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Perimeter | Huawei ignites competition for folding screen phones, will it become the future of smart phones?

Perimeter | Huawei ignites competition for folding screen phones, will it become the future of smart phones?

Perimeter | Huawei ignites competition for folding screen phones, will it become the future of smart phones?

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In the afternoon of February 24th local time, Huawei lit a flame for a folding screen mobile phone in Barcelona. During the one-hour press conference, the audience listened to the introduction of the new notebook and PCE products by Huawei Terminal Division CEO Yu Chengdong in a slightly dull atmosphere, and finally ushered in the conference or MWC's true Focus-Mate X 5G folding screen phone.

The Mate X uses a flip-out folding method. When combined, it is 11 mm thick, with a display on each of the front and back sides. The front screen size is 6.6 inches, the back display is 6.38 inches, and the screen is expanded to an 8-inch large display. .

During all the presentations, whether in the press conference or outdoor demonstrations, Yu Chengdong and Huawei employees "personally" held mobile phones to demonstrate basic functions such as folding and flipping. The display prototypes at the conference site were placed in carefully set transparent glass cabinets. Like Samsung, they did not provide products for the media and audience experience.

Since the second half of 2018, 5G and folding screens are two of the hottest concepts in the mobile phone industry. Huawei has put the two technologies into one step in one step and made it into the Mate X mobile phone, becoming the world's first 5G folding screen mobile phone to take the lead. By.

This practice is quite rare in Huawei's history. With a strong supply chain and technological R & D capabilities, Huawei has always been a mocker of futures mobile phones and hungry marketing. Mate X is the first mobile phone in Huawei's history to be released four months in advance of the sales time. The 8GB + 512GB version is priced at 2299 euros (17,498 yuan). This is also the most expensive smartphone in Huawei's history.

In a certain sense, Huawei is more like igniting a folding screen 5G mobile phone. The strategic significance is greater than the actual significance. It threatens friends, card holders, folding screens, and technology. There are many muscle factors. "Era, it's too early to replace bar phones and tablets.

Challenges of folding and 5G

In the interview after the press conference, He Gang, president of Huawei ’s mobile phone product line, said that in addition to the video experience, the folding screen solves the user ’s desire for a smaller smartphone in the pocket, but hopes that the screen will be larger when viewing content, which solves many user pain points .

This has become the industry's recognized advantages of folding screens. However, the folding screen mobile phones released by Samsung and Rouyu have not yet entered the mass production stage, and whether or not mass production has become a sensitive topic for folding screen mobile phone manufacturers.

In this regard, He Gang said that due to the 5G test with operators, Mate X needs to be sold to consumers in the middle of this year.

5G手机因为信号频段增加,对手机内部信号接收器件的堆叠构成重大挑战。vivo执行副总裁胡柏山长期关注手机前沿技术并做决策。3个月前,他向腾讯《潜望》分析,5G是一个趋势,有很多好处很多,坏处也不少。5G时代,高带宽、零时延,手机下载一部片子几秒钟完成并可以观看,将把智能手机应用推到一个新高度。

但是,5G手机是高频率手机,对电池容量、天线布置等都提出挑战,“折叠屏与5G需求有一些矛盾。”胡柏山说。

对这些矛盾的克服将直接影响到折叠屏技术普及度。当前,vivo并未将折叠屏手机急于推出,是考虑到对用户价值并未有实质性提升。

2月23日,在巴塞罗那举办的OPPO创新大会上,OPPO展示了5G手机,OPPO副总裁沈义人明确表示,真正商用还要等两年时间。考虑到5G网络铺设费用和速度,两年时间不算长。

对于折叠屏,他更加干脆,来巴塞罗那前,最终讨论决定,不把OPPO折叠屏带到MWC上。折叠屏和柔性屏确实带来了一些样子上的改变,但电池无法折叠、PCB板要柔性,除了视觉上震撼之外,折叠屏很难带来更高效的处理信息功能,“只是为折叠而折叠。”

早2016年,OPPO曝光过一台可折叠的柔性屏原型机,从当时的照片来看,这台原型机已经可以实现屏幕完全折叠。这表明从那时候OPPO就开始了相关技术预研。

华为何刚则另有一番自信。他表示由于一些友商尚未解决一些关键技术,但华为有信心将其做的更好。何刚透露预计Mate X的月产能可以达到10万台以上。

显然,步步高系(OPPO和vivo)与华为在折叠屏和5G的理解上泾渭分明,谁对谁错目前很难考量。

今年三四月份,OPPO和华为首先要在10倍光学变焦技术上延续“拍照之王”的角力,折叠屏和5G暂时还难以成为主战场。就在Mate X发布前一天,华为余承东还抽空在朋友圈连怼OPPO 10倍混合光学变焦技术,多少反映出一丝焦虑。

供应链竞争先行

华为发布Mate X当天稍晚些时候,TCL通讯发布折叠屏手机,过不了24小时,努比亚的折叠屏手机也在MWC期间发布。

有人寄望折叠屏手机占领战略高地,有人寄望于获得重新勃发的生机,重新回到主流手机厂商阵营。

不过,就各家公布出的合作伙伴(屏幕、显示模组和铰链)来看,阵营阶层分明,大的手机厂商找大的供应商合作,次一级手机厂商找次一级的供应商合作。

华为柔性折叠屏幕,行业内人士指出是国内京东方解决方案。此前,经京东方确认,京东方将成为苹果第三大柔性OLED面板供应商,为2020年发布的折叠屏iPhone提供柔性OLED面板。目前,京东方是国内最大的柔性屏厂商,具备量产能力。

一家上游生产银纳米线的厂家董事长告诉腾讯《潜望》,柔性屏弯折时必须要有透明电极,可折叠20万次而不断。银纳米线是透明电极生产必备材料,不过这一材料在今年1月份时仍只有一两万片的量产能力。该家材料供应给面板厂商,间接供应给华为和小米。如果达到月量产10万片,提升一个量级,仍然需要生产线投入和产能爬坡。

TCL屏幕和铰链都是TCL旗下自研。其中柔性屏来自兄弟企业华星光电武汉第六代柔性LTPS-AMOLED面板生产线,设计月产能为4.5万大片玻璃基板,相当于每年可生产116万㎡的手机面板,预计2019年实现从投产到量产阶段。

华星光电很早就布局柔性屏幕。据称,武汉这条6代线,总投资350亿元,2017年开工,是国内第一条主攻折叠显示屏的6代柔性LTPS-AMOLED显示面板生产线。

努比亚发布折叠屏手机,将与国内另外一家柔性屏厂商维信诺合作。此前,在德国柏林IFA2018展会上,努比亚发布的nubia-α腕部曲面概念手机,即采用维信诺柔性OLED屏。维信诺在柔性屏这一块野心颇大,其战略是将柔性屏与触控模组方法一体化解决,从而在这一轮折叠屏大战中争夺优势。

在2018年柔宇科技在国内率先打响了折叠屏第一枪后,折叠屏手机上下游完成了一轮合纵连横,折叠屏叠加5G因素,激烈的技术竞争又将会形成一股强大的智能手机淘汰与洗牌力量,大家争先恐后。

不过,这里也存有一定风险。如果率先面世的折叠屏,达不到基本的预期,往往会形成品牌负面螺旋。目前已经有国内折叠屏手机厂商尝到此苦果。

After initially forgetting the excitement of the folding screen, what really makes consumers recognize is still the reason and experience that the mobile phone has to be folded. This problem cannot be solved, and it is difficult to replace the existing candy bar smartphones and tablets.

After all, Apple, the founder of the smart phone industry, is just keeping silent and watching, and is not eager to fold the screen first.

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