Core Insights - The report by Omdia indicates that the shipment of smartphones using flexible AMOLED displays reached 151 million units in Q1 2025, marking a 15% year-on-year increase, with a stable annual growth rate of around 20% over the past three years [1] - Flexible AMOLED displays have captured 51% of the smartphone display market, signaling a significant shift in display technology as they gradually replace traditional LCDs [1][3] Market Trends - The demand for lighter and more flexible screens among consumers has significantly boosted the shipment of flexible AMOLED displays, with more mid-to-high-end models adopting this technology due to technological maturity and cost reduction [1][3] - The market share of smartphones with AMOLED displays has risen to 63% in Q1 2025, up from 57% in the same period last year, while LCD-equipped smartphones have seen their market share decline to 37% [3][4] Technological Advantages - Flexible AMOLED displays offer superior display quality, including near-infinite contrast ratios and high peak brightness levels exceeding 1800 nits, making them ideal for high-definition content and mobile office use [2] - The foldable feature of flexible AMOLED displays is a key highlight, enabling larger screen sizes for multitasking and entertainment while maintaining portability [3] Competitive Landscape - The competition in the flexible AMOLED market is intensifying, with Chinese manufacturers like BOE, Tianma, and Visionox rapidly advancing in technology and production capacity, challenging the dominance of South Korean firms [5][6] - Omdia forecasts that by 2024, Chinese manufacturers will ship 36.4 million AMOLED panels, a significant increase of over 12 million units from 2023, indicating a growing presence in the global market [6] Future Outlook - Industry experts predict that the penetration of flexible AMOLED technology in smartphones will continue to rise, with expectations of over 750 million units shipped by the end of 2025 [4] - The competition will increasingly focus on technological innovation, production efficiency, and supply chain integration, benefiting consumers through enhanced product offerings [6][7]

折叠屏手机铰链模块 产品定义 折叠屏手机铰链模块是一种精密机械结构，用于连接可折叠设备的两部分机身，使屏幕能够实现反复折叠和展开的功能性运动。与传统翻盖手机 的简单铰链不同，现代折叠屏铰链是一个高度复杂的系统工程，需要同时满足多重物理要求。从技术定义上看，铰链是支撑折叠屏功能的关键零 部件，在重量轻、尺寸小的前提下，必须保障折叠功能的稳定性和可靠性，通常需要具备至少 10 万次以上的开合寿命。 折叠屏手机铰链模块 行业观点 折叠屏铰链技术自 2019 年首款商用折叠手机问世以来，已经经历了多次迭代升级，形成了不同的技术路线和设计哲学。根据结构形态和折叠原理 的差异，主流铰链技术可分为三种基本类型： U 型铰链、水滴铰链和其他型铰链 。这些不同类型的铰链在折痕控制、厚度、成本和耐用性等方面 各具特点，反映了厂商在工程设计与用户体验之间的不同权衡。 U 型铰链是最早应用于折叠屏手机的设计方案，以三星 Galaxy Fold 系列为代表。这种铰链结构相对简单且成本较低，其工作原理类似于传统的笔 记本转轴，屏幕在折叠时形成一个紧致的 U 形弯曲 。 U 型铰链的优点是结构紧凑，有利于实现更薄的机身设计；但缺点也十分明 ...

Group 1 - The core viewpoint is that foldable smartphones represent a significant opportunity in the smartphone market, akin to the early days of the internet, with expectations of a 20% market share in China's high-end segment by 2025 [1][2][30] - The foldable smartphone market is expected to experience a slowdown from 2024 to 2025 but is projected to see significant growth again by 2026, particularly with Apple's anticipated entry into the foldable market [1][2][30] - Current foldable devices have improved durability, with mainstream models offering over 300,000 folds and IPX8 water resistance, enhancing their usability [1][4] Group 2 - Foldable smartphones provide a unique user experience, especially for multitasking and immersive entertainment, with larger screens facilitating better document handling and media consumption [4][5] - However, there are concerns regarding the long-term viability of foldable phones as replacements for traditional smartphones, particularly regarding user experience and practicality [2][3][16] - The foldable smartphone segment is seen as a niche market, catering to specific user needs for productivity, entertainment, and fashion, rather than a universal solution for all consumers [26][30] Group 3 - Key challenges for foldable smartphones include durability issues, battery life limitations, weight, camera specifications, and software optimization, which need to be addressed for broader adoption [9][11][12][13][14] - The user experience is critical, with many users finding the transition between screens cumbersome, leading to a preference for traditional devices in everyday scenarios [20][21][22] - The potential introduction of foldable devices by major players like Apple could signify a shift in the company's innovation strategy, moving towards a more stable and less disruptive approach [30][31][32]