Core Insights - OnePlus has launched the OnePlus Ace 6T, a new member of its performance flagship series, with a starting price of 2399 yuan, lower than the Ace 6's starting price of 2599 yuan, and it will officially go on sale on December 5 [1][3] - The OnePlus Ace 6T features the Snapdragon 8 Gen 5 chip, which is the result of a 24-month collaboration with Qualcomm, offering a 36% increase in CPU performance and an 11% increase in GPU performance compared to the previous generation [1][3] Product Features - The OnePlus Ace 6T is positioned as a "new choice for performance flagships," highlighting its Snapdragon 8 Gen 5 chip, an 8300mAh battery, and a 165Hz high refresh rate screen [3] - The device supports native 165Hz high refresh rate mode for the game "Peacekeeper Elite," aiming to promote the widespread adoption of 165Hz gaming [3] - The Ace 6T is fully compatible with popular games like "Delta Force" and "Call of Duty Mobile," providing a native 165Hz experience for various gaming genres [3] Strategic Focus - OnePlus has partnered with miHoYo to launch a special edition of "Genshin Impact," priced at 3699 yuan, available from December 22 [4] - The company targets young users with a strong preference for gaming, optimizing all aspects of product design and software to meet their needs [4] - OnePlus has evolved from a latecomer in the Chinese smartphone industry to a brand with a clear user strategy, supported by significant investment from OPPO [4][5] Product Matrix - OnePlus's product lineup includes three main series: the digital flagship series (e.g., OnePlus 13, OnePlus 15) targeting high-end all-rounders, the Ace series (e.g., OnePlus Ace 6 / Ace 6T) focusing on high performance and cost-effectiveness for gaming, and an IoT and ecosystem product line including tablets, watches, and headphones [5]

智通财经APP获悉，根据TrendForce集邦咨询最新调查，下半年手机市场迎来传统旺季，加上品牌陆续发布新机，推升2025年第三季全球智能手机生产数 季增9%、年增7%，达3.28亿支，季节性生产动能明显增强。 Apple(AAPL.US)第三季手机产量约为5,700万支，创历年第三季最高，居第二名。其iPhone 17基本款"价格持平、容量升级"的策略成功，Pro系列外观辨识 度升级亦有助拉货。 Xiaomi(小米，含Redmi、POCO) TrendForce集邦咨询表示，第四季各旗舰品牌陆续发布新机，且有全球电商促销备货带动，需求获得支撑。然存储器供应紧缩、价格上升，低阶手机的获 利空间将先被压缩，恐抵销部分增长动能。TrendForce集邦咨询对2025年全年智能手机产量预测为年增1.6%，不排除受存储器影响再度下调全年预测。 观察2025年全球主要智能手机销售区域表现，中国市场的补贴政策第一季明显拉抬消费，预估全年销售将微幅年增2%，以23%市占稳居最大消费市场。 印度以13%的市占名列第二，受惠需求回温，年销量将成长2%。第三大消费市场为北美，上半年品牌提前备货，下半年需求已放缓，预估全年销售将 ...

Core Insights - The global smartphone production is expected to increase by 9% quarter-over-quarter and 7% year-over-year in Q3 2025, reaching 328 million units, driven by seasonal demand and new product launches [2] - Despite the growth, the tightening supply and rising prices of memory components may compress profit margins for low-end smartphones, potentially offsetting some growth momentum [2] - The overall smartphone production forecast for 2025 is projected to grow by 1.6% year-over-year, with a possibility of downward revision due to memory supply issues [2] Regional Market Performance - In China, the subsidy policy significantly boosted consumption in Q1, with an estimated annual sales growth of 2%, maintaining a 23% market share as the largest consumer market [2] - India ranks second with a 13% market share, benefiting from recovering demand, with an expected annual sales growth of 2% [2] - North America, the third-largest consumer market, is projected to see a 1% decline in annual sales due to a slowdown in demand after preemptive stocking by brands in the first half of the year, holding an 11% market share [2] Brand Production Rankings - Samsung leads with a production of approximately 63 million units, an 8% increase quarter-over-quarter, maintaining a 19% market share [3][5] - Apple follows with a production of about 57 million units, marking the highest production for Q3 in its history, benefiting from successful pricing and capacity upgrades of the iPhone 17 [3][6] - Xiaomi ranks third with nearly 45 million units produced, a 6% quarter-over-quarter increase, driven by new product launches and festive season stocking [3][7] - OPPO, in fourth place, produced around 40 million units, an 8% increase, supported by sales recovery in India, Southeast Asia, and Latin America [3][8] - Transsion ranks fifth with over 29 million units produced, a 9% increase, primarily driven by emerging markets in Africa and Asia [3][9] - Vivo, in sixth place, produced approximately 28 million units, with a growth of over 8%, aided by demand for mid-to-high-end models [3][10]

