We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Is Corning a Strong Bet for Investors on Gorilla Glass Innovations?
Read MoreHide Full Article
Key Takeaways
GLW introduced Gorilla Glass Ceramic, a next-gen glass-ceramic designed to survive drops on rough surfaces.
GLW's Gorilla Glass Ceramic debuts in upcoming Motorola premium smartphones.
Corning supplies Samsung flagships with Ceramic 2 and Armor 2, supporting higher demand, sales, and margins.
Corning Incorporated ((GLW - Free Report) ) is increasingly focusing on expanding its Gorilla Glass portfolio through continuous innovations and R&D. The Gorilla Glass Ceramic 2 is a next-generation transparent glass-ceramic material designed to deliver significantly improved durability and toughness for mobile devices compared to conventional cover glasses. It is designed to survive repeated drops on rough surfaces better than traditional aluminosilicate glasses and will be used in upcoming Motorola devices.
This product is based on Corning’s long-standing expertise in advanced glass and ceramic materials. Gorilla Glass, with its combination of optical clarity, strength, and thinness, is very unique in the mobile device world. Adding a ceramic-based version makes Corning even more competitive in the fast-changing consumer electronics market.
Corning’s Gorilla Glass is used in flagship phones by Samsung and Motorola, making it a leading supplier for mobile cover glasses. Corning and Samsung introduced Gorilla Glass Ceramic 2 for the Galaxy S25 Edge, offering strong protection with a thin and sleek design for premium smartphones. Corning’s Gorilla Armor 2 is used on the Samsung Galaxy S25 Ultra, providing strong, scratch-resistant, anti-reflective glass with better durability and a clear display.
Corning’s improved Gorilla Glass features increase the demand of premium smartphone makers, leading to its higher sales and better margins. Continuous Innovation and advanced products enable Corning to remain ahead of its competitors and help to secure long-term partnerships with major brands like Samsung and Motorola.
Other Competitors Focusing on Glass Products
Corning faces competition from Universal Display Corporation ((OLED - Free Report) ) and AGC Inc. ((ASGLY - Free Report) ). OLED’s UniversalPHOLED materials are a key part of its business as they are widely used in premium OLED displays for consumer devices. OLED has opened a new facility in Ireland to meet its growing demand for OLED materials and strengthen its global operations. Universal Display focuses on developing next-generation OLED materials, with a customer-focused approach, helping it build a strong customer loyalty with a competitive edge.
ASGLY, a major global glass manufacturer, competes with Gorilla Glass in the smartphone cover-glass market with its display cover glass, like Dragontrail. AGC introduces ultra-clear glass for AR/VR smart glasses, making the display lighter and sharper. AGC’s special glass for advanced chips and electronics makes it even more competitive in the market.
Shares of Corning have rallied 83.7% compared to the communications components industry’s growth of 96.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, the company’s shares currently trade at 28.45 forward 12-month earnings, lower than the industry tally of 31.46.
Image Source: Zacks Investment Research
Earnings estimates for Corning for 2025 have increased 2% to $2.52, and earnings estimates for 2026 have also increased 4.9% to $3.02 over the past 60 days.
Image: Shutterstock
Is Corning a Strong Bet for Investors on Gorilla Glass Innovations?
Key Takeaways
Corning Incorporated ((GLW - Free Report) ) is increasingly focusing on expanding its Gorilla Glass portfolio through continuous innovations and R&D. The Gorilla Glass Ceramic 2 is a next-generation transparent glass-ceramic material designed to deliver significantly improved durability and toughness for mobile devices compared to conventional cover glasses. It is designed to survive repeated drops on rough surfaces better than traditional aluminosilicate glasses and will be used in upcoming Motorola devices.
This product is based on Corning’s long-standing expertise in advanced glass and ceramic materials. Gorilla Glass, with its combination of optical clarity, strength, and thinness, is very unique in the mobile device world. Adding a ceramic-based version makes Corning even more competitive in the fast-changing consumer electronics market.
Corning’s Gorilla Glass is used in flagship phones by Samsung and Motorola, making it a leading supplier for mobile cover glasses. Corning and Samsung introduced Gorilla Glass Ceramic 2 for the Galaxy S25 Edge, offering strong protection with a thin and sleek design for premium smartphones. Corning’s Gorilla Armor 2 is used on the Samsung Galaxy S25 Ultra, providing strong, scratch-resistant, anti-reflective glass with better durability and a clear display.
Corning’s improved Gorilla Glass features increase the demand of premium smartphone makers, leading to its higher sales and better margins. Continuous Innovation and advanced products enable Corning to remain ahead of its competitors and help to secure long-term partnerships with major brands like Samsung and Motorola.
Other Competitors Focusing on Glass Products
Corning faces competition from Universal Display Corporation ((OLED - Free Report) ) and AGC Inc. ((ASGLY - Free Report) ). OLED’s UniversalPHOLED materials are a key part of its business as they are widely used in premium OLED displays for consumer devices. OLED has opened a new facility in Ireland to meet its growing demand for OLED materials and strengthen its global operations. Universal Display focuses on developing next-generation OLED materials, with a customer-focused approach, helping it build a strong customer loyalty with a competitive edge.
ASGLY, a major global glass manufacturer, competes with Gorilla Glass in the smartphone cover-glass market with its display cover glass, like Dragontrail. AGC introduces ultra-clear glass for AR/VR smart glasses, making the display lighter and sharper. AGC’s special glass for advanced chips and electronics makes it even more competitive in the market.
Corning's Price Performance, Valuation & Estimates
Shares of Corning have rallied 83.7% compared to the communications components industry’s growth of 96.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, the company’s shares currently trade at 28.45 forward 12-month earnings, lower than the industry tally of 31.46.
Image Source: Zacks Investment Research
Earnings estimates for Corning for 2025 have increased 2% to $2.52, and earnings estimates for 2026 have also increased 4.9% to $3.02 over the past 60 days.
Image Source: Zacks Investment Research
Corning currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.