Huawei is developing a "tri-fold screen mobile phone" which is expected to be launched as early as the second quarter of this year.It is currently progressing smoothly, and it has started testing the maturity of related UTG (ultra-thin flexible glass cover) and other projects a few months ago. Some people in the industry said,The tri-fold screen mobile phone is very different from the existing folding screen mobile phone, including the number of panels installed will increase from two to three, and the number of hinges will increase from one set to two sets, which is equivalent to an exponential increase.

At the same time, the number of foldable mobile phones may continue to increase in the future, and may copy the trend of mobile phones evolving from single lenses to dual lenses, three lenses, or even four lenses. This will bring opportunities to businesses related to hinges and panels.

It is reported that Zhaoli and Fusda are both Huawei's folding machine bearing suppliers, each accounting for half of the supply. Among them, 40% of Zhaoli's current revenue comes from the folding screen mobile phone business, and most of them are orders from Huawei.

These two companies have become Huawei's main bearing suppliers in recent years, and the relevant exclusivity terms will expire in June this year. At present, it seems that the possibility of Huawei continuing to renew its contract with them is quite high.

According to market research agency Counterpoint Research, according to the latest data, Huawei has made a strong return to the Chinese market as the number one smartphone sales leader in the first two weeks of 2024. Huawei's new tri-fold screen mobile phone technology must be highly anticipated and is expected to lead the folding screen mobile phone market.