中国折叠屏手机出海“卷”三星

Core Insights - Chinese smartphone manufacturers are intensifying competition against Samsung in the European foldable smartphone market, particularly with the launch of Honor's Magic V5 overseas version [2][4] - Counterpoint's data indicates a projected 37% year-on-year growth in the European foldable smartphone market in 2024, with Samsung's market share declining by 23% due to competition from Chinese brands like Honor and OnePlus [2][7] Group 1: Market Dynamics - Samsung's market share in the European book-style foldable smartphone segment has dropped from 98% to 73% by the end of 2023, and is expected to fall to 50% in 2024, with Honor's share increasing from under 10% to 34% [7][8] - The overall terminal scale in the European market is estimated to be between 130 million to 140 million units, with high-end smartphone sales (priced above $700) doubling in the first half of the year [8] Group 2: Competitive Landscape - Apple is expected to enter the foldable smartphone market, with production of a foldable iPhone anticipated to begin in late Q3 or early Q4 of this year, potentially impacting market dynamics further [3][4] - The competition in the European market is expected to intensify as Samsung prepares to launch the Galaxy Z Fold7, aiming to regain its competitive edge [8] Group 3: Supply Chain and Technology - The domestic supply chain for foldable screens in China is maturing, with key players in various segments such as screens, hinges, and materials, contributing to a robust supply ecosystem [9] - IDC forecasts that China will surpass other markets to become the largest foldable smartphone market globally, with shipments expected to reach 4.98 million units in the first half of 2025, marking a 12.6% year-on-year growth [9][10] Group 4: Future Outlook - The next generation of foldable smartphones is anticipated to focus on high performance and enhanced human-computer interaction, with an emphasis on improving work efficiency and user experience [10]