What They Say
DSCC have a new report that details shipments by model on a monthly basis. It said that
- 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.
What We Think
Of course, DSCC put out the chart without a scale in its release. However there were some useful snippets here. 🙂 Further, Ross Young of DSCC forecast the foldable market at 4.8 million units for 2020 at the DSCC/SID Business Conference, so a bit of work with a measuring tool should allow you to work out the rough numbers! The key point about the market, anyway, is not so much the volume at the moment, but the value. Each foldable phone sells for many times the price of a rigid one, so the segment is gaining value very quickly. (BR)
Source: DSCC’s Quarterly Foldable/Rollable Display Technology and Market Outlook Report
