查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1438552

折疊式手機：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Foldable Smartphone - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

預計2024年折疊式智慧型手機市場規模為287.2億美元，預計到2029年將達到633.1億美元，在預測期內（2024-2029年）成長17.13%，以年複合成長率成長。

可折疊智慧型手機-市場

主要亮點

  • 由於對創新消費性電器產品的需求迅速成長，以及智慧型手機在娛樂和遊戲領域的日益普及，預計該行業在預測期內將出現顯著成長。對平板手機等設備不斷成長的需求也對一些國家的下一代智慧型手機市場產生了重大影響。
  • 根據全球行動通訊系統協會 (GSMA) 的數據，到 2025 年，北美智慧型手機用戶數量預計將達到 3.28 億。此外，到 2025 年，該地區的行動用戶普及可能會增加 (86%)。和網際網路（80%）。據 GSMA 稱，到 2025 年，歐洲預計將擁有最高的網路普及(82%) 和智慧型手機普及率 (88%)。這種成長將推動所研究的市場。
  • 此外，5G 技術預計將成為目標商標產品製造商 (OEM) 提高市場佔有率和支持長期成長潛力的關鍵因素之一。根據愛立信的研究，到2026年，全球5G用戶數量預計將達到35億人。全球對技術和基礎設施的需求預計也會增加。預計可折疊智慧型手機的未來市場成長將受到這些發展的顯著推動。
  • 此外，軟性和可折疊顯示器預計將為可折疊智慧型手機製造商提供未來的成長機會。如果製造商能夠降低設備組件的製造成本，例如專門為這些設備設計的軟性有機發光二極體（OLED）、晶片、感測器和電池，這些可折疊智慧型手機的折疊式將進一步擴大。可能性。
  • 此外，雲端運算和 5G 連線的需求預計也會增加。甚至在 COVID-19感染疾病爆發之前，雲端基礎的行動應用程式就已經運作並被個人廣泛使用。許多行動應用程式，例如雲端基礎的視訊會議（用於線上工作和課程）、感染疾病等，將在後 COVID-19 世界中使用雲端基礎的技術。 Zoom 和 Microsoft 等多家雲端服務供應商已加強其基礎架構以滿足需求。這為可折疊智慧型手機供應商創造了根據客戶需求開發產品的機會。
  • 另一方面，在保持大規模創新的同時降價阻礙了可折疊智慧型手機市場的成長。技術創新的成本更高，導致最終產品的價格增加，並減少了對高價位手機的需求。原料成本的上漲也加劇了製造商面臨的這項挑戰。

折疊式智慧型手機市場趨勢

多螢幕智慧型手機的需求不斷成長

  • 根據微軟的內部研究，兩個螢幕可以提高工作效率。此範例類似於一些桌面辦公室使用者設定具有兩個（或三個）顯示器的 PC 的方式。資料分別顯示在不同的螢幕上，允許用戶瀏覽一個程序，然後繼續另一個程序。微軟再次引用內部研究，並聲稱用戶發現使用兩個螢幕比使用一個折疊式顯示器或一個螢幕更容易完成工作。
  • 然而，智慧型手機訂閱量的成長預計將推動所研究的市場。例如，愛立信表示，去年全球智慧型手機用戶超過 60 億。在接下來的幾年裡，這個數字預計還會增加數億。智慧型手機用戶最多的國家是中國、印度和美國。
  • 拉丁美洲、中東和非洲、亞洲部分地區和歐洲等發展中地區的新興國家正在經歷越來越多的技術普及和對智慧型手機的需求不斷增加。國際貨幣基金組織（IMF）最近預測，由於政府的支持、法律體制的完善以及市場領導的擴張，新興市場的經濟成長將快於已開發市場（4.7%）。預計也會出現類似的趨勢。它為區域和全球目標商標產品製造商 (OEM) 透過策略合作和創新在這些市場上擴張創造了多種成長機會。
  • 此外，京東方科技也開發了軟性主動矩陣有機發光二極體（AMOLED）顯示器。我們也與多家智慧型手機製造商合作，包括 Oppo、華為、Vivo、小米、中興通訊和努比亞科技。小米已經推出了折疊式產品，這表明該公司的顯示器可以為這些折疊式智慧型手機（包括其他設備）提供必要的彈性和耐用性。由於客戶對下一代智慧型手機的需求不斷增加，此類舉措預計將成為智慧型手機產業的成長機會。
  • 去年4月，TCL開發了Fold'n Roll概念，利用折疊式鉸鏈和可從手機擴展到平板電腦的擴展機制，將6.87吋手機變成10吋平板電腦。該公司還展示了一款採用兩個鉸鏈的三折折疊式概念的智慧型手機設備（最大為 10 吋平板電腦）。這是一個獨特的概念，針對完全不同的用戶群。該公司計劃在去年年底推出一款折疊式智慧型手機。

