Folding screen mobile phones have solved a lot of industry pain points and officially entered the era of mass production. According to the data of Konas, the global average selling price of folding screen mobile phones has dropped from more than 2,000 dollars in 2065,438+09 to about 2026,5438+0,500 dollars.
The organization predicts that with the fierce market competition and the gradual maturity of the industrial chain, the mainstream folding screen mobile phones will drop to the price range of 5,000 yuan to 8,000 yuan in the future, and the folding screen mobile phones will usher in a period of rapid development with rapid volume.
Samsung said that in the Korean market, iPhone users in their twenties and thirties are replacing their devices with Samsung folding screen phones at a speed three to four times higher than before. It is estimated that 90% users of folding screen smartphones will continue to buy folding screen phones in their next phones.
Previously, CCSInsight, a market research company, released a report saying that Apple may soon start to try folding screen technology and launch a folding screen iPad in 2024. CCS Insight currently predicts that Apple will try folding screen technology from the iPad instead of the iPhone.
Folding screen mobile phones stand out in the downturn of smart phones. According to the statistics of CINNOResearch, in the third quarter of 2022, the sales volume of folding screen mobile phones in China market reached 723,000 units, up by 1 14% year-on-year. Although the terminal demand continues to be sluggish, the folding mobile phone market shows a contrarian growth trend.
Liu Muye of AVIC Securities judged that with more and more brands entering the market and the continuous improvement of folding screen technology, folding screen mobile phones will accelerate the penetration and promote the next wave of machine upgrading. Omdia predicts that the global shipment of folding screen smartphones will reach 6 1 10,000 units by 2026, and the compound annual growth rate will reach 46.6% from 2026 to 2028. By then, the penetration rate of folding screen smartphones will reach 3.6%. At present, the penetration rate of folding screen mobile phones is only about 1%.
Among the listed companies, Jingyan Technology is one of the few companies in the field of folding screen mobile phones with the ability to supply MIM core components. The folding OCA independently developed and produced by Xinlun New Materials has been mass-produced and successfully applied to high-end folding screen mobile phones such as Xiaomi MIXFold2 and OPPOFindN. Visionox has supplied many products to customers of famous brands such as Glory, ZTE, Xiaomi, OPPO, vivo, Nubia, Huami, Fitbit and Motorola.