The report forecasts an 80% CAGR increase in foldable/rollable smartphone revenues from 2020 to 2025 to $105 billion. This is clearly one of the fastest-growing categories in consumer electronics. The display area is expected to rise at a 93% CAGR to 1.2M sq meters in 2025. Units are expected to grow at an 86% CAGR to 74.4M units with ASPs declining at 6% per year.
Smartphone brands will look to keep prices high for this segment over the next 5 years by adopting larger sizes, multiple folds, new rollable/slidable/extendable mechanisms, improving robustness, offering better cameras, adopting under panel cameras, etc.