折叠屏手机市场加速多元化

Core Viewpoint - Huawei has officially launched its second-generation tri-fold screen flagship smartphone, the Mate XTs, which is expected to drive innovation and upgrades across the supply chain in the folding screen smartphone industry [1][2]. Group 1: Product Features and Innovations - The new tri-fold smartphone is equipped with the Kirin 9020 chip and the latest Harmony operating system, resulting in a 36% performance improvement [1]. - Huawei's continuous innovation in hinge structure, screen layering, and system adaptation has made tri-fold screens practical, enhancing their lightweight, durability, and multi-tasking capabilities [1][4]. Group 2: Market Dynamics and Competitors - The global foldable smartphone shipment increased by 45% year-on-year in Q2, driven by strong demand in the Chinese market, where Huawei is a key player [2]. - By 2025, it is projected that 4.98 million foldable smartphones will be shipped in China, with Huawei holding a 75% market share [2]. Group 3: Industry Trends and Future Outlook - The introduction of tri-fold smartphones is expected to shift the market from "novelty" to "mainstream," with a variety of form factors coexisting [2]. - By 2026, global shipments of foldable smartphones are anticipated to reach 61 million units, indicating a significant growth trajectory for the segment [2]. - The complexity of tri-fold structures is driving upgrades in core components like hinges and screens, with domestic suppliers entering Huawei's supply chain [4].