Recently, the world mobile conference MWC 2022 is in full swing. In terms of mobile phone manufacturers, a folding screen mobile phone conference was staged. TCL, oppo, glory and other mobile phone manufacturers rushed to release their own folding screen products. Surprisingly, the price of folding screen mobile phones has reached less than 10000 yuan. Oppo won the "most breakthrough innovative product award" of the 2022 global mobile award because of its new folding flagship, find n, which is the only domestic mobile phone manufacturer nominated.
Canalys latest forecast that the global annual shipments of folding screen mobile phones will exceed 30 million in 2024, which means that the compound annual growth rate (CAGR) from 2021 to 2024 is 53%. It is expected that the compound growth rate of this product category will reach 122% from 2019 (the launch of the first batch of folding screen products) to 2024. According to canalys, the shipment volume of folding screen smartphones reached 8.9 million in 2021, a year-on-year increase of 148%, while the overall smartphone market increased by only 7%
According to the theme database of financial Associated Press, among the relevant listed companies:
Wuhu Token Sciences Co.Ltd(300088) in order to meet the rapidly expanding production demand of the downstream folding screen mobile phone and other flexible OLED terminal market, the company spent 150 million yuan to build an ultra-thin flexible glass cover sector (UTG) project in Wuhu plant in 2020. The current production capacity of phase I is 300K / m, and orders have been placed.
Nbtm New Materials Group Co.Ltd(600114) strategically acquired two metal injection molding structural parts manufacturing enterprises Huajing and Fuchi in 2019 and 2020, becoming the world's leading manufacturer of MIM. At present, it has successfully won a huge order for mate XS hinge of Huawei's second folding screen mobile phone.
