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市场调查报告书
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1438552

折迭式手机：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Foldable Smartphone - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计2024年折迭式智慧型手机市场规模为287.2亿美元，预计到2029年将达到633.1亿美元，在预测期内（2024-2029年）成长17.13%，以复合年增长率成长。

可折迭智慧型手机-市场

主要亮点

  • 由于对创新消费性电器产品的需求迅速增长，以及智慧型手机在娱乐和游戏领域的日益普及，预计该行业在预测期内将出现显着增长。对平板手机等设备不断增长的需求也对一些国家的下一代智慧型手机市场产生了重大影响。
  • 根据全球行动通讯系统协会 (GSMA) 的数据，到 2025 年，北美智慧型手机用户数量预计将达到 3.28 亿。此外，到 2025 年，该地区的行动用户普及可能会增加 (86%)。和互联网（80%）。据 GSMA 称，到 2025 年，欧洲预计将拥有最高的网路普及(82%) 和智慧型手机普及率 (88%)。这种增长将推动所研究的市场。
  • 此外，5G 技术预计将成为目标商标产品製造商 (OEM) 提高市场占有率和支持长期成长潜力的关键因素之一。根据爱立信的研究，到2026年，全球5G用户数量预计将达到35亿人。全球对技术和基础设施的需求预计也会增加。预计可折迭智慧型手机的未来市场成长将受到这些发展的显着推动。
  • 此外，柔性和可折迭显示器预计将为可折迭智慧型手机製造商提供未来的成长机会。如果製造商能够降低设备组件的製造成本，例如专门为这些设备设计的柔性有机发光二极体（OLED）、晶片、感测器和电池，这些可折迭智慧型手机的折迭式将进一步扩大。可能性。
  • 此外，云端运算和 5G 连线的需求预计也会增加。甚至在 COVID-19感染疾病爆发之前，云端基础的行动应用程式就已经运作并被个人广泛使用。许多行动应用程序，例如云端基础的视讯会议（用于线上工作和课程）、感染疾病等，将在后 COVID-19 世界中使用云端基础的技术。 Zoom 和 Microsoft 等多家云端服务供应商已加强其基础架构以满足需求。这为可折迭智慧型手机供应商创造了根据客户需求开发产品的机会。
  • 另一方面，在保持大规模创新的同时降价阻碍了可折迭智慧型手机市场的成长。技术创新的成本更高，导致最终产品的价格增加，并减少了对高价位手机的需求。原材料成本的上涨也加剧了製造商面临的这项挑战。

折迭式智慧型手机市场趋势

多萤幕智慧型手机的需求不断成长

  • 根据微软的内部研究，两个萤幕可以提高工作效率。此范例类似于一些桌面办公室使用者设定具有两个（或三个）显示器的 PC 的方式。资料分别显示在不同的萤幕上，允许用户浏览一个程序，然后继续另一个程序。微软再次引用内部研究，并声称用户发现使用两个萤幕比使用一个折迭式显示器或一个萤幕更容易完成工作。
  • 然而，智慧型手机订阅量的成长预计将推动所研究的市场。例如，爱立信表示，去年全球智慧型手机用户超过 60 亿。在接下来的几年里，这个数字预计还会增加数亿。智慧型手机用户最多的国家是中国、印度和美国。
  • 拉丁美洲、中东和非洲、亚洲部分地区和欧洲等发展中地区的新兴国家正在经历越来越多的技术普及和对智慧型手机的需求不断增加。国际货币基金组织（IMF）最近预测，由于政府的支持、法律体制的完善以及市场领导的扩张，新兴市场的经济成长将快于已开发市场（4.7%）。预计也会出现类似的趋势。它为区域和全球目标商标产品製造商 (OEM) 透过策略合作和创新在这些市场上扩张创造了多种成长机会。
  • 此外，京东方科技也开发了柔性主动矩阵有机发光二极体（AMOLED）显示器。我们也与多家智慧型手机製造商合作，包括 Oppo、华为、Vivo、小米、中兴通讯和努比亚科技。小米已经推出了折迭式产品，这表明该公司的显示器可以为这些折迭式智慧型手机（包括其他设备）提供必要的弹性和耐用性。由于客户对下一代智慧型手机的需求不断增加，此类倡议预计将成为智慧型手机产业的成长机会。
  • 去年4月，TCL开发了Fold'n Roll概念，利用折迭式铰链和可从手机扩展到平板电脑的扩展机制，将6.87吋手机变成10吋平板电脑。该公司还展示了一款采用两个铰链的三折折迭式概念的智慧型手机设备（最大为 10 吋平板电脑）。这是一个独特的概念，针对完全不同的用户群。该公司计划在去年年底推出一款折迭式智慧型手机。

