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China Smartphones_ Foldable phone patents on new form factors and components upgrade; new models pipeline
China Securities·2024-12-05 02:58

2 December 2024 | 3:15PM HKT China Smartphones: Foldable phone patents on new form factors and components upgrade; new models pipeline We reviewed foldable phone patents and models pipeline, and are positive on the rising foldable phone penetration rate. More patents have been filed in 2024, reflecting the trend of (1) New form factors: from flip-types and horizontal-folding to Tri-Fold and Quad-Fold phones, which are positive for supply chain dollar content increase; (2) Components upgrade: more durable pa ...