Apple is working on launching a foldable iPhone with an 8-inch QHD + flexible OLED display in 2023, Apple analyst Ming-Chi Kuo said today in a note to investors, seen by MacRumors.
Based on our latest industry research, we predict that Apple is likely to launch a foldable iPhone 8 with an 8-inch QHD + flexible OLED display in 2023, with SDC being the exclusive supplier of displays and Samsung Foundry the exclusive supplier of foundries. DDI. Based on Apple’s announced capacity plan, we forecast that iPhone folding shipments will reach 15-20 million units in 2023. We expect the folding iPhone to adopt TPK’s silver nanowire solution because of its several advantages over SDC’s Y-Octa technology.
Kuo predicts that foldable smartphones will become a “must” for all major smartphone brands and will stimulate the next “super replacement cycle” for high-end models, and believes that Apple is in a good position to be the “biggest winner” in the trend of folding device. Apple will ship 15 to 20 million foldable iPhones in 2023, according to Kuo.
Currently, the product position of folding smartphones is mainly for the integration of smartphone and tablet. But we believe that the foldable smartphone is just one of the applications of the foldable design. We anticipate that foldable devices will blur product segments between smartphones, tablets and laptops in the future. With its ecosystems and hardware design advantages, Apple will be the biggest winner in the new folding device trend.
Kuo believes that the upcoming iPhone will adopt a silver nanowire sensor solution for the device’s display, which will create an “long-term competitive advantage” for Apple in the folding device market. This display technology will be needed for future folding devices that support more than one folding.
Future folding devices will require touch technology that supports multiple folds (against just one fold in current folding smartphones), a movable, medium to large display size and durability. When comparing the advantages of the above specifications, the silver nanowire is similar to or superior to the Y-Octa of the SDC.
Kuo says Apple is already using a silver nanowire for the HomePod’s touch interface, allowing Apple to “master the technology” at a lower cost using low-volume production.
This isn’t the first time we’ve heard rumors from Kuo about a foldable “iPhone”. Back in March, Kuo said that Apple could plan to launch a foldable “iPhone” with a 7.5 to 8-inch display in 2023, although at the time Kuo said that this launch schedule would depend on Apple’s decision. “Key technologies and mass production” issues. ”
In the same note, Kuo said development of the foldable iPhone has not yet officially begun, although Apple’s plans may be advanced, with Kuo now providing further details on the display technology the company plans to use.