La industria de películas de vidrio templado entró en una fase de ajuste estructural en 2026. Overcapacity in the low-end market has triggered fierce price competition and squeezed industrial profits. In this context, the low-price competition model is gradually phased out. Differentiated technological innovation and high-end product upgrading have become the key for enterprises to break industry homogenization and capture market share.
China’s tempered glass film industry has ended extensive growth and entered a full-scale structural reshuffle in 2026. Due to overcapacity and lowered technical thresholds in low-end segments, market price wars have intensified, becoming a key driver of industrial elimination and upgrading. Market data shows that from late 2025 to the first half of 2026, the average price of ordinary high-definition tempered films plummeted by 65%, with mainstream universal models falling below RMB 3. Meanwhile, 3D curved-edge films, once cost-effective mainstream products, have seen a price drop of over 60%, drastically compressing profit margins for low-end mass production and bringing huge operational pressure on small and medium-sized manufacturers.
The fundamental cause of industry price homogenization lies in excessive low-end capacity and the widespread popularization of mature production processes. Leading domestic manufacturers achieve an annual output of 600 million tempered films, accounting for nearly 30% of global market share. Supported by complete industrial chain layout, standardized production and scale advantages, they realize extreme cost control and further lower the pricing of basic products. In addition, previously high-end technologies such as 3D hot bending and AR optical coating have become accessible to more manufacturers. Massive new production lines in industrial clusters including Dongguan and Shenzhen have led to supply-demand imbalance in both low-end and mid-range markets.
The industrial landscape is undergoing accelerated restructuring, with backward capacity being phased out and the industry shifting from scale-oriented mass production to technology-driven development. To avoid homogeneous low-price competition, leading enterprises with independent R&D capabilities focus on differentiated core technologies including optical optimization, blue light blocking, antibacterial self-repair, privacy protection and anti-fingerprint performance, continuously launching high-value and multi-functional products for mid-to-high-end segmented markets.
Industry experts state that the current price competition is a phased industrial adjustment. Future competition will no longer focus on simple pricing, but on comprehensive strength including core technology, product quality, user experience and customized services. Manufacturers that master advanced coating technology, new material application and precision manufacturing will break away from low-end involution and maintain long-term market competitiveness.