亚太地区在预测期内出现显着成长

  • 亚太地区现有厂商的技术快速进步对可折迭智慧型手机市场产生了重大影响。全球市场仅由亚太地区的几家主要企业组成，竞争非常激烈，因为生产商竞相比竞争对手更早获得商业化的好处。
  • 由于优越的技术资源、细分成本以及产品增强所需的巨额初始投资，亚太市场也持续保持一致成长。此外，预计知名市场参与者将在预测期内推出新产品，以彻底改变新兴经济体的智慧型手机产业。
  • 此外，自2013年以来，印度等新兴国家的资料通讯费用一直在下降，智慧型手机用户数量也在增加。据日本商工联会 (ASSOCHAM) 称，日本智慧型手机用户数量预计将从 2017 年的约 4.68 亿增至今年的 8.59 亿，复合年增长率为 12.9%，翻倍。智慧型手机使用的增加将为折迭式智慧型手机供应商创造机会开发新产品以占领市场占有率。
  • 此外，随着持续的技术发展趋势，研发活动也越来越受到各零件供应商和产品开发商的关注，其中包括三星电子、LG Display 和柔宇科技等知名公司。亚太地区的知名公司正致力于开发整合显示技术。他们主要竞争该技术的采用并支持预测期内的市场成长。
  • 今年9月，vivo宣布推出Vivo X Fold Plus 5G。中国很快就能购买最新的折迭式智慧型手机 Vivo。该公司最新的高阶折迭式智慧型手机 Vivo X Fold Plus 5G 将与三星 Galaxy Z Fold4 5G 等产品竞争。应该很快就可以购买了。在发布之前，该公司承诺 X Fold Plus 5G 将配备新的铰链机制。新型铰链可让 X Fold Plus 5G 折迭并以 30 度、90 度和 120 度等不同角度放置。

折迭式智慧型手机产业概况

折迭式智慧型手机市场适度整合，由一些重要参与者组成。目前，少数参与者在市场占有率方面占据主导地位。然而，随着显示技术的进步，新参与企业预计将增加其在市场上的影响力，从而扩大企业发展。

2022 年 11 月，Google发布了首款折迭式智慧型手机。 2023 年，一款新的折迭式设备将随 Pixel 平板电脑一起亮相。谷歌的折迭式设备预计售价为 1,799 美元，约 150 万卢比。这款折迭式平板电脑将配备两个 9.5 MP前置相机。第一个相机的打孔切口显示在外萤幕上，第二个相机的右上角显示在内萤幕边框上。当您购买该设备时，相机带上装有三重后置相机模组。

2022年8月，小米发表了新款折迭式智慧型手机MIX Fold 2。三星 Galaxy Z Fold4 和 Z Flip4 中使用的 Snapdragon 8+Gen 1 晶片组也将出现在小米 MIX Fold 2 中。根据该公司介绍，小米MIX Fold 2展开时的宽度仅5.4毫米，折迭时的宽度为11.2毫米。小米MIX Fold 2的微水滴铰铰链由小米打造。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章 简介

  • 调查先决条件
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

  • 市场概况
  • 市场驱动因素
    • 显示技术产品的小型化
    • 多萤幕智慧型手机的需求不断成长
  • 市场限制因素
    • 製造流程复杂，折迭无数
    • 知名供应商的产品价格昂贵。
  • 市场机会
  • 产业吸引力－波特五力分析
    • 新进入者的威胁
    • 买方议价能力
    • 供应商的议价能力
    • 替代产品的威胁
    • 竞争公司之间的敌意强度
  • 技术简介

第五章市场区隔

  • 依功能类型
    • 向内折迭
    • 向外折迭
  • 地区
    • 美洲
    • 欧洲/中东/非洲
    • 亚太地区

第六章折迭式智慧型手机市场情景

  • 折迭式显示面板概述
  • 折迭式智慧型手机相容性
  • 研发投入与产业政策
  • 折迭式智慧型手机相容性
    • 软体相容性
    • 硬体相容性

第七章 竞争形势

  • 公司简介
    • 产品供应商（已启动）
      • Samsung Electronics Co. Ltd.
      • Huawei Technologies Co. Ltd.
      • Motorola Mobility LLC（Lenovo Group Limited）
      • Royole Corp
      • Microsoft Corp.
    • 新兴供应商
      • Sony Corp.
      • Xiaomi Corp.
      • Lenovo Group Ltd.
      • Apple Inc.
      • Energizer Holdings Inc.
      • LG Electronics Inc.
      • Oppo Co. Ltd.
      • TCL Corp.
      • ZTE Corporation

第八章投资分析

第九章市场机会与未来趋势

简介目录
Product Code: 67430

The Foldable Smartphone Market size is estimated at USD 28.72 billion in 2024, and is expected to reach USD 63.31 billion by 2029, growing at a CAGR of 17.13% during the forecast period (2024-2029).

