The folding screen mobile phone track welcomes many heavyweight players around the world.
Following the official announcement of oppo on December 15 that the first folding screen mobile phone oppo find n was released, Huawei also launched its own new folding screen mobile phone – Huawei P50 “treasure box”. On December 14, the official microblog of Huawei terminal said that on December 23, Huawei’s winter flagship new product launch witnessed the arrival of Huawei P50 treasure box. It is reported that the P50 pocket will inherit many p series design concepts, adopt vertical folding design, and have two colors of white and gold.
in addition to Samsung and Xiaomi, which have launched folding screen mobile phones, oppo, which officially announced the first folding screen mobile phone, and Huawei, which announced the new folding screen mobile phone, vivo and glory are also speeding up the research and development of folding screen mobile phones, or will release in the first quarter of next year; Apple is expected to launch an iPhone with an 8-inch QHD + flexible OLED screen in 2023. Mainstream players of the track are “about to” assemble, and the sales of folding screen mobile phones may usher in explosive growth in 2022.
folding screen mobile phone sales are expected to usher in rapid growth
In terms of market share, the folding screen mobile phone market is dominated by Samsung. Samsung’s Galaxy Z flip3 boosted the proportion of folding screen mobile phone shipments to 93% in the third quarter, while Huawei’s shipments accounted for only 6%. Xiaomi’s shipments are limited, and its market position is very different. Southwest Securities Co.Ltd(600369) believes that the next three months will usher in the intensive release period of domestic android folding screen mobile phones. In the context of a significant decline in prices and a significant improvement in the folding experience, the domestic android brand will become one of the main driving forces for the growth of the folding screen mobile phone market in the future.
China Securities Co.Ltd(601066) said that under the leadership of Samsung, Huawei and other brands, the folding screen market has preliminarily completed consumer education, made major breakthroughs in problems such as mass production and application ecology, and is about to usher in rapid growth. IHS estimates that the shipment of folding screen mobile phones is expected to exceed 50 million by 2025, and the foldable AMOLED flexible screen and MIM process shaft components will become the largest value increment.
folding screen concept stock list released
According to incomplete statistics of securities times · databao, there are 22 folding screen concept stocks in the A-share market. The latest total market value of 11 shares exceeded 10 billion, of which the stock market values of Boe Technology Group Co.Ltd(000725) and Lens Technology Co.Ltd(300433) 2 exceeded 100 billion, respectively 193.23 billion yuan and 122.745 billion yuan. Lens Technology Co.Ltd(300433) is a leading enterprise in consumer electronics functional windows and appearance protection, and 3D curved glass has been mass produced; At the same time, the company has also studied the front cover of folding screen mobile phones and established in-depth cooperation with major flexible screen mobile phone brands.
Institutions still pay high attention to the “two heroes of the panel”. Recently, Boe Technology Group Co.Ltd(000725) and Tcl Technology Group Corporation(000100) won the ratings of 26 and 19 institutions respectively, and then 15, 13 and 13 institutions participated in the ratings of Shengyi Technology Co.Ltd(600183) , Lens Technology Co.Ltd(300433) and Han’S Laser Technology Industry Group Co.Ltd(002008) respectively. Judging from the difference between the latest price and the predicted target price, the rising space of Tianma Microelectronics Co.Ltd(000050) , Tcl Technology Group Corporation(000100) and Boe Technology Group Co.Ltd(000725) ranks first, all exceeding 50%; Shengyi Technology Co.Ltd(600183) nearly 40%; Svg Tech Group Co.Ltd(300331) , Wuhan Jingce Electronic Group Co.Ltd(300567) is more than 20%.
(data treasure)
