The trend of digital circles always comes quickly. Since 2021, folding screen mobile phones have become the darlings of major mobile phone manufacturers. In just a few months, "folding" has become a touchstone to verify the comprehensive strength of various mobile phone manufacturers.
According to the observation of folding screen products, we can find that with the promotion of more and more head manufacturers, the price of folding screen products is falling, gradually penetrating into the mass market. With the launch of flagship products by domestic manufacturers such as Honor, the pattern of the folding screen mobile phone market is now being quietly rewritten. But this is not only the war of terminal manufacturers, the huge industrial chain behind the folding screen, but also the protagonist of this new war.
Self-developed technology to promote the development of the industrial chain
In recent years, the folding screen industry chain is developing rapidly.
Compared with traditional straight-panel smartphones, folding screen mobile phones need to use many key technologies: flexible AMOLED screens with good bending, hinges and hinges that determine the degree of closure, "mainstay" OCA adhesive film that provides support for various functional layers, and so on. These incremental key components that traditional smart phones do not need to use are also considered to be the incremental links of the mobile phone industry chain, and are the development opportunities that the industrial chains at home and abroad are paying attention to.
In order to catch up with this boom, the domestic supply chain has shown considerable enthusiasm. According to the domestic media survey, the current domestic supply chain in the screen, hinge, drive chip, etc. have made significant breakthroughs, of which, in terms of panels, BOE, Visionox, Huaxing Optoelectronics and other manufacturers have been mass-produced folding screen mobile phones supply, domestic foldable panel performance bend radius, bending times, etc. have been greatly improved; in addition, domestic UTG glass, hinge integrated products, driver chips, etc. are also entering the development / trial production stage.
Behind the improvement of the yield of supply chain parts, it is inseparable from the promotion of manufacturers. In a recent CCTV interview, Fang Fei, president of the Glory product line, told reporters that in order to launch the high-end flagship product of Honor Magic V, Honor not only invested extremely large R&D funds in product research and development, but also actively participated in screen research and development, material innovation and other fields, and Honor is using its own technical advantages to lead the entire industry to make technological breakthroughs.
For the folding screen mobile phone is the most difficult screen bending process, Fang Fei said: "The folding screen mobile phone requires the screen to be like paper when bending, maintaining a very small bending angle. At the same time, when unfolded, it cannot have creases. But the screen is made up of very many layers, which is very difficult to implement. "Honor Magic V has made a series of product innovations on the screen, and has now achieved a minimum bending radius in the industry, the opening and closing life has reached 200,000 times, according to the average number of opening and closing times per day, it can also be used for more than 10 years."
More importantly, the folding screen products at this stage are customized products in the screen part. The head terminal manufacturers represented by Honor have played a decisive role in the process of flexible screen panels to mass production of folding screen products. Honor Fang Fei also revealed that honor Magic V has mastered the core of folding screen technology Know-how.
The market is hot, and the industrial chain is facing the development opportunity
With the gradual maturity of the domestic supply chain, we can see that the pricing of folding screen products is gradually decreasing. The price has also continued to break below 10,000 yuan, from the general price of 15,000 to the glory Magic V priced below 10,000 yuan, "the folding screen suddenly became less expensive." ”
In the process of making the folding screen the main machine, Honor should be the most deeply delved into a manufacturer, Honor Magic V not only solves some of the problems that exist in other similar products on the market, but also is equipped with a deeply customized Magic UI6.0 system, so that users can experience the collaborative experience of flexible switching between small screens and large screens, as well as a more "user-aware" intelligent interactive experience.
Judging from the sales of folding screen mobile phones that have been released so far, the latest Magic V released by Honor is "hard to find" soon after the first sale. In this regard, Fang Fei said in an interview with the media that the good market response that is difficult to find after the listing of magic V shows that consumers are very much looking forward to the new mobile phone experience, which will become the driving force of the entire industry. It can be seen that the benign positive feedback driven by the technological innovation of manufacturers has been formed, and the curtain of folding screen popularization is being slowly opened by the Honor Magic V.
According to market research reports, from the global market point of view, the shipment of foldable mobile phones in 2021 is about 6.5 million units, an increase of more than 200% compared with 2020, and the shipment of foldable smartphones is expected to achieve 5-10 times growth by 2023. The maturity of the industrial chain has made more and more manufacturers join the market of foldable screen mobile phones, and the market demand for folding screen mobile phones is entering an explosive period.
As Fang Fei said, "The development of the folding screen market depends on our demand for the entire consumer in the industry, and mobile phone manufacturers come together to accelerate the progress of the industry." "From the launch of new folding screen products, we can see that at present, the upstream and downstream of the domestic industrial chain do have a consensus to make the folding screen industry chain bigger, or that mobile phone manufacturers and suppliers are jointly exploring the upgrading of the mobile phone industry."
With the further hot sale of domestic folding screen products such as Honor Magic V, the demand for the industrial chain will be further expanded. The ultimate pursuit of products by various manufacturers will also bring higher requirements to the industrial chain, or will bring substantial growth dividends to related manufacturers. At the same time, while the industrial chain enters a new round of heating up and expansion cycle, the cost of various parts will continue to decrease, and the prospects of the folding screen mobile phone industry are bright.