CES reminds us that foldable screens aren’t going away
From Lenovo’s ThinkPad X1 Fold to a TCL foldable phone prototype, it looks like flexible screens might take off in 2020
Meanwhile, Chinese TV manufacturing behemoth TCL debuted a smartphone line under its own brand name that includes a foldable prototype. Just like the Samsung Galaxy Fold, the flexible display bends inward, but there’s no screen on the outside.
Even with all the talk of foldable devices being a fleeting gimmick, could bendable screens actually take off in 2020? Industry analysts are optimistic in the long run.
“I tend to think the skepticism was about the price, durability and uses cases at this point,” said Kiranjeet Kaur, senior research manager at IDC.
“Right now is a period when different players are experimenting with different devices and designs. And once that is figured out, I don’t see any reason why foldables won’t have a future, even if they don’t get a mass-market label anytime soon.”
Counterpoint research analyst Sujeong Lim agrees that users are mostly concerned about prices and the bulkiness of foldable devices. But she thinks there’s genuine demand for portable devices that fold out into bigger screens.
“More use of cameras and photos, popularization of video content, gaming and multitasking make users demand bigger displays,” she said, adding that screens larger than 6 inches accounted for nearly 70% of total smartphone sales in the third quarter of last year.
“Now that the display has reached its limit in terms of its current form of innovation, I think it can be solved with a foldable phone.”
Prices could come down soon, though.
TCL’s foldable phone is still pretty much a concept device, judging from the comments of reviewers who have played with it. But if a consumer edition does come to fruition, it’s expected to be far more affordable than existing competitors. After all, TCL is known for making high-quality budget TVs.
As the supply of components ramps up and the technology matures, prices of foldable phones will drop to a level comparable to other premium flagships within three years, according to Lim. That will make it much easier for consumers to embrace these new devices. She cited a Counterpoint survey that shows American users have a high level of purchase intention for foldable smartphones.
“I believe foldable phones are the next generation technology that will lead the smartphone market after 5G,” she said.