亞太地區在預測期內出現顯著成長

  • 亞太地區現有廠商的技術快速進步對可折疊智慧型手機市場產生了重大影響。全球市場僅由亞太地區的幾家主要企業組成，競爭非常激烈，因為生產商競相比競爭對手更早獲得商業化的好處。
  • 由於優越的技術資源、細分成本以及產品增強所需的巨額初始投資，亞太市場也持續保持一致成長。此外，預計知名市場參與者將在預測期內推出新產品，以徹底改變新興經濟體的智慧型手機產業。
  • 此外，自2013年以來，印度等新興國家的資料通訊費用一直在下降，智慧型手機用戶數量也在增加。據日本商工聯會 (ASSOCHAM) 稱，日本智慧型手機用戶數量預計將從 2017 年的約 4.68 億增至今年的 8.59 億，年複合成長率為 12.9%，翻倍。智慧型手機使用的增加將為折疊式智慧型手機供應商創造機會開發新產品以佔領市場佔有率。
  • 此外，隨著持續的技術發展趨勢，研發活動也越來越受到各零件供應商和產品開發商的關注，其中包括三星電子、LG Display 和柔宇科技等知名公司。亞太地區的知名公司正致力於開發整合顯示技術。他們主要競爭該技術的採用並支持預測期內的市場成長。
  • 今年9月，vivo宣布推出Vivo X Fold Plus 5G。中國很快就能購買最新的折疊式智慧型手機 Vivo。該公司最新的高階折疊式智慧型手機 Vivo X Fold Plus 5G 將與三星 Galaxy Z Fold4 5G 等產品競爭。應該很快就可以購買了。在發布之前，該公司承諾 X Fold Plus 5G 將配備新的鉸鏈機制。新型鉸鏈可讓 X Fold Plus 5G 折疊並以 30 度、90 度和 120 度等不同角度放置。

折疊式智慧型手機產業概況

折疊式智慧型手機市場適度整合，由一些重要參與者組成。目前，少數參與者在市場佔有率方面佔據主導地位。然而，隨著顯示技術的進步，新參與企業預計將增加其在市場上的影響力，從而擴大企業發展。

2022 年 11 月，Google發布了首款折疊式智慧型手機。 2023 年，一款新的折疊式設備將隨 Pixel 平板電腦一起亮相。谷歌的折疊式設備預計售價為 1,799 美元，約 150 萬盧比。這款折疊式平板電腦將配備兩個 9.5 MP前置相機。第一個相機的打孔切口顯示在外螢幕上，第二個相機的右上角顯示在內螢幕邊框上。當您購買該設備時，相機帶上裝有三重後置相機模組。

2022年8月，小米發表了新款折疊式智慧型手機MIX Fold 2。三星 Galaxy Z Fold4 和 Z Flip4 中使用的 Snapdragon 8+Gen 1 晶片組也將出現在小米 MIX Fold 2 中。根據該公司介紹，小米MIX Fold 2展開時的寬度僅5.4毫米，折疊時的寬度為11.2毫米。小米MIX Fold 2的微水滴鉸鉸鏈由小米打造。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章 簡介

  • 調查先決條件
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 市場概況
  • 市場促進因素
    • 顯示技術產品的小型化
    • 多螢幕智慧型手機的需求不斷成長
  • 市場限制因素
    • 製造流程複雜，折疊無數
    • 知名供應商的產品價格昂貴。
  • 市場機會
  • 產業吸引力－波特五力分析
    • 新進入者的威脅
    • 買方議價能力
    • 供應商的議價能力
    • 替代產品的威脅
    • 競爭公司之間的敵意強度
  • 技術簡介

第5章市場區隔

  • 依功能類型
    • 向內折疊
    • 向外折疊
  • 地區
    • 美洲
    • 歐洲/中東/非洲
    • 亞太地區

第6章折疊式智慧型手機市場情景

  • 折疊式顯示面板概述
  • 折疊式智慧型手機相容性
  • 研發投入與產業政策
  • 折疊式智慧型手機相容性
    • 軟體相容性
    • 硬體相容性

第7章 競爭形勢

  • 公司簡介
    • 產品供應商（已啟動）
      • Samsung Electronics Co. Ltd.
      • Huawei Technologies Co. Ltd.
      • Motorola Mobility LLC（Lenovo Group Limited）
      • Royole Corp
      • Microsoft Corp.
    • 新興供應商
      • Sony Corp.
      • Xiaomi Corp.
      • Lenovo Group Ltd.
      • Apple Inc.
      • Energizer Holdings Inc.
      • LG Electronics Inc.
      • Oppo Co. Ltd.
      • TCL Corp.
      • ZTE Corporation

第8章投資分析

第9章市場機會與未來趨勢

簡介目錄
Product Code: 67430

The Foldable Smartphone Market size is estimated at USD 28.72 billion in 2024, and is expected to reach USD 63.31 billion by 2029, growing at a CAGR of 17.13% during the forecast period (2024-2029).

