On April 7, it was reported that the research institute Omdia released a tracking survey on mobile phones with folding screens in 2021, which revealed that OPPO vivo， And Samsung's four new folding screen machines, and announced the specifications of folding screens and screen suppliers.
At the beginning of 2021, we reported that at least six new folding screen machines were expected to be launched this year. Huawei Mate X2, a big leader, was released on February 22, while the second one was Xiaomi MIX FOLD, which was released on March 30. Samsung Galaxy Z Fold3 and Galaxy Z Flip 3 are expected to be released from September to October:
The Galaxy Z Fold3 is a 7.7-inch 4.3:2 screen, 0.1 inch larger than the previous generation. The outer screen is upgraded to 5.4 inch 2260 * 816 resolution in reverse, which is a large section smaller than the 6.23 inch outer screen of the previous generation. Samsung's own screen supports LTPO (adaptive refresh rate) and COE (Color On Encapsulation, depolarization technology).
The Galaxy Z Flip3 is still a folding structure (using the folding screen technology to reduce the size of the body). Upgrade from 6.7-inch outer screen+1.1-inch outer screen to 6.8-inch 25:9 outer screen+1.9-inch outer screen.
Xiaomi MIX FOLD
The other two are the works of Blue and Green Factory, which coincidentally correspond to the Galaxy Z Flip and Galaxy Z Fold schemes:
OPPO has a folding screen similar to the Z Flip series. The 7.1 inch main screen is supplied by Samsung and supports LTPO. Outer screen 1.5 to 2 inches, supplied by BOE.
In vivo, there are folding screens like Z Fold, Mate X2 (8 inch 2480x2200) and MIX FOLD (8.01 inch 2480x1860). The inner screen is Samsung's 3.4:3 8-inch screen, and the outer screen is BOE's 6.5-inch screen.
Huawei Mate X2
Galaxy Z Fold2
Omdia also mentioned that the cost of curved screen OLED using 3D glass is less than $80 (about 520 yuan), while the price of folding screen is now $150-250 (about 1000 yuan to 1600 yuan). In addition, folding screen mobile phones need additional mechanical structure, which is one of the reasons for the high price of folding screen mobile phones.
It is expected that the compound annual growth rate of folding screens will reach 50%. Based on the 4 million pieces shipped in 2020 (4 million pieces unexpectedly), the number of folding screens shipped in 2027 will exceed 71 million pieces (we think it is too optimistic).
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