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市場調查報告書
商品編碼
2100780

折疊式「最後一公里」：從機械結構到材料科學的「折疊」革命

Last Mile for Folding: Revolution of Crease from Mechanical Structures to Materials Science
出版日期: | 出版商: TrendForce | 英文 15 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

隨著折疊式智慧型手機市場成長動能放緩，預計2025年其市場滲透率僅1.6%左右，顯示該細分市場正逐步進入高階市場的成熟階段。儘管如此，各大品牌仍在持續推出新一代折疊式智慧型手機，顯示產品系列並鞏固市場地位。市場普遍預測，蘋果公司於2026年進軍該領域將為市場注入新的活力，推動出貨量從約2500萬部成長至2027年的3080萬部，並再次提升市場滲透率。

在這種發展趨勢下，「折疊」不再只是一個依賴鉸鍊和結構設計的機械問題，而是日益被視為顯示技術整合的核心指標。隨著蘋果在2026年進入市場並預計將佔據約20%的市場佔有率，此舉不僅將擴大其品牌影響力，也凸顯了市場對減少折疊次數和材料技術突破的殷切期望。因此，業界競爭對手的關注正從純粹的結構最佳化轉向材料科學，例如彈性模量控制、層間應力分佈和中性面控制等，這表明折疊式設備正步入實現「隱形折疊」的關鍵階段。

主要亮點

  • 低滲透率表明市場成長放緩，暗示高階市場正在向成熟階段過渡。
  • 各大品牌不斷推出新款折疊式設備，以擴大產品系列併鞏固市場地位。
  • 預計蘋果將於 2026 年進入市場，這將為市場成長注入新的動力，並使其獲得可觀的市場佔有率。
  • 「折疊」已經從純粹的機械和結構挑戰演變為顯示技術整合的核心指標。
  • 競爭的重點正從結構最佳化轉向先進材料科學，這表明朝著實現「隱形折疊」邁出了關鍵一步。

目錄

  • 1. 技術進步：從折疊式到無摺痕
  • 2. 折疊的本質：不是凹陷，而是應力不匹配。
  • 3. 技術轉折點：從鉸鏈底座的機械阻力到材料控制。
  • 4. UTG角色的演變：從保護層到關鍵機械部件
  • 5. OCA的創新發展：從黏合層到關鍵應力管理和光學介面
  • 6. TRI的觀點
簡介目錄
Product Code: TRi-189

As growth momentum in the foldable smartphone market slows, overall penetration in 2025 has held at only about 1.6%, indicating the segment is gradually entering a high‑end maturity stage. Even so, major brands continue to launch new generations of foldables, reflecting a strategy of deepening product portfolios and shoring up market positions. The market generally expects that when Apple enters the space in 2026, it will reinvigorate growth, driving shipments from around 25 million units to 30.8 million units by 2027 and pushing penetration higher again.

Within this development trajectory, “creases” are no longer just a mechanical issue dominated by hinges and structural design, but are increasingly becoming a core metric of display‑technology integration. With Apple expected to enter the market and capture around 20% share in 2026, the move not only extends its brand influence, but also underscores high market expectations for crease reduction and materials‑technology breakthroughs. As a result, the industry’s competitive focus is shifting from pure structural optimization toward materials science, such as modulus engineering, interlayer stress distribution, and neutral‑plane control, signaling that foldable devices are entering a critical phase on the path toward “imperceptible creases.”

Key Highlights

  • Market growth momentum slowing with low penetration rate, indicating transition to high-end maturity stage.
  • Major brands continue launching new foldable generations to deepen product portfolios and strengthen market positioning.
  • Apple's anticipated market entry in 2026 expected to reinvigorate growth and capture significant market share.
  • "Creases" evolving from purely mechanical/structural challenges to becoming core metrics of display-technology integration.
  • Competitive focus shifting from structural optimization toward advanced materials science, signaling critical phase toward achieving "imperceptible creases".

Table of Contents

  • 1. Technical Progress: from Foldable to Creaseless
    • Figure 1: Evolution of Hinges for OLED Foldable Phones
  • 2. Essence of Creases: Stress Mismatch Instead of Indentation
  • 3. Turning Point of the Technical Path: from Hinge-Based Mechanical Resistance to Material Management
    • Figure 2: New Technology of OPPO’s Find N6 Foldable
  • 4. The Evolving Role of UTG: From Protective Layer to Core Mechanical Component
    • Figure 3: Apple’s Patent for Non-Uniform Thickness Cover Glass
  • 5. The Revolutionary Emergence of OCA: From Adhesive Layer to Critical Stress Manager and Optical Interface
    • Figure 4: Stack Structure in Next-Generation Foldable Smartphones
  • 6. TRI’s View
    • Figure 5: Creaseless Foldable Display Products Showcased at CES and ICDT 2026