折叠屏战争进入“三折时代”，三星却已输掉中国市场

Core Viewpoint - Samsung's new Galaxy Z TriFold smartphone faces significant market scrutiny and competition, particularly from Huawei, as it attempts to re-establish its presence in the high-end foldable smartphone market in China [2][9]. Group 1: Product Overview - The Galaxy Z TriFold features a dual-hinge design that allows it to unfold into a tablet-sized device, with a price set at approximately 17,302 RMB (around 2,450 USD) [3][4]. - The device boasts a thickness of only 3.9 mm when unfolded and includes a 5,600 mAh battery, marking the largest battery capacity for Samsung's foldable phones [7]. Group 2: Market Position and Competition - In 2013, Samsung held a 20% market share in China's smartphone market, but by 2023, it has virtually disappeared from the top five rankings, with local brands like Huawei and Xiaomi dominating [2][12][13]. - Despite Samsung's global smartphone market share reaching 20.8% in 2023, its presence in the Chinese market remains weak, with a share of less than 1% by 2022 [14][17]. Group 3: Strategic Challenges - Analysts express concerns about a "product-market mismatch" for the TriFold, as Samsung lacks a significant presence in the Chinese foldable market, which is crucial for the product's success [9]. - Samsung's decision to use an older Snapdragon chip in the TriFold has been interpreted as a cost-control measure, raising questions about the product's competitiveness [9]. Group 4: Internal Dynamics and Future Outlook - Samsung's leadership has acknowledged the company's critical situation, with internal restructuring and a call for management to adopt a "survive to thrive" mentality [16][20]. - The company is facing challenges in adapting to the AI era and is experiencing a decline in traditional smartphone business profits, which may further squeeze future profit margins [19].