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从形态突破到生态跃迁:华为三折叠的「鸿蒙时刻」
36氪· 2025-09-04 10:33
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].
手机与 PC 的最后边界,终于被三折叠打破
虎嗅APP· 2025-09-04 10:16
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].