The World's First Triple-Fold Smartphone is Coming!

According to multiple sources, Huawei is set to release the world's first triple-fold smartphone in the fourth quarter of 2024. This timeline not only demonstrates Huawei's continuous exploration and innovative capabilities in folding screen technology but also heralds a new round of technological innovation and market competition in the folding screen smartphone market.

As Huawei's flagship folding machine of the year, the triple-fold smartphone will target consumers who pursue the ultimate technology experience and the high-end market. Its pricing is expected to be quite expensive, possibly reaching over 15,000, and there may even be a premium situation, which matches its innovative design and high-end configuration.

Advertisement

01

Technical Innovation and Design Highlights

Triple-fold screen design: Huawei's triple-fold smartphone will adopt an inner-fold + outer-fold dual-hinge design, which is the first of its kind in the industry, providing users with an unprecedented folding experience. The screen size is about 10 inches, and the folded size is about 6.4 inches, ensuring portability while also taking into account the visual enjoyment of a large screen.

Display technology: It is expected to be equipped with an advanced flexible OLED display, supporting high refresh rates and high resolution, bringing a more smooth and delicate display effect. At the same time, it may adopt eye protection technologies such as high-frequency PWM dimming to protect users' eyesight.

Hinge technology: Huawei has always been at the forefront of the industry in hinge technology for folding screen smartphones. The triple-fold smartphone will continue this advantage, adopting an innovative hinge design, reducing the crease issue, and improving durability.

02Hardware Configuration and Performance

Processor: Although the specific model has not been announced, based on Huawei's past practices and market demand, the triple-folding screen smartphone is expected to be equipped with Huawei's self-developed top-tier processor, such as the Kirin series chip. This will provide the smartphone with strong performance assurance and an excellent operating experience.

Camera: It is expected to be equipped with a full-focal-length triple-camera module, with the main camera pixel reaching up to 50 million, equipped with an ultra-wide-angle and periscope telephoto lens. Such a configuration will meet users' diverse shooting needs and bring an outstanding image experience.

Battery and Endurance: Built-in large-capacity battery and support for fast charging technology (such as 100W wired fast charging and 66W or 80W wireless fast charging), ensuring worry-free all-day use.

03

Market Response and Expectations

Market Expectation: With the continuous maturation of folding screen technology and the increasing acceptance of consumers, the launch of Huawei's triple-folding screen smartphone will undoubtedly attract widespread attention in the market. This innovative design may not only attract the replacement needs of existing folding screen smartphone users but also stimulate the purchase interest of more potential users, promoting the growth of the entire folding screen smartphone market.

Market Competition: Huawei has always maintained a leading position in the folding screen smartphone market, and its products such as the Mate X series have won widespread recognition in the market. The launch of Huawei's triple-folding screen smartphone will further consolidate its position in the folding screen market and may trigger follow-up by other tech giants, accelerating the competitive situation of the folding screen smartphone market.

Industry Chain Development: The research and development and production of Huawei's triple-folding screen smartphone will also drive the development of the entire industry chain. Suppliers of key components such as display modules, hinges, and pivots will benefit from this trend, promoting the quality upgrade of the entire industry chain.Related Concept Company Review:

BOE A

The annual shipment volume and area of semiconductor display products rank first globally, with continuous global leadership in the five major mainstream applications of LCDs such as smartphones, tablets, notebooks, monitors, and televisions; the global market share of flexible OLED shipments for smartphones is nearly 20%.

SIDIC

According to the folding screen ASP of 70 yuan for 3 million units of mobile phones corresponding to 200 million in revenue, the optical film ASP of 15 yuan for 16 million units with a 70% share corresponding to 170 million in revenue, and a profit elasticity of 90 million.

Dongmu Shares

In 2022, the output value of about 1.1 billion mainly comes from Huawei, and the company has achieved mass production applications in the MIM precision processing and liquid metal of Huawei's folding screen mobile phones.

DaFu Technology

The company's subsidiary, DaFu Fangyuan, is deeply involved in the research and development of metal materials and processes, and is a major supplier of core components for the hinges of Huawei's folding screen mobile phones.Kaisheng Technology

The display material business, in conjunction with Kaisheng Group's resource advantages in electronic glass, has formed a closely coordinated upstream and downstream industrial chain, extending to a relatively complete display industry chain that includes ultra-thin electronic glass, flexible foldable glass, ITO conductive film glass, flexible touch control, panel thinning, and display touch integration modules.

In the end, the author has also unearthed the general contractor for Huawei's triple-fold screen, with the main force frantically grabbing shares, and an imminent outbreak is expected!

1. Revenue ranks in the top two in the industry, with the actual controller being state-owned assets.

2. The supplier of Huawei's triple-fold screen, with the screen material being the best in the country.

3. The market value is less than 10 billion, and the number of shareholders has decreased for two consecutive periods, with the main force's chips being very concentrated.

4. The bottom has increased by 10 times, with the main force flowing in 240 million in a single day, and an outbreak is imminent.