廉价折叠屏手机将至，谁赞成、谁反对？

Core Viewpoint - Moto has introduced its first "large foldable" device, the Razr Fold, at CES 2026, marking a significant shift in the foldable smartphone market by positioning it as a "cheap large foldable" option [2][6]. Group 1: Product Introduction - The Razr Fold was unveiled at CES instead of the more traditional Mobile World Congress (MWC) for smartphone launches [1]. - Moto has only revealed the design of the Razr Fold, withholding detailed specifications and hardware configurations [1]. Group 2: Market Context - The Razr Fold is expected to be priced significantly lower than its competitors in the "large foldable" category, which typically feature high-end specifications [1][6]. - The global smartphone market saw a decline in overall shipments in 2025, yet foldable phones experienced a 6% growth, although this growth rate has decreased by over 60% compared to two years prior [6]. Group 3: Consumer Behavior - Data from a second-hand platform indicates that the transaction volume for used foldable phones surged by 73% in 2025, with the average holding time dropping to 13 months, compared to 22 months for traditional smartphones [7]. - Despite the apparent interest in foldable phones, the user penetration rate remains below 2%, indicating that the market is still niche [7][10]. Group 4: Future Implications - To attract a broader user base, manufacturers need to produce large, fully functional foldable phones at lower prices, as this could encourage more consumers to adopt them for everyday use rather than as status symbols [12]. - The introduction of more affordable foldable options may challenge the perception of existing flagship devices, potentially diminishing their perceived exclusivity [12].