从“猎奇”到“信赖”：折叠屏手机用户发展洞察报告

Core Insights - The global foldable smartphone market is experiencing continuous growth, particularly in China, driven by technological advancements and an improved supply chain, leading to product diversification [1] - China has emerged as the main growth engine for the global foldable smartphone market, with Huawei maintaining a significant market share [1][18] - User willingness to purchase foldable smartphones is increasing, with higher expectations for product functionality and experience [1] Market Overview - The global smartphone market has transitioned into 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 flat smartphone market has become saturated, prompting manufacturers to innovate product forms to explore the high-end market [5] Competitive Landscape - The foldable smartphone industry chain includes upstream raw material supply, midstream design and manufacturing, and downstream sales [7] - Chinese manufacturers, led by Huawei and Samsung, are driving the industry chain's collaborative progress, injecting strong momentum into the market [7][9] - Huawei's market share in China has significantly increased from 35.0% in Q1 2023 to 75.0% in Q1 2025, indicating a strengthening of its leading position [18] User Behavior and Preferences - The majority of foldable smartphone users are male and female, with a higher preference among first-tier and new first-tier city users [20] - Users predominantly use foldable smartphones priced between 5,000 to 9,000 yuan, with Huawei being the most used brand at 62.3% [22] - The key reasons for purchasing foldable smartphones include a stronger sense of technology and future appeal, with 44.7% of users citing this as a primary factor [24] Product Development and Trends - Foldable smartphones are transitioning from niche products to mainstream devices, with a focus on hardware optimization and software ecosystem development [1][43] - The hardware is evolving from merely functional to providing a comprehensive user experience, with innovations in hinge and screen technology [45] - The market is expected to see a significant shift in 2026, with foldable smartphones becoming more mainstream as user acceptance increases [15] User Satisfaction and Recommendations - Huawei leads in user satisfaction, with a higher rating than the overall market, followed by Xiaomi and Samsung [30] - The net recommendation value for Huawei and Xiaomi indicates strong user advocacy and brand loyalty [31] Future Outlook - Over 90% of consumers are considering purchasing a foldable smartphone for their next device, with a focus on reliability, battery life, and hardware specifications [41] - The transition from "novelty" to "common use" is evident, with 95.5% of consumers willing to switch to foldable smartphones in the future [47]