According to the DSCC research report, in the latest update of the Quarterly Foldable / Rollable Display Shipment and Technology Report, DSCC sees that at least 37 different models of products from 10 different brands will be launched in 2023. goods.
Due to lower prices, better performance improvements, improved cameras, screens, etc., DSCC expects foldable smartphones to grow by 45% to 18.6M in 2023 (18.6 million units), and the shipment of foldable mobile phone panels is expected to Increased by 52% to 23.2M (23.2 million pieces). In 2023, more folding mobile phones will adopt non-polarizer technology (CoE), which can significantly improve display efficiency, reduce display thickness, and improve the durability of foldable displays. Although CoE was first applied to folding panels by Samsung Display, in 2023, it is expected that many products with up and down folding forms will use Chinese panel factories to provide non-polarizer solutions. At the same time, the penetration rate of CoE solutions is expected to rise from 24% of the folding display market in 2022 to 38% in 2023.
Another interesting discovery is the multi-fold display (Z type). Compared with the rollable/rollable mobile phones that are more popular in the consumer market, the multi-fold (Multi-Fold) is relatively technically easier to implement. Multi-Folds could enable larger displays to enter the smartphone market and be compatible with better tablet performance. Chinese brands are also pre-researching multi-fold products, which are expected to be launched in 2024.
Although the capacity base of the folding display market is not large enough, Chinese brands are trying their best to reduce prices and plan high-end and low-end models to meet different consumer markets. At the same time, brands that focus on overseas emerging markets, such as Transsion, are also actively planning folding mobile phone products According to the research, 2023 will be a booming year for the folding market, especially for Chinese folding brands.
