Samsung Galaxy Z Fold2 5G has been in operation for nearly a month. From the actual experience, the global folding screen mobile phone has entered a mature stage, and Galaxy Z Fold2 5G can be said to be one of the "milestone" logo models.

Simply look at three aspects:

First of all, Samsung Galaxy Z Fold2 5G is the third generation folding screen model launched by Samsung within one and a half years.

The first generation is Galaxy Fold released in February 2065438+2009, which is also the first folding screen mobile phone product sold worldwide. The second generation is the newly released Galaxy Z Fold2 5G by Z Flip and zflip 5g. It can be said that Samsung has absorbed the experience and lessons of the previous two generations of folding models and integrated a variety of top technologies in the mobile phone industry to create a new flagship folding screen.

Second, market hotspots and user recognition are the core measures of the mobile phone industry.

According to the data released by Konas, an internationally renowned market research company, from September 20 19 to the end of June 2020, the global sales of Samsung folding screen mobile phones accounted for 60%, and the last two were 28.7% and1/0.5% respectively. Samsung's lead is very obvious. According to the data of JD.COM platform, the initial users of Galaxy Fold received 97% praise, while the iPhone 1 1 launched by Apple at the same time received 94% praise.

According to another data, Samsung's latest Galaxy Z Fold2 Thom Browne limited edition set (the price of Bank of China is 27 199 yuan) was snapped up in just 4 minutes, and the offline third-party channel even increased the price by 1 times, making it a "hard currency" in the industry, which is very rare in the smart phone market under the impact of the epidemic.

Thirdly, Galaxy Z Fold2 5G is by far the most mature folding screen mobile phone in the industry, which has effectively driven the "bottoming out" of Samsung mobile phones in the global market, especially in China, and is of great significance to the whole mobile phone industry and Samsung itself.

In the later period of 4G, the innovation of the global smartphone market entered a "sluggish" stage. The product homogeneity of the full screen on the front of the fuselage+four cameras/five cameras on the back, the user replacement cycle is as high as 27 months, and the global smartphone shipments have turned around and declined from 20 18. ......

Folding screen mobile phone is considered as a landmark product for the mobile phone industry to break the deadlock and enter a new round of revolutionary cycle.

2065438+February 2009, Samsung took the lead in releasing the folding screen mobile phone Galaxy Fold to the global market. However, due to the limitations of the entire mobile phone supply chain and technical maturity at that time, this product was launched in September of that year, becoming the folding screen mobile phone with the highest attention and the largest sales volume among users in the world. For the brand-new products with the leading significance of change, it is very worthy of recognition to be able to do this.

The reason why Samsung Galaxy Z Fold2 5G is considered by the industry as a "milestone" model for folding screen mobile phones to enter a mature stage is mainly based on the following three points:

First, screen evolution.

The outer screen adopts corning gorilla glass Victus, and the strength is upgraded again; Samsung ultra-thin flexible glass (UTG) is used for the inner screen. Compared with the transparent polyimide (PI) plastic film used for other folding screens, the screen strength, scratch resistance, service life and interactive experience have been greatly improved. Moreover, it is the DynamicAMOLED 2X screen with the highest industry index and the best user experience. The refresh rate is upgraded to 120Hz, which supports dynamic screen frame rate adjustment (LTPO technology), taking into account the user's demand for high screen frame rate and mobile phone life.

In addition, both the external screen and the internal screen adopt a "digging-hole" full-screen design, and the border is narrowed, achieving a larger screen ratio, especially the external screen has been greatly increased from 4.6 inches in the previous generation to 6.2 inches, which is the same as the current mainstream flagship screen experience. It can be said that after this change, the user's visual sense and the interactive experience of the two screens have been significantly improved, so that the external screen will bid farewell to the "chicken ribs" from now on.

Secondly, the design and process evolution of folding hinge.

Galaxy Z Fold2 5G adopts the most advanced hinge technology scheme in the industry: 1). Based on the internal folding scheme that is more in line with human-computer interaction intuition and protects the internal screen, an invisible hinge that fits seamlessly with the fuselage is added. 2) The cam structure similar to Z Flip, combined with the newly upgraded magnetic support system, allows the mobile phone to freeze at a specific angle to meet the actual interaction needs of users in different scenarios; 3) A new generation of dustproof fiber technology is adopted to further improve the service life of the folding screen mobile phone.

Third, application services and ecological evolution.

In terms of software and hardware and application services, the evolution of Galaxy Z Fold2 5G is very obvious, mainly focusing on two dimensions: large screen efficiency and multi-angle gameplay. The split screen function supports three apps at the same time. Users can open WeChat, email and PPT at the same time, and support dragging pictures, texts and other content materials. Or WeChat, video, Taobao; Greatly improve work efficiency and daily single-screen multi-application experience.

This time, Samsung added high-pixel cameras to both the inner screen and the outer screen by "digging holes". Combined with innovations such as professional focus tracking, it provides users with brand-new photo experience, such as preview of off-screen objects, multi-angle hovering selfie without tripod support, automatic adjustment of distant view/close view through video automatic focus tracking, etc., which is enough to continue to create surprises in user's daily life, mobile office, entertainment and other image demand scenes.

Folding-screen 5G mobile phone aggregates many advanced technologies, materials and manufacturing processes in the mobile phone industry, which is the best embodiment of the comprehensive innovation strength of a technology enterprise.

In the field of folding screen form, Samsung is the only technology company in the world that has achieved market success in both horizontal folding and vertical folding, and it is also the fastest-growing terminal brand in the industry.

