Quarterly Foldable/Rollable Display Shipment and Technology Report

Report Summary

DSCC는 폴더블 디스플레이 기술과 시장에 대한 3건의 언간 리포트에 대하여 우수하다는 평가를 받았습니다. 이에 따른 수요가 강해지면서 본 리포트는 이제 분기별로 발간되 있습니다. 이제 분기별로 발간되는 본 리포트에는 브랜드 및 모델별/분기별 출하량 업데이트, 로드맵, Design wins, 제품 세부사양, 코스트 분석, 기술 발전 등에 대한 내용을 담았습니다.


  • Pages

    168
  • File Format

    PDF 리포트, Excel 피벗테이블
  • Published

    최신본 - 2022년 2월
  • Order Report

DSCC는 폴더블 디스플레이 기술과 시장에 대한 3건의 언간 리포트에 대하여 우수하다는 평가를 받았습니다. 이에 따른 수요가 강해지면서 본 리포트는 이제 분기별로 발간되 있습니다. 이제 분기별로 발간되는 본 리포트에는 브랜드 및 모델별/분기별 출하량 업데이트, 로드맵, Design wins, 제품 세부사양, 코스트 분석, 기술 발전 등에 대한 내용을 담았습니다.

포함된 컨텐츠
  • Monthly panel shipment, device production and device sell-in unit/revenue results and forecasts by smartphone brand, model #, panel supplier, size, resolution, refresh rate, aspect ratio, PPI, form factor, cover material (UTG vs. CPI), 4G vs. 5G, 5G network band, street price band, AP supplier, AP model, touch sensor type and more. Monthly data through 2021.
  • Now providing regional data for highest volume products.
  • Long term forecasts out to 2026.
  • Foldable and rollable product roadmaps for smartphones, notebooks and tablets.
  • Specifications of all foldable products.
  • Review of film stacks for all 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.
  • Flexible/foldable supply/demand.
  • Analysis of latest technology challenges and advances.
TABLE OF CONTENTS

1.0 Executive Summary p.4

2.0 Methodology p. 14

3.0 Current and Upcoming Models p. 16

  • Samsung Galaxy Z Flip 3 Results
  • Samsung Galaxy Z Fold 3 Results
  • Samsung W22 Results
  • Samsung Z Flip 4/Fold 4 Rumors
  • Samsung's Multi-Fold Plans
  • Samsung's Rollable Plans
  • Google’s Product/Plans
  • Honor Magic V Details and Outlook
  • Huawei P50 Pocket Details and Outlook
  • Huawei P50 Pocket Film Stack
  • Motorola Razr 3 Specs and Outlook
  • Oppo Find N 5G Details and Outlook
  • Royole’s Product/Plans
  • TCL’s Product Plans and Outlook
  • Vivo’s Product Plans and Outlook
  • Xiaomi’s Product Plans and Outlook
  • Apple’s Foldable Plans

4.0 Foldable/Rollable Smartphone Results and Forecast p.43

  • Target Markets
  • Clamshell
  • In-folding
  • Out-folding
  • Rollable
  • Panel Shipment Timeline
  • Device Production Timeline
  • Device Shipment Timeline
  • By Model
  • By Quarter
  • By Year
  • By Brand
  • By Panel Supplier
  • Panel and Device Revenues
  • By Region
  • By Form Factor
  • By Cover Window Material
  • By Size
  • 4G vs. 5G
  • Sub-6 GHz vs. mmWave
  • Notch/Hole/UPCs
  • By Refresh Rate
  • By Backplane
  • By AP Supplier/Model
  • By Price Band
  • By Panel ASPs
  • By Panel Area

5.0 Foldable Notebook/Tablet Forecast p.98

  • New vs. Old Forecast
  • By Brand, Size, Display Supplier, etc.
  • Apple’s Foldable Considerations
  • Revenue and ASP Forecast
  • BOE’s Roadmap
  • SDC’s Roadmap
  • Foldable Tablet Considerations
  • Multi-Fold
  • Old vs. New Forecast
  • Panel and Form Factor Forecast
  • Shipments, Revenues and ASPs

6.0 Rollable TV Forecast p.110

  • Technical Challenges and Roadmap
  • Unit, Revenue and ASP Forecast

7.0 Total Foldable Rollable Display Shipment Forecast p.11

  • By Application
  • Units
  • Revenues
  • By Panel Supplier
  • Area

8.0 Update on Cover Materials and Suppliers p. 120

  • New UTG Processing Supplier
  • SCHOTT and Corning Update
  • New Hardcoat Design Wins
  • Latest UTG Costs

9.0 Panel Cost and Price Forecast p. 128

  • 6.70" LTPS UTG
  • 6.70" LTPO UTG
  • 7.11” LTPU UTG
  • 7.55" LTPO CPI
  • 7.55” LTPO UTG
  • 7.55” LTPO UTG CoE

10.0 Display Technology Advancements p. 145
10.1 SDC CES Exhibition
10.2 Recent LGD and BOE Demo’s
10.3 LTPO Fab Update
10.4 IGZO for Larger Foldable OLEDs Update

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제품 카탈로그 다운로드

DSCC는 매년 100건 이상의 디스플레이 산업 관련 리포트를 발간하고 있습니다. 우리의 사명은 모든 디스플레이 기반 제품에 대한 worldwide/end-to-end 서플라이체인에 대한 종합적인 분석을 제공하는 것입니다.

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