Core Viewpoint - The article discusses the evolution of foldable smartphones, highlighting OPPO's breakthrough in eliminating the crease issue that has plagued the industry for years, positioning it as a leader in foldable technology [2][5][10]. Group 1: Historical Context and Industry Dynamics - Samsung launched the first foldable smartphone, Galaxy Fold, in 2019, which disrupted the saturated smartphone market [2]. - Despite the innovation, Apple has been hesitant to enter the foldable market due to its perfectionist approach, particularly concerning the unresolved crease issue [2][5]. - Over seven years, the crease problem remained a significant challenge for all manufacturers, including Apple and Samsung [2]. Group 2: OPPO's Technological Advancements - In March 2026, OPPO released the Find N6, claiming to have created the "flattest foldable phone in the world," effectively solving the long-standing crease problem [2][5]. - OPPO's success is attributed to a collaborative effort with a global high-tech supply chain, showcasing the importance of supply chain synergy in overcoming technical challenges [5][12]. - The company has accumulated over 3,500 technology patents related to foldable screens, ranking among the top three globally [10]. Group 3: Supply Chain Collaboration - OPPO's approach involved forming the "Tianqiong Partners" alliance, which includes various technology and research institutions, to tackle the fundamental challenges of foldable screens [13]. - The alliance focuses on improving the flatness of support structures and addressing the creep characteristics of screen materials [13]. - OPPO's strategy emphasizes the role of manufacturers as "general engineers," coordinating the entire supply chain to achieve breakthroughs in foldable technology [6][12]. Group 4: Impact on AI and User Experience - The elimination of the crease allows for enhanced interaction capabilities, making foldable smartphones more suitable for AI applications [15][19]. - The smooth screen experience enables precise interactions, crucial for tasks requiring high accuracy, such as drawing or annotating documents [15][19]. - OPPO's advancements in foldable technology are expected to redefine mobile productivity, allowing users to manage multiple tasks seamlessly [22]. Group 5: Future Outlook for the Industry - As Apple prepares to enter the foldable market, it will face a competitive landscape shaped by Chinese manufacturers who have evolved from assemblers to leaders in foldable technology [22]. - The advancements in crease-free screens are anticipated to elevate the capabilities of AI smartphones, enhancing their role as productivity tools [22]. - The article suggests that the next decade will see Chinese smartphone manufacturers solidifying their position as key players in the global mobile productivity landscape [22].
折痕焦虑,被OPPO搞没了
虎嗅APP·2026-03-18 10:57