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1. Lansi Technology:PI gold-plated film PET silver plated filmRelated mass-produced products in various fields have been applied to foldable screen smartphones that have already been launched on the market
On December 29th, according to Yidetong News, Lansi Technology announced on the investor interaction platform that it has established deep cooperation with relevant customers in the field of foldable screen smartphones, providing one-stop product solutions and services, including but not limited to appearance protection 3D glass, UTG glass, CPI thin film, and metal components. The company has accumulated industry-leading technological advantages in areas such as folding screen smartphones, UTG glass, and related mass-produced products have been applied to already launched folding screen smartphones. Specific customer and product details cannot be disclosed.
It is reported that Lansi Technology is a listed company mainly engaged in research and development, production, and sales of high-end window protective glass panels, new materials for appearance protection, electronic functional components, and complete machine assembly. At present, our business covers windows and exterior protective glass, sapphire, precision ceramics, precision metals, touch modules, cameras, button accessories, assembly, etc. The product is widely used in fields such as smartphones, tablets, laptops, smart wearables, car devices, smart home appliances, etc. And has already partnered with Apple, Samsung, Xiaomi OPPO、vivo、 Huawei, Tesla, Amazon and other brands have reached long-term and deep cooperation.
From the perspective of business layout, Lansi Technology has continuously opened up new markets based on its existing business platform, actively laid out upstream and downstream industries such as raw materials, specialized equipment, and intelligent manufacturing, and cultivated or invested in Lansi Intelligence, Lansi Integration, Dongguan Lansi, Vietnam Lansi, Lansi New Materials, Lansi Intelligent Control, Haoen Acoustics, Kesheng Taizhou and Keli Taizhou, Xinjingsheng Electronics and other subsidiaries or business modules with good growth potential.
Looking ahead to the next five years, Lansi Technology will continue to enrich its solution capabilities into the existing comprehensive platform and increase the proportion of self-made raw materials such as chemical, cutting tools, polishing, die-cutting, grinding and cutting, printing, and packaging materials upstream; Promote and apply industrial Internet and big data in each park to improve efficiency and yield and save labor costs; Actively expanding into a wider range of downstream intelligent terminal markets, vigorously promoting and applying the company's various products and services such as glass, metal, sapphire, ceramics, plastics, touch control, and assembly to customers, opening up space for innovative products in the smart car market, expanding the company's sales scale in industries such as smart cars, smart wearables, smart home appliances, and medical equipment, and continuously expanding new growth points.
2. Samsung's foldable phones have sold over 8 million units this year, four times more than last year
On December 30th, Samsung Electronics announced on Thursday that the number of foldable Galaxy Z series phones sold by the company this year is four times that of last year, further consolidating its leading position in the rapidly growing field of new smartphones.
According to Samsung Electronics on the 30th, preliminary statistics show that the sales of the Galaxy Z series have increased by more than four times compared to last year. Although the specific sales volume has not been disclosed, based on Samsung Electronics' sales of over 2 million units last year, it is expected that the sales of the Galaxy Z series will exceed 8 million units this year, mainly due to the popularity of the Galaxy Z Fold3 and Galaxy Z Flip3 among young consumers. Samsung stated that approximately one month after its launch in August, the total sales of these two new foldable models exceeded the cumulative total sales of Samsung's foldable devices last year.
It is worth noting that Samsung claims these two phones are currently the most popular Samsung phones and have the highest conversion rates among users of other brands. Samsung attributes this to the former's "large screen for viewing content, multitasking capabilities, and productivity features, including the S Pen," as well as the latter's "stylish design, portability, and innovative foldable appearance.
Compared to the Galaxy Note20, Samsung reported a 150% increase in users switching smartphone brands due to the Galaxy Z Flip3, and a 140% increase compared to the Galaxy S21.
According to industry tracking firm Counterpoint Research, the foldable smartphone market is expected to triple this year compared to 2020, and Samsung will dominate the market with 75% market share by 2023.
In addition, according to DIGITIMES Research, in order to cooperate with Samsung Electronics to increase the shipment of high-end foldable screen smartphones in 2022, Samsung Display Company will increase the production of required panels. In terms of mid price models, Samsung plans to expand the installation of optical anti shake, 5G communication, and waterproof functions to enhance cost-effectiveness. Korean camera module related cooperative factories are actively seizing business opportunities.
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