Quarterly Foldable/Rollable Display Shipment and Technology Report

Report Summary

This report tracks and forecasts panel shipments for foldable and rollable/slidable panels in the smartphone, notebook, tablet and TV markets. It includes quarterly panel procurement data segmented by brand, model and panel supplier. It also includes panel price, technology and specifications, as well as other device specifications (chipset, camera, fingerprint recognition, etc.). Optional sell-in data by brand, model, region and sell-in forecast can also be purchased with this report.

  • Pages

    75

  • File Format

    Excel (Market Data) + PDF (Analysis of Data)

  • Published

    Quarterly

  • Order Report

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  • Panel shipments by brand and model forecasted to 2029.
  • Panel price results and revenue forecasts also provided.
  • Panel procurement data segmented by size, resolution, backplane type, refresh rate, CoE or polarizer, touch sensor type, aspect ratio, PPI, form factor, cover material, 4G vs. 5G, 5G type, AP supplier, AP model, fingerprint recognition type and more.
  • Foldable and rollable product roadmaps for smartphones, notebooks and tablets.
  • Quarterly panel procurement data for notebooks and tablets.
  • Specifications of foldable products.
  • Analysis of film stacks for key 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.
Table of Contents:

Executive Summary p.5

Foldable/Rollable Panel Demos p. 12
- SDC
- LGD
- BOE
- Tianma
- Visionox

Current and Upcoming Models p. 16
- New Samsung Foldables
- Samsung Rollables
- Google
- Huawei
- HONOR
- Motorola
- OPPO
- vivo
- Xiaomi
- ZTE
- TECNO
- Apple’s Foldable Plans

Foldable/Rollable Smartphone Results and Forecast p.33
- Methodology
- Forecast Update
- Shipments
- Revenues
- ASP
- Quarterly Share by Brand
- Annual Share by Brand
- Share by Panel Supplier
- Panel Supply Chain
- By Panel Supplier
- Share by Form Factor
- Thoughts on Out-folding
- Thoughts on Rollables
- Rollable Pros and Cons

Foldable Notebook/Tablet Forecast p.47
- Notebook Forecast Update
- Notebook Panel Supply Chain Forecast
- Notebook Volume and Share by Brand
- Notebook Panel Suppliers and ASP Forecast
- Foldable Tablet Considerations
- Tablet Forecast Update
- Tablet Brand and Supplier Share
- Tablet Panel Shipment and Form Factor by Size

Total Fold/Roll Display Forecast p.56
- Shipments by Application
- Revenues by Application
- Revenues by Supplier
- Average Diagonal by Application
- Area Growth by Application

Foldable OLED Stack Evolution p.62
- Z Fold 5 to Z Fold 6
- Z Fold 6 to Z Fold 6 SE
- Z Fold 6 to Z Fold 7
- Z Flip 5 to Z Flip 6
- Z Flip 6 to Z Flip 7
- Next Foldable technology

Foldable Panel Cost Forecast p.70
- Panel Specifications for Cost Analysis
- Cost Assumptions
- Manufacturing Cost Comparisons


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