Corning Launches Corning® Gorilla® Glass Ceramic, Expanding Renowned Portfolio of Tough Cover Materials

Rhea-AI Summary

Corning (NYSE: GLW) has announced the launch of Corning® Gorilla® Glass Ceramic, a new transparent and strengthenable glass ceramic material designed to enhance mobile device durability. The innovative material demonstrates superior drop performance on rough surfaces compared to competitive aluminosilicate glasses.

In laboratory testing, Gorilla Glass Ceramic survived 10 repeated drops from one meter on asphalt-like surfaces, while alternative aluminosilicate glass typically failed on the first drop. The new material will debut on a Motorola device in the coming months, expanding Corning's portfolio of durable cover materials for OEMs.

Positive

• New product launch expands company's portfolio of cover materials
• Superior durability performance demonstrated in lab tests
• Secured initial commercial partnership with Motorola

Negative

• None.

Insights

Materials Science Analyst

Corning's introduction of Gorilla Glass Ceramic represents a significant advancement in their cover materials portfolio with tangible performance advantages. The material's ability to survive 10 repeated drops from one meter on asphalt-like surfaces, while competitive aluminosilicate glass typically fails on first impact, demonstrates a substantial durability improvement.

This innovation strengthens Corning's position in the premium components market for mobile devices, where durability remains a critical differentiator. The imminent commercial deployment on a Motorola device validates market readiness and manufacturer acceptance, though securing adoption from larger OEMs like Apple or Samsung would have more substantial revenue implications.

The development aligns with Corning's long-term strategy of maintaining technological leadership in specialty materials that command premium pricing. By addressing a persistent consumer pain point - screen breakage from drops on rough surfaces - Corning is targeting a high-value problem in the mobile ecosystem.

This product launch demonstrates Corning's continued R&D capabilities in its high-margin specialty materials segment, reinforcing their competitive moat in an industry where material science innovations can drive meaningful performance differentiation and pricing power.

Consumer Electronics Industry Analyst

The launch of Gorilla Glass Ceramic addresses a persistent market need for improved device durability, particularly on rough surfaces where most screen damage occurs. Corning's lab tests showing 10x better drop survival represents a meaningful performance leap rather than an incremental improvement.

For device manufacturers, enhanced durability translates to reduced warranty claims and improved customer satisfaction scores - both significant value drivers. Motorola's adoption signals commercial viability, though the true market impact will depend on whether premium smartphone makers integrate this technology.

Timing is favorable as consumers keep devices longer and increasingly value durability alongside performance. The smartphone repair market exceeds $4 billion annually in the US alone, with screen damage being the primary repair need, highlighting the substantial addressable market for improved display protection.

This innovation extends Corning's first-mover advantage in specialty glass ceramics for consumer electronics, potentially creating new premium pricing opportunities. While this single product won't dramatically alter Corning's financial trajectory immediately, it reinforces their innovation leadership in a key growth segment and helps defend against commoditization in an increasingly competitive materials market.

New glass ceramic cover material will bring improved drop performance on rough surfaces to more mobile devices.

CORNING, N.Y.--(BUSINESS WIRE)-- Corning Incorporated (NYSE: GLW) today announced the introduction of Corning® Gorilla® Glass Ceramic, an innovative, transparent, and strengthenable glass ceramic material to help bring advanced toughness to more mobile devices. Gorilla Glass Ceramic significantly improves drop performance on rough surfaces compared to competitive aluminosilicate glasses. The new material expands Corning’s portfolio of durable cover materials for OEMs.

“Gorilla Glass has built a reputation of strength and resilience, and our new glass ceramic material continues this tradition. Designed to offer enhanced toughness, Gorilla Glass Ceramic reinforces our commitment to innovating and engineering high-quality, durable materials for display covers and enclosures,” said David Velasquez, Vice President & General Manager, Corning® Gorilla® Glass.

In Corning lab tests, Gorilla Glass Ceramic survived 10 repeated drops from one meter on surfaces replicating asphalt. An alternative aluminosilicate glass typically failed on the first drop.

Gorilla Glass Ceramic is the latest offering in Corning’s renowned Gorilla Glass portfolio. It will be available within the market on a Motorola device in the coming months.

Corning has been one of the world’s leading innovators in glass and glass ceramic materials for more than 170 years. The company invented the world’s first transparent, color-free, and highly strengthenable glass ceramic material for use in consumer electronics products. Corning continually develops new glass and glass ceramic materials that advance durability for mobile devices and meet the evolving needs of global customers.

Caution Concerning Forward-Looking Statements

The statements contained in this release and related comments by management that are not historical facts or information and contain words such as “will,” “believe,” “anticipate,” “expect,” “intend,” “plan,” “seek,” “see,” “would,” “target,” “estimate,” “forecast” or similar expressions are forward-looking statements. These forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and include estimates and assumptions related to economic, competitive and legislative developments. Such statements relate to future events that by their nature address matters that are, to different degrees, uncertain. These forward-looking statements relate to, among other things, the company’s future operating performance, the company’s share of new and existing markets, the company’s revenue and earnings growth rates, the company’s ability to innovate and commercialize new products, the company’s expected capital expenditure and the company’s implementation of cost-reduction initiatives and measures to improve pricing, including the optimization of the company’s manufacturing capacity.

