iPhone Glass Supplier Corning Faces EU Antitrust Probe

Apple supplier Corning is facing a European Commission-led antitrust probe over potential anticompetitive practices related to its dominant position in the smartphone cover glass market, specifically in relation to its Gorilla Glass technology.

iphone 16 display
The investigation centers on concerns that US-based Corning may have abused its market position by adopting exclusivity contracts to prevent rival glass makers from competing for business with mobile device manufacturers. The Commission is particularly focused on arrangements that allegedly required manufacturers to source "all or nearly all" of their specialized alkali-aluminosilicate glass from Corning.

"It is [a] very frustrating and costly experience to break a mobile phone screen. Therefore, strong competition in the production of the cover glass used to protect such devices is crucial to ensure low prices and high-quality glass," said EU competition chief Margrethe Vestager in a statement. "We are investigating if Corning, a major producer of this special glass, may have tried to exclude rival glass producers, thereby depriving consumers from cheaper and more break-resistant glass."

Corning's relationship with Apple has been particularly strong over the years, with Apple having invested $495 million in the company through its Advanced Manufacturing Fund between 2017 and 2021. This collaboration led to the development of Ceramic Shield, which Apple describes as its "most advanced glass ceramic formulation" in the iPhone 16 lineup, claiming that it is twice as tough as competitive smartphone glass.

The partnership has yielded exclusive benefits for Apple's devices. While competitors like Samsung use standard Gorilla Glass products, including the recent "Gorilla Armor" for the Galaxy S24 Ultra, Apple's Ceramic Shield technology remains exclusive to iPhone models since its introduction with the iPhone 12 in 2020. The glass is infused with nano-ceramic crystals at high temperatures while maintaining the transparency needed for the display, cameras, and Face ID sensors.

The Commission aims to determine whether Corning's practices have led to higher prices and reduced innovation, but it has not set a deadline for the investigation's completion. If Corning is found to have violated EU competition rules, it could face significant penalties. However, the company will have the opportunity to address the Commission's concerns by offering commitments that could bring the investigation to a close.

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Top Rated Comments

Hopefully Smarter Avatar
2 hours ago at 05:20 am
Stop selling smart devices in Europe
Score: 16 Votes (Like | Disagree)
firstcitazen Avatar
2 hours ago at 05:21 am
Get it done before January

Got a feeling EU gonna have some dark days coming
Score: 8 Votes (Like | Disagree)
Razorpit Avatar
2 hours ago at 05:24 am
Do these people not know that Apple invests money in to their suppliers to help fund research and product improvement? Why should they be forced to hand over their gains to competitors? ?

EU next month, probably, “Hey VW sorry you went all in with that EV stuff. Don’t worry though, we’re going to force Toyota to help design your new hybrids.”
Score: 6 Votes (Like | Disagree)
contacos Avatar
2 hours ago at 05:28 am
Why aren't posts like these flagged as "politics"? This is obviously the case here. ?
Score: 6 Votes (Like | Disagree)
maszaikasza Avatar
1 hour ago at 06:26 am

Nonsense, EU has no right to tell Apple, Samsung and all the other smartphone makers (none from EU that I have heard of) what components suppliers to use.
And EU wants to ensure that Apple, Samsung and all the other smartphone makers are able to choose whatever components supplier they want. The only bad guy here is Corning. What is so hard to understand?
Score: 5 Votes (Like | Disagree)
WarmWinterHat Avatar
2 hours ago at 05:28 am

Get it done before January

Got a feeling EU gonna have some dark days coming
And China, and India, and Japan and likely more following. The EU is not the only location tightening the screws on Apple.
Score: 5 Votes (Like | Disagree)