Core Insights - Huawei is set to launch a new tri-fold smartphone on September 4, marking a significant development in the foldable smartphone market [1] - The competition in the foldable smartphone sector is intensifying, with major players like Samsung and Apple also entering the fray, each adopting different folding designs [1][2] - The foldable smartphone market is transitioning from a luxury segment to a more mainstream consumer product, driven by competitive pricing and innovative features from various brands [2] Industry Trends - The foldable smartphone market is expected to see a shipment volume of 9.47 million units in China by 2025, with a year-on-year growth of 3.3% [3] - Huawei currently holds a 75% market share in China's foldable smartphone market, a record high [3] - The global foldable smartphone market is projected to exceed $40 billion by 2025, with China accounting for 45% of the global market share [3] Competitive Landscape - The competition is shifting from hardware to a comprehensive evaluation of form factors, software, and ecosystem integration [2] - Companies are increasingly focusing on core components like hinges and materials, leading to deeper collaborations between terminal manufacturers and supply chain companies [4] - Major suppliers, such as Jiangsu Jingyan Technology and Guangdong Lingyi Technology, are actively engaging in the foldable screen sector, providing essential components for leading brands [4] Market Outlook - The foldable smartphone market is entering a more mature phase, with increased user acceptance and a more refined supply chain [5] - Analysts predict that the introduction of multiple new foldable models by Huawei in the second half of the year will further stimulate market growth [5] - The ongoing innovation in product forms and components is expected to significantly boost the overall smartphone consumption market [5]

Core Viewpoint - Apple is set to unveil its iPhone Fold, a significant advancement in foldable technology, with a focus on achieving a "no crease" display, marking a strategic shift in its product line towards ultra-thin and foldable devices [4][10][34]. Group 1: Product Development and Features - The iPhone 17 series is seen as a transitional phase, with innovations like eSIM and new lens modules being preliminary steps towards more advanced designs [3][4]. - Apple's roadmap indicates a clear progression from ultra-thin models to foldable designs, culminating in the anticipated "magic glass" concept [4][5]. - The iPhone Fold is expected to feature a large foldable design, with screen sizes around 5.5 inches for the outer display and 7.8 inches for the inner display, utilizing a widescreen aspect ratio [6][7]. Group 2: Technology and Supply Chain - Apple is reportedly transitioning to in-cell touch screen technology for the iPhone Fold, which could reduce the visibility of creases and enhance touch accuracy [12][25]. - The in-cell technology represents a significant advancement over traditional on-cell methods, allowing for a thinner screen and improved durability [33][34]. - Samsung is confirmed as the sole supplier for the iPhone Fold's OLED screen, which is expected to be the first in the industry to implement the in-cell design for foldable displays [25][34]. Group 3: Market Competition - The foldable smartphone market has seen significant advancements over the past seven years, with competitors like Huawei also preparing to launch innovative foldable devices [35][38]. - The anticipated price point for the iPhone Fold is projected to exceed $2000, raising questions about its long-term sales potential compared to competitors offering more features at similar price points [39][40]. - Apple's entry into the foldable market comes after a lengthy period of development, suggesting a cautious approach to ensure product quality and market readiness [38][40].

8月27日，华为常务董事、终端BG董事长余承东今日发布一段短视频，曝光了即将发布的旗舰新机——华为Mate XTs非凡大师的背面实拍画面，标志着华为 在折叠屏技术路径上的又一次重要进阶。 视频中，余承东并未对产品进行功能演示，而是将设备背面朝向镜头，清晰展示了其三折叠形态的铰链结构与整体轮廓。机身背部采用对称式Z形折痕设 计，配合金属与素皮拼接工艺，呈现出强烈的科技美学风格。新机首次推出的纯白色版本尤为亮眼，色调纯净，搭配细腻纹理，进一步强化了"非凡大师"系 列的艺术气质与高端辨识度。值得一提的是，视频中还出现了余承东手持手写笔的画面，意味着这款全新折叠屏将可搭配手写笔使用。 随着"华为Mate XTs非凡大师及全场景新品发布会"日期临近，业界普遍认为，此次发布的三折叠新机不仅是一次形态创新，更可能在生产力工具属性、跨设 备协同等方面带来全新体验。而白色新配色的加入，也显示出华为在满足高端用户审美需求上的深度考量。 ...