Although the company believes that these forward-looking statements are based upon reasonable assumptions regarding, among other things, current estimates and forecasts, general economic conditions, its knowledge of its business and key performance indicators that impact the company, there can be no assurance that these forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The company undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws.

Some of the risks, uncertainties and other factors that could cause actual results to differ materially from those expressed in or implied by the forward-looking statements include, but are not limited to: global economic trends, competition and geopolitical risks, or an escalation of sanctions, tariffs or other trade tensions between the U.S. and China or other countries, and related impacts on our businesses’ global supply chains and strategies; changes in macroeconomic and market conditions and market volatility, including developments and volatility arising from the COVID-19 pandemic, inflation, interest rates, the value of securities and other financial assets, precious metals, oil, natural gas and other commodity prices and exchange rates (particularly between the U.S. dollar and the Japanese yen, new Taiwan dollar, euro, Chinese yuan and South Korean won), the availability of government incentives, decreases or sudden increases of consumer demand, and the impact of such changes and volatility on our financial position and businesses; the duration and severity of the COVID-19 pandemic, and its impact across our businesses on demand, personnel, operations, our global supply chains and stock price; possible disruption in commercial activities or our supply chain due to terrorist activity, cyber-attack, armed conflict, political or financial instability, natural disasters, international trade disputes or major health concerns; loss of intellectual property due to theft, cyber-attack, or disruption to our information technology infrastructure; ability to enforce patents and protect intellectual property and trade secrets; unanticipated disruption to Corning’s, our suppliers’ and manufacturers’ supply chain, equipment, facilities, IT systems or operations; product demand and industry capacity; competitive products and pricing; availability and costs of critical components, materials, equipment, natural resources and utilities; new product development and commercialization; order activity and demand from major customers; the amount and timing of our cash flows and earnings and other conditions, which may affect our ability to pay our quarterly dividend at the planned level or to repurchase shares at planned levels; the amount and timing of any future dividends; the effects of acquisitions, dispositions and other similar transactions; the effect of regulatory and legal developments; ability to pace capital spending to anticipated levels of customer demand; our ability to increase margins through implementation of operational changes, pricing actions and cost reduction measures; rate of technology change; adverse litigation; product and component performance issues; retention of key personnel; customer ability to maintain profitable operations and obtain financing to fund ongoing operations and manufacturing expansions and pay receivables when due; loss of significant customers; changes in tax laws, regulations and international tax standards; the impacts of audits by taxing authorities; the potential impact of legislation, government regulations, and other government action and investigations; and other risks detailed in Corning’s SEC filings.

For a complete listing of risks and other factors, please reference the risk factors and forward-looking statements described in our annual reports on Form 10-K and quarterly reports on Form 10-Q.

Web Disclosure

In accordance with guidance provided by the SEC regarding the use of company websites and social media channels to disclose material information, Corning Incorporated (“Corning”) wishes to notify investors, media, and other interested parties that it uses its website (https://www.corning.com/worldwide/en/about-us/news-events.html) to publish important information about the company, including information that may be deemed material to investors, or supplemental to information contained in this or other press releases. The list of websites and social media channels that the company uses may be updated on Corning’s media and website from time to time. Corning encourages investors, media, and other interested parties to review the information Corning may publish through its website and social media channels as described above, in addition to the company’s SEC filings, press releases, conference calls, and webcasts.

About Corning Incorporated

Corning (www.corning.com) is one of the world’s leading innovators in materials science, with a 170-year track record of life-changing inventions. Corning applies its unparalleled expertise in glass science, ceramic science, and optical physics along with its deep manufacturing and engineering capabilities to develop category-defining products that transform industries and enhance people’s lives. Corning succeeds through sustained investment in RD&E, a unique combination of material and process innovation, and deep, trust-based relationships with customers who are global leaders in their industries. Corning’s capabilities are versatile and synergistic, which allows the company to evolve to meet changing market needs, while also helping its customers capture new opportunities in dynamic industries. Today, Corning’s markets include optical communications, mobile consumer electronics, display, automotive, solar, semiconductors, and life sciences.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250325803518/en/

Media Relations:

Jamie Post

(607) 974-4843

postjl@corning.com



Investor Relations:

Ann H.S. Nicholson

(607) 974-6716

nicholsoas@corning.com

Source: Corning Incorporated

FAQ

What is the key feature of Corning's new Gorilla Glass Ceramic (GLW)?

Gorilla Glass Ceramic offers improved drop performance on rough surfaces, surviving 10 repeated drops from one meter on asphalt-like surfaces, while competing materials typically fail on first drop.

When will Corning's (GLW) new Gorilla Glass Ceramic be available in the market?

The new Gorilla Glass Ceramic will debut on a Motorola device in the coming months.

How does Gorilla Glass Ceramic perform compared to traditional aluminosilicate glass?

Gorilla Glass Ceramic significantly outperforms traditional aluminosilicate glass, which typically fails on first drop, while the new material survives 10 repeated drops from one meter.

Which manufacturer will first feature Corning's (GLW) new Gorilla Glass Ceramic?

Motorola will be the first manufacturer to feature the new Gorilla Glass Ceramic in their devices.