手机屏幕不“屏”常！从1到N 小屏幕的产业链未来可期

Industry Overview - In the first four months of the year, China saw the introduction of 8.09 million new consumer products, bringing the total number of consumer goods to over 200 million, indicating a significant increase in both quantity and technological sophistication [1] Flexible Display Technology - The flexible display, referred to as OLED flexible screens, is a key innovation in the smartphone industry, allowing for devices that can fold and bend, enhancing user experience and functionality [2][5] - The production of flexible screens involves nearly 1,000 processes and takes over 20 days, with factories operating at 100% automation and covering an area equivalent to 100 football fields [7] - The thickness of these flexible screens can be as low as 0.187 mm, making them thinner than traditional screens, which can be up to one-third thicker [7][9] Market Trends and Projections - Currently, 40% of smartphones sold are equipped with flexible screens, reflecting their growing popularity and market penetration [9] - The OLED display panel and module market in China is projected to exceed 100 billion RMB in 2024, with a year-on-year growth of 38% and a 52% share of the international market [16] - By 2025, the global market for foldable phones is expected to grow significantly, with China's market shipment projected to exceed 12 million units, capturing half of the global market share [18] Supply Chain and Economic Impact - The production of flexible screens has led to a complete and reliable supply chain, with advancements in domestic materials reducing reliance on imports and enhancing cost-effectiveness [12][14] - The flexible screen industry has generated over 200 billion RMB in investments, involving more than 500 companies and creating over 100,000 jobs [19]