Samsung Z Fold 3 in Production
Samsung is the leader in foldables, with a share of the market of between 80% and 87%, and as we have previously noted, is expecting to sell between 6 and 7m foldable units this year, up from a bit under 2.3m last year. The Galaxy Z Fold 3, the assumed name for Samsung’s next iteration of the Fold 2 is said to be in production with a release date sometime in August. The Z Fold 3 is expected to have a 7.6” foldable OLED display, the same as in the Fold 2, and a 6.2” cover screen, also the same as the previous version. The chipset is an updated Qualcomm (QCOM) Snapdragon 888, produced on a 5um node, which compares against the previous Snapdragon 865 (7um+ node), and has a faster primary core, however, while the camera configuration is identical (front), the selfie camera on the Z3 is expected to be an under display unit that will make it invisible.
The Galaxy Z Flip 3, a compact foldable, is expected to begin production next week, but the release date remains unknown, although some are speculating that the price of the Flip 3 will be under $1,000, which would put it in line with other Samsung flagship smartphones, and while the phone itself could see a slight increase in screen size, the form factor is expected to remain the same. Much will ride on the success of the new Z Flip (in theory, it should be called the Z Flip 2), as Samsung pushes the foldable concept to give it an increasing lead in the smartphone space. They have set aggressive sales goals for foldable this year, but as long as durability becomes less of a question, the concept of ‘unfettered’ smartphone real estate will look increasingly attractive to consumers. That said, we expect consumers will need to see pricing that is almost comparable to flagship smartphones in order for the foldable medium to be accepted as the norm.
The Galaxy Z Flip 3, a compact foldable, is expected to begin production next week, but the release date remains unknown, although some are speculating that the price of the Flip 3 will be under $1,000, which would put it in line with other Samsung flagship smartphones, and while the phone itself could see a slight increase in screen size, the form factor is expected to remain the same. Much will ride on the success of the new Z Flip (in theory, it should be called the Z Flip 2), as Samsung pushes the foldable concept to give it an increasing lead in the smartphone space. They have set aggressive sales goals for foldable this year, but as long as durability becomes less of a question, the concept of ‘unfettered’ smartphone real estate will look increasingly attractive to consumers. That said, we expect consumers will need to see pricing that is almost comparable to flagship smartphones in order for the foldable medium to be accepted as the norm.
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