Another head mobile phone brand has entered the folding screen mobile phone track.
On the evening of April 11, vivo’s first folding screen mobile phone, vivo x fold, was released at a price of 8999 yuan.
With the launch of vivo’s folding screen mobile phone, the only mobile phone brand left is Apple’s folding screen mobile phone. Industry insiders said that Android manufacturers are facing great pressure in the high-end mobile phone market, and folding screen mobile phones will help domestic mobile phone brands develop the high-end mobile phone marketP align = “center” source: vivo
vivo release of the first folding screen mobile phone
It is reported that vivo began to develop folding screen mobile phones in 2018. “We began to study folding screen technology four years ago. In the past four years, many people are urging us to produce products quickly. Don’t get up early in the morning and finally catch a late episode.” Huang Tao, vice president of vivo products, said: “most folding screen users may have a flagship phone. When they change to folding screen, we should try our best to ensure that they continue to enjoy the flagship product experience without discount.”
On the chip, vivo x fold is equipped with Qualcomm snapdragon 8 flagship chip. Vivo said that vivo x fold is the world’s first folding screen mobile phone equipped with dual screen fingerprints.
Vivo said that this in-depth cooperation with wechat has brought a flat-panel login to vivo x fold to meet the needs of business people to use one account on two mobile phones at the same time without having to log in repeatedlyP align = “center” source: vivo
Vivo introduced that vivo x fold also conducted in-depth cooperation with six financial apps, including China stock market news, Hithink Royalflush Information Network Co.Ltd(300033) , futu Niuniu, etc. users can not only browse on one screen and trade while chatting, but also realize professional line drawing functionP align = “center” source: screenshot of live broadcast
According to the data of strategy analytics, a market research institution, vivo shipments ranked fifth in the global mobile phone market and first in China’s mobile phone market in 2021.
With the release of vivo’s first folding screen mobile phone, only apple has not launched folding screen mobile phones among the top mobile phone brands in the worldP align = “center” source: strategy analytics official wechat
Mobile phone industry analyst Guo mingpeng said recently that apple is testing a 9-inch OLED folding screen. Apple’s folding screen development initially focused on medium-sized and larger screen devices, and finally expanded to small screen devices such as iPhone. Apple’s first foldable device may be a hybrid of iPhone and iPad or a folding screen iPad, but neither will be launched before 2025.
shipment growth supply chain benefits
Canalys released a report that Android manufacturers are facing great pressure in the high-end mobile phone market. In 2021, Android smartphone shipments of more than $800 decreased by 18% compared with 2019, while Apple increased by 68% in the same price segment in the same period. Android manufacturers must increase investment in differentiated hardware and user experience to continue to attract and retain high-end mobile phone users.
Xiangcai Securities said that due to the high technical content, large upgrading range and high price of folding screen mobile phones, they are expected to become the mainstream model of high-end machines. Therefore, folding screen mobile phones carry the hope of Android manufacturers to compete with apple mobile phones.
The Pacific Securities Co.Ltd(601099) Securities believes that the folding screen mobile phone may have been regarded by the Android brand as one of the dependencies to seize the high-end market share. With the continuous stabilization of process technology in new links of the industrial chain, the continuous improvement of user experience and the decline of the price of the whole machine, the shipment volume of folding machines is indeed growing rapidly. According to the statistics of omdia, the global sales volume of folding screen mobile phones reached 9 million in 2021, with a year-on-year increase of 309%, especially in the second half of last year, the sales volume was as high as 8 million. In the long run, the growth of folding screen will bring clear incremental opportunities for some industrial chains.
Guosen Securities Co.Ltd(002736) said that the folding screen mobile phone will become an important starting point for the Android camp to push up the product pricing range and promote the high-end brand. Under the catalysis of frequent new folding screen machines, continue to recommend Jiangsu Gian Technology Co.Ltd(300709) , Kunshan Kersen Science & Technology Co.Ltd(603626) , Wuhu Token Sciences Co.Ltd(300088) and other industrial chain related companies.
Citic Securities Company Limited(600030) analysis shows that Samsung, Huawei and Xiaomi will continue to iterate on folding screen mobile phones. It is estimated that the global shipment of folding screen mobile phones is expected to reach 15 million in 2022, doubling year-on-year. It is suggested to pay attention to the fields of screen Boe Technology Group Co.Ltd(000725) , Tcl Technology Group Corporation(000100) , shentianma, Visionox Technology Inc(002387) etc., protection cover Wuhu Token Sciences Co.Ltd(300088) etc., hinge Shenzhen Everwin Precision Technology Co.Ltd(300115) etc.
Visionox Technology Inc(002387) said on the interactive platform that the company’s folding screen products have been supplied to head brand customers.
Tcl Technology Group Corporation(000100) said that the company’s T4 production line is deeply equipped with differentiated high-end technologies such as folding screen and off screen camera, and the product competitiveness and customer structure continue to improve.
Shenzhen Sunway Communication Co.Ltd(300136) said that the company is optimistic about the development of folding screen mobile phones and can provide them with MIM (metal injection molding), antenna, wireless charging and other products. MIM parts are the key parts of the folding screen shaft. The company attaches importance to and is optimistic about the development of this business. It has supplied MIM parts of the folding screen shaft for well-known mobile phone manufacturers in China.
Jiangsu Gian Technology Co.Ltd(300709) said that 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, and is actively expanding to shaft components.
