The network spread that Royole Technology "collective holiday" and "production line suspension", although the official debunking rumors, but "saving clothes and food" to live is certain. Full research and development of flexible screens, the world's first launch of folding screen mobile phones, why can we come to this situation.
First, the evolution from research and development to mass production is ignored.
In the past six months, people often ask me, will Apple launch a folding screen mobile phone in 2022, and what about 2023?
My answer is that 2022 is not possible. In the past two years, the maturity of flexible screens and related mechanical components has increased rapidly, and the cost has gradually declined (which is the basis for several major domestic mobile phone manufacturers to push folding screen mobile phones), but in a short period of time, it does not have the conditions for large-scale commercial use. Apple will track such technology, but it will not be commercialized because it cannot meet its scale procurement needs.
Flexible screen manufacturers such as Royole do not have the needs of Apple. Specifically, it includes several aspects, one is the yield, the second is the yield rate, the third is the cost, and there is a certain gap in the three aspects.
Second, attract a lot of investment, but do not attract customers.
Royole Technology's technology has been recognized by capital, several rounds of investment have attracted many investors, and the company's valuation has continued to increase. But capital is more like "free riding", using Royole as a direction for its venture capital, which may obtain several times the return, and there is also the risk of not returning the investment.
Unfortunately, there are almost no Royole customers among these investors, and Royole's products have not impressed customers. That said, technology didn't bring an increase in revenue.
Third, there is no focus on products, and no core competitiveness has been formed.
This one may be more lethal than the previous two. To royole website, six major industry solutions, but none of the industry found a strong model customer.
Although the flexible screen is bundled with many products and a large number of solutionSPT have been produced, there are not many real commercial products, and there are even fewer large-scale manufacturing products.
On the surface, flexible screens are the core competitiveness of Royole Technology, but in fact, they are still mainly in the research and development stage, and there is not even one area to solve related problems and achieve sufficient sales revenue, including final product sales and parts sales. Even if it has launched its own brand folding screen mobile phone, due to its own accumulation on mobile phones, it has not been recognized by the market, although the price is much lower than that of Huawei and Samsung folding screen mobile phones.
Brief summary:
Whether the technology is good or not, the scale of the product is the assessment standard; the product is good or not, and the recognition of the industry's leading enterprise is the assessment standard; the product is not much, at least to come up with a few fine products recognized by the industry. These three points, Royole did not do well.