The core reason is that, regardless of technology, mass production or maturity, Samsung is the world's leading manufacturer of folding screens and the only company among the top five mainstream mobile phone brands in the world with independent folding screen manufacturing capabilities.

This has undoubtedly stabilized Samsung's core competitive advantage in the field of folding screens.

According to the latest report released by Strategy Analytics, the total revenue of the global smartphone display panel market in the first half of 2020 was as high as $654.38+086 billion, of which Samsung's display share exceeded 50%, especially in the high-end organic light-emitting diode flexible panel market. According to third-party data, relying on Samsung's 36-year experience in semiconductor display research and development, Samsung has not only continued the advantage of the world's first display panel market from 1998, but also occupied more than 90% of the global high-end organic light-emitting diode flexible screen market.

At present, in the field of folding screen mobile phones, except Samsung screen, all folding screen mobile phone brands that adopt other display enterprise solutions are "folded out" designs. The main reason is that Samsung has exclusive technology on the flexible screen of organic light-emitting diodes, and its flexible screen can directly make touch sensors on TFE, thus greatly simplifying the stacking structure of AMOLED displays and reducing the screen thickness. However, other display schemes need to overlay a layer of metal mesh or silver nanowires to sense the user's touch operation when producing flexible screens. For the high-precision manufacturing of flexible screen, the increase of any process will lead to the decrease of yield and the increase of cost, and the bending limit angle of flexible screen will also decrease because of the increase of thickness.

In addition, Samsung's long-term "pressure" investment in the field of semiconductor display several years ago also gave it a huge industrial innovation leading edge in the field of organic light-emitting diode display. Most notably, the name "Samsung Display" will be frequently mentioned at the flagship new product launch conference of almost all mobile phone brands.

According to the report released by the European Union, Samsung is the company with the highest R&D investment in the world, and its R&D expenditure ranges from 217 to 2013.437 billion euros, ranking first among all enterprises in the world, even surpassing Google (1338.8 billion euros) and Volkswagen (1365433) Well-known American technology companies such as Microsoft, Intel and Apple can only rank fourth, sixth and seventh.

Samsung also announced the "Vision 2030" plan in 20 19, aiming to invest about 1 105 1 billion dollars in non-storage system semiconductors (mainly chips, displays and Internet of Things) before 2030, further consolidating its scientific and technological innovation and leading strength.

In another important field of 5G, Samsung started the research and development of 5G in 2009, and it is one of the earliest technology companies dedicated to 5G research in the world. At present, Samsung is one of the few technology companies in the world with end-to-end (end-to-end from 5G mobile phones to 5G base stations), and it is also the only technology company in the world that designs and independently manufactures 5G SoC chips.

From this point of view, it is almost inevitable that Samsung has a continuous leading innovation advantage in the 5G folding screen mobile phone, and can maintain high iteration, high product maturity and ecological capability, all of which are based on Samsung's leading strength in all core technology fields.

Since the first mobile phone was invented in 1973, the global mobile phone market has basically shown three cycles: Motorola era-Nokia era-Samsung+Apple era.

After 20 10 surpassed Nokia, Samsung became the champion brand of the global mobile phone industry in the past decade. In 20 13 years, it even reached 3 1.3% of the global market share, and it can still occupy the top spot in the market for a long time with a share of about 20%.

The mobile phone market is highly competitive and can become a long-term leader of an era. Must be the innovation leader and standard setter of the whole industry.

Samsung is undoubtedly such a brand.

At present, the industry and users are most concerned about three points:

First, the switching and continuation of the mobile phone dynasty is actually dominated by system, ecology and interaction. Apple's original iPhone released in 2007 did not support 3G and had no service ecosystem, but it opened a new era of mobile Internet by opening a new big-screen touch interaction. Today's Samsung is also striving to open a new era of technology in the next decade by creating the form, interaction and ecological innovation of 5G folding screen mobile phone products.

As a "milestone" logo model with folding screen, the market performance of Galaxy Z Fold2 5G will also affect the innovation rhythm and industrial trend of the whole industry. You know, from 20 16 to now, Apple is applying for patents related to folding screen mobile phones every year. In this field, Samsung has undoubtedly started a leading pace for at least two years.

Second, whether the Galaxy Z series can become the flagship innovation "wind vane" of Samsung in the global flagship market after the Galaxy S series and the Galaxy Note series.

2065438+When the original Galaxy Fold was released in February 2009, it was still a "testing water" product. With the emergence of Z Flip and the second generation of Fold, the industry found that these two series of products belong to the "Galaxy Z series". Whether this series can fix the product release rhythm and evolve more folding screen forms, interactive ways and business ecology will also be a major focus of the industry and users.

Thirdly, can Galaxy Z Fold2 5G lead Samsung to start a sustained rebound mode in the China market?

According to the practice of the mobile phone industry, the continued success of the flagship market will definitely bring about a steady increase in market share, as Samsung did in the past, and so did Apple and Huawei.

According to the data of JD.COM platform, 97% of users praised it and created a very good user reputation. The limited edition set of Galaxy Z Fold2 Thom Browne with a price as high as 27 199 yuan was sold out in four minutes, and the offline third-party channel even increased the price by 1 times, which shows Samsung's continuous user enthusiasm and high word-of-mouth influence in the folding screen mobile phone market in China.

With the advent of the popularization cycle of 5G, the influence of epidemic situation and the uncertain trend of external international competition, the smart phone market pattern in China will also move towards a huge variable cycle in the next 2-3 years. For Samsung, this is a real "rebound" opportunity that has been waiting for many years. The Samsung Galaxy Z Fold2 5G is undoubtedly the strongest market "chip" in Samsung's hands.