Samsung is a pioneer in foldable smartphones and just released the Galaxy Z Fold2 as its third foldable device yesterday. Prior to this, it was reported that Samsung Electronics had cooperated with Corning to develop foldable glass.
The display, display cover and hinge are the three key hardware parts of a foldable smartphone . The original Galaxy Fold used CPI (colorless polyimide) as the screen cover material, but this material is not as durable as the UTG (Ultra Thin Glass) used in the other two devices (Galaxy Z Flip and Galaxy Z Fold2).
In fact, Samsung Electronics and Samsung Display are two independent companies. The latter provides OLED panels for almost all devices produced by the former, except for the upcoming Galaxy M51.
Samsung Display also provides UTG to Samsung Electronics, so the Samsung Electronics department must pay a lot of expenses for the display and display cover consumables.
As early as April, a report from South Korea’s ETNews pointed out that Samsung Electronics was seeking to produce UTG on its own to reduce the overall manufacturing cost of its foldable products. The report mentioned that the UTG used in the Galaxy Z Flip costs $40 per unit, while the flat glass used in ordinary smartphones is $2.
This is one of the reasons why foldable products are expensive. But with Samsung Electronics and Corning successfully co-developing their own UTG technology, this situation may change. This means that Samsung Electronics will continue to increase its output in the next few months to enable it to be self-sufficient and compete with Samsung Display. In the next few years, this will further lead to competition among other glass panel manufacturers, thereby ultimately reducing the overall cost of foldable smartphones.
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