Core Insights - Huawei launched the Mate XTs Extraordinary Master, its second foldable flagship phone, at a press conference in Shenzhen, with Andy Lau as the brand ambassador [1][3]. Product Features - The Mate XTs is powered by the Kirin 9020 chip, featuring a 36% overall performance improvement due to system-level optimizations and cloud collaboration [3]. - It is the first phone in the industry to connect to data from the China Earthquake Administration, enhancing earthquake warning capabilities by 2.5 times with real-time connections to 15,000 observation stations [5]. - The device includes PC versions of office and financial software, positioning it as a "stock trading artifact" for professional investment decisions [6]. Market Position - Huawei has established a comprehensive foldable screen matrix, including various types of foldable designs, and currently holds a 75% market share in the foldable phone sector, with over 10 million units shipped [10]. - The foldable phone market is entering a consolidation phase, where product strength and ecosystem experience are becoming key competitive factors, moving beyond initial novelty [10].

Core Viewpoint - Huawei has launched its new foldable phone Mate XTs, which is the first to come pre-installed with HarmonyOS 5.1, starting at a price of 17,999 yuan [1] Group 1: Market Performance - According to IDC, China's foldable phone shipments are expected to reach 4.98 million units in the first half of 2025, representing a year-on-year growth of 12.6% [3] - Huawei achieved a historical high with a shipment of 3.74 million units, capturing 75% of the market share, and becoming the first Chinese brand to exceed 10 million cumulative shipments since launching its first foldable phone in 2019 [3] Group 2: Product Features - The Mate XTs is equipped with the Kirin 9020 chip, showcasing a 36% performance improvement through system-level optimization and soft-hard cloud collaboration [4] - The device also features HarmonyOS 5.1, which has surpassed 14 million installed devices, enhancing the user experience with desktop-level capabilities on mobile [4] Group 3: Ecosystem Development - The launch of the new foldable phone signifies an upgrade in Huawei's high-end product line and reinforces the HarmonyOS ecosystem, demonstrating the synergy between the foldable design and HarmonyOS 5 in terms of "large-screen interaction, cross-device collaboration, and AI" [6] - Huawei's ecosystem has made significant progress, with major internet applications adapting to HarmonyOS and a wide range of SDKs available for developers, improving application development efficiency [6][7] - The HarmonyOS ecosystem is advancing towards being "user-friendly," although there are still gaps in certain functionalities, indicating ongoing development challenges [7] Group 4: Industry Trends - The past year has seen a diversification in foldable phone designs, with new forms like tri-fold and wide-fold models emerging, injecting vitality into the market [8] - The first tri-fold product has seen impressive performance, with shipments nearing 500,000 units in the first half of the year, setting a benchmark in the high-end foldable market [8]

Core Insights - Huawei has launched its new foldable smartphone, the Mate XTs Ultimate Master, starting at a price of 17,999 yuan, marking a significant upgrade in both design and performance [2][4] - The device features the new Kirin 9020 chip and HarmonyOS, representing a major milestone for Huawei's self-sufficient high-end chip development [2][4] - The smartphone includes advanced camera capabilities with upgraded sensors and a new aesthetic design, offering multiple color options [4][5] Product Features - The Mate XTs Ultimate Master has a 10.2-inch main display and two foldable screen sizes of 6.4 inches and 7.9 inches, enhancing usability for various scenarios [5] - The device's screen structure has improved impact resistance by 30% due to the use of non-Newtonian fluid materials and UTG ultra-thin glass [5] - It supports PC-level multi-window operations, allowing users to run multiple PC applications simultaneously, thus improving productivity [5] Market Position - Huawei has achieved a 45% market share in the foldable smartphone segment, a significant increase from 32% in the same quarter of the previous year, solidifying its leading position [7] - The demand for foldable smartphones has shifted from novelty to practical experience, with Huawei focusing on hardware innovation and software adaptation to enhance consumer acceptance [8]

Core Viewpoint - Huawei is the only company making significant advancements in the three-fold smartphone market, establishing itself as a leader in this unique segment with the launch of the Mate XTs Master Edition, which enhances user experience through PC-level applications and ecosystem integration [2][32]. Market Position and Performance - Huawei's first-generation Mate XT achieved nearly 500,000 units in sales within a year, demonstrating its dominance in the three-fold market, where no other competitors have successfully launched similar products [5][32]. - Huawei holds a 75% market share in the three-fold segment, as reported by IDC, and has established a product matrix that includes dual-fold, three-fold, and wide-fold devices, with total shipments exceeding 10 million units [5][38]. Technological Innovations - The Mate XTs Master Edition incorporates powerful PC capabilities into a mobile device, allowing it to serve as a "pocket PC" that meets diverse user needs, from information consumption to mobile office tasks [4][11]. - The device features a 10.2-inch large screen and supports a "free multi-window" mode, enabling users to run multiple applications simultaneously, akin to a desktop experience [13][15]. Ecosystem Development - Huawei's ecosystem, built on the HarmonyOS, allows seamless integration across devices, enhancing user experience by providing a unified operating environment for smartphones, tablets, PCs, and other devices [28][35]. - The introduction of the M-Pen 3 further expands the device's functionality, enabling efficient note-taking and information management, thus enhancing productivity [23][25]. User Experience and Application - The Mate XTs Master Edition is designed to provide a desktop-level experience in a mobile format, allowing users to perform complex tasks without switching applications, thereby improving workflow efficiency [21][30]. - Applications have been optimized for the large screen, enhancing user engagement in entertainment and productivity scenarios, making the device a versatile tool for various tasks [30][31].

