Apple(US:AAPL) 2 1 Shi Ji Jing Ji Bao Dao·2025-07-03 13:32Core Viewpoint - The foldable smartphone market is experiencing significant growth, with companies like Honor, Huawei, and Apple leading the charge in innovation and competition, particularly with the integration of AI technology into foldable devices [1][5][6]. Group 1: Market Growth and Trends - The global foldable smartphone shipment is projected to rise from 9.1 million units in 2021 to 54.7 million units by 2025, representing a compound annual growth rate (CAGR) of approximately 56.5% [1]. - In China, the market share of foldable smartphones is expected to increase from 12% in 2021 to 31% in 2025, highlighting China's role as a key growth driver in the global foldable smartphone market [1]. - In Q1 2025, China's foldable smartphone shipments reached 2.84 million units, marking a year-on-year growth of 53.1% [2]. Group 2: Competitive Landscape - The current competitive landscape features major players like Huawei, Honor, OPPO, Xiaomi, and Samsung, with Huawei leading the market, followed by Honor and OPPO [2]. - Honor's strategy focuses on aggressive development in the foldable segment, emphasizing lightweight design, with the Magic V5 measuring only 8.8mm in thickness and weighing 217g [2][3]. - Apple is also accelerating its entry into the foldable market, with expectations to launch its first foldable iPhone by late 2025 [3][4]. Group 3: Technological Innovations - Honor's advancements in battery technology, particularly the use of silicon-carbon anodes with a 25% silicon content, represent a significant breakthrough in the foldable smartphone sector [3]. - The integration of AI technology into foldable devices is seen as a transformative step, with Honor's Magic V5 featuring AI capabilities that enhance productivity and user experience [5][6]. - The combination of AI and foldable screens is expected to redefine user interaction, moving from basic functionality to innovative, scenario-based applications [5][7]. Group 4: Future Outlook - The foldable smartphone market is anticipated to continue its growth trajectory, with projections indicating over 30% growth in 2026 and more than 20% growth in 2027-2028 [4]. - The shift towards AI-driven functionalities in foldable devices is expected to create new opportunities and reshape the supply chain dynamics within the industry [7].