Foldable Phone Shipments Expected to Surge Fivefold, Investment Opportunities in Foldable Display Industry Chain Highlighted

According to media reports, Omdia predicts that by 2032, global shipments of foldable OLED screens will reach 124.6 million units, accounting for 8.6% of the overall OLED market, significantly higher than the 23.1 million units in 2024 and the projected 23.5 million units in 2025.

Analyst He Chen from Caixin Securities released a research report stating that foldable screen technology is expected to become a new engine driving growth in the smartphone market.

According to media reports, Omdia predicts that by 2032, the global shipments of foldable OLED screens will reach 124.6 million units, accounting for 8.6% of the overall OLED market, significantly higher than the 23.1 million units in 2024 and the projected 23.5 million units in 2025. Omdia believes that in the coming years, new models will continuously emerge, driving market growth. Although the growth rate in 2025 will be limited, it will lay the foundation for subsequent explosive growth. Over the next eight years, the estimated shipments of foldable phones are expected to increase fivefold.

He Chen, an analyst at Caitong Securities, released a research report stating that Samsung's tri-fold smartphone is about to enter mass production, and Apple's development of foldable screen phones is actively progressing. As leading manufacturers continue to make strategic moves, foldable screen technology is expected to become a new engine driving growth in the smartphone market. It is recommended to pay attention to the foldable screen industry chain.

According to the thematic library of CaiLian Press, among the related listed companies:

Hoshion Inc. has supplied multiple foldable smartphones for several terminal brands, with the products mainly involving high-strength, high-hardness, lightweight aluminum alloy mid-frames and other metal structural components.

Tonglian Precision provides MIM precision components for foldable phone hinges to customers. The company's clients include well-known domestic and international consumer electronics brands and their EMS manufacturers, such as Apple, Honor, Amazon, and Anker Innovations.