研判2025！中国折叠屏手机行业产业链、出货量及企业市场份额分析：铰链革新与AI赋能双轮驱动，中国折叠屏手机出货量同比飙升[图]

Core Viewpoint - In Q1 2025, China's foldable smartphone shipments reached 2.84 million units, marking a 53.04% year-on-year increase, driven by technological maturity and ecosystem integration [1][13]. Industry Overview - Foldable smartphones utilize flexible screen technology to change form factors, providing larger display areas when unfolded and more portability when folded, thus enhancing user interaction experiences [2]. Industry Development History - The Chinese foldable smartphone industry has evolved through five stages, starting from the exploratory phase (2012-2017) with early models like Kyocera's KSP8000, to the current phase of technological deepening and ecosystem integration [4][6]. Industry Current Status - The significant growth in foldable smartphone shipments is attributed to advancements in hinge technology and the integration of operating systems like Huawei's HarmonyOS, which enhances user experience through features like split-screen functionality [13][17]. Industry Supply Chain - The supply chain for foldable smartphones includes upstream materials such as flexible display materials (UTG glass, flexible OLED panels), hinge system materials, and production equipment, with downstream channels including e-commerce platforms and physical retail stores [9]. Key Companies' Performance - Huawei dominates the foldable smartphone market with a 76.6% market share in Q1 2025, followed by Honor, OPPO, Xiaomi, and Samsung, indicating a competitive landscape characterized by differentiation [15][17]. Industry Development Trends - The foldable smartphone market is witnessing trends such as continuous innovation in form factors and functionalities, with AI integration reshaping user interactions and driving the evolution of operating systems [20][21]. Price Point and Market Penetration - Foldable smartphones are moving towards mainstream markets, with models like OPPO Find N5 priced at 6,999 yuan, contributing to a significant increase in sales within the 6,000 yuan price segment [22]. Ecosystem Reconstruction and Global Competition - The competition in the foldable smartphone market has shifted from hardware to ecosystem development, with companies like Huawei leveraging their HarmonyOS to create a comprehensive smart life ecosystem [23].