Group 1 - Huawei has officially launched the Mate XTs, a three-fold screen smartphone, featuring the Kirin 9020 chip and HarmonyOS 5, marking the return of Kirin chips after four years [1][3][5] - The Mate XTs offers a 36% overall performance improvement due to the new chip [5] - The device supports the installation of PC version office software, enabling multi-window functionality similar to a computer, and includes a stylus for annotations and screen capture [6] Group 2 - The Mate XTs is the first smartphone to integrate financial software for real-time market analysis, enhancing investment decision-making capabilities [8] - The device connects to 15,000 earthquake observation stations across China, improving earthquake warning capabilities by 2.5 times [8] - The global foldable smartphone market is becoming increasingly competitive, with Apple planning to release its first foldable iPhone in 2026 and a foldable iPad in 2028 [8][9] Group 3 - Analyst Ming-Chi Kuo predicts that the foldable iPhone will have shipments of 8 to 10 million units in 2026, increasing to 25 million units in 2027 [9] - IDC forecasts that global shipments of foldable smartphones will reach approximately 19.83 million units by 2025, with a year-on-year growth of about 6% [9] - Domestic brands are expanding the foldable smartphone market by competing on price and features, transitioning foldable devices from luxury items to mainstream consumer products [9]

【导读】华为新三折叠 手机 17999 元 起 售， 最高规格 为 16G+1T 中国基金报记者 张燕北 9月4日，华为Mate XTs非凡大师及全场景新品发布会在深圳举行 。会上，华为发布新款三 折叠手机Mate XTs非凡大师。 值得关注的是， 该款手机搭载麒麟9020芯片和鸿蒙操作系统 。 这是时隔 4 年麒麟芯片重现 华为 发布会，被市场广泛解读为国产高端芯片全链路自主可控的重要标志。 华为新三折叠手机发布 售价17999 元 起 价格方面 ，16GB+256GB版本售价 为 17999元，16GB+512GB版本售价 为 19999元， 16GB+1TB版本售价 为 21999元。 "华为Mate XTs非凡大师影像体验能力再度提升，将超光变主摄、超广角镜头、长焦摄像头 升级为RYYB传感器，同时，将超广角镜头分辨率提升至4000万像素，进光量提升40%。"余 承东介绍道。 发布会上，华为常务董事、终端BG董事长余承东正式发布华为第二代三折叠手机、全球第二 款商用三折叠——华为Mate XTs非凡大师。 作为华为高端"非凡大师"品牌的最新成员，该机型不仅在折叠形态上延续了独特性，更在核 心性能上迎来 ...

Core Viewpoint - The article emphasizes that Huawei's Mate XTs represents a significant evolution in the foldable smartphone market, moving beyond mere optimization of existing mobile devices to redefine the essence of hardware and productivity, positioning itself as a "pocket PC" [2][3][32]. Group 1: New Imagination of Foldable Screens - The foldable smartphone market is currently characterized by intense competition focused on lightweight designs and minimal creases, but Huawei aims to fundamentally change the user experience by introducing a new category of devices [2][5]. - Huawei's Mate XTs features a 10.2-inch screen that challenges the limitations of traditional smartphones, effectively creating a "pocket PC" concept [6][10]. - HarmonyOS 5 supports PC-level applications, allowing for a true desktop experience on a mobile device, which is a significant advancement over existing operating systems [8][10]. Group 2: From Tool to Value - Huawei's strategy combines rational and emotional elements to enhance user experience, focusing on both productivity and creative freedom [18][24]. - The integration of AI, represented by the intelligent assistant "Xiao Yi," enhances productivity by providing real-time assistance and insights during tasks, thus transforming the user experience [19][22]. - The introduction of the M-Pen 3 stylus further enriches the user experience by enabling seamless interaction with applications, enhancing the overall productivity of the device [15][24]. Group 3: Defining the Future - Huawei's approach in the foldable screen market is characterized by a return to the fundamental value of user needs, focusing on hardware and software integration to create a unique user experience [26][28]. - The company has established a significant market presence, achieving a 75% market share in China's foldable smartphone segment by mid-2025, with a total shipment exceeding 10 million units [30]. - The combination of innovative hardware and a robust software ecosystem positions Huawei as a leader in defining the future of foldable devices, creating a self-reinforcing strategic cycle that enhances its market dominance [30][28]. Conclusion - The launch of Huawei's Mate XTs marks a pivotal moment in the evolution of foldable smartphones, challenging traditional boundaries and redefining mobile productivity [32][34]. - The device exemplifies the future of personal computing, merging the portability of smartphones with the immersive experience of tablets and the productivity of PCs [34].

