Jacob’s Ladder
Much of the development work behind this device seems to have been completed, which leads us to our conclusion that this will eventually become a viable foldable product with timing more likely set by marketing and production capabilities than technology limitations. At least from our perspective it seems that SDC has realized that a tri-fold smartphone, given its fully folded thickness, might be a difficult sale relative to the almost paper thin devices currently available, but as a tablet, which would normally be more of a work device and typically carried rather than pocketed, the tri-fold concept makes more sense. We have noted other tri-fold demos, such as the TCL (000100.CH) device we noted in a 12/23/2019 note (see Fig. 5), similar tri-fold demos from LG Display (LPL) and Visionox (002387.CH), and even a 2014 demo from Semiconductor Energy Lab (pvt) in Japan, but have yet to see an actual product, although it seems SDC is getting close(r).