Folding Screens Could Be All The Rage In 2020 – Here’s How To Capitalize

Folding Screens Could Be All The Rage In 2020 – Here’s How To Capitalize

about 4 years ago2 mins

Mentioned in story

One question was on everyone’s minds at this week’s Consumer Electronics Show in Las Vegas: does it bend? Flexible screens in phones, laptops, and cars look set to be the next big thing – and keen investors might find opportunities ahead.

What does this mean?

Folding screens aren’t new: Samsung’s Galaxy Fold and Huawei’s Mate X were exciting examples of phones that could convert into tablets and back again, and they flew off the shelves last year. And while we’re certainly a way off from the technology going mainstream, the world’s flagship gadget convention showed that we’re well on our way.

Center stage were new folding laptop/tablet concepts from Intel andLenovo. A few other names kept cropping up too: it’s expensive and complicated to manufacture folding displays, so a select group of firms is set to dominate the foldable market. That includes LG Display, suppliers to Lenovo; Samsung, which makes its own displays, as well as selling to other manufacturers; and BOE, which supplies fellow Chinese-giant Huawei and is reportedly in the running to supply Apple. All could benefit massively from the market’s growth: annual sales of folding displays could hit 53 million units by 2025, according to IHS Markit. They’re also all publicly listed companies, which means you could get a piece of that growth.

Source: The Verge
Source: The Verge

Zooming in

Back in the California Gold Rush, the real way to get rich wasn’t to mine, but to sell tools to the miners. You could take a similar approach here: while the display companies battle it out amongst themselves, they’ll all be investing a fortune in new equipment from companies like Coherent and Applied Materials. And they’ll need chips to power the products too – hence why Intel is making a concerted effort to secure its status as the number one provider.

But the best bet of all might be in one of the oldest kinds of technology. Current folding products use plastic, which isn’t great for durability or aesthetics. But folding glass – which is being worked on by leading glass manufacturer Corning– could see huge demand when it’s eventually ready.



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