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Prospects for folding screens optimistic detonate new business opportunities in the supply chain

Prospects for folding screens optimistic detonate new business opportunities in the supply chain

Prospects for folding screens optimistic detonate new business opportunities in the supply chain

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Screen foldable phones drive new business opportunities in the supply chain. In order to create portability while integrating the functions of mobile phones and tablets, the screen of mobile phones has gradually moved to a folding design. The technological innovation of the screen can not only stimulate consumers' willingness to switch, but also bring new market opportunities to relevant supply chain operators.

After the smartphone market is facing bottlenecks in 2018, brands are highly competitive, and many brands have increased product appeal through full-screen design. All factories hope that the next wave of growth can redefine smart phones and attract consumers to buy through disruptive innovation.

The folding screen is one of the projects that the factories focus on the development of firepower. Before the MWC 2019, Samsung announced the launch of the first foldable mobile phone with a commercial screen, creating a new market, while combining the advantages of thin and light mobile phones and large flat screens. Brand manufacturers LG and Huawei have also followed up. Google is also developing UI in cooperation with the Android camp, and the screen folding mobile phone ecosystem has gradually grown.

Because the folding screen manufacturing process is quite complicated, the product must be redesigned and must withstand the daily wear and tear, which is difficult to achieve with the current production technology of mobile phone screens. Therefore, this new type of product will promote the demand for components and supply chain, including materials, panel structure, complete machine mechanism, devices, systems, UI / UX redesign, etc., will open up new opportunities for industry applications.

  It is worth mentioning that the key component of the screen folding machine panel is hinge. Its function is to prevent the panel from colliding and chipping, a small space must be reserved in the middle, and different displays according to the degree of screen opening. The gear design added in the hinge is also the focus of development. Samsung has laid out a number of hinge patents, manufactured by South Korean mobile phone case manufacturer KH Vatec. Samsung hinge components manufacturing; in addition, Huawei took three years to develop its hinge "Falcon Wing", consisting of more than 100 parts And has obtained patents.

  However, due to factors such as material and mechanism design innovation, and the panel yield rate is still low, the production cost of screen folding machines is much higher than that of mainstream flagships. In addition, the limited application direction of innovation, for the mobile phone industry, Create new market segments instead of replacing existing ones. Therefore, the niche market for high-end business people or professional applications is still positioned as the initial stage. It is estimated that by 2025, more than 50 million mobile phones will be created.

  Currently, the screen folding machine can be divided into two types: inside folding and outside folding. Because the R-angle (Radius) of the inner fold is smaller, the manufacturing of the inner fold is more difficult than the outer fold. Among the various folding machine models released in 2019, in addition to Samsung's Samsung Galaxy Fold and TCL's screen folding machine can be folded inside, and Xiaomi has launched a bi-folding engineering machine, Rouyu's Flex Pai, Huawei's Huawei Mate X and OPPO engineering machines are both folded-out styles.

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