Samsung Electronics bet on foldable phones, what are the advantages over Apple?

The U.S. Stock Research Agency learned that according to Zhitong Financial News, on February 9, local time, Samsung Electronics released the latest Galaxy S22 series products at the Galaxy Unpacked event, and equipped with a stylus in the top S22 Ultra model. Samsung Electronics is making the biggest tweak to its smartphone strategy in years, by restructuring around its big-selling Galaxy S and foldable Galaxy Z series devices. The company plans to launch a high-end foldable phone to challenge Apple. What are the advantages of Samsung on foldable phones?

According to TM Roh, who took over as head of Samsung's mobile business two years ago, "In the short term, our operations will focus on a two-track strategy: the first half of the main S series, the second half of the innovative foldable products." Roh said Samsung will focus on the high-end market as its growth engine and plans to expand the Note experience across its Galaxy hardware ecosystem, covering tablets, laptops, and phones.

Bryan Ma, an analyst at International Data Corporation (IDC), commented that bringing the stylus into the mainstream S-Series is clearly a smart choice, especially at a time when the company can now rely on its successful foldable lineup in the second half of the year. In addition, Samsung's foldable phones distinguish the company from other companies in the industry, including Apple, and Apple also tends to release new phones before the end of the year.

Roh said Samsung Electronics' increasing number of foldable devices from competitors this year is proof that the company made the right strategic decision early on. It is also expected that the industry and application ecosystem will grow as a result, and many new models may use Samsung flexible displays in their designs, such as the Oppo Find N announced last December.

CITIC Construction Investment believes that the key technical points and value increments in the folding screen mobile phone industry chain are mainly flexible OLED, UTG glass protective cover, hinge and hinge.

Among them, in the hinge and hinge design of the folding screen, most of the domestic manufacturers still rely on foreign companies such as Annuo Electronics, while in terms of flexible OLED panels and UTT glass protection covers, Samsung has almost formed a monopoly in the global market.