众多玩家“暗中”加码研发 折叠屏手机市场加速多元化

Core Viewpoint - Huawei's launch of the second-generation tri-fold screen smartphone, Mate XTs, marks a significant advancement in the foldable smartphone market, driving technological innovation and supply chain upgrades across the industry [1][2]. Group 1: Product Launch and Features - Huawei officially launched the Mate XTs tri-fold screen smartphone on September 4, featuring the Kirin 9020 chip and the new Harmony operating system, resulting in a 36% performance improvement [1]. - The new smartphone will be available for the first time through Meituan's flash purchase platform, indicating a shift towards instant retail channels for product launches [1]. Group 2: Market Trends and Projections - The global foldable smartphone shipment increased by 45% year-on-year in Q2, driven by strong demand in the Chinese market, with Huawei being a key player [2]. - By the first half of 2025, China's foldable smartphone shipments are expected to reach 4.98 million units, with Huawei holding a 75% market share [2]. - The foldable smartphone market is anticipated to evolve from a niche "novelty" to a mainstream category, with prices expected to drop below 10,000 yuan by 2026 [2]. Group 3: Industry Dynamics and Competition - The introduction of tri-fold screen smartphones is prompting competitors like Samsung and Apple to accelerate their own development efforts in this segment [1]. - The complexity of tri-fold structures is driving upgrades in core components such as hinges and screens, with domestic suppliers entering Huawei's supply chain [4]. - The launch of the new tri-fold smartphone is seen as a reset of industry standards, pushing the market into a new competitive cycle focused on form, ecosystem, and supply chain integration [4].