2026 Year-Start Insights: The amorphous materials industry is entering a golden era of development, driven by both technological innovation and diverse application scenarios to break through and move forward.

Feb 12,2026

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As of February 2026, the amorphous materials industry—having just entered its second quarter of the year—is already demonstrating a robust trend of diversified growth and steady upward momentum. Driven by favorable factors such as supportive policies, technological advancements, and expanding application areas, this material sector, once considered niche and high-end, is rapidly shedding its aura of mystery and gradually making inroads into several key sectors—including high-end manufacturing, green energy, and consumer electronics. The industry is now entering a critical phase characterized by the simultaneous acceleration of large-scale applications and high-end transformation. Today, we’ll take a closer look at the latest industry developments and explore the new opportunities and emerging directions for the amorphous materials sector.

  • Technology continues to break down barriers, solidifying the “strong foundation” for industry development.
High-quality development in the industry has always been underpinned by technological innovation. Since the beginning of 2026, technological breakthroughs in the amorphous materials sector have exhibited a pattern of “multiple breakthroughs at various points, with deepening advancement,” not only addressing longstanding industry pain points but also opening up new avenues for expanding downstream applications.
In terms of core technologies, the breakthrough in low-temperature annealing technology is particularly noteworthy. Previously, the brittleness of amorphous materials has been a major obstacle limiting their processability and application reliability. However, the latest low-temperature annealing process allows amorphous strips to be treated at temperatures ranging from 180 to 320°C. This process not only fully preserves the material’s inherent core advantage of low loss but also effectively addresses its brittleness, thereby further expanding the range of applications for amorphous materials. Meanwhile, the formulation and selection technologies for amorphous strips continue to be optimized; several new products have already achieved performance indicators that meet national standards, enabling them to satisfy the high-end application requirements across a wide variety of downstream scenarios.
In both fundamental research and cutting-edge applications, the amorphous materials industry has continued to achieve remarkable breakthroughs. Research teams have successfully elucidated the structural origins and key building blocks underlying the deformation and phase transitions in amorphous materials, providing crucial theoretical support for subsequent material performance optimization and the development of new products. Notably, the amorphous forging strategy has achieved groundbreaking progress in the field of flexible photovoltaics. Flexible perovskite solar cells fabricated using this technology have attained a conversion efficiency of 24.52%, and even after 10,000 bending cycles, they still maintain an efficiency of 92.5%. This breakthrough has opened up an entirely new pathway for the application of amorphous materials in the renewable energy photovoltaic sector. Moreover, the optimized and upgraded composite structure of amorphous nanocrystals has further accentuated their advantages in high-frequency applications, effectively reducing power equipment losses and accelerating the transition toward green energy.
  • Scenarios continue to expand, igniting “new momentum” for industry growth.
As the technology continues to mature and industrialization progresses, the application scenarios for amorphous materials are rapidly expanding from traditional fields into emerging ones. The structure of demand is continuously optimizing, making it a key driver of industry growth. Judging from current industry trends, the applications of amorphous materials are primarily concentrated in three major areas, presenting a pattern of “steady growth in traditional sectors and explosive expansion in emerging ones.”
In the field of new-energy vehicles, the large-scale application of amorphous materials has become a standout highlight in the industry. The cross-sector integration of amorphous alloys and silicon carbide has paved the way for the world’s first mass-produced electric-drive system featuring amorphous alloys. This system combines the low-loss characteristics of amorphous alloys with the high-efficiency electronic control advantages of silicon carbide, reducing overall drive system losses by 75% and achieving a maximum motor efficiency of 98.5%. Not only does it set new global records for power density and rotational speed among mass-produced electric drives, but it also extends the range of pure-electric vehicles by approximately 50 kilometers, effectively alleviating range anxiety among new-energy vehicle owners. Currently, this technology has been widely adopted, covering mainstream models in the 100,000-yuan price segment. Meanwhile, as the penetration rate of 800V high-voltage platform vehicles continues to rise, demand for on-board amorphous magnetic cores is expected to double.
