This carefully selected group of stocks represents companies at the forefront of the foldable phone revolution. With Samsung launching new AI-powered foldables including a budget option, these specialized component suppliers are positioned to benefit as this innovative technology goes mainstream.
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Published on July 11
Samsung's introduction of a budget-friendly foldable phone could be the catalyst that pushes this technology from niche to mainstream. As adoption grows, the companies making essential components stand to benefit significantly.
While everyone focuses on the finished phones, smart investors are looking at the specialized parts inside. These companies provide the unique displays, glass, hinges and chips that make folding phones possible.
Foldable phones represent a new growth cycle in mobile technology after years of similar-looking smartphones. These suppliers are positioned at the beginning of what could be a multi-year trend as the technology becomes more affordable.
Samsung's introduction of more accessible folding phones signals a pivotal shift from niche to mainstream adoption. As foldable technology grows beyond early adopters, companies making the specialized components these devices require could see significant growth in demand for their high-margin products.
This theme focuses on the entire supply chain enabling foldable phones, from display manufacturers and glass specialists to semiconductor companies and equipment providers. These stocks represent upstream suppliers whose technology makes the foldable revolution possible rather than just consumer brands.
Our analysts have identified companies providing the essential technologies for foldable phones: flexible OLED displays, ultra-thin glass, specialized hinges, and AI-capable processors. These firms have established positions in a growing market as foldable devices become more affordable and widespread.
Summary of the Foldable Future basket market capitalisation and investor key takeaways.
OLED: $7.12B
GLW: $73.71B
LPL: $4.96B
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Here are a few of the assets in this group. Create an account to unlock the full list.
UNIVERSAL DISPLAY CORP
OLED
Current Price
$86.46
Develops and licenses patented OLED technologies and materials that are critical for the energy-efficient, flexible displays required in foldable phon...
Develops and licenses patented OLED technologies and materials that are critical for the energy-efficient, flexible displays required in foldable phones.
Corning
GLW
Current Price
$151.59
As the manufacturer of Gorilla Glass and specialized ultra-thin glass (UTG), Corning is a primary supplier for the durable, flexible screens on foldab...
As the manufacturer of Gorilla Glass and specialized ultra-thin glass (UTG), Corning is a primary supplier for the durable, flexible screens on foldable devices.
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11 of 15 assets in this group are rated Buy by professional analysts.
