AGC announced it will cease production of chemically strengthened cover glass in 3Q26. Omdia predicts that AGC’s withdrawal will not affect the supply.
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Display Dynamics – December 2025: AGC will withdraw its chemically strengthened cover glass business from the consumer market
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Touch Panel Cover Lens, CPI & UTG Report – 2H25 Analysis with 1H25 Results
Report / 19 Sep 2025 / Kimi Lin
Cover lens end-market shipments are expected to be 6.09 billion units in 2025 and 6.21 billion units in 2026, up 1.0% and 1.9% YoY, respectively. Most of the shipments came from mobile phone applications. Shipments are expected to maintain slight growth in 2027–29.
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The Analyst Team
Kimi Lin
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Kimi is a senior analyst for display (TFT LCD and OLED) touch and user interface at Omdia. He covers display price, supply chain, fingerprint, cover lens, shipment forecasts, and emerging technologies.
Prior to joining Omdia (formerly IHS Markit), Kimi was a research analyst at Tianma Group, where he spent over two years in LCD and AMOLED market research. He also oversaw the China FPD industry market at the Topology Research Institute for over five years. Kimi has a bachelor's degree in telecommunications engineering and a master’s degree in microelectronics from Shanghai University, China.
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