份额 27% 领跑！摩托罗拉成西欧折叠屏市场最大黑马

Core Insights - Motorola's Razr 60 leads the Western European foldable smartphone market with a 15% share, and combined with Razr 50, the total share reaches approximately 27%, matching last year's leading model [1] - Google Pixel 9 Pro Fold follows with just over 10% market share, indicating a more balanced competitive landscape [1] - The long-dominant market by Samsung's Galaxy Z series and Honor's Magic V series is experiencing a shift, with Motorola and Google successfully gaining market share through better carrier channel performance, competitive pricing, and appealing designs [1] Group 1 - Google's Pixel 10 Pro Fold launched in early October in major European channels, supported by promotional activities, leading to a strong start in markets like the UK [2] - Motorola's Razr 50 and 60 series are expanding distribution and are expected to surpass Honor, becoming the second-largest brand in the European foldable market [2] - Both brands are anticipated to maintain strong momentum during the holiday season with broader channel strategies and promotional efforts, competing against Samsung's newly launched Galaxy Z7 series [2] Group 2 - The Western European market is transitioning from a dual-brand to a four-brand competition landscape [2] - With the launch of Pixel 10 Pro Fold and further market expansion of Razr, the foldable category is expected to see increased competition during the holiday season [2] - Brands that demonstrate confidence in product design and maintain stable execution with carriers are likely to achieve growth in the next phase [2] Group 3 - Apple is expected to enter the foldable smartphone market in the second half of next year, which will reshape carrier resource allocation and high-end price segment dynamics [2] - Brands that can secure core carrier partnerships, maintain consistent software updates, and prove the practicality of large screens in daily use will likely succeed in the foldable market [2] - Conversely, brands that are slow to act or have limited product lines may find their growth space further squeezed between high-end Apple models and cost-effective alternatives [2]