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Foldable and Rollable Cover Window Market Projection Chart 2025–2029

UTG Expansion, CPI Decline… Foldable & Rollable Cover Window Market to Surpass USD 700 Million by 2029

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Transformable Display Cover Window Market Forecast 2025–2029 (Source: UBI Research)

Transformable Display Cover Window Market Forecast, 2025–2029 (Source: UBI Research)

According to the recently published “2025 OLED Component and Materials Report” by UBI Research, the market for cover windows used in foldable and rollable OLED devices is projected to exceed USD 700 million by 2029.

The report forecasts that the overall OLED components and materials market will grow from USD 17.2 billion in 2025 to USD 20.2 billion by 2029, at a compound annual growth rate (CAGR) of 4%. Within this, the mobile device segment is expected to expand from USD 16.2 billion to USD 18.7 billion, continuing to drive the overall market. Meanwhile, the OLED TV components and materials market is projected to grow at a CAGR of 10.5%, reaching USD 1.5 billion by 2029.

Among these segments, the growth of the cover window market for foldable and rollable devices is particularly notable. In terms of volume, demand is expected to rise from 30.3 million units in 2025 to 70.7 million units by 2029. In revenue terms, the market is forecast to expand from USD 320 million to USD 726 million over the same period. For these devices, UTG (Ultra Thin Glass) and CPI (Color-less PI) are the primary cover window materials, with UTG adoption steadily increasing while CPI demand continues to decline.

Changho Noh, Senior Analyst at UBI Research, stated: “With Apple’s foldable smartphone launch now on the horizon, the foldable market is rapidly expanding. At the same time, new form factors such as Slidable, Rollable, and Tri-Fold devices are emerging, which will further accelerate the growth of components and materials markets for foldable and rollable devices.”

UBI Research emphasized that this report provides crucial insights into the OLED components and materials industry, which is evolving around the key themes of high functionality, slim form factor, diversification, internalization, and new manufacturing processes—all of which are critical for shaping the future strategies of the global display industry.

Changho Noh,  Senior Analyst at UBI Research  (chnoh@ubiresearch.com)

▶2025 OLED Component and Materials Report

UBI Research forecast of OLED components and materials market growth to $20.2 billion by 2029

OLED Components and Materials Market to Grow to $20.2 Billion by 2029

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Forecast of top 20 OLED components and materials market (Source: UBI Research)

Market forecast for top 20 OLED components and materials (Source: UBI Research)

UBI Research has released the “2025 OLED Components and Materials Report”. This report provides a comprehensive analysis of key components and material technologies and markets in response to the expanding demand for OLEDs in smartphones, foldable phones, tablets, laptops, TVs, and automotive displays.

The report systematically forecasts OLED shipments from 2025 to 2029, and the market size and usage of 20 major components and materials (Substrate, TFT, Encapsulation, Touch Sensor, Polarizer, Adhesive, Cover Window, Driver IC & COF, Composite Sheet, Process Film, etc). The report also presents an evolutionary roadmap from currently commercialized technologies such as MLA, COE, LTPO, Oxide TFT, ultra-thin glass, and TFE to next-generation materials for next-generation XR-AR and stretchable devices.

According to the report, the OLED components and materials market is expected to be worth approximately $17.2 billion in 2025, growing at a CAGR of 4% to reach approximately $20.2 billion by 2029. In particular, the market for components and materials for mobile devices will lead the overall market, growing from $16.2 billion in 2025 to $18.7 billion in 2029. The market for OLED components and materials for TVs is expected to grow at a CAGR of 10.5% to reach $1.5 billion in 2029.

In particular, the report provides an in-depth analysis of the major developments in OLED component materials, including OLED panel structures, component materials for foldable and rollerable devices, Color Filter on Encapsulation (COE) and Ultra-Thin Glass (UTG), internal and external hinges (CFRP, metal plate, GMF), protective films, Shear Thickening Fluid (STF), light efficiency enhancement materials (Micro Lens Array), encapsulation technology, QD and Oxide TFT, adhesive and heat dissipation materials, substrates, and metal masks.

This report will be an important resource for understanding the investment direction and supply chain strategies of global panel and set companies, focusing on the keywords of “ultra-high functionality, slimness, form factor diversification, In-house production, and new processes” in the OLED component and material industry.

Changho Noh,  Senior Analyst at UBI Research  (chnoh@ubiresearch.com)

▶2025 OLED Components and Materials Report