From February 28 to March 3, the world mobile communication conference mwc2022 (hereinafter referred to as "Pakistan Exhibition") was held in Barcelona, Spain. Folding screen mobile phone is undoubtedly one of the most eye-catching existence in this exhibition. Huawei, Samsung, glory, TCL and oppo all displayed the latest folding screen mobile phone products at the conference.
"In 2022, the folding screen market may grow tenfold, which will be a new growth area." Glory CEO Zhao Ming said. The optimism of the industry represented by glory may be related to the continued hot sales of folding screen mobile phones since the end of last year. It is understood that the hot sales of folding screen mobile phones have filled the orders of Listed Companies in the industrial chain.
domestic mobile phone "tiantuan" show muscle
As the world's most influential event in the field of mobile communication, Pakistan exhibition has attracted 1500 enterprises from nearly 150 countries and regions around the world. The most remarkable is the "Chinese Legion" including Huawei, glory, oppo and TCL.
At the Huawei booth, Huawei p50pocket, Huawei matex2 and other folding screen mobile phones attracted the attention of many visitors. As one of the important manufacturers in the folding screen mobile phone market, Huawei launched the horizontally folded folding screen mobile phone as early as 2019. At the end of last year, Huawei released the vertically folded "Huawei P50 treasure box" in China, thus completing the double line layout of mate and P series folding flagship.
Oppo brought the latest folding screen mobile phone findn, also showed the latest flagship models such as findx5 series and one plus 10pro on the same stage, and officially released the 240W super flash charging technology at the meeting, which can charge the equivalent 4500mAh battery to 100% in 9 minutes.
TCL also demonstrated the folding screen concept machines tcl360 degree ultraflex and tcloldn 'roll Tcloldn'roll integrates scroll screen and folding screen. Tcl360 degree ultraflex can be folded in both directions, supporting both inner and outer folding.
On February 25, according to the data released by IDC, a global authoritative consulting agency, the global shipment of folding mobile phones will reach 7.1 million in 2021 and 27.6 million in 2025. Canalys, another market research organization, predicts that the global shipment of folding screen mobile phones will exceed 30 million in 2024.
industrial chain overweight and capacity expansion
Before the Spring Festival, oppo, Huawei and glory collectively released folding screen mobile phones, which have been popular with consumers since they were put on the shelves.
According to the analysis of some industry analysts, in addition to the gradual improvement of the performance and the reduction of the price to 10000 yuan, which leads to the high enthusiasm of consumers for early taste, the current continuous shortage of folding screen mobile phones is also related to the limited supply and the difficulty of rapidly enlarging the shipment.
Under the full orders, the industrial chain has been overweight and expanding production capacity. "The company's Chengdu and Mianyang flexible 6th generation AMOLED production lines are climbing, and the overall shipment is on the rise." BOE said on the investor interaction platform. On December 28 last year, BOE invested 46.5 billion yuan to build the 6th generation AMOLED (flexible) production line project in Chongqing, held a mass production and customer delivery ceremony, and officially announced mass production.
Tcl Technology Group Corporation(000100) also said on the interactive platform that the first phase of the company's T4 flexible AMOLED production line is in full production. By stepping up the rush, the capacity construction of the second and third phases has been completed. Tcl Technology Group Corporation(000100) is accelerating product development and customer cooperation in the high-end market through differentiated technical reserves such as folding, off screen camera and ltpo.
Jiangsu Gian Technology Co.Ltd(300709) also said that it would steadily promote the expansion of MIM production capacity according to the predictability of orders. Considering that the assembly of hinges will occupy the plant, the company will not rule out the possibility of further expansion of the plant in the future. At present, the company has the R & D and mass production capacity of folding screen mobile phone shaft parts (hinges), and has been developing, testing and producing folding screen mobile phone shaft parts for some major customers.
In order to meet the rapidly expanding production demand of the downstream folding screen mobile phone and other flexible OLED terminal market, Wuhu Token Sciences Co.Ltd(300088) in 2020, it will spend 150 million yuan to build an ultra-thin flexible glass cover sector (UTG) project in Wuhu plant Wuhu Token Sciences Co.Ltd(300088) recently said on the investor interaction platform that orders for ultra-thin flexible glass cover (UTG) have been placed. Customers include both panel manufacturers and major mobile phone customers. Glory is one of the company's important customers.
