Folding phone development trend:

  With its innovative form and immersive large-screen experience, folding screen cell phone has achieved sustained high-speed growth against the backdrop of the overall decline in industry shipments, with China's folding screen cell phone shipments increasing by 154% year-on-year in 2022; and with the successive entry of domestic vendors and product iteration, it is estimated that the folding screen cell phone shipments in 2025 will exceed 16 million units.

Source: Avery Consulting

Competitive scenario of the Folding Mobile Phone market:

IDC pointed out that in the first three quarters of this year, Huawei steadily ranked first in this market share, amounting to 31.7%, with obvious advantages; OPPO ranked second, with a share of 17.9%, of which in the vertical folding product market ranked first in the current quarter (25.0%); Samsung still has strong competitiveness in the folding-screen cell phone market, ranked third, and occupies a market share of 15.4%; Honor gained 15.1% market share: three products were released in a row in the third quarter, of which Magic V2 became the No. 1 folding screen single product market share in the quarter by virtue of its strong product power; Vivo was ranked fifth, with a share of 12.7%, and the X Flip continued to be a hot seller for half a year after it was launched; Xiaomi's market share was 5.2%, and the first sale of the MIX Fold3 was significantly better than the previous generation's product; Lenovo market share of 2.0%.

Source: IDC China

From the perspective of enterprise development, glory, vivo, millet and OPPO folding phone shipments in the first three quarters of this year compared with last year's year-on-year growth rate of greater than or equal to 200%. Samsung and Huawei's growth rate is relatively flat due to the large base in 2022.

Folding OCA:

Folding OCA is a special adhesive used for transparent optics in foldable cell phone screens, and is used between the cover layer, polarizer layer, touch film layer, and OLED layer of foldable cell phone screens. High performance OCA optical adhesive is the key to realize foldable screen.

Because foldable phones have the characteristic of being able to continuously fold and unfold, OCA needs to be able to make the folded parts combined, and therefore requires difficult technology to ensure that at least 200,000 times of folding conditions, the screen in the folded and unfolded state can be kept flat, no bubbles and no wrinkles. At the same time, OCA optical adhesive also needs to have higher durability and reliability. Folding OCA has high shear strain capacity, which can protect each functional layer of the cell phone screen from being constrained by neighboring layers when folding, avoiding the functional layer from fracture or debonding, and guaranteeing the relatively independent sliding space of different functional layers, thus guaranteeing the bending resistance of the folded cell phone and reducing the frequency of failures.

Ginnva's bend-resistant OCA folding tapes have already been supplied to well-known domestic cell phone brands in bulk.