相关研究

Key Sights：

1）With the gradual improvement of the foldable smartphone industry chain, the production cost has gradually decreased, and competitors have begun to increase. According to Sigmaintell data, it is estimated that the shipment of foldable smart devices will be close to 7 million units in 2021, an increase of 88% YoY.

2）Foldable smart devices are still in the infancy and innovative trial period. Before ushering in the outbreak period, there are issues such as product thickness, universal exploration of application scenarios, and high prices caused by high component costs that need to be resolved.

3）At present, the material cost of the " Book-Shape " folding device is about $600-$700, of which the foldable display module accounts for about 36% of the total cost.

4）With the gradual release of the capacity of FOLED, in the market situation where supply exceeds demand, foldable panels can have better profits and better capacity consumption.

Part 1: Product Definition

Part 2: Technical Challenges

2.1 Technical Challenges of Flexible OLED Display

2.2 Technical Challenges of Touch Conductive Materials

2.3 Technical Challenges of Protective Cover

2.4 Technical Challenges of Mechanism Design

2.5 Technical challenges of Hinge Design

Part 3: Supply Chain Analysis

3.1 Supply chain of launched models

3.2 Cost Comparison of Foldable Smartphone

3.3 Cost Analysis of Foldable OLED Display Module

3.4 Price Analysis of Foldable Smartphone SoC and Memory

3.5 Price Trend and Prediction of Foldable Smartphone

3.6 Analysis of Key Suppliers of Foldable Smart Devices

Part 4: Development Trend and Roadmap of Foldable Devices

4.1 Development Trend of Foldable Devices Form

4.2 Foldable Product Roadmap of Set Makers

Part 5: New Technology Market Potential Analysis and Scale Forecast

5.1 Technology Adoption Life Cycle Model of Foldable Smart Devices

5.2 Forecast of Foldable Smart Devices Market Size