荣耀期待苹果加入折叠屏赛道

Group 1: Market Dynamics - The summer season is a peak time for consumer electronics companies to launch new products, with foldable smartphones being a key focus this year [2] - Honor has launched its foldable flagship Magic V5, emphasizing its lightweight and slim design, claiming it to be the "thinnest and lightest" large foldable phone globally [2] - The global market for foldable smartphones is experiencing rapid growth, although the growth rate is showing signs of decline [4] Group 2: Competitive Landscape - Honor's product line president expressed excitement about Apple's anticipated entry into the foldable smartphone market, viewing it as a validation of the foldable category's potential [3] - Since the commercialization of foldable smartphones began in 2020, major manufacturers like Huawei, Xiaomi, Vivo, OPPO, and Honor have entered the market, making China the largest market for foldable smartphones [3] Group 3: Innovation and Future Trends - The slowing growth rate of foldable smartphones is interpreted as a transition from the 1.0 to the 2.0 era, where innovation will focus on functional versatility and scene-based applications [4] - Honor is preparing to launch a new small foldable product in August 2023, indicating ongoing innovation in the segment [3] Group 4: IPO Progress - Honor's IPO progress is under scrutiny, with the company having completed the preliminary filing process with the Shenzhen Securities Regulatory Bureau [4] - The CFO of Honor stated that the IPO process is proceeding normally, with the current phase focusing on governance and internal control improvements [4]