华为折叠屏引领行业七年进化，重塑折叠主力机心智标杆

Core Insights - The folding screen smartphone market is transitioning from a niche curiosity to a mainstream practical choice, driven by technological maturity and price reductions [1][5][20] - The user base is expanding, with 17.9% of users aged 18-24, and over 90% of consumers considering a folding screen for their next phone [1][8] Market Trends - In 2024, China's folding screen smartphone shipments are expected to reach 9.69 million units, with 7.62 million units shipped in the first three quarters of 2025 [3] - Huawei leads the market with nearly 70% share and has surpassed 15 million cumulative shipments of folding screen devices [3][7] Technological Advancements - The transition is fueled by advancements in hardware technology, particularly in hinge and screen design, moving from basic functionality to comprehensive user experience [5][20] - Huawei has pioneered key technologies such as the water-drop hinge and the Tian Gong hinge system, which significantly enhance the design and functionality of folding screens [7][13] Consumer Demographics - Young users are increasingly attracted to folding screen smartphones for their technological appeal and entertainment capabilities, with a higher percentage citing these reasons compared to the overall consumer base [8][10] - Among young users, women represent a higher proportion, with 34% being regular employees, followed by general management and students [10] Brand Preference - Huawei is the preferred brand for 67.4% of consumers considering a folding screen smartphone, highlighting its strong market position [10] - The company offers a complete range of folding screen designs, differentiating itself from competitors [13] Software and Ecosystem - Huawei's Mate XTs integrates PC-level applications, enhancing productivity across various scenarios, and supports multi-window interactions [15] - The integration of AI capabilities is expected to redefine user interactions with folding screens, making them more efficient and versatile [17][19] Future Outlook - The combination of AI and folding screens is anticipated to drive a new wave of growth, transforming smartphones into intelligent hubs capable of handling complex tasks [22][23] - As folding screens gain mainstream acceptance, they are expected to become a dominant choice in the consumer market, with Huawei continuing to lead the way in innovation and user experience [20][23]