Core Viewpoint - Huawei has launched its second tri-fold smartphone, the Mate XTs, marking it as the world's second commercially available tri-fold device, showcasing significant technological advancements and user experience enhancements compared to its predecessor [2][4]. Group 1: Product Features and Innovations - The Mate XTs introduces several innovative features, including support for stylus input, allowing users to handwrite and record notes, and compatibility with various PC applications [2]. - The device allows users to drag text between screens and multitask, such as watching videos on one screen while editing on another, effectively integrating PC functionalities into a mobile device [2]. - The phone is powered by the Kirin 9020 chip, which enhances overall performance by 36% compared to previous models [5]. Group 2: Market Position and Sales Data - As of July 2023, the original Mate XT has sold over 700,000 units, establishing itself as a benchmark in the high-end foldable smartphone market [4]. - The new Mate XTs is priced between 17,999 yuan and 21,999 yuan, reflecting a decrease in production costs compared to the original model, which was priced between 19,999 yuan and 23,999 yuan [5]. - Huawei holds a dominant position in the foldable smartphone market, with a 75% market share in China and being the first domestic manufacturer to exceed 10 million cumulative shipments [5]. Group 3: Industry Outlook - IDC forecasts that the global foldable smartphone market will see shipments reach approximately 19.83 million units by 2025, with a compound annual growth rate of 7.8% expected through 2029 [6]. - The market is anticipated to grow despite challenges in component technology, with future innovations likely focusing on product form factor iterations rather than significant advancements in lightweight designs [6].

Core Viewpoint - Huawei has launched the Mate XTs, the world's first tri-fold screen smartphone, showcasing significant technological advancements and setting a high bar in the foldable smartphone market [1][2]. Product Features - The Mate XTs features a 10.2-inch 3K display with a resolution of 3184×2232 and a 16:11 aspect ratio, utilizing COE pixel technology to reduce power consumption by 13% [2]. - The device incorporates a second-generation Lingxi communication system, enhancing video upload speeds by 76% and download speeds by 105% [3]. - It is equipped with a 5600mAh battery, offering improved battery life and supporting both wired and wireless fast charging [3]. - The phone is the first in the industry to integrate PC version office, drawing, and financial software into a mobile device [3]. Market Position - Huawei holds a dominant position in the domestic foldable smartphone market, capturing 75% of the market share with a shipment of 3.74 million units [5]. - In the global market, Huawei commands a 45% share of foldable smartphone shipments, benefiting from strong performance in both the Chinese and U.S. markets [5][6]. Competitive Landscape - Despite Huawei's strong momentum, competition is intensifying with domestic manufacturers and international players like Samsung and Apple increasing their focus on foldable technology [6]. - Samsung is set to launch its first tri-fold smartphone, while Apple plans to release its first foldable iPhone in 2026, with projected shipments of 8 to 10 million units [6].

Core Viewpoint - Huawei has launched the Mate XTs, the world's first tri-fold screen smartphone, which integrates PC-level software into a mobile device, showcasing significant technological advancements and high production barriers in the foldable screen market [1][4]. Group 1: Product Features - The Mate XTs features a 10.2-inch 3K display with a resolution of 3184×2232 and a 16:11 aspect ratio, achieving a 13% reduction in power consumption [2]. - The device utilizes aerospace-grade special steel with a tensile strength of 2400MPa, and the hinge system has seen a 23% reduction in thickness for the outer fold and a 16% reduction for the inner fold [3]. - It includes advanced communication capabilities with a 76% increase in video upload speed and a 105% increase in download speed, along with satellite communication features for emergency situations [3]. Group 2: Market Position - Huawei holds a dominant position in the domestic foldable smartphone market, capturing 75% of the market share with 3.74 million units shipped in the first half of 2025 [8]. - The global foldable smartphone market is experiencing rapid growth, with Huawei leading with a 45% market share in Q2 2025, driven by strong performance in both the Chinese and US markets [8][7]. - Competitors like Samsung and Apple are also entering the foldable market, with Samsung's first tri-fold device in production and Apple's plans for a foldable iPhone by 2026 [9][7].