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折叠屏拐点,始于「0.1mm」的战争
36氪·2025-08-01 13:34

Core Viewpoint - The article discusses the evolution of the foldable screen industry, highlighting the advancements made by Samsung with its Galaxy Z Fold7 and Z Flip7, marking a shift towards a new era of foldable devices that prioritize lightweight, thin designs, and enhanced user experience [2][25]. Group 1: Foldable Screen Market Evolution - The foldable screen market has entered an era of "hundred flowers blooming," with major smartphone manufacturers investing heavily in this technology, leading to a "millimeter war" focused on achieving lighter, thinner, and larger devices [2]. - By 2025, the market is expected to evolve rapidly towards the ultimate goal of "lighter, thinner, larger," with competition centered around minute improvements of "0.1mm" [2]. - Samsung's Galaxy Z Fold7 has achieved a weight of 215 grams and a thickness of 8.9mm when folded, representing the most significant upgrade in the series' history [2][5]. Group 2: Technological Innovations - The Z Fold7 features a redesigned waterdrop hinge that compresses the bearing part to 1.2mm, achieving a 23% reduction in thickness, and the support arm part has seen a 39% thickness reduction [9]. - Samsung has introduced a titanium alloy foil as a stress-dispersing skeleton beneath the UTG inner screen, enhancing flexibility while increasing resistance to bending and cracking [9][10]. - The new structure of the Z Fold7 has passed 200,000 folding tests and extreme temperature cycling tests, confirming its physical stability under harsh conditions [10]. Group 3: Competitive Advantages - Samsung's advancements in materials science and industrial design have widened the gap between it and many domestic manufacturers, showcasing its superior manufacturing capabilities [11]. - The Z Fold7 maintains flagship specifications while achieving a 10% increase in strength through the use of Advanced Armor Aluminum and Corning Gorilla Glass Victus 2, ensuring durability against drops from 1 meter [11]. - The integration of a 200-megapixel main camera with advanced autofocus and OIS structure has allowed the Z Fold7 to excel in photography, addressing previous limitations in foldable devices [13]. Group 4: User Experience Enhancements - The Z Flip7 features a 4.1-inch external screen that maximizes visibility and allows for quick interactions, with software optimizations enhancing the external screen experience [15]. - The Z Flip7's main camera can shoot 10-bit HDR videos, catering to content creators' demands for high-quality visuals [17]. - AI capabilities have been deeply integrated into the Z series, transforming the devices into intelligent platforms that enhance user interaction and productivity [21]. Group 5: Industry Implications - The foldable screen industry is shifting from a focus on hardware specifications to user experience, with the next battleground being the seamless integration of foldable technology into daily life [24]. - Samsung's ability to control the entire supply chain for foldable screens positions it as a leader in the market, creating a competitive landscape characterized by "one strong leader and many strong challengers" [24]. - The launch of the Z Fold7 signifies a pivotal moment in the industry, marking the transition of foldable devices from novelty items to essential mainstream products [25].