UBI Research estimates that Ultra-Thin Glass (UTG) will hold a 80% market share in the foldable OLED panel cover material market. The rest of the market will adopt Polyimide films.
According to UBI, Samsung Display will only use UTG in its future foldable OLED displays. Transparent Polyimide films will be used in budget models, or for displays larger than 10" in size. BOE and CSoT currently use Polyimide films in foldable OLEDs, but both companies are looking to adopt UTG in future displays.
This new forecast differs from earlier estimates by UBI Research which actually thought Polyimide will be the more popular technology in the future.