剑指华为Mate XTs，三星首款三折叠来了

Core Viewpoint - The competition in the foldable smartphone market is intensifying, with Huawei and Samsung as the primary players, particularly following Samsung's recent launch of the Galaxy Z TriFold, which marks the second commercial three-fold smartphone after Huawei's Mate XTs [1][3][4]. Group 1: Product Launches - Huawei launched the world's first three-fold smartphone, Mate XT, in September 2024, with an initial price of 19,999 yuan, followed by the upgraded Mate XTs at 17,999 yuan [1]. - Samsung has introduced its first three-fold smartphone, Galaxy Z TriFold, which will be available for online reservation on December 9 and officially launched on December 12 [1][2]. Group 2: Technical Specifications - The Galaxy Z TriFold features a unique "G-shaped" inward folding design, a 6.5-inch outer screen, and a 10-inch main screen when fully unfolded, with a thickness of only 3.9 mm and a weight of 309 grams [1]. - It is powered by a customized Qualcomm Snapdragon 8 Elite for Galaxy chip, has a 5600mAh battery with 45W fast charging, and includes a camera system led by a 200-megapixel main camera [2]. Group 3: Market Dynamics - According to Canalys, Huawei led the global foldable smartphone market with a 48% share in the first half of 2025, while Samsung held 20% [4]. - The market share dynamics between Huawei and Samsung have shifted significantly, with Huawei increasing its share from 14% in 2022 to 48% in 2025, while Samsung's share decreased from 78% to 20% over the same period [4]. Group 4: Future Outlook - Apple is expected to launch its first foldable device in the fall of 2026, which could reshape the competitive landscape in the high-end foldable smartphone market [6]. - Despite the anticipated growth in the foldable smartphone segment, it remains a niche market, projected to account for only 1.0% to 1.5% of global smartphone shipments by 2026 [7]. Group 5: Strategic Importance - Foldable smartphones are seen as a strategic lever for manufacturers to drive premium branding and long-term profitability, with significant revenue contributions despite their limited market size [8].