Shulou(Shulou.com)06/02 Report--

A popular word "folding screen" has quietly sprung up among mobile phone manufacturers in 2019. With the rapid development of 5G and AI, a new era is about to begin. As Apple supplier Corning is developing repeatable glass and announces plans to achieve production within a few years. Once this report is true, it will mean that Apple is already preparing a screen for the collapsible IPHONE, and the collapsible Apple will be available soon. Let's talk about the future development of foldable mobile phones.

The minority high-end route in the early days of the birth of folding screen mobile phones

E-business learning editor learned from the e-business learning website that folding mobile phones can only be in a niche field. Judging from the sales forecasts for foldable phones, this seems to be a niche market in itself. He Gang, president of Huawei's mobile phone line, expects the Mater X to have a monthly production capacity of 100000 units. IHS Markit expects to ship 2 million folding phones in 2019 and 60 million by 2022. Although the forecast is only used as a reference data, it also shows to a certain extent that the sales growth of foldable mobile phones is not very ideal, and once the scale of mass production is not very large, it will naturally be difficult to produce great repercussions in the consumer market.

There is no denying that foldable phones are very helpful to business people at a time when many tablets are ignored. Compared with traditional phones, in addition to bringing wider and more varied screens, they can not only carry a foldable phone, but also replace their previous behavior of carrying tablets and phones at the same time, making it more convenient in life.

Especially when many business people show their companies, businesses, and solutions, a foldable mobile phone is clear and comprehensive enough.

At the same time, price is also a huge impact. For ordinary consumers, the price of foldable phones basically repels their desire to change phones, such as 13300 yuan ($1980) for Samsung Galaxy Fold and 17500 yuan (2299 euros) for Huawei mate X. Looking at the sales of Apple's Apple XR, you can see that users are becoming more and more sensitive to price.

Although the development of hardware to a certain extent, the price of mobile phones will eventually become cheaper and cheaper, but at least in the short term, the high cost of folding screens is doomed to make it difficult for the development of foldable mobile phones to break out. Such an experience, perhaps in the short term can only be a small number of high-end mobile phone market user experience.

From this point of view, foldable screens may become a standard feature for high-end phones in the next few years. This part of the market is also very good news for mobile phone manufacturers and enterprises in the manufacturing supply chain. Since February this year, A-share 5G and flexible screen concept stocks have risen sharply. Guokai Securities pointed out that Huawei and Samsung's release of folding screen phones gave the sector a boost on the news side, and the increase in risk appetite of the whole market after the festival ignited the market related to OLED screen. Although supply chain companies are making a lot of money, mobile phone manufacturers do not have enough bargaining power, which takes time and volume to really bring costs down.

However, it can be expected that if folding screens are applied to other industries in the future, increasing the number of folding screens, then the overall cost may also be reduced, so that mobile phone manufacturers will push folding screens to mid-and high-end markets such as flagship phones. it will be easier.

Therefore, foldable phones may be the main product in the next few years, but for most people, they may still be viewed from a distance rather than played with. However, it can not be ignored that foldable mobile phones are very likely to achieve the popularity of the middle, high and low-end market in the future, and together with 5G to promote the iteration of mobile phones, the development speed of folding screen mobile phones will also be accelerated.

The popularity of 5G drives the sales of folding screen phones.

Alone, foldable mobile phones, whether in domestic or overseas markets, are actually difficult to directly save the overall downward trend in sales, and even mainstream manufacturers such as Samsung and Huawei urgently need to find new ways to open up new channels.

Foldable screens with millions of shipments are not enough to change the decline in mobile phone sales. But when folding screen phones are combined with 5G, these dual selling points can better stimulate users' behavior of changing phones, especially to spread out the high-end market.

Yan Zhanmeng, director of Counterpoint research, said in an interview with the media earlier: "Huawei folding screen phone is undoubtedly a global innovative folding screen thickness. Leica and 5G are the features of this phone. But the content needs to be improved ecologically, and the product yield and cost need to be managed by component suppliers. Generally speaking, don't expect it to be a hit, but this product has its own mission and mission." It can be seen that people in the industry are still very objective about the future development of foldable mobile phones, affirming the significance of the launch of foldable mobile phones.

At present, with the beginning of the commercial era of 5G mobile phones in 2019, there may be more and more content that mobile phones can carry. With the high-speed network, the foldable screen phone with a larger screen than the traditional phone can cooperate with 5G to meet the needs of current mobile phones, tablets and computers in a variety of scenarios, making people's life more convenient.

In the future, with the maturity of cloud computer technology, the three major systems of mobile phone, tablet and computer may be realized in a new hardware form because of the development of 5G and folding screen. The combination of foldable screen phones and 5G is about to trigger a new buying spree.

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