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But…

8/12/2021

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But…
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​While Corning is making some headway at LG Display, the battle between Corning and Schott for Samsung Display’s new foldables seems to be going Schott’s way.  Schott has been the incumbent in Samsung’s previous foldables but was facing significant competition in the UTG (ultra-thin glass) space from Corning, along-time supplier to SDC.  The new version of Samsung’s Galaxy Fold series (see above) has been developed to use the S-pen writing stylus, formerly used on Samsung’s Galaxy Note line.  As the stylus touch system adds a bit of thickness to the device, it seems that SDC has chosen Schott’s 30um UTG over Samsung’s 50um UTG for the new devices to compensate for the added thickness.  Corning’s UTG would have had to be thinned, post production, to bring it to the same size.
While this means that Schott will supply the majority of the glass for these two new devices, there is still the question of cover glass, which in the case of the Fold 3, must also be able to protect the display from stylus pressure.  While we do not know yet know who the folded cover glass provider is or whether a plastic cover has been used, we know that Corning’s Victus (Gorilla Glass) is being used for the back of the Fold 3 and the Flip 3.  More to come.
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