創新驅動增長——可折疊智能手機分析

Growth Driven by Innovation - Analysis of Foldable Smartphones

出版日期: 2023年08月17日 | 出版商:

TrendForce | 英文 9 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

隨著智能手機市場的成熟，智能手機品牌推出創新產品變得越來越困難。與此同時，消費者缺乏更換現有智能手機的令人信服的理由。

如果我們看看Android智能手機品牌，我們面臨著在功能和設計方面提供新亮點的壓力。為了讓消費者了解升級意味著什麼，Android陣營的品牌推出了迄今為止最引人注目的設備外觀創新：可折疊智能手機。

這些組件包括柔性顯示器、專有鉸鍊等。由於專用零部件的製造成本較高，且相關技術相對不成熟，品牌商無法降低可折疊終端的製造成本。為了讓可折疊智能手機有合理的利潤空間，整個設備的價格必須上漲。

自 2019 年三星推出首款同類產品以來，可折疊智能手機一直保持著市場旗艦地位。目前，可折疊設備仍然是一個非常小眾的細分市場，需求有限。

TRI成立於1996年，並於2015年併入TrendForce。我們是一家研究公司，致力於廣泛的主題，包括半導體、電信、物聯網、汽車系統、人工智能、新興技術應用以及主要區域市場（美國、歐洲、日本、韓國、中國、台灣等）。 TRI的服務因對新興科技行業和區域發展趨勢的準確理解而受到各類組織的高度評價。

本報告提供了 TRI 對可折疊智能手機的看法。

With the maturation of the smartphone market, smartphone brands face increasing difficulties in launching innovative products. At the same time, consumers lack compelling reasons to replace their existing smartphones. Looking at brands for Android smartphones, they are under pressure to offer new highlights in terms of features and designs. To give consumers a sense of "meaningful upgrade," brands in the Android camp have introduced the most notable innovation in device appearance to date-foldable smartphone.To build a foldable smartphone, brands have to incorporate several components that are exclusive to this design. These components include flexible display, uniquely structured hinges, etc. Due to the significant manufacturing costs of the specialized components and the relative immaturity of the related technologies, brands have been unable to keep production cost down for foldable devices. The price of the whole device has to be raised in order for foldable smartphones to have a decent profit margin. Hence, foldable smartphones have remained in the flagship segment of the market since 2019, when Samsung launched the first of their kind. Currently, foldable devices still represent a very niche market segment with limited demand.