LENOVO GROUP(HK:00992) Ge Long Hui·2025-09-04 03:13Core Insights - The global foldable smartphone shipments surged by 45% year-on-year in Q2 2025, indicating a significant recovery in the market driven by strong performances in China and explosive growth in the U.S. [1] - Motorola's Razr 60 series has emerged as a key driver of this growth, particularly in the U.S. market, where its pricing strategy has positioned it as the most cost-effective foldable smartphone [1][3] Market Performance - In Q2 2025, Motorola's market share increased dramatically to 28%, with one in four foldable smartphones sold being a Motorola product, up from just 14% in Q2 2024 [3] - Samsung's market share halved from 21% in Q2 2024 to 9% in Q2 2025, despite achieving record sales with its Galaxy Z Fold and Flip7 models in Q3 2025 [3] Competitive Landscape - Huawei led the Chinese market with its high-end Mate X6, accounting for over one-third of its foldable smartphone shipments in the same quarter [1] - The competitive pricing of Motorola's Razr series, starting at $699, has not been matched by any competitors, contributing to its success in the U.S. market [1]