According to ** 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 available 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.
Shanxi ** believes that folding screen mobile phones are in a period of rapid growth, which is good for display module & hinge related equipment. At present, the global penetration rate of folding screen mobile phones is less than 2%, and according to Counterpoint**, it is expected that global folding screen mobile phone shipments are expected to exceed 100 million units in 2027, and the CAGR will be as high as 52 from 2023 to 202784%。The 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. With the rapid increase in the shipment and penetration rate of folding screen mobile phones, the assembly, testing, manufacturing and other aspects of equipment related to folding screen mobile phone screens are expected to increase accordingly.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Dongmu sharesIt is Huawei's leading chain enterprise, and the company's MIM technology platform provides customized development and production services for MIM parts + hinge components for folding screen mobile phones.
Anjie TechnologyThe company has mastered automated flexible production technology, MIM technology, etc., and has related products for folding screen mobile phones for brand customers, and the company is an accessories provider for Huawei mobile phones.
Finance Associated Press).