics, automotive HUDs and industrial rollable displays scale. Asia-Pacific will remain the dominant region by value and capacity; ASEAN will grow faster in unit demand as local assembly and conversion expand. Adoption risks remain technological and commercial, but supplier investments, consortium efforts and nascent low-carbon production trials indicate a maturing industry structure oriented toward scaled roll-to-roll output.

Investor Analysis
What investors should note is that flexible glass is not a commodity paper-thin substrate but a materials platform that enables premium device features (folding, rollable, hermetic sensors) and therefore commands differentiated margins once volume and yield improve. How value accrues: investors can capture upside by backing companies that control specialized roll-to-roll manufacturing (high entry barriers), coating and conversion ecosystems (capture value add), or by financing regional converting hubs serving APAC/ASEAN OEMs (lower capex and faster payback). Why invest now: supplier moves, pilot-line expansions and sustainability-focused production improvements in 20242025 materially shorten the commercialization timetable; early strategic positions with major OEMs or in regional converting capacity can secure long-term offtake and margin capture. Key diligence points: demonstrated roll-to-roll yields at device-grade TTV, binding offtake agreements with display OEMs, coating IP and durability test data, and pathway to reduce unit cost
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5 Reasons to Buy This Report
It reconciles multiple specialist market trackers into a defensible 2024 baseline and an explicit CAGR to support investment and procurement scenarios.
It translates dollars into practical material-volume ranges using transparent ASP sensitivities so manufacturers and integrators can model capacity and logistics.
It documents dated, commercial-grade industry developments that accelerate industrialization pathways.
It delivers Asia and ASEAN operational insight so go-to-market or capex plans can prioritize the right locations.
It profiles the supplier landscape and technical levers that determine which firms can capture premium margins and durable share.
5 Key Questions Answered
What is a defensible global market size for flexible glass used in flexible electronics in 2024 and what CAGR should be used to model growth to 2031?
What realistic ASP bands apply to flexible glass (USD/m2) and what implied square-metre shipment ranges did 2024 represent under low/mid/high scenarios?
Which dated supplier or industry events (20242025) materially reduce commercialization risk and accelerate scaled roll-to-roll production?
How will Asia and ASEAN demand and manufacturing footprints affect regional sourcing, conversion and logistics for flexible glass substrates?
Which supplier capabilities most reliably translate R&D into margin-rich commercial sales?
Chapter Outline
Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by region, product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
Chapter 2: key insights, key emerging trends, etc.
Chapter 3: Manufacturers competitive analysis, detailed analysis of the product manufacturers competitive landscape, price, sales and revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 4: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
Chapter 5 & 6: Sales, revenue of the product in regional level and country level. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and market size of each country in the world.
Chapter 7: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 8: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 9: Analysis of industrial chain, including the upstream and downstream of the industry.
Chapter 10: The main points and conclusions of the report.

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