中国折叠屏手机出海“卷”三星

Core Viewpoint - The article discusses the competitive landscape of the foldable smartphone market in Europe, highlighting the entry of Chinese manufacturers like Honor and OnePlus, which are challenging Samsung's dominance as Apple prepares to enter the market [3][4][5]. Group 1: Market Dynamics - Honor has officially launched the Magic V5 overseas in London, positioning foldable smartphones as a key strategic focus for its international expansion [3]. - According to Counterpoint, the European foldable smartphone market is expected to grow by 37% year-on-year in 2024, with increased competition from Chinese brands leading to a significant decline in Samsung's market share [3][9]. - Samsung's market share in the European book-style foldable smartphone segment has dropped from 98% to 73% by the end of 2023, and is projected to fall to 50% in 2024 due to the rise of competitors like Honor [9]. Group 2: Competitive Landscape - Honor's market share in the foldable smartphone category has increased from less than 10% in 2023 to 34% by the end of the year, indicating a strong competitive presence in Europe [9]. - The overall smartphone market in Europe is shifting towards a more open market, reducing reliance on carrier subsidies, which benefits Chinese manufacturers [9][10]. - The European market for high-end smartphones priced above $700 has seen a sales increase of over 70% in the past year, with a doubling of sales in the first half of this year [10]. Group 3: Supply Chain and Technology - The domestic supply chain for foldable smartphones in China has matured, covering key components such as screens, hinges, and materials, with companies like BOE and Lens Technology leading in their respective areas [12]. - China has become the largest market for foldable smartphones globally, with shipments expected to reach 4.98 million units in the first half of 2025, marking a year-on-year growth of 12.6% [12]. - Future foldable smartphones are anticipated to enhance human-computer interaction and improve work efficiency, with a focus on personalized multi-screen experiences [13].