Author: Data Treasure Zhang Zhibo
The folding screen mobile phone track has welcomed many heavyweight players from all over the world.
Following OPPO's official announcement on December 15, the first folding screen mobile phone OPPO Find N, Huawei also launched its own new folding screen mobile phone - Huawei P50 "treasure box". On December 14, the official Weibo of Huawei terminals posted that on December 23, Huawei's winter flagship new product launch was held to witness the arrival of Huawei's P50 treasure box. It is reported that P50 Pocket will inherit many P series design concepts, using a vertical folding design, with white and gold two colors.
In addition to Samsung and Xiaomi, which have already listed folding screen mobile phones, as well as OPPO and Huawei, which officially announced the first folding screen mobile phone and the new folding screen mobile phone, Vivo and Honor are also working hard to develop folding screen mobile phones, or will be released in the first quarter of next year; Apple is expected to launch an iPhone equipped with an 8-inch QHD + flexible OLED screen in 2023. The mainstream players of the track are "about" to be assembled, and the sales of folding screen mobile phones in 2022 may usher in explosive growth.
Folding screen mobile phone sales are expected to usher in rapid growth
In terms of market share, the folding screen mobile phone market shows a dominant trend of Samsung. Samsung's Galaxy Z Flip3 pulled the proportion of folding screen mobile phone shipments in the third quarter to 93%, Huawei shipments accounted for only 6%, Xiaomi shipments were limited, and the market position was very different. Southwest Securities believes that the next 3 months will usher in an intensive period of release of domestic Android folding screen mobile phones. Under the background of a sharp decline in prices and a significant improvement in the folding experience, domestic Android brands will become one of the main driving forces for the growth of the folding screen mobile phone market in the future.
CITIC Construction Investment said that under the leadership of brands such as Samsung and Huawei, the folding screen market has initially completed consumer education, and at the same time has made major breakthroughs in mass production, application ecology and other problems, and is about to usher in rapid growth. IHS estimates that folding screen mobile phone shipments are expected to exceed 50 million units by 2025, and foldable AMOLED flexible screens and MIM process hinge components will become the largest value increments.
The list of folding screen concept stocks is out
Securities Times and data treasure incomplete statistics, a total of 22 folding screen concept stocks in the A-share market. The latest total market value of the 11 shares exceeded 10 billion, of which boe A and Lens Technology 2 stock market value exceeded 100 billion, 193.23 billion yuan and 122.745 billion yuan respectively. Lens Technology is a leading enterprise in the consumer electronics functional window and appearance protection track, 3D curved glass has achieved mass production, and the company has also studied the front cover of folding screen mobile phones, and established in-depth cooperation with major flexible screen mobile phone brands.
The attention of institutions to the "panel double male" is still high, BOE A and TCL Technology recently received 26 and 19 institutional ratings respectively, followed by Shengyi Technology, Lens Technology and Han's Laser ratings of 15, 13 and 13 institutions respectively. Judging from the target price difference of the latest price and the consensus forecast, Shenzhen Tianma A, TCL Technology and BOE A have more than 50% upside space; Shengyi Technology is nearly 40%; Su Daweige and Jingji Electronics are above 20%.
Disclaimer: All information content of data treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.