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] - The report indicates that the global smartphone market has entered a phase of stock competition since 2017, with annual shipments declining by approximately 2.52%, projected to reach 1.22 billion units by 2024 [2] - Foldable smartphones are identified as a strategic direction to break through market growth bottlenecks, with expected high growth in shipments from 2022 to 2024 [5] Group 2 - The foldable smartphone industry chain encompasses upstream raw material supply, midstream design and manufacturing, and downstream sales, with companies like Huawei and Samsung leading the charge [7] - China's foldable smartphone industry has matured, achieving international advanced standards in technology, and creating a positive cycle of "technology-cost-market" [8][9] - The product forms of foldable smartphones are diverse, with Huawei leading in innovative designs such as tri-fold and wide-fold models [11] Group 3 - The report discusses the transition of foldable smartphones from niche devices to mainstream productivity tools, emphasizing the importance of hardware optimization, software ecosystem collaboration, and enhanced user experience [13][43] - By 2026, it is anticipated to be a critical year for the development of foldable smartphones, with a projected shipment of 6.6 million units in the first half of 2025 [15] - The competitive landscape in China's foldable smartphone market shows a "one strong, many strong" pattern, with Huawei's market share increasing significantly from 35% in Q1 2023 to 75% in Q1 2025 [17][18] Group 4 - 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] - The majority of users spend between 5,000 to 9,000 yuan on foldable smartphones, with Huawei being the most used brand at 62.3% [22] - Key reasons for purchasing foldable smartphones include a stronger sense of technology and future, with 44.7% of users citing this as a primary motivation [24] Group 5 - Brand recognition for Huawei in the foldable smartphone market is significantly higher than competitors, with strong perceptions of high-end quality and innovation [26][28] - User satisfaction is highest for Huawei, indicating strong brand loyalty and recommendation potential, with Huawei and Xiaomi leading in net promoter scores [30][31] - Consumers view foldable smartphones as carriers of innovation and multifunctional devices, with varying perceptions between genders regarding their roles [34] Group 6 - The primary use cases for foldable smartphones are social interaction and entertainment, with business applications still needing further exploration [36] - Users report pain points related to hardware durability and software experience, including screen wear and poor visual effects [39] - Over 90% of consumers are likely to consider purchasing a foldable smartphone for their next device, with a focus on reliability and battery life [41] Group 7 - The market for foldable smartphones is transitioning from "niche novelty" to "mainstream utility," driven by advancements in hardware and software [47] - The hardware is evolving from merely functional to providing a comprehensive user experience, with innovations in hinge and screen technology [45]