After the PC industry experienced low prices this year to clear inventory, major brand manufacturers will try to expand high-end product lines in the second half of the year and move toward folding products.LaptopThe field is testing the waters. LG has just recently launched Gram Fold, its first product in this field.HP(HP) released the HP Specter Fold new foldable laptop in September, which is billed as “the world’s thinnest and smallest 17-inch foldable laptop.” The PC industry will return to annual growth opportunities in 2024, and it will also stimulate folding machine concept stocks ASUS and Bearing. Chang Zhaoli (3548), Sunrise and other sports businesses.
Compared with recent yearsfoldable phoneHaving found its market position and growing at a double-digit rate every year, foldable notebooks are still in the exploratory stage. Although manufacturers such as Lenovo, HP, ASUS, and LG have launched foldable notebooks so far, foldable notebooks are still in their infancy.
However, as major brand manufacturers are eyeing the full recovery of the PC industry in 2024, and mobile phone manufacturers have proven the possibility of folding machines from niche to mass market, many PC brand manufacturers have refocused on foldable laptops and deployed high-end products. product line.
In September this year, HP released the HP Specter Fold, a new foldable notebook, which is billed as “the world’s thinnest and smallest 17-inch foldable notebook.” It can switch between three modes: notebook, tablet and desktop. The machine uses a 17-inch With a 1,920 x 2,560 resolution OLED foldable screen and a weight of only 1.35KG without the keyboard, the large-sized notebook is thin and light, which has become one of the main selling points of this machine.
In addition, the new machine has AI functions. HP emphasizes that the new product is “the world’s first foldable laptop with built-in AI.” The built-in AI gives the laptop the ability to monitor user privacy, security and health.
LG has recently launched its first foldable laptop, the Gram Fold, which is available in both laptop and tablet configurations. The machine uses a 17-inch OLED screen with a resolution of 2,560 x 1,920 and is currently only available in the South Korean market.
At present, the advantages of foldable laptops compared to ordinary NBs are that the body can have a large-size screen and is light and easy to carry. However, the disadvantages are also obvious. The thin and light characteristics make it difficult for manufacturers to enhance the heat dissipation function, and the most critical thing is still high price, such as HP’s Specter Fold and LG’s Gram Fold are priced at about NT$160,000 and nearly NT$120,000 respectively.
According to industry analysis, the price of a laptop exceeds 100,000 yuan, and the current product usage experience is not significantly different from that of ordinary laptops. I am afraid that most consumers are still waiting and watching. In other words, PC brands cannot launch foldable laptop products. Effective cost control and finding the biggest niche point of the product are the two fatal flaws in the current promotion of foldable laptops.
Since foldable laptops are still in the exploratory stage and sales are still low, there are currently not many suppliers in Taiwan. In addition to the brand manufacturer ASUS, which has launched terminal products, Taiwanese bearing manufacturers Zhaoli, Nippon, and Fusda all produce foldable mobile phones. bearing products, but is also regarded as a potential supplier of foldable laptops.
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