Foldable Smartphone - Market

Key Highlights

  • The industry is predicted to experience considerable growth throughout the forecast period because of the quickly rising demand for innovative consumer electronics and the increased adoption of smartphones in the entertainment and gaming sector. The rising demand for devices like phablets has also significantly influenced the market for next-generation smartphones in several countries.
  • According to Global System for Mobile Communications Association (GSMA), the number of smartphone subscribers in North America is expected to reach 328 million by 2025. Moreover, by 2025, the region may witness an increase in the penetration rates of mobile subscribers (86%) and the Internet (80%). According to GSMA, by 2025, Europe is estimated to register the highest internet penetration rate (82%) and smartphones (88%). Such a rise will drive the studied market.
  • Further, the 5G technology is anticipated to be one of the key elements giving original equipment manufacturers (OEMs) possibilities to increase their market presence, supporting growth in the long run. According to a study by Ericsson, the number of 5G subscriptions worldwide is predicted to reach 3.5 billion by 2026. Demand for technology and infrastructure is also predicted to increase globally. Future market growth for foldable smartphones is anticipated to be significantly fueled by these developments.
  • Further, flexible and foldable displays are expected to provide future growth opportunities for foldable smartphone manufacturers. The consumption of these foldable smartphones is likely to witness augmented growth if the manufacturers can lower the cost of producing the components of these devices, such as flexible organic light-emitting diodes (OLEDs), chips, sensors, and batteries specifically designed for these devices.
  • Moreover, the demand for cloud computing is projected to increase, just like that for 5G connection. There were cloud-based mobile applications that went live and were widely used by individuals before the COVID-19 pandemic. Numerous mobile apps, such as cloud-based video conferencing (for online jobs and classes), gaming, etc., will use cloud-based technologies in the post-COVID-19 world. Several cloud service providers, including Zoom and Microsoft, increased their infrastructure to satisfy the demand. This will create an opportunity for foldable smartphone vendors to develop products according to customers' requirements.
  • On the flip side, price reductions while maintaining large-scale innovations hinder the growth of the foldable smartphone market. The technology innovations come at higher costs, increasing the end product price and decreasing the demand for premium-priced smartphones. Also, the increasing costs of raw materials add to this challenge faced by the manufacturers.

Foldable Smartphones Market Trends

Growing Demand of Multi-Screen Smartphone

  • According to Microsoft's internal research, two screens increase productivity. The example is similar to how some desktop office users set up their PCs with two (or three) displays. The user can glance at one show, then another, and keep going because the data is displayed separately on different screens. Again citing internal research, Microsoft asserts that users found it easier to complete work on two screens than on a single foldable display or a single screen.
  • However, the rise in smartphone subscriptions is expected to drive the studied market. For instance, Ericsson said there were more than six billion smartphone subscriptions globally last year. In the coming years, that figure is expected to increase by several hundred million more. The nations with the most smartphone users are China, India, and the United States.
  • The emerging countries of developing regions, such as Latin America, the Middle East, Africa, and some parts of Asia and Europe, are witnessing increased smartphone demands due to the increasing proliferation of technology in these countries. The International Monetary Fund (IMF) recently projected that the economic growth in emerging markets is expected to be faster (4.7%) than in developed markets due to government support, improving legal framework, expansions by market leaders, etc. Such trends are also expected to create several growth opportunities for regional and global original equipment manufacturers (OEMs) to expand in these markets through strategic collaborations and innovations.
  • Furthermore, BOE technology has also developed its flexible active-matrix organic light-emitting diode (AMOLED) display screens. It has also teamed up with multiple smartphone manufacturers, including Oppo, Huawei, Vivo, Xiaomi, ZTE, and Nubia Tech. Xiaomi has already launched its foldable offering, suggesting that its displays can deliver the required flexibility and durability for these foldable smartphones, including other devices. Such initiatives are expected to provide growth opportunities for the smartphone industry's growth in terms of increased demand for next-generation smartphones from customers.
  • In April last year, TCL developed a Fold' n Roll concept that transforms a 6.87-inch phone into a 10-inch tablet, using a folding hinge and extendable mechanism to expand from phone to tablet. The company also showcased the Tri-Fold foldable concept smartphone device (up to 10-inch tablet) that relies on two hinges, which is a unique concept and targets an entirely different user group. The company plans to launch foldable smartphones before the end of the last year.

