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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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 11

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

OLED

Universal Display Corp.

OLED

Current price

$141.47

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.

GLW

Corning Inc.

GLW

Current price

$65.44

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.

LPL

LG Display Co., Ltd.

LPL

Current price

$4.44

LG Display is a leading manufacturer of flexible OLED panels, a core component for foldable smartphones made by Samsung and its competitors.

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+19.72%

Group Performance Snapshot

19.72%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 19.72% over the next year.

13 of 15

Stocks Rated Buy by Analysts

13 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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.

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