Global specialty fabrics industry witnesses robust growth in 2026, fueled by surging AI demand and accelerating domestic technological breakthroughs in China, according to a latest report from CITIC Securities.
AI-driven demand for high-end PCBs has boosted the need for specialty fiber fabrics, such as low-dielectric (Low-Dk) and low-thermal-expansion (Low-CTE) cloth, which are critical for advanced AI servers and chip packaging.
Chinese firms like Sinoma Technology and Honghe Technology have made strides in import substitution, with their specialty fabrics passing global client certification and entering mass supply.
The low-dielectric glass fiber market is expected to grow at a 23.8% annual rate, reaching $1.94 billion by 2033, while quartz fiber cloth demand is set to surge in the third quarter of 2026.
Analysts note that supply shortages of high-end specialty fabrics will persist in 2026, offering opportunities for domestic enterprises to expand their global market share.