从“猎奇”到“信赖”：折叠屏手机用户发展洞察报告

Group 1 - The core viewpoint of the report highlights the continuous growth of the global foldable smartphone market, particularly in China, driven by technological advancements and an improved supply chain, leading to product diversification [1][4][5] - The report indicates that the foldable smartphone market is transitioning from a niche to a mainstream market, with increasing consumer acceptance and willingness to purchase [1][43][47] - Huawei is identified as a leading player in the foldable smartphone market, significantly increasing its market share from 35.0% in Q1 2023 to 75.0% in Q1 2025, showcasing its dominant position [18] Group 2 - The global smartphone market has entered a phase of stock competition since 2017, with annual shipment volumes declining by approximately 2.52%, projected to reach 1.22 billion units by 2024 [2] - The foldable smartphone segment is seen as a strategic direction to break through the stagnation in market growth, with expected high shipment growth from 2022 to 2024 [5][15] - The foldable smartphone industry chain includes upstream raw material supply, midstream design and manufacturing, and downstream sales, with major players like Huawei and Samsung leading the charge [7] Group 3 - The Chinese foldable smartphone industry has matured, achieving international advanced standards in technology, and creating a virtuous cycle of technology, cost, and market [8][9] - The report outlines the diverse product forms in the foldable smartphone market, with Huawei leading in innovative designs such as tri-fold and wide-fold models [11] - The user demographics indicate a strong preference for foldable smartphones among high-education users, with over 75% of users holding a bachelor's degree or higher [20] Group 4 - The primary reasons for purchasing foldable smartphones include a stronger sense of technology and future, with 44.7% of users citing this as a key factor [24] - Users show a willingness to spend, with 28.4% budgeting between 8,000 to 10,000 yuan for their next foldable smartphone [24] - Huawei leads in brand recognition and user satisfaction, with a significant market share and positive user feedback on its products [26][30] Group 5 - The report notes that foldable smartphones are perceived as carriers of innovation and multifunctional devices, with varying perceptions between male and female consumers [34] - Social interaction and entertainment are the primary use cases for foldable smartphones, indicating a need for further exploration of productivity applications [36] - Users express concerns regarding hardware durability and software experience, highlighting areas for improvement in future models [39] Group 6 - Over 90% of consumers are considering purchasing a foldable smartphone for their next device, focusing on reliability, battery life, and hardware specifications [41] - The transition from "niche novelty" to "mainstream utility" is emphasized, driven by advancements in hardware technology and software ecosystems [43][45] - The report concludes that foldable smartphones are moving towards becoming reliable, everyday devices, with a significant percentage of users willing to switch to foldable models in the future [47]