新浪科技讯 12月4日上午消息，据千寻位置最新宣布，截至2025年11月，公司月度时空智能服务调用量 已连续两个月突破1，000，000，000，000（万亿）次，成为全球首个达到这一里程碑的时空智能服务 平台。 从2022年3月1000亿次，到如今突破1万亿次，在三年半时间里，千寻位置时空服务每月调用量增长了10 倍。这意味着，如果将这1万亿次平均到每1秒，千寻位置每秒处理38万次时空服务请求，一眨眼的功夫 就有上万个智能汽车、手机、无人机、机器人等设备通过千寻服务完成了时空感知。 据悉，在智能驾驶领域，千寻时空智能已服务了超过350万辆智能网联汽车，提供完好性风险低至10⁻⁷/ 小时（千年一遇）的时空服务，助力其实现高速NOA等高阶智驾功能，涵盖小鹏、埃安、理想、智 己、问界、零跑、吉利、上汽、一汽红旗等主流品牌。目前，千寻位置每月服务智驾里程超100亿公 里。 在低空经济领域，千寻位置已助力超20万台无人机等低空飞行器完成电网巡检、水域治理、农业植保、 夜空表演等专业任务，低空服务里程数累计近40亿公里，相当于护航这些飞行器绕地球飞行近10万圈。 在大众消费领域，目前支持千寻位置高精度定位能力的手机出货 ...

豆包助手在微信上的短暂尝试如闪电般照亮了行业深水区的暗礁。这部售价3499元却溢价千元的手机，成为了一个时代的测试机，测试技术的 边界，也测试商业的容忍度。 3日多位努比亚M153用户发现，当他们使用豆包手机助手操作涉及微信的任务时，微信会异常退出甚至无法登录。 微信方面回应称"可能是触发了安全风控"，而豆包则宣布其操作手机功能"目前不再支持操作微信"。 这场短暂而激烈的交锋，表面上是一场技术兼容性问题，实则揭开了AI手机时代生态控制权的边界之争。 Part.1 权限的诱惑与代价 豆包手机助手之所以能够实现"全网比价并下单"的炫酷演示，核心在于它获得了INJECT_EVENTS这一系统级权限。 这一权限允许应用模拟用户的点击、滑动等操作，在多应用间自动跳转，但在安卓生态中历来被视为"高危操作"。它打破了应用之间的沙盒隔离原则，使 得一个应用可以操纵其他应用。 虽然小米小爱、荣耀Yoyo等手机厂商的原生助手也拥有类似权限，但它们的使用范围通常被严格限制在自家生态内。 豆包的不同之处在于，它试图用这一权限调度整个移动互联网生态，包括微信这样的国民级应用。 冲突由此爆发，即豆包凭什么有权限重新划定边界？ Part. ...

Core Insights - The November 2025 Android smartphone user satisfaction ranking has been released, highlighting the Nubia Z80 Ultra with an impressive 99.99% satisfaction rate, nearly achieving a perfect score [2][3] - Huawei's flagship models, the Mate 70 RS and Mate 70 Pro+, both secured a satisfaction rate of 98.46%, ranking them second, showcasing strong brand recognition in the high-end market [2][3] - Huawei's Mate 70 Pro Enjoy Edition also performed well with a satisfaction rate of 98.24%, allowing Huawei to occupy three positions in the top five, making it the standout brand in this ranking [2][3] Market Performance - The mid-range market is also showing strong performance, with the OPPO K13 Turbo 5G achieving a satisfaction rate of 98.26%, indicating ongoing improvements in user experience for mid-range devices [4] - The top ten models in the ranking represent a diverse array of brands, including realme, Honor, OnePlus, and Samsung, reflecting the competitive landscape and varied development within the Android ecosystem [4]

Investment Rating - The report does not explicitly state an investment rating for the folding screen mobile phone industry Core Insights - The folding screen mobile phone has emerged as a strategic direction to break the growth bottleneck in the smartphone market, with significant growth expected from 2022 to 2024 [10][11] - The folding screen technology has evolved significantly, focusing on durability, user experience, and diverse forms [14][24] - The Chinese folding screen mobile phone industry is expected to lead globally due to technological advancements, cost control, and market innovation [23][24] Summary by Sections 01 Current Development of the Folding Screen Mobile Phone Industry - 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 [6][7] - Folding screen mobile phones are redefining user experience and are expected to maintain high growth rates in shipments from 2022 to 2024 [11][12] - The folding screen technology has undergone continuous evolution, focusing on core hardware reliability and software ecosystem optimization [14] 02 Brand Competition in the Folding Screen Mobile Phone Market - The global shipment of folding screen smartphones is projected to reach 6.6 million units in the first half of 2025, with a 0.1% year-on-year growth expected for the entire year [71] - In China, the shipment of folding screen smartphones is expected to reach 9.69 million units in 2024, with a steady growth trend observed [74] - The market is dominated by horizontal folding phones, which are expected to account for 6.31 million units in 2024 [80] 03 Consumer Psychology Insights of Folding Screen Mobile Phone Users - The user demographic for folding screen phones is predominantly male and urban, with a significant preference among high-education individuals [91][92] - The primary reasons for purchasing folding screen phones include a stronger sense of technology and innovation, with a budget of 8,000 to 10,000 yuan being common among users [109][110] - Users are primarily corporate managers, with a high interest in technology and brand reputation [94][95]