Asia-Pacific to Register Significant Growth During the Forecast Period

  • The rapid advancements significantly influence the foldable smartphone market in technology by established players operating in the Asia-Pacific region. The global market consists of just a few key firms from the Asia-Pacific region and has witnessed an increase in competition as producers compete to gain early benefits of merchandise commercialization over competitors.
  • The Asia-Pacific market has also been undergoing uniform growth due to eminent technological resources, segment costs, and huge initial investments required for product enhancement. Moreover, the prominent market players are anticipated to launch newer products over the forecast period to revolutionize the smartphone industry across emerging economies.
  • Moreover, emerging nations, such as India, have witnessed a decline in data costs since 2013. This has increased the number of smartphone users. According to the Associated Chambers of Commerce and Industry (ASSOCHAM), the number of smartphone users in the country is anticipated to double from around 468 million users in 2017 to 859 million this year, registering a CAGR of 12.9%. Such a rise in the usage of smartphones will create an opportunity for foldable smartphone vendors to develop new products to capture market share.
  • Further, there has been an increasing focus on R&D activities, coupled with the ongoing technological development trends, among various component suppliers and product developers, including some prominent firms, such as Samsung Electronics, LG Display, and Royole Corporation. Prominent companies in the APAC region are working on developing integrated display technology. They primarily compete to introduce this technology, supporting the market's growth during the forecast period.
  • In September this year, Vivo teased the Vivo X Fold Plus 5G launch. China will soon be able to purchase the brand-new Vivo foldable smartphone. The Vivo X Fold Plus 5G, the company's most recent premium foldable smartphone, will go up against gadgets like the Samsung Galaxy Z Fold4 5G. It should be available for purchase soon. Before launch, the company promised that the X Fold Plus 5G would have a new hinge mechanism. The new hinge allows the X Fold Plus 5G to be folded and placed at various angles, including 30 degrees, 90 degrees, and 120 degrees.

Foldable Smartphones Industry Overview

The foldable smartphone market is moderately consolidated and consists of a few significant players. Some of the players currently dominate the market in terms of market share. However, with the advancement in display technologies, new players are expected to increase their market presence, thereby expanding their business footprint across emerging economies.

In November 2022, Google introduced its first foldable phone. In 2023, the new foldable device will debut alongside the Pixel tablet. The cost of Google's foldable device is anticipated to be USD 1,799, roughly INR 1.5 lakh. There will be two 9.5 MP front cameras on the foldable tablet. The hole punch cutout of the first camera will be visible on the outer screen, while the top right corner of the second camera may be visible on the inner screen bezel. When the device is purchased, a triple-rear camera module will be attached to the camera strap.

In August 2022, Xiaomi unveiled the MIX Fold 2, a new foldable smartphone. The Snapdragon 8+ Gen 1 chipset included in the Samsung Galaxy Z Fold4 and Z Flip4 will also be present in the Xiaomi MIX Fold 2. The business says the Xiaomi MIX Fold 2 is only 5.4 mm wide when unfolded and 11.2 mm wide when folded. The micro waterdrop hinge on the Xiaomi MIX Fold 2 was created by Xiaomi.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Miniaturization of the Display Technology Products
    • 4.2.2 Growing Demand of Multi-Screen Smartphone
  • 4.3 Market Restraints
    • 4.3.1 Complexity in the Manufacturing Process with Countable Number of Folds
    • 4.3.2 Huge Price Tags with Products from Prominent Vendors
  • 4.4 Market Opportunity
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry
  • 4.6 Technology Snapshot

5 MARKET SEGMENTATION

  • 5.1 By Functionality Types
    • 5.1.1 Inward Fold
    • 5.1.2 Outward Fold
  • 5.2 Geography
    • 5.2.1 Americas
    • 5.2.2 EMEA
    • 5.2.3 Asia Pacific

6 FOLDING SMARTPHONE MARKET SCENARIO

  • 6.1 Folding Display Panel Overview
  • 6.2 Foldable Smartphone Convertibility
  • 6.3 R&D Investment & Industry Policies
  • 6.4 Foldable Smartphone Compatibility
    • 6.4.1 Software Compatibility
    • 6.4.2 Hardware Compatibility

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Commercialised Vendors (Market Ready)
      • 7.1.1.1 Samsung Electronics Co. Ltd.
      • 7.1.1.2 Huawei Technologies Co. Ltd.
      • 7.1.1.3 Motorola Mobility LLC (Lenovo Group Limited)
      • 7.1.1.4 Royole Corp
      • 7.1.1.5 Microsoft Corp.
    • 7.1.2 Emerging Vendors
      • 7.1.2.1 Sony Corp.
      • 7.1.2.2 Xiaomi Corp.
      • 7.1.2.3 Lenovo Group Ltd.
      • 7.1.2.4 Apple Inc.
      • 7.1.2.5 Energizer Holdings Inc.
      • 7.1.2.6 LG Electronics Inc.
      • 7.1.2.7 Oppo Co. Ltd.
      • 7.1.2.8 TCL Corp.
      • 7.1.2.9 ZTE Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS