• China’s share of the market has reached record highs, accounting for three-quarters of industry revenues during Q3 2025.

• Revenue growth will likely slow in Q4 2025 as panel makers slow utilization to avert price declines.

Seoul, Beijing, Berlin, Buenos Aires, Fort Collins, Hong Kong, London, New Delhi, Taipei, Tokyo – October 31, 2025

Global display glass revenues increased 11% YoY in Q3 2025, as robust shipments combined with higher prices drove revenue growth, according to Counterpoint Research’s latest Display Glass Report. Shipments increased 4% YoY while prices increased 7% YoY.

Display glass revenues reached their highest point in at least 10 years. “With price increases established in the second half of 2024 based on a depreciated yen, display glass revenues have marked double-digit percentage increases in every quarter of 2025,” said Research Director Bob O’Brien. “We expect these good times to end in Q4 since we don’t expect another price increase, and shipment volumes are projected to decline sequentially.” Glass shipments and revenues are expected to decline by 3% QoQ in Q4 2025, with YoY growth slowing to 3%.

About Counterpoint Research

Counterpoint Research is a global market research firm specializing in products across the technology ecosystem. We advise a diverse range of clients – from smartphone OEMs to chipmakers and channel players to Big Tech – through our offices located in the world's major innovation hubs, manufacturing clusters and commercial centers. Our analyst team, led by seasoned experts, engages with stakeholders across the enterprise – from the C-suite to professionals in strategy, analyst relations (AR), market intelligence (MI), business intelligence (BI), product and marketing – to deliver services spanning market data, industry thought leadership and consulting. Our core areas of coverage include AI, Automotive, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks and Infrastructure, Semiconductors, Smartphones and Wearables. Visit our Insights page to explore our publicly available market data, insights and thought leadership, and to understand our focus, meet our analysts and start a conversation.