[NEW] Quarterly Foldable/Rollable Display Shipment and Technology Report

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関連ブログ (9月28日付) ※パラメータ一覧

DSCC has released its Quarterly Foldable/Rollable Display Shipment and Technology Report which provides detailed shipment results and forecasts for foldable and rollable smartphones, notebooks and tablets on a unit, revenue and area basis. It also includes detailed product analysis, brand roadmaps, panel BoM forecasts and a detailed examination of UTG and CPI cover materials.

The report forecasts an 80% CAGR increase in foldable/rollable smartphone revenues from 2020 to 2025 to $105 billion. This is clearly one of the fastest growing categories in consumer electronics. The display area is expected to rise at a 93% CAGR to 1.2M square meters in 2025. Units are expected to grow at an 86% CAGR to 74.4M units with ASPs declining at 6% per year. Smartphone brands will look to keep prices high for this segment over the next 5 years by adopting larger sizes, multiple folds, new rollable/slidable/extendable mechanisms, improving robustness, offering better cameras, adopting under panel cameras, etc.

According to DSCC CEO Ross Young, “The recent success of the Samsung Galaxy Z Flip and Z Fold 2 has boosted the outlook for foldable devices and diminished the robustness concerns many users previously had. As a result, we see foldable devices becoming more broadly adopted in the future. In addition, we see developments coming beyond single fold devices. Multi-fold and rollable/slidable/extendable devices are also of interest to multiple brands we have talked to. Multi-folds will enable even larger displays to penetrate the smartphone market. Regarding rollable, while foldable displays must manage a tight fold radius and significant stress in a specific area (the crease), rollable displays will face a larger radius and less stress but over the entire area. This may involve changes to panel design requirements but could end up resulting in higher yields and lower material costs. The larger bend radius should be easier for UTG and CPI suppliers. It could allow for thicker UTG optimized for scratch resistance and not requiring a soft protective layer that is more prone to scratches. Since the rollable display will be curved behind itself, it will be thicker than a conventional smartphone, but because it isn’t folded over, it should be thinner than a foldable phone. We are seeing multi-fold and rollable solutions in company roadmaps not just for smartphones, but notebooks and tablets as well. The future looks very exciting for flexible displays which will help consume the excess capacity currently in place.”

The monthly results show smartphone shipments in units, revenues, ASPs and area by month/quarter/year for the following parameters:

• Brand
• Model
• Form Factor
• Panel Supplier
• Average Size
• Resolution
• Aspect Ratio
• DPI
• Refresh Rate
• Backplane
• Cover Window Material
• UTG Supplier
• CPI Supplier
• HC Supplier
• Touch Type – Add-on vs. Integrated
• Touch Sensor Supplier
• AP Supplier
• AP Model
• Main Camera
• Front Camera
• Battery
• Cellular Network
• Min. Memory
• Min. Storage
• Polarizer Supplier
• Weight
• List Price
• Price Band

The forecast shows shipments in units, revenues, area and ASPs for the following parameters:

• Brand
• Model
• Panel Supplier
• Form Factor
• Average Size
• Resolution
• Aspect Ratio
• Refresh Rate
• Backplane
• Cover Window Material
• List Price
• Price Band

The report also features :

• A detailed analysis of all existing foldable products including analyses of their film stacks and the thickness and suppliers of each layer.
• Product roadmaps for 15 brands;
• Detailed panel bill of materials cost forecast through 2025 including UTG and CPI costs.

For more information on DSCC’s Quarterly Foldable/Rollable Shipment and Technology Report, please contact info@displaysupplychain.co.jp.

関連ブログ (9月15日付)

We are making great progress on our new Quarterly Foldable/Rollable Display Shipment and Technology Report and still expect to release before the end of the month.

One of the highlights to me is monthly panel shipments by foldable smartphone model. This has been completed from November 2018 to December 2020. Thus, there is now a complete monthly record of foldable panel shipments and it is segmented by more than 20 different parameters such as size, panel supplier, form factor (clamshell vs. in-fold vs. out-fold), cover window material (CPI vs. UTG), CPI and UTG suppliers, AP supplier, AP model, memory, storage, etc. There is also a forecast from 2021-2025 by quarter. Highlights of the monthly shipments whose total are shown in the figure are:

• June and September are expected to be the record months for foldable panel shipments.
• The Samsung Galaxy Z Flip will be the #1 best-selling foldable in 2020 followed by the Z Fold 2, the Motorola Razr and the Flip 5G.
• By brand, Samsung will command more than an 80% share.
• Clamshell smartphones are expected to account for a 60% share of 2020 smartphone panels on the success of the Z Flip.
• UTG shipments will significantly outpace CPI with more than an 80% share.
• Qualcomm has over a 95% share of the 2020 foldable market with the Snapdragon 855+ leading the 865+.
• Nitto has a dominant share in foldable polarizers over Sumitomo Chemical.
• Kolon has a dominant share in CPI over Sumitomo Chemical.

Monthly Foldable Smartphone Panel Shipments

Another highlight for me in putting together this report is the roadmap information. We saw that the Z Fold 2 stack got thinner than the Z Flip despite increasing the thickness of the PET layer above the UTG. How did they do it? It is in the report. We are also showing not just foldable device roadmaps, but rollable smartphone device roadmaps as well with LGE expected to launch a 7.4” rollable smartphone in Q1’21. We have volume estimates for that device. We also provide insight into future Samsung foldable devices through 2022 with some surprising developments as well as the situation in China. Will other brands try to step into Huawei’s shoes for foldable devices? What is the current status? It is revealed in this report.

The 2018-2020 monthly shipment results are available now to subscribers, so there is no reason to delay your order if interested. For more information, please contact info@displaysupplychain.co.jp.