无折痕折叠屏突破量产，2026年旗舰新机将至

Core Viewpoint - The development of a new foldable OLED panel that eliminates visible creases represents a significant breakthrough in the foldable smartphone market, potentially enhancing user experience and acceptance [1][4]. Group 1: Technology Advancement - A display technology company showcased a new foldable OLED panel at the 2026 International Consumer Electronics Show, claiming it allows for continuous text display across the crease area, achieving a "seamless" visual effect [1][4]. - The new panel was compared side-by-side with previous generation foldable screens, demonstrating a significant reduction in visible creases under similar conditions [1][4]. Group 2: Market Predictions - The new panel is expected to be featured in a highly anticipated foldable smartphone set to launch in the second half of 2026, with the company being the core supplier of the screen [5]. - The first foldable smartphone is projected to be priced between $2,000 and $2,500, approximately double the price of current flagship smartphones, raising questions about market acceptance [6]. Group 3: Component Innovation - The key to achieving the crease-free effect lies in a new "laser-drilled metal support layer" structure, which effectively disperses stress during bending, reducing crease visibility and enhancing overall durability [3][5]. - This core component is supplied by a South Korean materials technology company, whose stock rose by 86% in 2025 and continued to grow by 14% in early 2026 [3][5]. Group 4: Production Challenges - Despite the technological advancements, large-scale production of the new devices may face bottlenecks due to low initial yield rates and slow ramp-up of production capacity, potentially leading to supply constraints throughout 2026 [3][6].