In the power sector, driven by the nation’s dual-carbon strategy and policies aimed at upgrading the energy efficiency of distribution transformers, demand for amorphous alloy transformers remains robust. Currently, the mandatory energy-efficiency standards for power transformers have been fully implemented, explicitly requiring that at least 30% of newly installed distribution transformers be amorphous alloy transformers. Meanwhile, the replacement of existing high-energy-consumption distribution transformers is progressing smoothly, further boosting upstream demand for amorphous strip materials. In addition, substations supporting distributed photovoltaic and wind power systems—characterized by their need for low no-load losses and high overload capacity—are creating rigid demand for amorphous transformers, providing stable support for the demand for amorphous materials.
In emerging fields, the application boundaries of amorphous materials continue to expand. In the consumer electronics sector, amorphous alloys—thanks to their high strength and lightweight characteristics—have become the core material for foldable-screen hinges, enabling large-scale applications and significantly enhancing the durability and thinness of foldable devices. In areas such as embodied robotics and precision transmission components, the adoption of amorphous materials is accelerating rapidly; their unique material properties hold promise for opening up vast new market opportunities. Meanwhile, research and pilot applications of amorphous materials in sectors including aerospace, the lunar and Earth-Moon space economy, and medical devices are steadily advancing, with substantial growth potential ahead. Furthermore, exploration of amorphous materials’ applications in cutting-edge fields such as intelligent sensing and high-frequency power equipment is injecting fresh vitality into industry development.
  • Industry and market collaborate to envision a “new future” for industry development.
In addition to breakthroughs in both technology and applications, the industrial landscape and market performance of the amorphous materials sector are also showing promising development trends. Currently, China has established several specialized industrial clusters focusing on iron-based amorphous alloys, nanocrystalline alloys, and high-end intelligent amorphous devices. These clusters exhibit significant regional synergy, effectively enhancing the industry’s overall competitiveness. The pace of strengthening and supplementing the industrial chain is accelerating; upstream core raw material production capacity continues to expand, and domestic supply capabilities are steadily improving. This not only alleviates the previous situation of tight raw material supplies and persistently high prices but also helps reduce production costs for downstream end products.
At the market level, the amorphous materials industry has entered a phase of stable, high-speed growth. Data shows that in 2025, the Chinese market for amorphous materials reached a size of 38.62 billion yuan, representing a year-on-year increase of 12.7%. It is projected that by 2026, the market size will further climb to 43.53 billion yuan, maintaining a steady growth rate. The export market has also performed exceptionally well: in 2025, exports of amorphous materials grew by 33.7% year-on-year. Since 2026, the export market has expanded further into regions such as South America, West Asia, and Africa. It is expected that annual exports of amorphous strip materials will surpass 100,000 tons this year. Although policies such as the European Union’s Carbon Border Adjustment Mechanism pose certain challenges to exports, the industry is proactively adapting to international market rules by enhancing green production standards and improving certification systems, thereby promoting high-quality export development.
Of course, we must also soberly recognize that while the amorphous materials industry is experiencing rapid growth, it also faces potential challenges. However, overall, as technological advancement, application diversification, and industrial greening continue to move forward, the industry’s overall investment safety margin remains robust. High-value-added sectors will become the core of future industry competition.
In summary, the amorphous materials industry is demonstrating a positive development trend characterized by accelerated technological breakthroughs, expanding application scenarios, enhanced industrial collaboration, and steady market growth. As research and development investments continue to increase, downstream demand keeps rising, and the industrial landscape continues to optimize, the amorphous materials industry will gradually shift from scale expansion toward high-quality, efficiency-driven development, playing an even more significant role in advanced manufacturing and green, low-carbon strategies. Looking ahead, we will actively engage in the industry’s development, witnessing breakthroughs of amorphous materials in an ever-wider range of fields and empowering high-quality industrial growth.

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