图数室丨折叠屏难过山海关

Core Viewpoint - The article discusses the challenges and market dynamics of foldable smartphones, particularly in extreme cold conditions, highlighting the gap between advanced technology and practical usability [2][3][25]. Group 1: Market Dynamics - Foldable smartphones are transitioning from niche products to mainstream consumer items, appealing to high-income, educated professionals in urban areas [2][25]. - The shipment volume of foldable smartphones in China is expected to double from 227 million units in the first half of 2023 to 442 million units in the first half of 2024, with projections nearing 500 million units by mid-2025, reflecting a year-on-year growth of 12.6% [18]. - Huawei leads the market with a 75% share, shipping 374 million units, while other brands like Honor, OPPO, Xiaomi, and Vivo are also establishing their positions [19][20]. Group 2: Technical Challenges - Foldable screens, particularly those made from flexible OLED technology, face significant issues in low temperatures, where materials can become brittle and prone to cracking [5][6]. - The normal operating temperature for most foldable smartphones is between 0°C and 35°C, while they can be stored at temperatures ranging from -20°C to 50°C when powered off [6]. Group 3: Consumer Insights - The typical user of foldable smartphones is often a married male, living in first-tier or new first-tier cities, with a bachelor's degree or higher, and an income ranging from 5,000 to 20,000 yuan [22]. - The unique value proposition of foldable smartphones, such as portability and innovative design, is attracting consumers who seek a blend of technology and quality of life [25]. Group 4: Competitive Landscape - The entry of major players like Apple, which plans to launch its first foldable smartphone in 2026, is expected to intensify competition in the foldable smartphone market [25][26]. - The market is evolving into a scenario where one company dominates while several others coexist, indicating a competitive yet fragmented landscape [20].