It is rumored that Huawei is developing a "three-fold screen mobile phone", which will be launched in the second quarter at the earliest!

On February 5, according to foreign media reports, Huawei is secretly developing a new "three-fold screen mobile phone", and has begun to stock up on a large scale, which is expected to be launched in the second quarter of this year at the earliest. Since the hinge is the most critical component of the folding machine, it is reported that Huawei has expanded the preparation orders for Taiwan's bearing Shuangxiong Zhaoli and Fushida, making them the big winner of Huawei's three folding machines. In addition, panel manufacturers will also benefit directly.

△ Conceptual diagram

Industry insiders pointed out that the three-fold screen mobile phone is very different from the existing folding screen mobile phone, including the number of panels will increase from two to three, and the amount of hinge will increase from one to two, which is equivalent to exponential growth, and at the same time, the number of mobile phone folds may continue to increase in the future, perhaps copying the trend of mobile phones evolving from a single lens all the way to a double lens, three lenses or even more than four lenses, and hinges and panel-related industries will usher in opportunities.

According to Taiwan media reports, Zhaoli and Fushida are both suppliers of Huawei folding machine bearings, accounting for half of the supply. Among them, 40% of Zhaoli's current revenue comes from the folding screen mobile phone business, and basically all of them are orders from Huawei.

According to industry sources, Zhaoli and Fushida have signed exclusive terms with Huawei, and the two companies have become the main suppliers of Huawei bearings in recent years, and the relevant exclusive terms will expire in June this year. At present, it seems that the possibility of Huawei continuing to renew their contract with them is quite high.

In response to the rumors of Huawei's triple folding screen mobile phone, Zhaoli, Fushida and other supply chain manufacturers did not comment, only saying that the market demand for folding machines in 2024 is still quite optimistic, and the number of orders placed by large customers this year is much higher than last year.

Even if the supply chain is low-key and does not disclose the dynamics of Huawei's new tri-fold screen, according to the Associated Press, Huawei has been working with suppliers since last year to develop tri-fold mobile phones, and through new products, users can have high-end smartphones and tablets at one time, and the product has entered the final design stage, ready to enter the mass production stage, and is expected to be launched in the second quarter of this year at the earliest.

According to sources, the folding screen mobile phones on the market are mostly designed with 16:9 or 18:9, which are turned into squares when opened, while the three-fold screen mobile phones are designed with 28:9 or 18:9, which is called 4:3 when opened, giving users a more amazing sense of "folding up is a mobile phone, and opening is a tablet".

It is reported that when Huawei initially developed folding screen machines, it sold only more than 1 million units per year in the mainland market, and it tripled its growth last year, with sales reaching nearly 3 million units, and this year's sales are expected to double again, challenging the 10 million mark, so Huawei began to chase orders to the supply chain.

Editor: Xinzhixun-Rogue Sword