Folding screen mobile phone welcomes "outbreak of the first year"
Folding screen phones have become a hot topic in the smartphone market this year. Domestic and foreign companies that announced the latest folding screen mobile phone products or technologies before and after the opening of the Mobile World Congress in Barcelona last month included Huawei, Samsung, ZTE, OPPO, Xiaomi and TCL. According to a special report issued by some research institutes, this year will become the "first year of the explosion" of folding screen mobile phones in terms of the density of new products released by domestic and foreign manufacturers. In response to the intensive debut of this round of folding screen mobile phones, the industry generally believes that this is directly related to the long-term lack of competition and innovation weakness in the global smartphone industry.
Folding screen mobile phone is expected to produce "broken wall effect"
The industry believes that from the big screen to the large screen to the full screen, the ever-increasing smartphone has fallen into the bottleneck of innovation, which is one of the important reasons for the significant shrinkage of global smartphone sales. The folding products are expected to stimulate social consumption psychology and produce “ Breaking wall effect." At present, to seize the supporting resources of folding products, the global flexible display industry as a whole still belongs to the stage of capacity distribution. If the products are not introduced in advance and the upstream and downstream industrial chains are realized, once the market is mature, there may be a bottleneck in resource supply and the production capacity is seriously restricted.
"The development of the mobile phone industry to the present stage, there is no bright spot that can particularly attract consumers. From the previous 16:9 development to the full screen, and now to the slotting and punching, for the consumer, there is not enough attraction, Folding products have changed their perceptions from the morphological aspects and will attract consumers,†said Wu Shuyuan, a senior analyst at Qunzhi Consulting.
Domestic flexible panels accelerated production this year
After Samsung introduced the concept of "collapsible screen", flexible OLEDs began to be put into the future planning by panel manufacturers.
In the layout of the OLED screen, in June 2017, Huaxing Optoelectronics plans to invest 35 billion yuan in the 6th generation flexible LTPS-AMOLED display panel production line (referred to as t4 project) in Wuhan. The annual report shows that the company's t4 project will be mass-produced in 2019 with a planned production capacity of 45K/month.
In the progress of domestic flexible panels, BOE, Shenzhen Tianma and other manufacturers have been able to mass-produce and ship, Huaxing Optoelectronics is slightly behind. According to the announcement, BOE has announced the construction of four 6th generation flexible AMOLED production lines in OLED. Among them, Chengdu's 6th generation flexible AMOLED production line has achieved mass production and shipment in October 2017, and the overall yield is over 70%. The 6th generation flexible AMOLED production line in Mianyang is under construction and is expected to be put into operation in 2019.
Shenzhen Tianma's 6th generation LTPS AMOLED production line has the ability to produce rigid and flexible AMOLED screens. The rigid screen has been mass-produced and shipped to brand customers in early June 2018. The flexible screen has been mass-produced.
Some insiders believe that the large-scale popularization of 5G and folding screen mobile phones is still early, limited by the supply chain, cost and other factors. Folding screen mobile phones will be a segment of mobile phones. It is estimated that the global sales volume will be about 900,000 this year, the main competitive brands. For Samsung, Huawei and so on.
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