Here Comes the Next Big Thing In Smartphones  Matt McCall | The new "must have" is a smartphone. No, wait. That can't be right. They have been around for 14 years. (Can you believe it?!) Okay, then the new "must have" is a tablet. No, that can't be it either. The iPad came out over a decade ago. That leaves us with one conclusion… The new "must have" is both a smartphone and a tablet. Now we're on to something. In an industry that can struggle to maintain innovation, the buzz is building over the next big thing… FREE DEMO: Next-Generation Smartphone Is an Assault on the Senses You thought today's smartphones changed your life? Wait till you see what the new smartphones can do.Click here to see a "live" demo. SPONSOR AD | How can one device be both a phone and a tablet? It's actually quite simple. The next generation of smartphones will be foldable. I'm not talking foldable like the old flip phones that opened and closed on a hinge – with a screen on one side and buttons on the other. I'm talking about an honest to goodness smartphone that can fold into pretty much whatever device you need. A well-respected Apple (AAPL) analyst predicted this week that the largest company in the world (by market capitalization) will come up with a foldable iPhone in about two years. Ming-Chi Kuo of TFI Securities thinks it will have a foldable OLED display that can open up into an 8-inch tablet. That would make it slightly larger than the iPad mini. "After 5G," Kuo wrote to clients, "the foldable smartphone is the next innovative selling point of high-end models." It sounds kind of crazy, but I first wrote about foldable phones nearly a year ago after getting my first taste of them at the huge Consumer Electronics Show (CES) in January 2020 (just before COVID-19 hit). I was skeptical at first, but they turned me into a believer.  Foldable smartphones – like the one pictured above – are designed to bring even more convenience to people juggling multiple mobile devices. It can literally fold into and out of virtually any device as effortlessly as folding a piece of paper. Say you're texting a friend and they send you a highlight from last night's game. You can unfold your smartphone into a tablet to watch it on a larger screen. Ready to go for a jog? Fold it back into a smartwatch and bring it with you. When you're done, unfold it into a laptop to finish off the workday. That may be a bit further into the future, but the possibilities are endless. So it's no surprise that the world's largest smartphone makers are scrambling to bring these phones to market. When I did my research, I discovered that Alphabet (GOOGL) had already invested nearly $1 billion in foldable phones. LG (LPL) allocated $8.5 billion to foldable displays, saying it wants to make them the new standard. Chinese tech behemoth Huawei spent more than $15 billion on research and development in 2018. Samsung, the world's largest smartphone maker, led the way in 2020 with 87% of the foldable market. And according to Display Supply Chain Consultants, more than 5.1 million foldable and rollable smartphones are expected to be shipped this year. There had been rumors that Apple is working on a foldable prototype, and thanks to Kuo's new report, the buzz just picked back up. Sneak Peek: This Is the Smartphone of Tomorrow This radical new device holds the promise of three devices in one: a tablet, a smartphone, and a watch. And the little-known company behind the technology making it all possible is set to skyrocket. Full details, here. SPONSOR AD | Of course, the new phones have their doubters. There were plenty of iPhone naysayers back in 2007, too, when the product first launched. Microsoft's (MSFT) CEO at the time, Steve Balmer, rejected Apple's new smartphone initially. In an interview with Bloomberg, he laughed off the idea, saying it would never sell because of the high price tag of around $500. Jim Balsillie, the co-CEO of BlackBerry (BB) maker Research In Motion, described it as "one more entrant into an already busy space with lots of choice for consumers." And Nokia (NOK) Chief Strategist Anssi Vanjoki said the iPhone would remain a niche product. Well, we know how that story ends… Apple went on to crush the competition – including Nokia and BlackBerry, which didn't spot the opportunity. It's since sold more than two billion iPhones and turned into the world's largest public company with a market capitalization of $2.2 trillion. A similar opportunity to gain market share and dominate the next-generation smartphone field is cropping up today. And this time, major smartphone makers are diving in headfirst. Smart investors should be, too. A very small percentage of the world's population is currently using foldable phones, but we will ultimately see 3.2 billion smartphones being replaced by foldables. And I predict the industry will grow in a few years to reach a $13.8 billion market! Many investors are taking a conventional route to gain from foldable phones' success. They're looking at the obvious plays – the phone manufacturers like Samsung, Apple, and LG. But not us. Instead, I believe that the perfect strategy for investing in the coming foldable phone craze lies elsewhere – in the "picks and shovels" companies that make the "guts" of these next-generation phones. Back in 2007, after Apple released the iPhone, a number of its suppliers hit it big. Semiconductor producer Skyworks Solutions (SWKS) is up 23X since 2007.  And Cirrus Logic (CRUS) – a maker of audio, voice, and haptics products – has climbed nearly 11-fold since 2007.  We can make money in a similar fashion with foldable phones. The biggest change between future smartphones and the ones we have now is the bendable screen. Without that technology, foldable phones are impossible. That's why I see such big opportunity in the select companies responsible for making the foldable displays. And it's why I've created a portfolio of four such stocks in my Investment Opportunities newsletter. Click here to get the names of these companies and learn how to cash in on the biggest smartphone breakthrough in a decade. It's still early, and that's the time to get in for the biggest profits. Best regards,  Matt McCall Editor, MoneyWire P.S. Ten years from now, we'll look back on current displays the way we view old CRT TVs today. And the company I've found will help make that possible – thanks to its deals with the likes of Apple, Samsung, and LG. It's just one of my four picks for the new Foldable Phones Portfolio at Investment Opportunities. Matt McCall's MoneyLine Podcast Click here to listen to Matt McCall's MoneyLine podcast! In this episode, Matt shares the top stocks to hold for the Roaring 2020s. He asked his Twitter followers what they thought, so he goes through the answers and explains why some are great long-term holds. Others may be popular but aren't the most efficient to buy now. You can subscribe to this podcast on iTunes, Stitcher, Spotify, or wherever you listen to podcasts. Learn where Matt McCall sees huge investment opportunities right now: How the 5G Breakthrough Can Make You Rich The next trillion-dollar companies – the next Amazon, the next Google, etc. – are being hatched in research facilities and garages around the world. These firms will further change the world and revolutionize our economy. Just as Apple, Google, Amazon, and Microsoft can't function without the internet, the next generation of world-changing, $1 trillion mega winners can't survive without the subject of this report… the super powerful infrastructure technology we call "5G." Learn more here. How to Make Huge Profits From the Shift to Transportation 2.0 The car as we know it is on the verge of a transformative change not seen since Karl Benz invented it nearly 135 years ago. In fact, the whole transportation sector is now poised for its version of 2.0. I'm not exaggerating when I say this will lead to trillions of dollars in money sloshing around in the coming decades. What is coming will create one of the five biggest investment opportunities you'll ever see in your life, no matter when you were born. Learn more here. How to Cash In on the Biggest Battery Breakthrough in a Century The next big breakthrough in battery technology is an innovation that will have multi-trillion-dollar economic implications. I can tell you this mega innovation isn't a matter of "if," it's a matter of "when," and I believe it will go down as one of the greatest inventions of the 21st century. Those on the right side of this innovation stand to build incredible wealth… just like people did from the creation of the internet and the smartphone. Think of this as your "field guide" for profiting from the next big battery breakthrough. Learn more here. |
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