Patent exposure! Gree not only to do mobile phones but also to do folding screen mobile phones!

category:Finance
 Patent exposure! Gree not only to do mobile phones but also to do folding screen mobile phones!


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Sales volume of Gree mobile phone market is light

A few days ago, there was widespread speculation that Gree had given up its smartphone business, following a company announcement.

However, the application for the patent of folding screen mobile phone has dispelled speculation. In fact, Gree Electric has always regarded mobile phones as a key development industry. In the annual report of 18 years, Gree Electric has made it clear that the company is a diversified, scientific and technological global industrial group, covering four major industries, including HVAC, household appliances, high-end equipment and communication equipment. Among them, the field of communication mainly includes Internet of things devices, mobile phones and chips.

In the key work plan for 2019, Gree Electric also pointed out that it should speed up the iteration speed of mobile phone update, combine the unique smart home ecology of Gree, and build the Internet of things mobile phone with Gree characteristics; at the same time, it should achieve a breakthrough in 5g mobile phone technology research, laying the foundation for the launch of Gree 5g mobile phone.

However, Dong Mingzhu is very optimistic about the mobile phone sector. In recent years, the market sales volume has been cold and clear.

According to the public information, in 2015, Gree mobile phone generation came out with a price of 1600 yuan, and its animation was Dong Mingzhus personal portrait and signature message. In 2016, the second generation of Gree mobile phones went public. Compared with the first generation, Gree began to develop independently. Driven by high R & D costs, the price of the second generation of Gree mobile phones rose to more than 3000 yuan.

At the beginning of 2019, Grees third generation mobile phones began to be sold. The processor is Qualcomm snapdragon 821, which was released three years ago. The price is not low, reaching 3600 yuan. In the official website of Gree mall, sales data shows that few buyers.

For the reason that Gree mobile phone sales are light, an industry expert told the securities times e company reporter. First of all, there is fierce competition in the domestic mobile phone market, and major mobile phone manufacturers are willing to pay a lot of money to publicize, making it difficult for Gree mobile phones with poor publicity to occupy the market. Secondly, the relatively backward configuration and low cost performance hinder the development of Gree mobile phones. Finally, Gree mobile didnt really open up sales channels. In comparison, Millets main online sales channel, while vivos main offline channel, occupies a larger market in the mobile market.

However, some securities analysts believe that Gree is not just entering the mobile market, but looking forward to layout terminals in the field of smart home. In the smart home environment, mobile phones play the role of intelligent control terminals, and the massive data generated in the interaction process is also of great value. Therefore, mobile port is an important measure for Gree to layout smart home.

Folding screen industry chain to meet investment opportunities

With Samsung and Huawei successively releasing the first folding screen mobile phone, the folding screen application is gradually moving from concept to mass production, and many securities companies are optimistic about the investment opportunities in the whole industrial chain.

The advantages of folding screen mobile phones are obvious. Minsheng Securities believes that compared with ordinary smart phones, folding screen mobile phones can break through the limit of screen share, increase the screen display area by 50%, realize multi task simultaneous operation and portability, integrate the functions of tablet and mobile phones, and are expected to provide new growth points for mobile phone manufacturers,

However, the large-scale application of foldable mobile phones also needs to conquer the core technology. The display and hinge are the core and difficult technologies of the foldable mobile phone. The foldable mobile phone needs a flexible and inflexible AMOLED display, and at the same time, it needs to undertake the precise hinge connecting the two halves of the device.

In terms of shipment volume, according to IHSs forecast, it is estimated that the shipment volume of foldable mobile phones in 2019-2021 will be 1.4 million, 5.20 million and 17.5 million, and that in 2025 will be 50 million, with a penetration rate of 3.4% and an annual compound growth rate of 80%. As for the investment opportunities in the industrial chain, Founder Securities Research Report shows that it benefits from the sales volume of foldable screen, and it is suggested to focus on the panel leader shentianma, TCL group, and vicino, as well as the breakthrough of domestic metal structure manufacturers BYD electronics, Changying precision, and Corson technology in the foldable screen shaft. Foldable screen needs new touch materials, and it is suggested to focus on the touch leader Europe Philippine technology. Everbright Securities believes that 2019 is expected to be the first year of the outbreak of folding screen mobile phones. After analysis, it is believed that there will be new development opportunities in the three links of flexible OLED panel, CPI membrane and rotating shaft, and it is suggested to focus on the companies with technical reserves in these three links. Source: e company editor in charge: Yang bin_nf4368

In terms of shipment volume, according to IHSs forecast, it is estimated that the shipment volume of foldable mobile phones in 2019-2021 will be 1.4 million, 5.20 million and 17.5 million, and that in 2025 will be 50 million, with a penetration rate of 3.4% and an annual compound growth rate of 80%.

As for the investment opportunities in the industrial chain, Founder Securities Research Report shows that it benefits from the sales volume of foldable screen, and it is suggested to focus on the panel leader shentianma, TCL group, and vicino, as well as the breakthrough of domestic metal structure manufacturers BYD electronics, Changying precision, and Corson technology in the foldable screen shaft. Foldable screen needs new touch materials, and it is suggested to focus on the touch leader Europe Philippine technology.

Everbright Securities believes that 2019 is expected to be the first year of the outbreak of folding screen mobile phones. After analysis, it is believed that there will be new development opportunities in the three links of flexible OLED panel, CPI membrane and rotating shaft, and it is suggested to focus on the companies with technical reserves in these three links.