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15 handpicked stocks

Foldable Future

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.

Author avatar

Han Tan | Market Analyst

Published on July 11

Your Basket's Financial Footprint

Summary of the Foldable Future basket market capitalisation and investor key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance generally implies greater stability and lower volatility, often tracking broader market moves.
  • Suitably held as a core, long-term allocation rather than a short-term or speculative position.
  • Expect steady, gradual appreciation; unlikely to deliver explosive short-term gains.
Total Market Cap
  • OLED: $7.12B

  • GLW: $73.71B

  • LPL: $4.96B

  • Other

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

Why You'll Want to Watch These Stocks

🔄

The Fold Is Going Mainstream

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.

🧩

The Parts, Not Just The Phones

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.

🚀

Riding The Innovation Wave

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.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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