Core Viewpoint - Huawei has launched the Mate XTs, the world's second mass-produced "triple-fold" smartphone, indicating the maturity and market viability of this new category, with a price reduction of 2000 yuan compared to its predecessor [2][3][15]. Group 1: Product Features and Specifications - The Mate XTs features the Kirin 9020 processor and introduces new color options, while maintaining a similar design to its predecessor [4][5]. - The camera system has been upgraded with a 40MP RYYB wide-angle sensor, while the main and telephoto cameras remain unchanged, enhancing light sensitivity [7]. - The device supports a range of productivity applications and features a new M-Pen 3 stylus, which allows for annotations, voice recognition, and multi-window functionality [9][10][11]. Group 2: Market Position and Strategy - The launch of Mate XTs signifies Huawei's commitment to iterating and mass-producing unconventional folding devices, moving beyond the "experimental" label [19][23]. - The price reduction to 17,999 yuan makes the device more accessible, potentially expanding its market reach [21][23]. - Huawei has captured 70% of the domestic market share for folding screens, establishing a competitive barrier [32]. Group 3: User Demographics and Applications - The Mate XTs is particularly appealing to business professionals who require a large screen for multitasking and productivity [26][29]. - The device's capabilities cater to a niche market that values both content consumption and professional use, enhancing the user's professional image [31]. Group 4: Future Outlook and Challenges - While the current offering is strong, there is a need for Huawei to continue developing unique features and optimizing user experience to meet the evolving demands of its user base [37][38]. - Competitors like Samsung are expected to introduce similar products, which may challenge Huawei's current market position [35].

Core Viewpoint - Huawei has launched its second foldable smartphone, the Mate XTs, which features significant performance improvements and advanced display technology, marking a notable advancement in the foldable phone market [2][3]. Summary by Sections Product Features - The Huawei Mate XTs is powered by the Kirin 9020 chip and runs on HarmonyOS 5, claiming a 36% overall performance enhancement [3]. - It features a 10.2-inch OLED foldable display with a resolution of 2232×3184, supporting various refresh rates and brightness adjustments, along with advanced power-saving technologies [3]. - The device is available in four color options and three storage configurations, with prices reduced by 2000 yuan compared to its predecessor [5]. Challenges in Foldable Technology - The transition from dual-foldable to tri-foldable smartphones presents significant technical challenges, particularly in hinge design, screen durability, and overall device weight [6][7]. - The complexity of the hinge mechanism increases with tri-foldable designs, requiring high precision and durability to ensure smooth operation [6]. - The need for larger flexible screens with enhanced durability poses additional challenges, particularly in managing increased thickness and weight when folded [7]. Market Trends and Alternatives - Despite the challenges, the tri-foldable design is seen as a clearer technological path compared to alternative display technologies like rollable screens, which have yet to achieve mass commercialization [9][10]. - Rollable screens face significant hurdles in terms of durability, mechanical complexity, and production costs, making tri-foldable phones a more viable option for manufacturers [12]. Design Variants - The current tri-foldable designs are primarily categorized into "Z-shape" and "G-shape" configurations, each with its own advantages and disadvantages regarding screen exposure and protection [13][19]. - The Z-shape design allows for an external display but risks damage to the exposed screen, while the G-shape design offers better protection at the cost of increased complexity and weight [16][19]. Supply Chain Developments - The rise of tri-foldable smartphones is supported by advancements in flexible OLED technology from panel manufacturers, with companies like BOE and TCL leading the way in developing new display solutions [20][21]. - Partnerships between manufacturers and panel suppliers are crucial for the successful production and commercialization of tri-foldable devices [20]. Conclusion - The introduction of tri-foldable smartphones is revitalizing the market, but challenges related to technology, cost, and user experience remain [24][25]. - The competition between Z-shape and G-shape designs will shape the future of the tri-foldable market, with ongoing developments in panel technology influencing overall feasibility and consumer adoption [25].

Group 1 - Huawei's Executive Director and Chairman of the Terminal BG, Yu Chengdong, announced a product launch event scheduled for September 4 at 14:30 [1] - The event will introduce the "new three-fold" flagship model, Huawei Mate XTs, along with the release of new all-scenario products [1]

Core Insights - Huawei and Samsung are both expected to launch their new tri-fold smartphones around September, with Samsung's mobile head announcing plans for a release by the end of the year [1] - The Huawei tri-fold phone will feature a Kirin processor, while Samsung's device will be equipped with a Snapdragon 8 Elite processor, indicating a direct competition in the high-end market [1] - Samsung has registered the trademark Galaxy Z Trifold, suggesting a branding strategy that aligns with its existing Galaxy Z series [1][2] Group 1 - Samsung's Galaxy Z Trifold is rumored to be an inward-folding phone with a separate screen cover, differing from Huawei's Mate XT which folds in a "Z" shape [2] - Huawei's new tri-fold phone, codenamed "Greenlan," will have similar aesthetics to its predecessor Mate XT, available in four colors, and is expected to have improved features [3] - The Mate XT has a retail price exceeding 22,000 yuan, with sales around 500,000 units, indicating strong market performance and potential for higher sales with the new model [3] Group 2 - A Samsung executive confirmed that the hardware for the tri-fold phone is ready for production, but the company is assessing market demand for the design [4] - Samsung plans to begin small-scale production of the tri-fold phone in September, primarily targeting the Korean and Chinese markets, with an estimated factory price of 4 million KRW (approximately 20,840 yuan) [4] - The first mass-produced tri-fold phone, Huawei's Mate XT Ultimate Design, has a starting price of 19,999 yuan, highlighting competitive pricing strategies in the market [4]