Analysis of New Material Growth Points in the Glass Fiber Industry in 2025
In 2025, driven by multiple forces including the "dual-carbon" strategy, AI computing power, new energy vehicles, and the low-altitude economy, the fiberglass industry will see four clear new growth curves, which can be summarized as "wind, electricity, intelligence, and light."
1. Wind – Larger Offshore Wind Turbine Blades: 120m+ offshore blades are entering mass delivery, leading to a surge in demand for high-modulus E9/HS4 fiberglass. In 2025, China's newly installed wind power capacity is expected to reach 110GW, with wind turbine yarn consumption exceeding 1.1 million tons, a year-on-year increase of approximately 20%, becoming the "ballast" for overall demand.
2. Electricity – High-End Electronic Fabric Driven by AI Computing Power: The PCB area of single-unit AI servers and switches is more than twice that of ordinary servers, requiring the use of Low-Dk (dielectric constant ≤ 3.5) and Low-CTE (coefficient of thermal expansion ≤ 3ppm) electronic fabric. The global Low-Dk electronic fabric market is projected to surpass $200 million for the first time in 2025, with a CAGR of 18.7% from 2025 to 2030. Domestically, demand for low-dielectric, low-expansion specialty fabrics is exceeding supply, with gross profit margins generally exceeding 35%.
3. Smart Technology – Automotive Lightweighting + Increased Penetration of Thermoplastic Composites: New energy vehicle battery casings, body panels, and chassis protection plates extensively utilize LFT-D (Long Fiber Reinforced Thermoplastic) glass fiber composites. The glass fiber penetration rate in battery boxes is expected to increase from 35% in 2025 to 65% in 2030, driving an annual growth rate of over 30% in demand for thermoplastic yarns.
4. Lightweight Technology – Low-Altitude Economy and New Scenarios for Hydrogen Energy Storage and Transportation: eVTOL bodies and Type IV hydrogen storage cylinders require high-modulus glass fiber/specialty fabrics with high specific strength and high fatigue life. Orders of thousands of tons have already emerged in 2025, indicating the market is in the early stages of a "0→1" explosive growth phase, and is considered by the industry as the "next wind power."
Furthermore, fiberglass-reinforced polyurethane frames for photovoltaic (PV) systems, due to their salt spray resistance, PID resistance, and 15% weight reduction, represent a rapidly growing market with a corresponding fiberglass demand of approximately 80,000-100,000 tons, driven by 273GW of new PV installations in China in 2025.
In summary, the new growth drivers for the fiberglass industry in 2025 have shifted from solely wind power to a four-pronged approach encompassing wind power, AI electronics, new energy vehicles, and low-altitude/hydrogen energy. High-end, intelligent, and green products will contribute the main source of profit growth.