华为折叠机独占七成份额 但苹果很快“杀到”

Core Insights - The Chinese foldable smartphone market is transitioning from rapid growth to a plateau phase, with a projected shipment of approximately 10.01 million units in 2025, reflecting a year-on-year growth of 9.2%, contrasting with a decline of 0.6% in the overall smartphone market [1][2] - Huawei dominates the market with a share exceeding 70%, while other brands like Honor, vivo, OPPO, and Samsung hold less than 10% each, indicating a significant market concentration [1][2] - The anticipated entry of Apple into the foldable smartphone market in 2026 is expected to revitalize consumer interest and market dynamics [4][5] Market Dynamics - The foldable smartphone market in China is entering a "small year" in 2025, with many manufacturers adjusting their production targets downward, leading to a more pronounced market segmentation [2] - Huawei's market share increased from 50% in 2024 to 71.8% in 2025, while Honor and vivo hold 9.1% and 4.9% respectively, with OPPO and Samsung tied at 4.3% [2] - The market is characterized by a "one strong, many strong" dynamic, where Huawei's continuous investment and technological advancements have solidified its leading position [2] Product Innovations - Huawei's product lineup for 2025 includes various foldable designs, such as the Mate X6, Mate X7, and the innovative Mate XTs, which cater to different consumer preferences [3] - The expected launch of Apple's first foldable iPhone, tentatively named iPhone Fold, is set for fall 2026, featuring advanced materials and design innovations [5][6] Future Outlook - The entry of Apple is anticipated to attract more consumers to foldable smartphones, potentially driving market growth [6] - Analysts predict that the global foldable smartphone market will see a significant increase, with shipments expected to reach 20.6 million units in 2025, and a projected 30% growth in 2026 due to Apple's and Samsung's contributions [6][7] - The introduction of Apple's foldable iPhone is viewed as a pivotal moment for the foldable segment, likely catalyzing broader adoption and technological advancements in the supply chain [7]