"I'm intrigued to see if a manufacturer can deliver a clamshell design that takes the current smartphone footprint and lets you fold in half like a wallet in a similar manner to mobile phones of yesterday such as the iconic Motorola Razr," said Ben Wood, an analyst with CCS Insight. "That's what the world is probably waiting for."
Foldable devices have had a difficult beginning, as Huawei Technologies Co. has had to delay its Mate X, Royole Corp. has left reviewers unimpressed with its FlexPai, and Samsung had an embarrassing design defect that forced it to push back the Galaxy Fold's release. All of these companies -- along with rivals Xiaomi Corp. and Oppo, who've released teasers so far -- are seeking to be first to crack open what promises to be the next high-growth consumer electronics segment. The promise of the foldables category is to combine the utility of large-screen portable computers with the ease of smaller phones.
Without expanding to new markets or product categories, Samsung's flagship phone sales have recently been slumping, and the company is looking for foldables to be its next big growth engine. Fierce competition from Huawei has eroded Samsung's longstanding lead as the world's biggest seller of phones, and the latter was threatening to surpass Samsung until U.S.-China trade clash knocked it off course.
Bearing the codename "Winner," the Galaxy Fold was supposed to be the symbol of Samsung's innovative edge and leadership this year. However, the first mass-produced foldable captured smartphone fans' attention for the wrong reasons, as reviewers quickly found the flexible display couldn't withstand even a few days of conventional use. Pushing back the original April launch to this month, Samsung now promises that its redesigned Galaxy Fold -- with a new protective film that wraps around the screen and flows into the bezels -- is ready to go.
One key advantage that next year's 6.7-inch foldable will have over the Fold is that its shape when open will be basically that of a smartphone: so it will run Android phone apps in their native state. The Galaxy Fold opens to a squarer aspect ratio and larger screen, and so it demands that apps be customized or adapted to best make use of its full dimensions.
Samsung is testing the use of Ultra Thin Glass (UTG) for the inner display of its next foldable, which would measure in at only 3% the thickness of the glass conventionally used to protect smartphone displays. At the same time, the company will want to ensure the durability of its foldable devices and avoid any repeat of the Galaxy Fold debacle.
"I've consistently held the view that so-called 'foldables' are currently a solution looking for a problem," Wood said. "But I do believe that in the long term flexible displays will be a catalyst for a whole new chapter in device diversity."
- Bloomberg