DSCC Upgrades Foldable Forecast as Chip Shortage Causes Brands and Panel Suppliers to Emphasize More Expensive Devices
DSCC released a flash report last week as part of its Quarterly Foldable/Rollable Display Shipment and Technology Report. The flash report features a pivot table with monthly foldable smartphone panel procurement by brand, panel supplier, size, resolution, cover material, refresh rate, backplane, chipset supplier and other features by month through 2021 and by year for 2022. A few developments have caused us to upgrade our foldable smartphone panel shipment/procurement numbers by 14% in 2021 to 10.4M and by 16% to 18.7M in 2022 as shown below. As a result, we now see foldable smartphone panels up 220% in 2021 and 80% in 2022.