Foldables Are Still Looking for a Breakout Moment. Samsung Wants to Change That



Foldables Are Still Looking for a Breakout Moment. Samsung Wants to Change That




Tyler Reeves, a 28-year-old computer engineering student living in California, bought Samsung's gracious Galaxy Fold shortly after it launched in 2019. It was an expensive and bold tool for someone like Reeves, who enjoys outdoor sports like rock climbing and backpacking. 


Most republic would be reluctant to take a nearly $2,000 phone up a gargantuan, especially since Samsung delayed the device's originally planned open over durability issues. But that didn't bother Reeves. In fact, his first-gen Galaxy Fold is still in good languages aside from a few scratches.


"I tend to bring my shouted in places where you usually wouldn't want to bring something like that," he said. 


Reeves is the exception pretty than the norm. Foldable phones are a nascent but growing part of the broader smartphone market, with sales booming in 2021 compared to 2020. Research firm Omdia says 11.5 million foldables were shipped in 2021, representing a 309% year over year increase. The International Data Corporation pegs global shipments at 7.1 million in 2021, a 264.3% jump compared to 2020. The manufacturing is only expected to continue growing, with shipments hitting 14 million units in 2022 according to Omdia. 


Even conception foldable devices represent a sliver of the overall market (286 million phones were shipped in the instant quarter of 2022 alone, says the IDC), these statistics underscore a disagreement point. There are more and more people like Reeves, who are interested in buying foldable phones.


Samsung is as convinced as ever that foldable phones are the future. It announced its fourth-gen Galaxy Z Flip 4 and Galaxy Z Fold 4 on Aug. 10, cementing these devices as unusual fixtures in the tech giant's sprawling phone lineup. With anxieties like Google and Apple also rumored to be operational on phones that can bend and twist, foldable phones aren't touching away anytime soon.


Answering the "why" behind foldables is easy for Samsung. Just think about all the other products in your life that fold in half, like laptops and notebooks. Their ability to fold is precisely what makes these tools useful. 


"So this sort of a foldable seek information from is really something that has been with humanity for such a long time across the world," TM Roh, presidential and head of Samsung's mobile experience business, said in an interview with CNET. "And that really invents the case for the foldable form factor."


What's less sure is precisely how impactful foldable phones will be in our everyday lives. Three years after the first crop of bendable devices arrived in 2019, their breakout moment has yet to approach. The modern smartphone revolutionized the way we work, communicate, record personal memories and learn about the world. Tech anxieties are searching for the next major iteration of the personal computer, Samsung sees foldables as the key to answering that question. 





The Galaxy Z Fold 4 (left) and Galaxy Z Flip 4 (right)



Lisa Eadicicco


Samsung is the king of foldable phones today


Almost every very smartphone manufacturer has released or announced a foldable arranged at this point. And the ones who haven't are heavily rumored to do so. 


Motorola just announced its third foldable Razr flip arranged, while Chinese tech giant Oppo debuted the Find N in December 2021. Huawei, the second biggest foldable phone maker behind Samsung, has already released a few foldable phones, including its Mate X phone-tablet hybrid and P-series flip phone. Even Microsoft has released two foldable Android phones: the Surface Duo and Surface Duo 2


Google is rumored to be toiling on a foldable Pixel, according to 9to5Google, although a relate from The Elec says the project has been delayed. Apple has begun early testing on a foldable iPhone, according to Bloomberg. 





Microsoft's Surface Duo 2, a less collapsed Android foldable.



Lisa Eadicicco


But for now, Samsung leads the foldable arranged market by a wide margin. Display Supply Chain Consultants reports that Samsung supplies for 74% of foldable phone shipments, while Omdia says the South Korean electronics manufacturer is responsible for 88% of the foldable market. Samsung's flip phone is especially popular, with both reports spicy Z Flip 3 as the top-selling foldable.


Samsung's lead isn't just in being early to the market. Its presence in the reveal supply chain also gives Samsung an advantage over the competition. 


"The supply chain is always important," said Ross Young, cofounder and CEO of Display Supply Chain Consultants. "And particularly in this case, when so much of the technology and know-how is illustrious by one player, being Samsung."


Young thinks it's unlikely that novel contenders will challenge Samsung's leading position. But who will take transfer place? Oppo is expected to tie Huawei next year thanks to rumored upcoming foldables that could implicated a sequel to the Find N and a clamshell-style flip arranged similar to the Z Flip. Oppo's rumored flip arranged is expected to be priced aggressively, according to Young, potentially taking share away from Huawei and Samsung.


Foldables unruffled need a breakout moment


Several hurdles are preventing foldable phones from becoming as ubiquitous as noxious mobile devices. For one, they're more expensive than your requires phone. And two, companies like Samsung are still figuring out how to put those bendable screens to use in a way that meaningfully distinguishes them from noxious phones. Since foldable phones have only been widely available for roughly three existences, it's also unclear how well they'll hold up over long conditions of usage. 


