然而，在高速增长与用户认可的背后，可靠性仍是悬而未决的课题。随着苹果等巨头被传出即将入局， 折叠屏赛道即将迎来更激烈的竞争。这场围绕"折叠"的较量，谁又会是最终胜利者？ 再炫酷的高科技，到了东北依旧要拜倒在刺骨的北风中，哪怕是号称能"弯折几十万次"的折叠屏也不例 外。 最近，"折叠屏到了东北就是碎碎冰"喜提热搜，大量折叠屏手机在哈尔滨极寒天气下变身"碎碎冰"，单 屏变双屏，就地看"极光"。有媒体爆料，一名哈尔滨本地维修师傅透露，第27届哈尔滨冰雪大世界仅开 园当天，送修的折叠屏手机数量较平日暴增17倍。 当折叠屏在东北的严寒中频频变身"碎碎冰"，看似酷炫的前沿科技，忽然面临着一个极现实的拷问：它 真的准备好融入我们的日常了吗？ 从手机维修店激增的送修量，到社交媒体上热议的"冻屏"体验，这场由低温引发的屏幕危机，意外揭开 了折叠屏在技术与实用之间尚未弥合的缝隙。 与此同时，市场的另一面却热气腾腾。折叠屏手机正从小众的玩物，快速走向更广泛的消费群体——它 以一屏多用的便携形态，吸引着城市中高收入、高学历的职场人士，成为他们兼顾效率与品味的科技配 饰。出货量持续攀升、品牌格局初定，昭示着一个新手机形态正稳步扎根。 ...

图片来源：桐力光电 11月21日，苏州桐力光电股份有限公司（下文简称"桐力光电"）发文称，历经近两年的联合研 发，在一年一度的全球显示盛会"上海色之美"现场，公司与维信诺共同发布了车规级柔性OCA技 术。该技术结合维信诺最新的柔性OLED屏幕，首次实现了极致无边框双联屏柔性折叠的创新应 用。 资料显示，苏州桐力光电股份有限公司成立于2012年，注册资本8178.4359万元，专注于光电领 域的纳米新材料研发及应用。公司提供涵盖光电显示产业一体化触控显示解决方案，包括自主研 发的全贴合纳米有机硅胶粘剂、全贴合加工工艺、全自动生产设备等。（来源：桐力光电、集邦D isplay整理） 【集邦Display显示产业交流群】 ! . 00 i ▶ 关于集邦 桐力光电表示，当前，手机行业的折叠OCA尚在攻克-15℃的低温折叠难题，而车规级OCA则面 临-35℃的严苛低温环境与更长使用寿命的双重挑战。过去几年，受限于OCA材料性能，众多主 机厂在推进柔性OLED的创新应用时屡屡受阻。 面对上述问题，桐力光电与维信诺通过战略合作，从核心树脂的全面国产化入手，实现了超低温 光学胶粘剂的突破。新材料在满足主机厂对低温耐受性与耐久 ...

Core Insights - The article highlights the transformation of China's OLED industry from a follower to a parallel player and now aiming to become a leader in the global market, with significant contributions from companies like BOE, Visionox, Tianma, and TCL Huaxing [1][21]. Group 1: Historical Development - The development of domestic OLED technology began in the 1990s, with Tsinghua University establishing an OLED project group in 1996, laying the groundwork for the industry [2]. - In 2001, Visionox was founded, focusing on key technologies that would later support the production of flexible OLED screens [2][4]. - The early 2010s saw companies like BOE and OLED companies facing challenges due to weak technology accumulation and reliance on imports for critical components [4][6]. Group 2: Market Evolution - The global display market experienced a technological revolution in 2017, significantly improving OLED yield rates, which accelerated the mainstream adoption of OLED screens, particularly after the launch of the iPhone X [7][9]. - Government policies and capital investments supported the domestic OLED industry, with local governments providing incentives for companies like BOE and Visionox to establish production lines [9][11]. - Domestic manufacturers began to gain more influence, with Visionox leading the establishment of international standards in flexible displays [11]. Group 3: Current Challenges - Despite achieving over 45% market share, domestic OLED manufacturers still face significant gaps in high-end markets compared to Samsung and LG [18]. - The industry is characterized by long cycles, high leverage, and substantial R&D investments, leading to revenue growth but profit pressures [18][20]. - Key materials and equipment for OLED production remain heavily reliant on imports, particularly in high-performance organic materials and deposition equipment [16][18]. Group 4: Future Directions - Domestic OLED companies are encouraged to focus on high-value segments such as high-end laptops, automotive displays, and innovative products like foldable screens to avoid price wars in saturated markets [20]. - There is a need for enhanced collaboration between upstream material suppliers and downstream panel manufacturers to improve innovation and reduce dependency on foreign products [16][21]. - The article emphasizes that true leadership in the OLED market will require mastering next-generation display technologies and establishing control over standards and patents [22][23].

Core Viewpoint - Samsung Display is preparing a dedicated production line for Apple's foldable products at its A3 factory, which is expected to enhance its position as a key supplier for Apple's upcoming foldable iPhone models [1][3][4]. Group 1: Production Capacity and Plans - The A3 factory has a monthly capacity of 35,000 sheets (based on 6th generation glass substrates), translating to an annual production capacity of 15 million sheets, or 1.25 million panels per month [1]. - Apple plans to launch its first foldable phone in 2024, coinciding with the release of the iPhone 18, and is expected to produce between 6 million to 8 million units of the foldable iPhone by 2026 [3]. Group 2: Supply Agreement and Market Position - Samsung Display has signed a multi-year exclusive supply contract for foldable OLED screens with Apple, leveraging its experience in mass production and supply of foldable OLED technology [4]. - Analysts believe that Samsung Display's leading position in the foldable OLED manufacturing sector gives it significant leverage, making it likely to remain the exclusive supplier even after the contract expires [4].