Recently, according to China Securities News, a visit to a number of offline channels in Shenzhen found that folding screen mobile phones are still "difficult to find". Industry insiders believe that the current supply chain involves a lot of new materials, the yield is low, the production capacity is still insufficient, and the manufacturers are not sufficiently stocked, resulting in the folding screen mobile phone "one goods is difficult to find".
In addition, it is understood that the recent folding screen mobile phones are almost just launched to sell out, whether it is offline stores or e-commerce platforms, there is a situation of "a machine is difficult to find", e-commerce platform only members can snap up new machines, and some offline stores have new machines for sale, but they are not spot and need to transfer goods.
However, with the maturity of the technology of the various key components of the folding screen and the layout of domestic supply chain enterprises, the cost of folding screen mobile phones will decline accordingly, accompanied by the decline in the price of folding screen mobile phones and the gradual increase in market penetration. At the same time as the commission of product quality, folding screen mobile phones will also usher in a larger market space.
According to CITIC Securities, it is expected that the clamshell will dominate in the future, and the mainstream price band will drop to 5,000 yuan to 8,000 yuan per unit. In the future, with the downward movement of the price center, the folding screen mobile phone market is expected to grow at a high speed, and it is expected that the global shipment volume will exceed 65 million units in 2025. The short-term market is still dominated by Samsung, which is expected to occupy 60%-65% of the share in 2022.
CINNO Research predicts that global folding screen mobile phone sales are expected to reach 15.69 million units in 2022, an increase of 107% year-on-year. Southwest Securities expects that the global folding screen mobile phone shipments will reach 18 million to 20 million in 2022, an increase of more than 100% year-on-year, and the penetration rate will rise from 0.18% in 2021 to 1.83%.
At the same time, according to industry forecasts, this year, Vivo will also launch folding screen mobile phones; Tianfeng International analyst Guo Mingxi predicted that Apple may launch a folding screen iPhone in 2023, predicting that the shipment volume of folding screen iPhones in 2023 will be 15 million to 20 million units.