Core Insights - Omdia predicts that global shipments of foldable OLED screens will reach 124.6 million units by 2032, accounting for 8.6% of the overall OLED market, significantly higher than the 23.1 million units expected in 2024 and 23.5 million units in 2025 [1] Industry Impact - The potential launch of a foldable phone by Apple is expected to significantly alter the industry landscape, as Apple is known for prioritizing product maturity [1] - Currently, Apple is reportedly addressing technical challenges such as screen creasing, hinge durability, and battery life [1] - Omdia experts believe that Apple's entry into the foldable screen market will "validate" the category and stimulate a new wave of demand beyond the Android ecosystem [1]

Core Viewpoint - The competition between Apple and Samsung in the U.S. smartphone market has intensified, with Samsung gaining market share due to innovative screen designs, while Apple faces its first significant decline in market dominance in over a decade [1][2]. Market Share and Sales Data - In Q2, Samsung's market share in the U.S. increased from 23% to 31%, while Apple's share decreased from 56% to 49%, marking a notable shift in the competitive landscape [1][2]. - Apple's stock has dropped 7.5% this year, while Samsung's stock has risen approximately 35% [1]. Product Innovations - Samsung launched two revolutionary foldable phones, the Z Fold 7 and Z Flip, which have generated significant consumer interest and discussion on social media [2][4]. - The Z Fold 7's pre-sale volume increased by 25% compared to its predecessor, with sales growth nearing 50% [4]. Pricing Strategy - Samsung's Galaxy and Z series phones range from $650 to $2400, allowing it to target various consumer price segments effectively [2]. - Apple's iPhone pricing ranges from $829 to $1599, with the most expensive model, the iPhone 16 Pro Max, starting at $1199 [3]. Future Developments - Apple is expected to introduce a new ultra-thin iPhone and potentially a foldable iPhone in the coming years to compete with Samsung's offerings [3][5]. - Analysts predict that Apple's foldable phone could start at $1999, aligning with Samsung's pricing strategy for its foldable devices [3]. Technological Advancements - The maturity of foldable screen technology has alleviated previous consumer concerns, enhancing Samsung's brand image and market position [4]. - The rise of AI applications is influencing the smartphone market, with Samsung integrating advanced AI features into its devices, potentially outpacing Apple's current offerings [5].

Core Insights - The global digital entertainment event ChinaJoy 2025 opened in Shanghai, showcasing TCL Huaxing's comprehensive esports display solutions in collaboration with partners like Samsung and Lenovo [1] Group 1: Company Developments - TCL Huaxing's CEO Zhao Jun highlighted that mid-sized OLED will be a significant industrial opportunity in the coming years, with a strategic focus on printed OLED technology for various applications [3] - The company aims to address traditional OLED challenges such as high costs, low yield, and limited form factors through printed OLED technology, with the first showcase being a medical display [3] - TCL Huaxing entered the esports display market in 2019 and has since become a leader, with its screens accounting for one in three esports displays globally from 2022 to 2024 [4] Group 2: Market Trends - The rise of foldable smartphones presents new opportunities for panel manufacturers, with TCL Huaxing continuously developing related technologies for future products [4] - There has been a decline in production capacity utilization for large TV displays since Q2, attributed to preemptive customer stocking in Q1, leading to a temporary drop in panel prices [4][5] - A forecast for Q3 indicates a 3-4% increase in TV panel shipments compared to Q2, driven by seasonal demand and inventory adjustments [5] Group 3: Industry Outlook - The panel industry has seen a shift from high volatility to more stable operations, with manufacturers adjusting production rates based on demand to avoid inefficient price competition [5] - TCL Huaxing has been exploring production strategies since 2022, transitioning from full production to demand-based manufacturing, which is expected to benefit the industry and the company in the long term [5]