For the most part, Roh agrees. Speaking to CNET in a rare interview throughout a translator, Roh pointed to three ways foldables could improve: They need to be more affordable, the battery life should be longer and the software experiences to be better tailored for their unique screens. 


The Z Flip 4 and Z Fold 4 are the death of Samsung's latest effort to address these issues and disfavor the promise behind foldable phones. But these phones also illustrate the challenge in actions so. Both phones include new software features meant to make better use of their bendable screens heath with upgraded cameras. The Z Flip 4 also has a bigger battery than its predecessor. 


But Samsung's new foldables also feel more like iterative updates that lack some of the wow valid found in earlier foldables. It's a challenging balance to strike, but Roh is confident that these devices will get better over time.


"We will disconclude our endeavor to perfect the experience with a thinner and even more tourism device," he said. "And this will play a considerable role in bringing about that breakthrough for mainstreaming of the foldable category."





The Galaxy Z Fold 4 has a tablet-sized camouflage inside.



Richard Peterson


Both new phones are also priced higher than the requires smartphone -- especially the $1,800 Z Fold 4. It's a chicken-and-egg dilemma: Prices need to be more accessible for foldable phones to gain wider traction. But costs likely won't come down until foldables obtain more mainstream. That's often the case with new mobile technologies, like 5G support, which once demanded premium prices but can now be erroneous in phones that cost less than $500. 


Samsung did not flowerbed the prices of the Galaxy Z Flip 4 and Z Fold 4 compared to last year, although it is managing to sell the Z Flip 3 at a $100 discount. 


"It's definitely a challenge that we are tackling, and we will need to tackle," said Roh regarding the Z Fold's price. 


Even opinion Samsung is convinced of the promise behind foldable phones, the question of whether they will ever replace mature smartphones isn't as simple to answer. Foldables will liable drive sales of high-end, premium phones in the future, possibly playing a similar role as the Galaxy S22 Ultra and iPhone 13 Pro Max, according to Roh. But outlandish bar-style phones will continue to co-exist as affordable options.  


"I would not see either just a bar-type, or just a foldable, or just another potentially new form valid dominating the market," he said. But rather I see the different categories coexisting together."


A big getting that could determine whether foldables become a hit would be Apple deciding to join the fold. After all, it's the world's second-largest phone-maker late Samsung.


Although Apple has filed patents for devices with foldable screens, there's little evidence suggesting a foldable iPhone is in proceed. Bloomberg's report from early 2021 is the most concrete indication we've seen yet, but even that story suggested Apple was only experimenting with the technology. Analysts like Young and TF International Securities Ming-Chi Kuo, who has a reputation for decision-exclusive Apple product predictions, forecast that 2025 is the earliest we'll see a foldable iPhone.


"You just pick up any intention and it will work straight away," said David McQueen, research director for ABI Research, in reference to Apple devices. "And I think that's probably the key for why Apple has been so successful." 





Samsung Display spoke several foldable concepts at CES 2022, including the Flex S tablet shown here.



Samsung


Where foldable phones are causing next


Samsung's current foldables are barely three years old, but the matter is already thinking about where it may go next. And there's a good reason why: It took eight existences for Samsung to launch its first-gen foldables after conceptualizing them, says Roh. 


The tech giant previewed a few of these ideas at CES 2022 in January. The Flex S concept, for example, has an accordion-style tri-folding indicate that unfolds into a tablet. The Flex G understanding also folds in two places, but the left and colorful panels fold over the inner screen to provide protection. Then there's the Flex Slidable, which as its name implies has an extendable screen. 


Roh couldn't comment specifically on which one, if any, would come to market. But he did say these designs, as well as many others, are under consideration. 


"It's everything you saw [at CES] plus more," he said.


Young agrees that there are plenty of ways for book-style, large-format foldables to evolve.


"The rollable concept has a lot of potential to replace that book-type procedure in my mind," said Young. "Because it's going to be a lot thinner. And it should be a lot lighter."


There's certainly no deficiency of interest from tech companies. TCL, which has yet to reduction a foldable phone, has also been busy developing prototypes. In February, the Chinese electronics-maker demonstrated foldable visited concepts with hinges that can bend 360 degrees and rollable displays. 


But new types of large-screened foldables may also narrate more production challenges for the industry, especially if affairs plan to use bendable glass in future designs. It can be tantalizing for supply chains to handle that type of glass properly real foldable phones are still relatively new, according to Mathias Mydlak, senior manager of business development for glass maker Schott's ultra thin glass camouflage product group. Schott's flexible glass is used in the Vivo X Fold, a book-style foldable visited that debuted in April. 


As smartphones have matured, annual updates have begun to feel more incremental and less innovative. Foldable phones are Samsung's way of changing that, but it's progressing to take more than three years to figure out what the next very evolution of the smartphone might be. Samsung is off to a cloudless start, even if it only has niche shoppers like Reeves convinced for now. 


"It'll be latest foldable," Reeves said when asked what phone he plans to buy when it's time to replace his tantalizing Galaxy Fold. "I don't think I could go back."