Foldable Smartphone - Market

Key Highlights

  • The industry is predicted to experience considerable growth throughout the forecast period because of the quickly rising demand for innovative consumer electronics and the increased adoption of smartphones in the entertainment and gaming sector. The rising demand for devices like phablets has also significantly influenced the market for next-generation smartphones in several countries.
  • According to Global System for Mobile Communications Association (GSMA), the number of smartphone subscribers in North America is expected to reach 328 million by 2025. Moreover, by 2025, the region may witness an increase in the penetration rates of mobile subscribers (86%) and the Internet (80%). According to GSMA, by 2025, Europe is estimated to register the highest internet penetration rate (82%) and smartphones (88%). Such a rise will drive the studied market.
  • Further, the 5G technology is anticipated to be one of the key elements giving original equipment manufacturers (OEMs) possibilities to increase their market presence, supporting growth in the long run. According to a study by Ericsson, the number of 5G subscriptions worldwide is predicted to reach 3.5 billion by 2026. Demand for technology and infrastructure is also predicted to increase globally. Future market growth for foldable smartphones is anticipated to be significantly fueled by these developments.
  • Further, flexible and foldable displays are expected to provide future growth opportunities for foldable smartphone manufacturers. The consumption of these foldable smartphones is likely to witness augmented growth if the manufacturers can lower the cost of producing the components of these devices, such as flexible organic light-emitting diodes (OLEDs), chips, sensors, and batteries specifically designed for these devices.
  • Moreover, the demand for cloud computing is projected to increase, just like that for 5G connection. There were cloud-based mobile applications that went live and were widely used by individuals before the COVID-19 pandemic. Numerous mobile apps, such as cloud-based video conferencing (for online jobs and classes), gaming, etc., will use cloud-based technologies in the post-COVID-19 world. Several cloud service providers, including Zoom and Microsoft, increased their infrastructure to satisfy the demand. This will create an opportunity for foldable smartphone vendors to develop products according to customers' requirements.
  • On the flip side, price reductions while maintaining large-scale innovations hinder the growth of the foldable smartphone market. The technology innovations come at higher costs, increasing the end product price and decreasing the demand for premium-priced smartphones. Also, the increasing costs of raw materials add to this challenge faced by the manufacturers.

Foldable Smartphones Market Trends

Growing Demand of Multi-Screen Smartphone

  • According to Microsoft's internal research, two screens increase productivity. The example is similar to how some desktop office users set up their PCs with two (or three) displays. The user can glance at one show, then another, and keep going because the data is displayed separately on different screens. Again citing internal research, Microsoft asserts that users found it easier to complete work on two screens than on a single foldable display or a single screen.
  • However, the rise in smartphone subscriptions is expected to drive the studied market. For instance, Ericsson said there were more than six billion smartphone subscriptions globally last year. In the coming years, that figure is expected to increase by several hundred million more. The nations with the most smartphone users are China, India, and the United States.
  • The emerging countries of developing regions, such as Latin America, the Middle East, Africa, and some parts of Asia and Europe, are witnessing increased smartphone demands due to the increasing proliferation of technology in these countries. The International Monetary Fund (IMF) recently projected that the economic growth in emerging markets is expected to be faster (4.7%) than in developed markets due to government support, improving legal framework, expansions by market leaders, etc. Such trends are also expected to create several growth opportunities for regional and global original equipment manufacturers (OEMs) to expand in these markets through strategic collaborations and innovations.
  • Furthermore, BOE technology has also developed its flexible active-matrix organic light-emitting diode (AMOLED) display screens. It has also teamed up with multiple smartphone manufacturers, including Oppo, Huawei, Vivo, Xiaomi, ZTE, and Nubia Tech. Xiaomi has already launched its foldable offering, suggesting that its displays can deliver the required flexibility and durability for these foldable smartphones, including other devices. Such initiatives are expected to provide growth opportunities for the smartphone industry's growth in terms of increased demand for next-generation smartphones from customers.
  • In April last year, TCL developed a Fold' n Roll concept that transforms a 6.87-inch phone into a 10-inch tablet, using a folding hinge and extendable mechanism to expand from phone to tablet. The company also showcased the Tri-Fold foldable concept smartphone device (up to 10-inch tablet) that relies on two hinges, which is a unique concept and targets an entirely different user group. The company plans to launch foldable smartphones before the end of the last year.

