Special Report
2021 Flexible & Foldable OLED Report
₩6,000,000
October 22, 2021
Introduce
This report predicted that major panel companies would develop foldable and rollable devices, development trends of related materials, investment trends in flexible OLED lines by panel companies, market prospects for flexible OLEDs, and cover window markets for foldable phones. Foldable and rollable device development trends by panel companies include panel companies’ development roadmaps, development trends, and exhibitions, which are expected to help companies who failed to attend related events as they include Chinese exhibitions such as DIC 2021 and UDE 2021. Foldable-related material development trends dealt with the development trends of UTG and microlens arrays, pol-less, and under panel cameras. The trend of flexible OLED line investment by panel companies includes Samsung Display’s future investment and future investment direction due to excessive investment in 6th generation flexible OLEDs by Chinese panel companies, so it will help flexible OLEDs and foldable OLED-related companies understand the current and future.
Contents
1. Key Summary
2. Foldable and Rollable Device Development Trends by Set Makers
2.1 Release Status of Foldable and Rollable Devices
2.2 Structural Analysis of OLED for Foldable Devices
3. Foldable and Rollable Device Development Trends by Panel Maker
3.1 Samsung Display
3.2 LG Display
3.3 AUO
3.4 BOE
3.5 TCL CSOT
3.6 Tianma
3.7 Visionox
3.8 Foldable OLED and Rollable OLED Exhibition Trend Analysis
4. Material and Technology Trends Related to Foldable and Rollable OLED
4.1 Ultra Thin Glass
4.2 Colorless PI
4.3 Micro Lens Array
4.4 Pol-less
4.5 Under Panel Camera
5. Market Forecast of Cover Windows for Foldable Phones
5.1 Total
5.2 Ultra Thin Glass
5.3 Colorless PI
6. Panel makers’ Flexible OLED Line Trends and Capa Prospects
6.1 Line Trend Analysis of Korean Panel Makers
6.2 Line Trend Analysis of Chinese Panel Makers
6.3 Small OLED Annual Substrate Area Forecast by Company
6.4 Annual Substrate Area Forecast of Small OLED by Substrate
7. Flexible OLED Market Forecast
7.1 Total
7.2 By Application
7.3 By Nation
7.4 By Company
7.5 By Company and by Application
Report Sample
Previous Report Status
Related Products
-
Foldable & Slidable OLED Technology and Market Outlook Report
₩6,000,000January 2, 2024
Foldable OLED technology, which started in the smartphone market, is also sprouting up in the notebook market. Foldable OLED technology has the advantage that the entire front of a smartphone or notebook can be configured as a screen, and since the screen can be folded, it is a product that enhances portability. Therefore, it will become an essential product in the increasingly sophisticated information age.
-
2026 In-Depth Technical Report on Foldable Displays
₩0August 19, 2026
2026 is expected to mark a turning point where the foldable market—which has been stagnant for three years—takes a significant leap forward, driven by the launch of Apple’s first foldable iPhone and the expansion of Samsung Electronics’ Galaxy Z Fold 8 lineup.
Behind this market expansion lies comprehensive technological innovation spanning hinge design, cover window materials, display stacking structures, and backplate materials. In particular, 2026 marks the year when crease reduction shifts from a hinge-centric approach to panel-level structural control. Multiple material technologies—including thicker UTG, multi-neutral-plane design, laser-drilled titanium plates, dual UTG (GMF), and liquid-metal hinges—are converging simultaneously, driving system-level integration toward “zero creases.” In this process, the supply chains for key components and materials—such as UTG, OCA, backplates, and hinges—are also rapidly restructuring, and a clear pattern is emerging where the technological dominance of Korean companies intersects with the pursuit by Chinese competitors.
The “2026 In-Depth Technical Report on Foldable Displays” comprehensively analyzes this turning point in the foldable industry across four dimensions: market, product, technology, and supply chain. In the market trends section, the report examines trends in foldable OLED shipments and revenue, as well as shifts in market share by manufacturer. In the product trends section, it analyzes the specifications and competitive landscape of major foldable devices expected in 2026, such as the Galaxy Z Fold 8, Apple iPhone Fold, and Huawei Pura X Max. Furthermore, the report provides an in-depth overview of the technology roadmaps of panel manufacturers, as well as the stacking structures and materials of foldable OLEDs, internal and external hinge technologies, and the principles and current applications of crystal reduction technologies. In particular, the report mapped out the key supply chains for materials and components—including UTG (DOWOOINSYS, Econy, Lens Technology), backplates (Fine M-Tec, EonTec), OCA (Samsung SDI, 3M), and hinges (KH Vatec, Huanli, SZS)—by manufacturer, highlighting the direction of supply chain restructuring resulting from Apple’s entry into the market. Finally, the report broadly covered development trends for next-generation form factors, such as rollable and slider devices.