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.
Summary of the Foldable Future basket market capitalisation and investor key takeaways.
OLED: $7.12B
GLW: $73.71B
LPL: $4.96B
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.
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.
์ด ๋ฐ์ค์ผ์ ์ ์ฒด ์คํ ๋ฆฌ๋ฅผ ํ์ธํ์ธ์. ๋ฆฌ์คํฌ์ ์ ์ฌ๋ ฅ์ ๋ค๋ฃฌ ์์ธ ๊ธฐ์ฌ๋ฅผ ์ฝ์ด๋ณด์ธ์.
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UNIVERSAL DISPLAY CORP
OLED
ํ์ฌ๊ฐ
$83.56
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
ํ์ฌ๊ฐ
$166.35
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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60์ด๋ฉด ์ถฉ๋ถํฉ๋๋ค.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
์ด ์์ฐ๋ค์ ํฌ์ํ๋ค๋ฉด:
12๊ฐ์ ํ ์์ ๊ฐ์น:
+11.04%
์ ๋๋ฆฌ์คํธ๋ค์ ์ด ๊ทธ๋ฃน์ ์์ฐ์ด ํฅํ 1๋ ๊ฐ ํ๊ท 11.04% ์ฑ์ฅํ ๊ฒ์ผ๋ก ์์ํฉ๋๋ค.
์ด ๊ทธ๋ฃน์ ์์ฐ 15๊ฐ ์ค 11๊ฐ๊ฐ ์ ๋ฌธ ์ ๋๋ฆฌ์คํธ๋ก๋ถํฐ ๋งค์ ์๊ฒฌ์ ๋ฐ์์ต๋๋ค.
