Quarterly Foldable/Rollable Display Shipment and Technology Report

Report Summary

DSCC has received excellent reviews for its quarterly and annual reports on foldable display technology and markets. Included in this quarterly report are quarterly updates to shipments by brand and model, roadmaps, design wins, detailed product specifications, cost analyses, technology advancements and more. Shipments are provided for the entire supply chain covering panel shipments, production and sell-in.


  • Pages

    122
  • File Format

    Excel (Market Data) + PDF (Analysis of Data)
  • Published

    Latest version - December 2023
  • Order Report

Now Available
  • Monthly panel shipment, device production and device sell-in unit/revenue results and forecasts by smartphone brand, model #, panel supplier, size, resolution, refresh rate, aspect ratio, PPI, form factor, cover material (UTG vs. CPI), 4G vs. 5G, 5G network band, street price band, AP supplier, AP model, touch sensor type and more. Monthly data through 2023.
  • Now providing regional data for highest volume products.
  • Long term forecasts out to 2027.
  • Foldable and rollable product roadmaps for smartphones, notebooks and tablets.
  • Specifications of all foldable products.
  • Review of film stacks for all foldable products revealing structure, thickness and suppliers for UTG, CPI, hard coat, OCA, polarizer, touch, etc.
  • Device/panel/UTG/CPI cost/price forecasts.
  • Yield estimates/forecasts.
  • Flexible/foldable supply/demand.
  • Analysis of latest technology challenges and advances.
Table of Contents:

1.0 Executive Summary p.4

2.0 Methodology p. 14

3.0 Recent and Upcoming Models, Roadmaps and Results p. 16

- 2023 and 2024 Overview
- Specs of Current Foldables
- What Else Is Coming in Late 2023/2024
- Z Flip 5 vs. Z Flip 4
- Z Flip 5 Regional Allocation
- Z Fold 5 vs. Z Fold 4
- Z Fold 5 Regional Allocation
- Samsung’s 2023-2024 Foldable Smartphone Plans
- Samsung's Rollable Plans
- Samsung's Multi-Fold Plans
- Samsung’s Foldable Tablets and Notebook PCs
- Google’s Pixel Fold 1 and 2
- Honor Magic V2
- Honor V Purse
- Honor Magic Flip
- Huawei Mate X5
- Huawei Pocket S Successor and Multi-Fold Status
- Oppo Find N3 Flip
- Oppo Find N3 and OnePlus Open
- Tecno’s Clamshell
- Vivo Flip and Fold
- Future Xiaomi Products
- Apple’s Foldable Plans

4.0 Foldable/Rollable Smartphone Results and Forecast p.43

- Target Markets
- Clamshell
- In-folding
- Out-folding
- Rollable
- Panel Shipment Timeline
- Device Production Timeline
- Device Shipment Timeline
- By Model
- By Quarter
- By Year
- By Brand
- By Panel Supplier
- Panel and Device Revenues
- By Region
- By Form Factor
- By Cover Window Material
- By Size
- 4G vs. 5G
- Sub-6 GHz vs. mmWave
- Notch/Hole/UPCs
- By Refresh Rate
- By Backplane
- With CoE
- By AP Supplier/Model
- By Price Band
- By Panel ASPs
- By Panel Area

5.0 Foldable Notebook/Tablet Forecast p.96

- New vs. Old Forecast
- By Brand, Size, Display Supplier, etc.
- Rollables in Notebooks?
- Revenue and ASP Forecast
- Foldable Tablet Considerations
- Multi-Fold
- Old vs. New Forecast
- Panel and Form Factor Forecast
- Shipments, Revenues and ASPs

6.0 Total Fold./Roll. Display Shipment Forecast p.108

- By Application
- Units
- Revenues
- By Panel Supplier
- Area

7.0 Foldable Panel Cost Forecast p. 114

- 6.7”, 7.11”, 7.56” and 8.03”
- LTPS vs. LTPO, CPI vs. UTG, CoE vs. Polarizer

8.0 Cover Window Updates p.119

- UFG vs. UTG
- CPI vs. PET