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十年护城河告急!三星(SSNLF.US)折叠屏猛攻下 苹果(AAPL.US)美国份额失守
AppleApple(US:AAPL) 智通财经网·2025-08-18 01:07

Core Viewpoint - The competition between Apple and Samsung in the U.S. smartphone market has intensified, with Samsung gaining market share due to innovative screen designs, while Apple faces its first significant decline in market dominance in over a decade [1][2]. Market Share and Sales Data - In Q2, Samsung's market share in the U.S. increased from 23% to 31%, while Apple's share decreased from 56% to 49%, marking a notable shift in the competitive landscape [1][2]. - Apple's stock has dropped 7.5% this year, while Samsung's stock has risen approximately 35% [1]. Product Innovations - Samsung launched two revolutionary foldable phones, the Z Fold 7 and Z Flip, which have generated significant consumer interest and discussion on social media [2][4]. - The Z Fold 7's pre-sale volume increased by 25% compared to its predecessor, with sales growth nearing 50% [4]. Pricing Strategy - Samsung's Galaxy and Z series phones range from $650 to $2400, allowing it to target various consumer price segments effectively [2]. - Apple's iPhone pricing ranges from $829 to $1599, with the most expensive model, the iPhone 16 Pro Max, starting at $1199 [3]. Future Developments - Apple is expected to introduce a new ultra-thin iPhone and potentially a foldable iPhone in the coming years to compete with Samsung's offerings [3][5]. - Analysts predict that Apple's foldable phone could start at $1999, aligning with Samsung's pricing strategy for its foldable devices [3]. Technological Advancements - The maturity of foldable screen technology has alleviated previous consumer concerns, enhancing Samsung's brand image and market position [4]. - The rise of AI applications is influencing the smartphone market, with Samsung integrating advanced AI features into its devices, potentially outpacing Apple's current offerings [5].