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Huawei's first 5g mobile phone with folding screen is about to be launched, Relevant industrial chains are concerned

Huawei's first 5g mobile phone with folding screen is about to be launched, Relevant industrial chains are concerned

Huawei's first 5g mobile phone with folding screen is about to be launched, Relevant industrial chains are concerned

Information
Source: First Finance
 
Today afternoon, OLED concept stocks rose in a straight line, TCL technology, Lehman optoelectronics, Zhiyun shares and other trading limits, BOE a, Dongshan precision, Puyang Huicheng, etc. rose by more than 7%.
 
According to media reports, Huawei will release Huawei mate XS, Huawei's first 5g folding screen mobile phone of this year, on February 24, with Kirin 9905g processor.
 
In addition, the Samsung Galaxy Z flip folding screen mobile phone has been released with high popularity, and the advance booking has been sold out. It is understood that the hardness test shows that although it can not be compared with ordinary Corning Glass, the hardness of the folding screen is significantly increased by the flexible ultra-thin glass (UTG).
 
It is worth noting that Samsung has previously announced that it is the first time in the industry to realize the mass production and commercial use of ultra thin flexible glass (UTG) cover plate for folding screen. Ultra thin flexible glass UTG is characterized by folding, good flexibility, smooth hand feel and good uniformity. In the future, it will be applied to all kinds of foldable devices according to the needs of customers.
 
According to a new study released by strategy analytics, Samsung and Huawei will take the lead in shipping 100 million folding phones by 2025. In 2019, the number of folding mobile phone shipments is only 1 million, with rapid development speed and broad growth space, which will benefit related companies in the industry chain.
 
Tianfeng Securities pointed out that the difficulty of folding mobile phone lies in the integrated folding screen, and the flexible materials in the upstream materials of folding screen are more difficult, especially the cover materials, which belong to the high barrier and high value link. The flexible cover material requires flexibility (foldable), wear resistance (physical contact) and optical performance (light transmittance). In the first generation of products in the industry, the flexible cover material mainly adopts colorless PI and CPI At present, the material has the basis of mass production, but there is a large space for improvement in wear resistance and surface texture. With the maturity of technology and industrial chain, UTG (ultra thin glass) is expected to become an important new direction, which is expected to be adopted by some models in 2020, and the subsequent permeability continues to increase.
 
Some related A-share listed companies:
 
Kaisheng Technology: the wholly-owned subsidiary projects and the company's flexible touch module projects form a good industrial chain supporting, the company has entered the Huawei mobile phone supply chain.
 
Star Technology: China's mainstream supplier of cover glass, the company's main end customers include Huawei and other domestic and foreign first-line mobile phone brands.
 
Changxin Technology: the developed ultra-thin glass can better meet the technical requirements of the foldable cover plate.
 
Luoyang Glass: at present, it is a domestic enterprise with the ability to produce 0.12mm-1.1mm series ultra-thin float electronic glass.
 
Laibao high tech: we will continue to develop flexible touch screen, flexible cover glass, etc. most of the new products have the possibility of industrial production.
 
Vicino: the unique high reliability flexible cover plate technology is applied to the world's first wrist wearer. Glass thinning is one of the core technologies of UTG glass.
 
CSCI pointed out that the market share of Korean panel further decreased due to the advantages of technological innovation, low manufacturing cost and mobile phone enterprise support. In 2019, the market share of BOE in small and medium-sized OLED panel market has increased to more than 10%. At present, the second generation 6 OLED panel production line has been ordered, and the production line can more than double its OLED panel capacity this year. Csot has also put OLED panel into production, which is expected to get rid of the situation that small and medium-sized OLED panels rely heavily on Samsung. In terms of AMOLED, in 2019, the global AMOLED intelligent machine panel shipment increased by 3.6% year on year. Among them, the market share of Chinese panel manufacturers was 12.1%, up 133.5% year on year. Thanks to the support of Huawei, oppo and other mobile phone manufacturers, BOE's shipments increased by 343.9% year on year, with a market share of 4.0%. In 2020, BOE's AMOLED smart panel shipments will double.
 
Tianfeng securities is optimistic that mobile terminals will continue to iterate in the future under 5g ecology, and folding mobile phones will be one of the important forms. 2019 is the first year of global folding mobile phone business. In 2020, more mobile phone brands will release folding mobile phones, and the global folding mobile phone shipments are expected to reach tens of millions in the next two years. With the progress of process technology, the downstream growth of good folding mobile phones continues to drive the thinning demand of flexible UTG cover plate materials, and we are optimistic about the relevant opportunities of Changxin technology, the leader of domestic display glass thinning industry, and we suggest that we pay attention to Vogel optoelectronics.
 
According to the previous research report of China Post securities, the main reason for the scarcity of folding screen shipments is that at present, the stability and annual production rate of folding screen panel technology are not perfect, and there is still a high space for improvement. Secondly, due to the immature technology and the time needed to cultivate a new industrial chain, the cost of folding screen is significantly higher than that of traditional single screen mobile phones. By 2021, the penetration rate of folding screen mobile phones is expected to exceed 1% and reach 1.5%. At that time, its global shipment volume may reach the level of tens of millions. Flexible screen related enterprises are expected to receive long-term benefits. Focus on OLED panel: BOE a, TCL group, shentianma a, vicino; upstream supply chain: precise measurement electronics, Sanli spectrum; OLED module link: Changxin technology.
 

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