The folding screen mobile phone market is about to usher in heavy players.
On December 22, glory officially announced that glory Magic V, the first flagship mobile phone with folding screen, will be released soon.
On December 23, Huawei will also release a new folding screen mobile phone P50 pocket, which adopts vertical folding design.
In the first quarter of 2022, Xiaomi and vivo will also release new folding screens.
Some research reports pointed out that a series of product optimization changes, such as folding screen mobile phones, from tens of thousands of yuan to more than 7000 yuan, from thick feel to light texture, from single design to aesthetic polishing, and from CPI to UTG, are penetrating into the people-friendly, fashionable, durable and convenient mass market, and core suppliers such as relevant hinges and ultra-thin flexible glass are expected to benefit significantly.
Today, the flexible screen plate changed, Wuhu Token Sciences Co.Ltd(300088) once rose 17.74%, and Triumph Science & Technology Co.Ltd(600552) once rose more than 8%.
multi brand folding screen mobile phones are coming
"The one you expect is in place.". On December 22, glory mobile officially announced that glory magicv, the first flagship mobile phone with folding screen, will be released soon.
Zhao Ming, CEO of glory, once told the Shanghai Securities News that glory's folding screen products will surpass all folding screen mobile phones on the market.
According to glory, as glory's first folding screen flagship, glory magicv series will redefine the scientific and technological value of folding screen products and expand the sphere of influence of glory's high-end market.
From the official publicity poster, glory magicv adopts the inner folding design. Insiders pointed out that the inner folding design can well protect the inner screen and avoid wear and tear in daily carrying.
The new folding screen mobile phone Huawei P50 pocket, which will debut on December 23, adopts a longitudinal folding design. According to Huawei's previous news, the new product will adopt vertical folding design, with two colors of white and gold. Unlike the previously speculated product name "mate V", P50 pocket will inherit many P-Series design concepts.
Under the background of obvious improvement of folding experience, the folding screen mobile phone market finally ushered in a small climax of new machine release. Last week, oppo took the lead in releasing the first folding screen mobile phone oppo find n, which adopts horizontal folding design and sells for 7699 yuan.
Oppo find n is equipped with self-developed hinge technology, which can form a natural water drop shape when the screen is bent, so as to effectively reduce visual creases.
Market analysts expect that the next three months will usher in the intensive release period of domestic android folding screen mobile phones. In addition to the above manufacturers, Xiaomi and vivo are also expected to release new folding screens in the first quarter of 2022. Tianfeng international predicts that Apple may launch a folding screen iPhone in 2023.
folding screen mobile phone has more room to improve penetration
Due to the high price, the market scale of folding screen mobile phones has not been up. According to the report of Research Institute DSCC, in the third quarter of 2021, the shipment of folding screen mobile phones reached 2.6 million, with a month on month increase of 215% and a year-on-year increase of 480%. Samsung accounted for 93% of the shipments of folding screen mobile phones, and Huawei ranked second, accounting for 6%.
China International Capital Corporation Limited(601995) said that with the maturity of technology and the decline of price, the shipment of folding screen mobile phones is expected to usher in rapid growth.
Southwest Securities Co.Ltd(600369) it is estimated that the global shipment of folding screen mobile phones will reach 18 million to 20 million in 2022, with a year-on-year increase of more than 100%. The potential demand of consumers for large screen portability of smart phones is far from being met, and there is still room for a significant increase in the penetration of folding screen phones in the future.
Ping An Securities Electronic Information Industry Research Report said that with the sale of folding machine products by Samsung, Huawei and oppo, it is expected that more brands will release relevant products, consumer attention will also increase, and the inflection point of parts upgrading will come.
listed companies actively prepare for mobile phone parts upgrading
Ping An Securities pointed out that the panel, touch, cover material, adhesive, substrate material, polarizing film, rotating shaft and OLED material of folding screen mobile phone are different from those of traditional mobile phones, among which the panel, structural parts (rotating shaft), cover plate and system are upgraded greatly.
The Pacific Securities Co.Ltd(601099) Securities believes that investors should focus on relevant incremental parts, such as flexible AMOLED, UTG (ultra-thin glass) and hinges.
Listed companies have been actively cooperating with mobile phone manufacturers to prepare for parts upgrading.
Triumph Science & Technology Co.Ltd(600552) in the 2021 semi annual report, the company continued to promote the technical breakthrough of flexible foldable glass cover plate, and continued to make breakthroughs in bending radius, bending times and yield. UTG phase I project has the supply capacity, and the UTG phase II project with an investment of about 1.025 billion in March this year is advancing in an orderly manner. In July 2021, Triumph Science & Technology Co.Ltd(600552) jointly issued the invention patent of "optimizing the bending performance of flexible glass" with Huawei.
Tianma Microelectronics Co.Ltd(000050) on the investor interaction platform, UTG (ultra-thin glass) and CPI (transparent polyimide film) are the mainstream folding screen cover schemes. The company uses both schemes in the research and development of folding screen, and optimizes and matches the schemes according to the specific needs of the market. The innovation center of the wholly-owned subsidiary integrates the industry's advanced CFOT (polarizer replacement technology) technology in the folding screen products lit this year, which significantly reduces the power consumption compared with the existing folding screen and can achieve the ultimate bending radius.
Wuhu Token Sciences Co.Ltd(300088) is also a leading company in the field of flexible screen in the consumer electronics industry chain. The company mainly develops and produces flexible foldable cover glass. At present, it has realized small batch shipment.
However, it should be reminded that although the above enterprises are technologically advanced and arranged in advance, there is still some uncertainty whether they can effectively obtain a large number of orders in the end, so as to achieve high performance growth. After all, when the market breaks out, it will certainly attract many heroes to compete. Today, the folding screen mobile phone market has just opened, and it is still too early to say who will win.
(Shanghai Securities News)
