[One picture to understand: the three giants compete on the same stage! Folding screens are gaining popularity again, sorting out related industry chain targets] September 9th, September 7th, Huawei and Xiaomi’s new folding screen products were unveiled on the same day. Less than 72 hours later, Apple’s first folding screen iPhone will also be officially launched in the early morning of September 10th. The three giants rarely compete on the same stage, pushing the popularity of the folding screen track to a climax. At present, the folding screen market is growing rapidly, and there is a trend of giants competing for hegemony. From the perspective of cost characteristics, the core cost increase of folding screen mobile phones is mainly concentrated in the three major areas of display modules, mechanical/electromechanical components, and memory. Among them, the hinge is the link with the highest technical barriers in the folding screen industry chain. In this issue, I will take you through a picture and systematically sort out the core targets in the industry chain related to folding screen mobile phones.