Omdia最新报告指，2025年第三季度，拉美地区智能手机市场同比增长1%，出货量达到3520万部，为自2015年第四季度以来最高季度出货水平。尽管经 济环境存在不确定性，但谨慎的库存管理和温和的消费需求，使主要厂商的出货量表现出韧性。 三星以1160万部、33%的市场份额排名第一，其低端A系列机型表现强劲，占其整体出货量的68%。 | | 11 75 | | | 1 | 最西哥 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 40 | Samsung | 37% | | 40 Samsung | 23% | | | | #1 4 Samsung | 35% | | #2 # | Motorola | 24% | | #2 4 Xiaomi | 18% | | | | #2 (+) HONOR | 21% | | #3 # | Xiaomi | 17% | | #3 4 Motorola | 13% | | | | #3 # Xiaomi | 14% | | #4 # | Apple | 7% ...

Core Insights - The article highlights that the smartphone sales in China during the Double 11 shopping festival saw a year-on-year increase of 3%, primarily driven by strong demand for the Apple iPhone 17 series [4][5][7]. Smartphone Market Performance - The iPhone 17 series, particularly the base model, has shown remarkable performance with sales more than doubling year-on-year, while the Pro and Pro Max models also experienced mid to high double-digit growth [5][8]. - Excluding Apple, the overall smartphone market in China declined by 5% year-on-year, indicating a more cautious consumer environment and weak momentum at the start of Q4 [7][8]. - Huawei faced the largest decline among major smartphone brands due to the delayed launch of its flagship Mate 80 series, which missed the Double 11 sales period [7][8]. - Xiaomi's sales dropped by 11% year-on-year, attributed to the early release of the Xiaomi 17 series, which shifted the sales peak forward by a month [7][8]. Strategic Shifts in the Industry - Major smartphone brands are shifting their focus towards newly launched high-end models, which has further suppressed overall sales [8]. - The early launch of the Xiaomi 17 series and the strong performance of the previous generation Xiaomi 15 series during the Double 11 period highlight the impact of product timing on sales performance [8].

Core Insights - The Latin American smartphone market is projected to grow by 1% year-on-year in Q3 2025, reaching a shipment volume of 35.2 million units, the highest quarterly shipment level since Q4 2015 [2] - Major manufacturers have shown resilience in shipment volumes due to cautious inventory management and moderate consumer demand despite economic uncertainties [2] Market Performance - Samsung leads the market with 11.6 million units shipped, capturing 33% market share, with its low-end A series models accounting for 68% of its total shipments [2] - Xiaomi follows in second place with 6.3 million units (18% share), while Motorola ranks third but has seen a decline for six consecutive quarters, with a year-on-year drop of 11% [2] - Honor ranks fourth, achieving a new shipment high of 2.9 million units for the third consecutive quarter, driven by growth in the Caribbean, Colombia, and Ecuador, which now account for over 40% of its total shipments [2] Regional Insights - The recovery in the region is attributed to growth in key markets like Brazil and Central America, with Brazil holding a 29% share and a shipment volume of 10.3 million units (5% year-on-year growth) [4] - In contrast, Mexico, the second-largest market, saw a shipment volume of 7.4 million units (21% share), down 11% year-on-year, marking the fourth consecutive quarter of decline [4] - The demand for low-end devices remains strong in Brazil and other markets, while Colombia and Chile show signs of recovery due to improved economic conditions [4] Price Segment Analysis - Despite overall market growth, the segment below $300, which accounts for 71% of total shipments, declined by 2% due to ongoing inventory pressures and stagnant consumer demand [5] - This decline is offset by a robust 20% year-on-year growth in the high-end segment (above $500), leading to an 8% increase in average selling price (ASP) in Q3 2025 [6] - Brands like OPPO, Xiaomi, Honor, vivo, and realme are intensifying their efforts to solidify their positions in this high-margin segment [6] Strategic Insights - The increase in high-end market shipments reflects manufacturers' efforts to maintain market share and enhance brand positioning amid saturation in the low-end market [8] - Companies are focusing on improving ASP, enhancing ecosystem profitability, and strengthening customer loyalty as key strategies for sustained financial health [8] - Omdia forecasts that the Latin American smartphone market will remain stable in 2025, with an estimated annual shipment volume of approximately 137 million units, although pressures for 2026 are emerging due to rising costs of memory and storage [8]