Samsung to ‘Drive a Lot of Volume’ in Foldables: DSCC CEO

Samsung’s delay in launching its 2021 foldable smartphones until Q3 will spark an unexpectedly “significant surge” in such shipments August through December, blogged Display Supply Chain Consultants CEO Ross Young Monday. At least three models are expected from Samsung, including “a more aggressively priced version” of its clamshell foldable, he said. “Samsung should drive a lot of volume.” Q4 2020 foldable shipments were up 54% from Q3 and 242% from the 2019 quarter. A 40% year-on-year decline is expected in Q2 2021, but shipments in Q3 and Q4 “should each be up well over 100%,” he said.