What Display Dailyy thinks: If you get a chance you can read the whole thread below. Ice Universe is just one of many influencers, people who have risen to the state of being heard more than others on certain topics. In Ice Universe’s case, it is commentary on Samsung phones, but he seems to give Chinese phone makers their fair share of kudos.
The really interesting point here, it kind of unwraps as you scroll to the thread, is the notion that Samsung is not innovating, but Chinese phone makers are. That’s the gist of it. Samsung is compared to Apple in that they are both content with the status quo and playing it safe.
So, this is where we have to ask some serious questions about what happens beyond our existing horizon, looking out five years, and if we are investing in future display technologies, how much of our planning needs to align with what Samsung, or Apple, is doing?
If you assume there is an innovation-not bug at both companies – which is a fair assumption when you have such massive companies and so much market share – what does it say about what kind of displays should we be planning for?
I don’t know how you can possibly answer where you put your money to realize gains five years from now. You can assume with some degree of certainty that if you just follow the product roadmap of Samsung and Apple, you have a shot at a big chunk of the market.
However, if you keep reading between the lines, in the lines, on top of the lines even, you will find that Chinese smartphone makers are not hindered by any of the ponderous baggage that Samsung and Apple carry. They can do whatever the heck they like. They do innovate. They can price competitively, and they seem to be making all kinds of inroads into cool display technology.
I am pretty sure that Chinese companies have the same capacity to deliver software and user experiences that match any of the established companies. Apple has probably done as much as it can with what it has and has very little room left to do any overhaul of its software. Why should it?
I don’t particularly care for Samsung’s software but it works, as it should. I do have a fascination with Chinese software because the culture of smartphone use and the distribution of information through social networks is pretty cool. Weibo may be very link-noisy, but that’s okay in China. Isn’t Twitter/X trying to westernize that experience or some such thing?
And what does that have to do with selling panels? Everything. We are kind of marching along to a tune that may be out of date in five years time. We’re digging glam rock and yacht rock, and the Chinese are going punk. You can’t build a moat around your display business, as the Koreans are doing, when everyone just bypasses it anyhow.
So, I hope we get tri-fold phones, and I hope we get grand failures because they are more inspirational than anything else. The road less traveled is the way to go here.
Samsung and Apple’s Innovation-Not Bug
Huawei will release the world's first three-fold mobile phone, and there will be no competitors for a long time after the release, because Samsung, the only competitor, is still struggling to study how to make ordinary folding machines thinner. It is an indisputable fact that…
— ICE UNIVERSE (@UniverseIce) July 8, 2024
