Apple is working to introduce some collapsible IPhone Apple Analyst with 8-inch QHD + flexible OLED screen by 2023 Ming-chi Guo Said today in a note to investors Makroemerer.
Based on our latest industry survey, we predict that Apple will launch a foldable iPhone with an 8-inch QHD + flexible OLED display in 2023, with SDC as the exclusive display provider and Samsung Foundry as the exclusive DTI foundry supplier. Based on Apple’s requested capacity plan, we predict that collapsible iPhone exports will reach 15-20 million units by 2023. We expect that the collapsible iPhone will accept DPK’s silver nanowire touch solution, as it has many advantages over STC’s Y-Octa technology. .
Guo predicts that collapsible smartphones will be a “must” for all major smartphone brands and increase the “super-alternative cycle” alongside advanced models, and he believes Apple is the “biggest winner”. Collapsible trend. Guo says Apple will ship 15 to 20 million foldable iPhones by 2023.
Currently, the production level for foldable smartphones is mainly to integrate smartphone and tablet. But we believe that the collapsible smartphone is one of the applications of the collapsible design. We predict that collapsible devices will blur product segments between smartphones, tablets and laptops in the future. With its benefits of ecosystems and hardware design, Apple will be the biggest winner in the new collapsible trend.
Guo believes the upcoming iPhone will accept a silver nanowire touch solution, which will create a “long-term competitive advantage” for Apple in the market for folding devices. Future folding devices that support more than one fold will require this display technology.
Future folding devices will require touch technology that supports multiple folders (just one tray of current foldable smartphones), rollable, medium to large size and durability. Compared to the benefits of the above specifications, the silver nanowire is identical or better than STC’s Y-Octa.
Guo says that Apple already uses silver nanowire for the touch interface Website, Allows Apple to “master technology” at low prices using small-scale production.
This is not the first time Guo has heard rumors of a foldable iiPhone. Back in March, Guo said Apple may have planned to launch a collapsible iPhone with a 7.5 to 8-inch screen in 2023, but at the time, Guo said the timeline for the release would depend on “major technology and mass production issues” Apple would address. .
In the same note, Guo said that the development of a foldable iPhone “has not yet officially started”, although Apple’s plans may have progressed with Guo, and now provides more information about the visual technology the company plans to use.