Samsung's new goal for foldable screens: shipments approaching 10 million units this year?

[ITBEAR] News on August 13, recently, well-known analyst Ming-Chi Kuo released a market investment briefing, which pointed out that Samsung’s two new folding phones launched in July 2024-Galaxy Z Fold6 and Galaxy Z Flip6, Although it focuses on Galaxy AI functions, pre-orders have dropped by 10% compared to last year. This data indicates that Samsung’s foldable screen mobile phone shipments this year are expected to be between 8 million and 9 million units, a decrease compared to last year.

1. Although the initial demand for Samsung S24 series mobile phones was better than expected, the shipment momentum has slowed down since April, and the S25 series is expected to be released in 2025. Shipment volume may be the same as the S24 series in 2024.
2. It has become a trend for mobile phone brands to invest in AI services, but there is no evidence yet to show whether Google and Samsung’s local AI services can stimulate a phone replacement boom.
3. The shipments of Android foldable phones (including Samsung and Chinese brands) are lower than expected, indicating that their growth space may be limited unless the user experience is significantly improved.
4. Although some participants have optimistic expectations for local-side AI to drive mobile phone and PC shipment growth, if the shipments of the iPhone 16 series after its release in the second half of 2024 fail to exceed expectations due to Apple Intelligence, it may Expectations will need to be revised and pose downside risks to related stocks in the short term.
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