Ping An Securities pointed out that with the sale of folding machine products by Samsung, Huawei, OPPO, etc., it is expected that more brands will release related products, and consumer attention will also increase. According to Omdia's data forecast, the shipment of OLED display of folding screen smartphones will be 800,000 units in 2019, and the shipment volume is expected to reach 40 million units in 2024. From the perspective of supply chain: folding mobile phone panels, touch, cover materials, adhesives, substrate materials, polarizing films, hinges, OLED materials, etc. are different from traditional mobile phones. Among them, the panel, structural parts (hinge), cover, system, etc. are upgraded to a large extent, and it is recommended to pay attention to. (Securities Times)
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