Quarterly Foldable/Rollable Display Shipment and Technology Report

Report Summary


  • File Format

    PDF (レポート本体編) & Excel (データベース編)
  • Published

  • Order Report


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  • Monthly panel shipment, device production and device sell-in unit/revenue results and forecasts by smartphone brand, model #, panel supplier, size, resolution, refresh rate, aspect ratio, PPI, form factor, cover material (UTG vs. CPI), 4G vs. 5G, 5G network band, street price band, AP supplier, AP model, touch sensor type and more. Monthly data through 2021.
  • Now providing regional data for highest volume products.
  • Long term forecasts out to 2025.
  • Foldable and rollable product roadmaps for smartphones, notebooks and tablets.
  • Specifications of all foldable products.
  • Review of film stacks for all foldable products revealing structure, thickness and suppliers for UTG, CPI, hard coat, OCA, polarizer, touch, etc.
  • Device/panel/UTG/CPI cost/price forecasts.
  • Yield estimates/forecasts.
  • Flexible/foldable supply/demand.
  • Analysis of latest technology challenges and advances.
商品詳細 (Q3'21版 目次一覧)

第1章 Executive Summary

第2章 Methodology

第3章 Current and Upcoming Models

- Samsung Galaxy Z Flip 3
- Samsung Galaxy Z Fold 3
- Samsung's Multi-Fold Plans
- Samsung's Rollable Plans
- Google’s Product/Plans
- Honor Product/Plans
- Huawei Mate Fold and X3
- Motorola Plans
- Oppo’s Product/Plans
- Royole’s Product/Plans
- Vivo’s Product/Plans
- Xiaomi Mi Mix Fold
- Xiaomi’s Plans
- Latest on Apple

第4章 Display Technology Advancements
- Pen Input
- Color on Encapsulation
- Under Panel Cameras and IR Sensors
- UPCs to Date and Technology Approaches
- UPC Challenges and Solutions
- LTPO Benefits, Challenges, Fab Schedules, Capacity

第5章 Update on Cover Materials and Suppliers
- Changes in Dowoo Insys’ Process
- Corning and eCONY
- Suchuan Tech and K Glass
- LG Chem’s Hardcoat

第6章 Panel Cost and Price Forecast
- 6.67" LTPS UTG
- 6.70" LTPO UTG
- 7.59" LTPO UTG
- 7.55” LTPO UTG
- 7.55” LTPO CoE UTG

第7章 Foldable/Rollable Smartphone Forecast
- Target Markets
- Clamshell
- In-folding
- Out-folding
- Rollable
- Panel Shipment Timeline
- Device Production Timeline
- Device Shipment Timeline
- By Model
- By Quarter
- By Year
- By Brand
- By Panel Supplier
- Panel and Device Revenues
- By Region
- By Form Factor
- By Cover Window Material
- By Size
- 4G vs. 5G
- Sub-6 GHz vs. mmWave
- Notch/Hole/UPCs
- By Refresh Rate
- By Backplane
- By AP Supplier/Model
- By Price Band
- By Panel ASPs

第8章 Foldable Notebook/Tablet Forecast
- Foldable Notebook Status
- New vs. Old Forecast
- Display Revenue and ASP Forecast
- Tablet Market Outlook
- Shipments, Revenues and ASPs

第9章 Rollable TV Forecast
- Technical Challenges and Roadmap
- Unit, Revenue and ASP Forecast

第10章 Total Foldable Rollable Display Shipment Forecast
- By Application
- Units
- Revenues
- By Panel Supplier
- Area


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