Asia-Pacific to Register Significant Growth During the Forecast Period

  • The rapid advancements significantly influence the foldable smartphone market in technology by established players operating in the Asia-Pacific region. The global market consists of just a few key firms from the Asia-Pacific region and has witnessed an increase in competition as producers compete to gain early benefits of merchandise commercialization over competitors.
  • The Asia-Pacific market has also been undergoing uniform growth due to eminent technological resources, segment costs, and huge initial investments required for product enhancement. Moreover, the prominent market players are anticipated to launch newer products over the forecast period to revolutionize the smartphone industry across emerging economies.
  • Moreover, emerging nations, such as India, have witnessed a decline in data costs since 2013. This has increased the number of smartphone users. According to the Associated Chambers of Commerce and Industry (ASSOCHAM), the number of smartphone users in the country is anticipated to double from around 468 million users in 2017 to 859 million this year, registering a CAGR of 12.9%. Such a rise in the usage of smartphones will create an opportunity for foldable smartphone vendors to develop new products to capture market share.
  • Further, there has been an increasing focus on R&D activities, coupled with the ongoing technological development trends, among various component suppliers and product developers, including some prominent firms, such as Samsung Electronics, LG Display, and Royole Corporation. Prominent companies in the APAC region are working on developing integrated display technology. They primarily compete to introduce this technology, supporting the market's growth during the forecast period.
  • In September this year, Vivo teased the Vivo X Fold Plus 5G launch. China will soon be able to purchase the brand-new Vivo foldable smartphone. The Vivo X Fold Plus 5G, the company's most recent premium foldable smartphone, will go up against gadgets like the Samsung Galaxy Z Fold4 5G. It should be available for purchase soon. Before launch, the company promised that the X Fold Plus 5G would have a new hinge mechanism. The new hinge allows the X Fold Plus 5G to be folded and placed at various angles, including 30 degrees, 90 degrees, and 120 degrees.

Foldable Smartphones Industry Overview

The foldable smartphone market is moderately consolidated and consists of a few significant players. Some of the players currently dominate the market in terms of market share. However, with the advancement in display technologies, new players are expected to increase their market presence, thereby expanding their business footprint across emerging economies.

In November 2022, Google introduced its first foldable phone. In 2023, the new foldable device will debut alongside the Pixel tablet. The cost of Google's foldable device is anticipated to be USD 1,799, roughly INR 1.5 lakh. There will be two 9.5 MP front cameras on the foldable tablet. The hole punch cutout of the first camera will be visible on the outer screen, while the top right corner of the second camera may be visible on the inner screen bezel. When the device is purchased, a triple-rear camera module will be attached to the camera strap.

In August 2022, Xiaomi unveiled the MIX Fold 2, a new foldable smartphone. The Snapdragon 8+ Gen 1 chipset included in the Samsung Galaxy Z Fold4 and Z Flip4 will also be present in the Xiaomi MIX Fold 2. The business says the Xiaomi MIX Fold 2 is only 5.4 mm wide when unfolded and 11.2 mm wide when folded. The micro waterdrop hinge on the Xiaomi MIX Fold 2 was created by Xiaomi.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Miniaturization of the Display Technology Products
    • 4.2.2 Growing Demand of Multi-Screen Smartphone
  • 4.3 Market Restraints
    • 4.3.1 Complexity in the Manufacturing Process with Countable Number of Folds
    • 4.3.2 Huge Price Tags with Products from Prominent Vendors
  • 4.4 Market Opportunity
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry
  • 4.6 Technology Snapshot

5 MARKET SEGMENTATION

  • 5.1 By Functionality Types
    • 5.1.1 Inward Fold
    • 5.1.2 Outward Fold
  • 5.2 Geography
    • 5.2.1 Americas
    • 5.2.2 EMEA
    • 5.2.3 Asia Pacific

6 FOLDING SMARTPHONE MARKET SCENARIO

  • 6.1 Folding Display Panel Overview
  • 6.2 Foldable Smartphone Convertibility
  • 6.3 R&D Investment & Industry Policies
  • 6.4 Foldable Smartphone Compatibility
    • 6.4.1 Software Compatibility
    • 6.4.2 Hardware Compatibility

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Commercialised Vendors (Market Ready)
      • 7.1.1.1 Samsung Electronics Co. Ltd.
      • 7.1.1.2 Huawei Technologies Co. Ltd.
      • 7.1.1.3 Motorola Mobility LLC (Lenovo Group Limited)
      • 7.1.1.4 Royole Corp
      • 7.1.1.5 Microsoft Corp.
    • 7.1.2 Emerging Vendors
      • 7.1.2.1 Sony Corp.
      • 7.1.2.2 Xiaomi Corp.
      • 7.1.2.3 Lenovo Group Ltd.
      • 7.1.2.4 Apple Inc.
      • 7.1.2.5 Energizer Holdings Inc.
      • 7.1.2.6 LG Electronics Inc.
      • 7.1.2.7 Oppo Co. Ltd.
      • 7.1.2.8 TCL Corp.
      • 7.1.2.9 ZTE Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS