2019 Foldable Display Market Update and Outlook Report

Report Summary

The 80-page 2019 Foldable Display Market Update and Outlook Report provides deep insight into the status and outlook of foldable smartphones, tablets and notebooks and their displays at leading brands and panel suppliers.

Pages

80
File Format

PDF Report
Order Report

Contact Us

Status of current foldable products including detailed cross sections showing film thickness and suppliers for the different layers above and below the foldable panels.
Product roadmaps for 11 different brands covering Samsung, Huawei, Lenovo/Motorola, Xiaomi, Oppo, Vivo, TCL, Google, Sony, Apple and PC brands.
19 different foldable devices to be launched within 2020.
Cover material by product - CPI vs. UTG.
Panel suppliers foldable roadmaps and unyielded capacity, yielded capacity and yields.
Costs in bill of material format for 6.7" clamshell, 7.3" in-folding and 8.03" out- folding displays.
Cost comparison between China and Korea.
Unit and revenue forecasts by:
- Application
- Brand
- Panel Supplier
- Form Factor
- Size

With this report, you can find out:

What foldable products are coming?
Which products will use cover film vs. ultra-thin glass?
What volumes are likely by brand, by panel supplier, by size, by resolution, by form factor?
Which form factors are likely to dominate?
Which brands are expected to lead?
What will foldable penetration be into the smartphone market?
Where are foldable display costs and prices going?

Executive Summary p. 3
Initial Product Analysis p. 5
- Royole p. 7
- Samsung Galaxy Fold p. 10
- Huawei Mate X p. 15
- Latest Status p. 17
Brands’ Product Roadmaps & Product Plans p. 18
- Foldable Product Roadmap p. 19
- Samsung p. 20
- Huawei p. 23
- Lenovo/Motorola p. 25
- Xiaomi p. 28
- Oppo p. 29
- Vivo p. 30
- TCL p. 31
- Google p. 32
- Sony p. 33
- Apple p. 34
- PC Brands p. 35
Panel Supplier Capacity Analysis p. 36
- SDC p. 37
- BOE p. 38
- LG Display p. 39
- Royole p. 40
- Visionox p. 41
- China Star p. 42
- AUO p. 43
- EDO p. 44
- Unyielded Capacity p. 45
- Yielded Capacity p. 46
- Yield Comparisons p. 47

Cost and Price Forecast p. 48
- Assumptions p. 49
- Foldable 7.3” Costs p. 51
- Foldable 6.7” Costs p. 53
- Foldable 8” Korea Costs p. 55
- Foldable 8” China Costs p. 57
- China vs. Korean Cost Comparison p. 59
- Foldable Panel Price Forecast p. 60
Defining the Market p. 62
- Clamshells p. 63
- Book Type p. 64
- Tablets p. 65
- Notebooks p. 66
Unit Forecasts p. 68
- By Application p. 69
- By Form Factor p. 70
- By Brand p. 71
- By Panel Supplier p. 72
- By Size p. 73
Revenue Forecasts p. 74
- By Application p. 74
- By Form Factor p. 75
- By Brand p. 76
- By Panel Supplier p. 77
- By Size p. 78