Group 1 - The core focus of the article is on vivo's launch of the new foldable smartphone, vivo X Fold5, which aims to penetrate the high-end market and enhance connectivity with Apple's ecosystem [2][3] - vivo X Fold5 is the world's first Android phone that connects with Apple Watch, allowing seamless communication across devices, including calls, messages, and notifications [2] - The starting price of vivo X Fold5 is 6,999 yuan, with the top configuration priced at 9,499 yuan [2] Group 2 - vivo's research indicates that many users of its foldable phones also own Apple devices, highlighting the demand for cross-ecosystem functionality [3] - vivo positions the X Fold5 as an ideal companion for iPhone users, especially those who own multiple devices, with features like reverse charging and convenient hotspot sharing [3][4] - The foldable smartphone market is competitive, with Huawei holding nearly 50% market share, followed by Honor at 20.6%, and vivo at 11.1% [5] Group 3 - The foldable smartphone market in China has shown signs of slowing growth, with a 9.6% year-on-year decline in shipments in the last quarter, marking the first drop after nine consecutive quarters of growth [7] - To achieve breakthroughs in the foldable smartphone market, manufacturers need to focus on product performance and innovative user experiences [8] - vivo aims to maintain its position in the domestic market amidst increasing competition, particularly from Huawei's return [9]

Core Viewpoint - Vivo has launched the X Fold5, the lightest foldable smartphone globally, weighing only 217g, marking a significant advancement in the foldable phone market [1] Group 1: Product Features - The X Fold5 features a 6000mAh battery and an IMX882 Zeiss super telephoto camera, addressing common user pain points such as weak battery life and inadequate imaging capabilities [1] - The device supports IPX8 and IPX9 waterproof and dustproof ratings, allowing it to function normally in extreme conditions, including underwater use [1] - The software upgrade includes an "Atomic Workbench" that allows five applications to run simultaneously, enhancing the user experience for multitasking [2] Group 2: Target Market and Strategy - Vivo aims to attract business users who often complain about the usability of foldable screens, addressing issues like low screen utilization and poor app switching [2] - The company is targeting Apple users by promoting cross-ecosystem connectivity, allowing the X Fold5 to connect with Apple Watch and other Apple devices [3] - Nearly 40% of users from the previous generation, X Fold3, were Apple users, indicating a significant opportunity for Vivo to capture more of the Apple ecosystem [3]

Core Insights - The Chinese foldable smartphone market has transitioned from rapid growth to rational expansion, with shipments expected to reach approximately 9.17 million units in 2024, reflecting a significant slowdown in growth to 30.8% year-on-year. However, a recovery is anticipated in Q1 2025 with shipments of 2.84 million units, marking a 53.1% year-on-year increase [2][16] - Vivo's X Fold5 represents a pivotal moment in the foldable smartphone market, showcasing "extreme innovation" and setting a new standard as the lightest foldable smartphone globally at 217 grams, surpassing competitors like the iPhone 15 Pro Max [5][6] - The launch of the X Fold5 signifies the entry of foldable smartphones into an "ecological competition" era, aiming to redefine the high-end foldable smartphone market by breaking down barriers between ecosystems, including Apple [5][10] Product Evolution - The evolution from Vivo X Fold3 to X Fold5 highlights a significant reduction in weight while enhancing functionality, with the X Fold5 being 2 grams lighter than its predecessor and featuring the largest battery capacity in a foldable smartphone at an equivalent of 6000mAh [6][8] - The X Fold5 incorporates advanced battery technology, including a second-generation semi-solid-state battery with a silicon content of 12%, improving energy density by 13% at room temperature and 20% at low temperatures [6][9] - The device also excels in photography, featuring a Zeiss super telephoto lens and AI-enhanced image quality, establishing itself as the "strongest periscope telephoto" in the foldable category [8] Reliability and User Experience - The X Fold5 addresses user concerns regarding weight and reliability, achieving IPX8 and IPX9 water resistance ratings and IP5X dust resistance, allowing for use in various challenging environments [9][21] - The device's design reflects a significant leap from "usable" to "user-friendly," with innovations in materials and structure setting new standards for foldable smartphones [9][21] - Vivo's strategy targets the pain points of potential users, as 36.32% of foldable smartphone prospects cite weight as a primary purchasing barrier, which the X Fold5 effectively mitigates [8] Ecosystem Integration - The X Fold5 breaks down the barriers between Android and Apple ecosystems, allowing seamless connectivity with Apple devices, including the Apple Watch, and facilitating cross-application functionality [10][12] - The device supports a range of features that enhance user experience, such as syncing health data with Apple Watch, accessing iCloud directly, and enabling multi-tasking capabilities across applications [12][20] - Vivo's approach aims to attract Apple users by providing a smooth transition experience, thereby expanding the target user base for foldable smartphones [15][21] Industry Implications - The foldable smartphone market is evolving into a comprehensive competition involving hardware, software, and ecosystem integration, with Vivo leading this shift through the X Fold5 [16][17] - The focus is shifting from mere technical specifications to ecosystem integration and user experience, indicating a potential transformation in market dynamics [17][20] - Vivo's innovations not only enhance user experience but also drive collaborative innovation across the supply chain, paving the way for foldable smartphones to transition from niche products to mainstream consumer goods [20][21]