Core Viewpoint - Vivo's launch of the X Fold 5 represents a significant breakthrough in cross-ecosystem innovation, allowing seamless connectivity with Apple devices, which challenges the traditional barriers between Android and Apple ecosystems [1][2][3] Group 1: Breaking Ecosystem Barriers - The smartphone ecosystem is divided into closed ecosystems (e.g., Apple's iOS and Huawei's HarmonyOS) and open ecosystems (e.g., Android-based systems) [2] - Android manufacturers are striving to attract high-value users from Apple's ecosystem by enhancing compatibility and creating pathways into Apple's "walled garden" [2][3] - Vivo's X Fold 5 is the first Android phone to achieve compatibility with Apple Watch and AirPods, lowering the barrier for Apple users to consider switching to Vivo [5][6] Group 2: Long-term Strategy for Attracting Apple Users - Vivo's strategy aims to convert initial curiosity from Apple users into full brand loyalty, despite the challenge posed by Apple's entrenched ecosystem [5][6] - Continuous R&D investment is necessary for Vivo to maintain compatibility with Apple's ecosystem and ensure a seamless cross-ecosystem experience [6] - The competitive landscape is evolving, with Android manufacturers like OPPO, Honor, and Xiaomi also pursuing similar strategies to penetrate Apple's ecosystem [3][6] Group 3: Emerging Trends and Challenges for Apple - The trend of breaking ecosystem barriers is weakening Apple's influence and user lock-in effects, as Android brands successfully attract Apple users [7][8] - Apple's own products are becoming more compatible with Android, which poses a challenge to its historically closed ecosystem strategy [7] - The development of AI and foldable screen technology by Android manufacturers is an area where Apple has yet to demonstrate significant innovation, potentially eroding its core ecosystem advantages [7][8]

Group 1 - Apple has officially decided to abandon its self-developed folding screen technology and will adopt Samsung Display's "no crease" display solution, with plans to mass-produce its first folding iPhone in the second half of 2026 [1] - The core goal of this technology shift is to address the long-standing "crease" issue associated with folding screens. Samsung's solution includes a metal support plate hinge designed by Fine M-Tec, which utilizes laser drilling technology to achieve micron-level structural design, controlling the crease width to within 0.01 millimeters [1] - Fine M-Tec is expected to start mass production of the hinge in the first quarter of 2026, with an estimated annual shipment volume of 13 to 15 million units. The actual demand for this component will be significantly higher than the terminal sales of the folding iPhone due to assembly yield and after-sales service needs [1] Group 2 - The first folding iPhone is reported to feature a horizontal "book-style" design, with an 8-inch display that boasts a 4K resolution, comparable to the display quality of the iPad mini [2] - The device will be equipped with the same TSMC 2nm A20 chip as the iPhone 18 Pro, a 5000mAh battery, and will integrate a Touch ID sensor into the power button to save internal space [2] - The starting price of the folding iPhone is predicted to exceed 15,000 RMB, making it the most expensive smartphone in Apple's history [2]

Core Viewpoint - Huawei Technologies Co., Ltd. has recently published a patent for a display method, electronic device, and readable storage medium, which enhances user interface switching on multi-fold devices [1][2]. Group 1: Patent Details - The patent application, filed on January 10, 2024, describes a method that allows an electronic device to display multiple application interfaces across three display areas [1]. - The method enables users to switch between application interfaces with simple gestures, improving operational convenience [1]. Group 2: Product Launch - Huawei is set to release its first tri-fold smartphone, the "Huawei Mate XT Ultimate Design," on September 10, 2024 [3]. - The device features a screen made from non-Newtonian fluid materials and includes a 5600mAh battery, which is the world's thinnest silicon negative electrode battery at just 1.9mm thick [3]. - The thickness of the Huawei Mate XT Ultimate Design when unfolded is only 3.6mm, with a width of up to 10.2 inches, and it incorporates the "Huawei Tian Gong Hinge System" [3]. - The smartphone supports 66W wired fast charging and 50W wireless fast charging, along with Lingxi communication and Tiantong satellite calling capabilities [3].

Group 1 - Samsung Electronics officially launched the new foldable flagship Galaxy Z Fold7, featuring upgrades in craftsmanship, design, professional imaging systems, and Galaxy AI technology [1][2] - The Galaxy Z Fold7 has an 11% larger main screen compared to its predecessor, enhancing multitasking and immersive experiences [1][2] - The device integrates Galaxy AI capabilities deeply with its foldable design, providing a more intuitive and immersive AI interaction experience [2] Group 2 - The new hinge structure and foldable screen of the Galaxy Z Fold7 have been optimized, resulting in a thinner and lighter design that enhances durability and reduces creasing [2] - The Snapdragon 8 Gen 2 mobile platform for Galaxy offers significant performance improvements, with a 41% increase in NPU performance, 38% in CPU, and 26% in GPU compared to the previous generation [2] - Industry experts believe that the technological advancements in the Galaxy Z Fold7 will address practical issues of traditional foldable screens and drive further iterations in foldable display technology, impacting the mid-to-high-end smartphone market [3]