At 14:30 on February 22, Huawei held a new product launch conference with the theme of "Pocket 2 Fashion Festival". The Huawei Fashion Festival was held in Sanya, and the new small folding flagship phone HUAWEI Pocket 2 was officially unveiled. Yu Chengdong, Executive Director of Huawei and CEO of Device BG, confidently said at the meeting, "Today's new Pocket 2 is a perfect combination of technological aesthetics and ultimate experience."
Pictured: 7 "more" of the Huawei Pocket 2 (*Huawei press conference).
With its rapid growth in shipments, the folding screen has become the "bright spot" of the mobile phone market, and has gradually formed the ability to "wrestle wrists" with battle-hardened straight mobile phones. As the "big brother" that has been the first in shipments for many years, Huawei's new products may trigger a new "war". At present, the folding screen mobile phone market is full of gunsmoke. Honor, Xiaomi, Samsung, Lenovo and other companies also plan to launch ** folding screen mobile phones in 2024, and some will take small folding as one of the directions.
Pictured: Huawei Pocket 2 (**from Huawei's official website).
Small folding screen mobile phones have come to the eve of a rapid outbreak。Chen Jin, general manager of Lenovo's mobile phone business department in China, once told reporters. Huawei's strong launch of a small folding mobile phone this time may also bring about another change in the market pattern. According to a report released by IDC, a research agency, in the third quarter of 2023, China's folding screen mobile phone market continued its rapid growth trend, with shipments reaching 1.96 million units, a year-on-year increase of 904%。In the case that the overall market has not improved, the performance of the folding screen mobile phone market is eye-catching.
Shanxi ** published a research report pointing outFolding screen mobile phones are in a period of rapid growthThe important increment of the folding screen product chain comes from the hinge, cover plate and flexible panel, and these three types of components account for a relatively high cost in the folding screen mobile phone. The flexible OLED display carried by Huawei's small folding mobile phone Huawei Pocket 2 released this time is jointly developed by domestic panel manufacturers BOE A and Visionox**.
Pictured: Huawei Pocket 2 (**from Huawei's official website).
Folding phones bring a long-lost hardware innovation experience to high-end smartphones, and the biggest change is"Folding",The flexible AMOLED screen used in the folding screen is currently at the most advanced level of technologyThe technical difficulties include material performance problems, module bending problems, etc.; At the same time, the hinge is a new incremental link of the folding screen, which brings huge opportunities to the MIM industry; The folding screen experience also has a greater impact on the screen crease, and the demand for cover material UTG glass will gradually increase.
Pictured: Huawei Pocket 2 (**from Huawei's official website).
At present, a number of listed companies have entered the core link, and expanded production capacity, and actively stocked up for the market. Changxin Technology said that the company has the ability to mass-produce UTG-related products for folding screens. Kaisheng Technology continues to expand production in folding screen UTG. In addition, BOE, Xinvinuo, etc. are mainstream mobile phone panel manufacturers, and they are also expanding their folding screen production capacity.
With the development of new technologies such as folding screens and the gradual deployment of AI models to mobile phones, mobile phone manufacturers have not only seen hope, but also high-end has become the most important variable in the entire mobile phone market. In the case of continuous improvement of related technology research and development and the gradual deepening of the layout of the first chain, the scale of the market related to folding screen mobile phones will continue to increase, and the first chain enterprises will usher in good opportunities for development and are expected to benefit.