（文/观察者网 吕栋） 折叠屏手机规模商用六年来，经历了超高速发展，在国内手机厂商的带动下，铰链、屏幕、电池、影像等本土产业链水平已经突破技术瓶颈，实现了跃迁。 去年下半年开始，国内折叠屏市场增速开始放缓，四季度甚至出现负增长。这意味着，折叠屏已经过了尝鲜阶段，进入 "微笑曲线"的底部。接下来，只有 充分挖掘折叠屏的使用价值，才能突破行业发展瓶颈。这就要求折叠屏不仅要耐用，更要实用、好用。 长期坚守用户导向的 vivo，对此理解颇深。全新推出的vivo X Fold5，不仅轻薄和可靠性再上巅峰，刷新折叠屏最轻纪录，同时也是唯一支持"三防"能力的 折叠屏。更重要的是，它搭载的原子工作台等能力，充分释放了大屏生产力，终结了"折叠屏无用论"。 面对苹果用户换机时对生态壁垒的顾虑， vivo X Fold5还在跨生态协同方向持续创新：在前代产品与iPhone、AirPods、Mac成功互联的基础上，率先实现了 安卓生态首个与Apple Watch跨生态连接的案例，为苹果全家桶用户提供了"无痛切换"或"双机搭子"的灵活选择。 不炫技，只解决真问题， vivo X Fold5是对用户需求深度思考后的又一次标杆式回应。并且 ...

轻薄是vivo X Fold5的核心竞争力之一：在重量上，该手机仅重217克，是全球最轻的大折叠手机；在厚度上，该手机折叠状态的厚度为9.2mm，展开态厚度为 4.3mm，拥有了媲美直板旗舰手机的手感。 在折叠屏领域，vivo等品牌正携供应链企业完成一场市场和技术的"双向突围"。 6月25日，vivo发布了新一代旗舰折叠机vivo X Fold5，创下了全球最轻折叠手机的新纪录，同时也成为折叠机中唯一实现"三防"（防水、防尘、防冻）的产品，在 续航、影像、通信能力上都有较大提升，并在系统及功能应用层面进一步提升了安卓手机和苹果之间的生态连接。 vivo X Fold5实现多项能力跃升的背后，是手机厂商与供应链企业携手创新，从技术攻坚走向生态重构，突破了层层壁垒，既为消费电子板块释放出了"创新红 利"，也为折叠屏手机加速供应链国产化按下了"加速键"。 vivo"多维突破"激活产业链市场空间 此前艾瑞咨询发布的报告显示，机身厚沉是折叠屏市场主要用户痛点，"轻薄握感"成为折叠屏手机现有用户购机关注最大因素。Counterpoint认为，轻薄不仅是影 响用户购机的关键因素，也是折叠屏核心科技力的主要体现。 从技术上看 ...

姗姗来迟的苹果折叠屏，还能像iPhone一样主导中国高端旗舰市场吗？ 6月19日，根据苹果知名分析师郭明錤透露的供应链消息，苹果的折叠屏产品预计将在今年第三季度末或第四季度初正式开始生产，预计2026年秋季与 iPhone 18系列一同发布。 但是纵观当下折叠屏市场，苹果的迟到为中国手机厂商赢得了赶超的机会。自2019年以来，中国折叠屏产业已经完成了从0到1的构建。尤其是在柔性屏幕、 铰链机构以及生态适配上，国产厂商已经占据高端旗舰市场的先发优势。 以「轻」破局， vivo X Fold5 如何成为双机用户的「全能搭子」？ 一个无法忽略的行业事实是： 从最初探索阶段的 「 小众尝鲜」，到如今在「主力旗舰」市场的加速渗透，中国折叠屏已经成为全球领跑者。 根据IDC的数据显示，2024年中国折叠屏手机出货量达到917万台，同比增长30.8%。其中，连续四年稳居中国手机市场销量第一的vivo，也凭借着vivo X Fold系列的热销，走出了一条自己的折叠屏之路。 自去年主打「先旗舰后折叠」理念的vivo X Fold3实现销量较上代翻三倍之后，如今vivo的折叠旗舰系列又迎来了一次重磅更新：主打轻薄旗舰的vivo ...

