LENOVO GROUP(HK:00992) Zhi Tong Cai Jing·2025-09-04 05:13Core 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] - Huawei leads the Chinese market with its high-end Mate X6, which accounts for over one-third of its foldable smartphone shipments in the quarter [1] Market Dynamics - In Q2 2025, Motorola's market share in the global foldable smartphone segment rose dramatically to 28%, with one in four foldable smartphones sold being a Motorola product [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 [3] - The competitive landscape has shifted significantly, with Motorola's rise impacting Samsung's dominance in the foldable smartphone market [3]