【环球网科技报道 记者 郑湘琪】当折叠屏手机从"尝鲜"走向"常用"，行业正面临一道重要命题：如何在纤薄机身与旗舰性能间找到平衡？ 即将于7月2日发布的荣耀Magic V5，或许正给出这一命题的全新解法。荣耀CEO李健在2025 MWC上海直言，"荣耀Magic V5将是全球最轻薄的折叠旗舰， 也是行业最强的AI智能体手机。" 这并非空穴来风。薄至8.8mm、轻至217g的荣耀Magic V5，不仅刷新了折叠屏的轻薄纪录，更以满血骁龙8至尊版芯片的强悍性能，打破了折叠屏性能"缩 水"的行业惯例，成为"轻薄与强大兼得"的里程碑产品。 荣耀产品线副总裁李坤指出："荣耀Magic V5是目前行业唯一一款在折叠形态中搭载满血骁龙8旗舰芯片的产品，做到了零缩水、零降频。"这意味着，用户 无需为轻薄设计付出性能代价。 骁龙8至尊版芯片首次引入了桌面级性能的Oryon CPU，极大提升了移动端的计算能力。在荣耀Magic V5面对性能选择不妥协，在如此纤薄机身中选择这颗 芯片，为AI与高强度多任务场景提供充沛动力。 为破解大折叠用户的电量焦虑，荣耀在Magic V5轻薄机身中，植入了6100mAh青海湖刀片电池。依托材料科学 ...

小米YU7将于6月底正式发布，7月上市。二级市场上，今年小米集团股价涨约57%，连续三年上涨。 // 小米最强小折叠登场 // 小米集团总裁卢伟冰预告，小米MIX Flip 2将于本周登场。卢伟冰表示，去年小米小折叠就提出"拒绝做美丽小废物"，能拥有直板旗舰的体验，今年我们 的目标是在更多维度看齐甚至超越Pro级直板旗舰。 （图片来源：新浪微博、下同） 目前小米MIX Flip 2已在各大平台开启预约，页面显示该机将搭载徕卡影像系统，并预装全新澎湃OS。 据爆料，这款小折叠在配置方面有不少亮点， 包括支持IPX8级别防水、配备50W无线快充，电池容量将 会超 过5000mAh 。折痕优化上取得突 破，新增了一些更贴近女性用户的定制元素，提供全新配色。 配置方面，小米MIX Flip 2搭载高通骁龙8至尊版移动平台，这不仅是小米今年第一款折叠屏，也是行业内最强小折叠。 // 小米首款SUV发布 // 小米YU7是小米汽车的首款SUV（运动型多用途汽车）车型，近期一度引发市场广泛关注。 小米雷军微博称， 大家非常期待的小米YU7，将于6月底发布 。还有很多重磅新品同场一起发布，比如搭载玄戒O1芯片的第二款平板：小 ...

一、事件：荣耀Magic V5发布 在6月19日开幕的2025世界移动通信大会上，荣耀CEO李健宣布新一代AI折叠旗舰手机荣耀Magic V5将于7月2日发布。 据悉，该产品定位为"全球最轻薄折叠屏手机"与"行业最强AI智能体手机"，知名数码博主数码闲聊站爆料称，产品将搭载满血骁龙8至尊领先版处理器，配 备新硅电池，支持北斗卫星短信、侧边指纹识别等功能。 此外，据苹果知名分析师郭明錤最新爆料，苹果供应商鸿海精密（富士康）预计将于2025年第三季度末或第四季度初正式开始生产"折叠屏iPhone"。苹果已 下达订单拟生产1500万至2000万部可折叠iPhone，这一产量很可能反映了产品在2-3年生命周期内的累积需求，而不仅仅是2026年的需求。 分析认为，苹果屏幕及铰链专利聚焦解决折痕及强度问题。根据苹果专利示意图，苹果的铰链设计将更加精密，巧妙地使用指状物和月牙槽设计，带来更灵 活的折叠效果，并提升耐用性。从结构上来看，苹果的铰链涉及多个精密零部件。 从当前手机品牌的铰链加工工艺来看，金属零部件生产工艺以MIM为主，在钛合金材料加工领域引入3D打印实现超轻薄需求，CNC进行后处理，民生证券 预计由于结构的精密 ...

【环球网科技综合报道】6月19日消息，苹果分析师郭明錤近日透露，苹果供应商富士康预计于2025年第三季度末（9月底）或第四季度初（10月）正式启动 折叠屏iPhone的生产工作，该设备计划在2026年秋季与iPhone 18系列一同正式亮相。 据相关传闻，这款折叠屏iPhone的显示屏在折叠状态下约为5.5英寸，展开后可达7.8英寸。其采用的是类似三星Galaxy Fold系列的对折设计，而非Galaxy Flip 的翻盖式设计。在完全展开时，设备厚度可能仅为4.5毫米，折叠后厚度则在9至9.5毫米之间，这使得它在全屏模式下显得极为纤薄。苹果在铰链设计上投入 了大量精力，预计该设备几乎看不到折痕。此外，它将配备屏下摄像头，不过受空间限制，可能会采用某种形式的指纹识别（Touch ID）功能，而非面部识 别（Face ID）。当然，这款设备的价格也会相当高昂。郭明錤此前曾预测，折叠屏iPhone的售价将在2000至2500美元之间，而这一预测还是在苹果尚未面临 中国高额关税的情况下做出的。 郭明錤预计，三星显示器公司将在2026年为苹果生产约700万至800万块折叠屏面板，而苹果计划总共订购1500万至2000 ...