Core Insights - The folding screen smartphone market is transitioning from a niche curiosity to a mainstream practical choice, driven by technological maturity and decreasing prices [1][5][26] - The user base is expanding, with 17.9% of users aged 18-24, and over 90% of consumers considering a folding screen for their next phone [1][14] - Huawei leads the market with nearly 70% share and has become the first brand to exceed 15 million cumulative shipments of folding screen devices [3][8] Market Trends - In 2024, China's folding screen smartphone shipments are expected to reach 9.69 million units, with 7.62 million units shipped in the first three quarters of 2025 [3] - The market is showing steady recovery, particularly in the high-end segment priced above 10,000 yuan [3] Technological Advancements - The transition from "niche curiosity" to "mainstream practicality" is driven by advancements in hardware technology, software ecosystems, and innovative product forms [5][26] - Huawei has pioneered the development of key technologies such as the water-drop hinge and the Tian Gong hinge system, which have become mainstream in folding screen design [9][26] Consumer Demographics - Folding screen smartphones are increasingly appealing to younger consumers, who view them as symbols of innovation and personal taste [10][14] - Among young users, a higher percentage purchase folding screens for entertainment and innovative experiences compared to the overall consumer base [10][14] User Preferences - 95.5% of consumers express willingness to switch to a folding screen phone, with reliability, battery life, and hardware specifications being key decision factors [14] - Huawei is the preferred brand for 67.4% of consumers considering a folding screen device [14][16] Software and Ecosystem - Huawei's Mate XTs integrates PC-level applications, enhancing productivity in various scenarios and providing a desktop-like experience on mobile devices [18] - The integration of AI capabilities is expected to revolutionize the interaction and productivity of folding screen devices, making them more efficient and user-friendly [19][21] Future Outlook - The combination of AI and folding screens is anticipated to drive a new wave of growth, transforming smartphones into intelligent hubs capable of handling complex tasks [23][28] - As the market matures, folding screen smartphones are expected to shed their niche status and become mainstream consumer choices, with Huawei continuing to define industry standards [26][28]

11月25日，据环球网报道，富邦研究近日发布行业报告，2026年全球智能手机市场或将持续萎缩，但苹 果公司首款折叠屏iPhone的亮相有望成为市场亮点，其预计售价为2399美元，生命周期销量预计达1540 万部。 据悉，折叠屏iPhone Fold原型机内屏尺寸7.74英寸、外屏 5.49英寸，测试版电池容量达5400-5800mAh， 超iPhone 17 Pro Max水平。 此前，有消息称，苹果iPhone Fold "无折痕"屏幕被曝已正式定型，供应链合作伙伴富士康已搭建专属生 产线。 铰链方面，苹果与合作伙伴成功掌握了液态金属打造高强度铰链组件的核心技术。液态金属材料具备低 变形、高韧性的优良特质，不仅能大幅提升折叠屏手机的折叠耐久度，延长产品使用寿命，还能保持机 身握持时的细腻手感，兼顾实用性与体验感。 10月13日，天风国际证券分析师郭明錤发文称，苹果可折叠iPhone铰链的大规模量产成本预计为70至80 美元，远低于此前市场普遍预期的每台100至120美元。 上述富邦研究的分析报告还指出，2026年全球智能手机出货量预计降至12亿台，同比缩减4%；中国市 场出货量约为2.75亿台，同比下降3% ...

来源：环球网 【环球网科技综合报道】11月25日消息，据MacRumors报道，苹果公司在折叠屏手机研发领域取得关键 进展，其首款折叠屏手机iPhone Fold成功攻克行业核心痛点，实现无折痕设计，有望成为全球首款真正 意义上的无折痕折叠手机。该技术突破将为其明年正式上市奠定坚实基础，进一步丰富高端折叠屏市场 供给。 据供应链透露，苹果此次在折叠屏技术上的突破，核心在于屏幕与铰链系统的创新整合。这款iPhone Fold的内屏幕由三星独家供应，但面板结构设计、材料处理制程及叠层压合工艺均由苹果主导研发。为 解决传统折叠机普遍存在的屏幕折痕问题，苹果联合新日兴、安费诺两家核心供应商共同开发关键零组 件轴承，通过优化面板与轴承的适配逻辑，从根本上避免了屏幕中间出现永久性折痕的行业难题。 在铰链技术方面，苹果与合作伙伴成功掌握了液态金属打造高强度铰链组件的核心技术。液态金属材料 具备低变形、高韧性的优良特质，不仅能大幅提升折叠屏手机的折叠耐久度，延长产品使用寿命，还能 保持机身握持时的细腻手感，兼顾实用性与体验感。 值得关注的是，供应链相关布局已同步推进。鸿海集团已专门搭建折叠iPhone专属生产线，这标志着该 ...

Core Viewpoint - The company, Yian Technology, has the capability to produce amorphous alloy (liquid metal) hinge structural components and is actively collaborating with major brands in the development of new foldable smartphones [1] Group 1: Company Capabilities - The company has the strength and ability to manufacture amorphous alloy hinge structural components [1] - It is a partner for hinge structural components with brand manufacturers, continuously supporting the development of various new foldable smartphones [1] Group 2: Market Development - The company is increasing its efforts to expand the market for amorphous alloy hinge structural components and has already begun bulk supply to customers [1] - In 2024, the company will collaborate with well-known domestic manufacturers to develop lighter and thinner foldable smartphones [1] Group 3: Industry Impact - The amorphous alloy hinges play a crucial role in achieving lightweight designs for foldable smartphones [1] - The company has engaged in extensive cooperation with leading manufacturers in the series of products derived from the foldable smartphone sector [1]

Group 1 - The company, Green Precision (300968.SZ), specializes in manufacturing precision structural components for smart terminals and providing comprehensive technical solutions [1] - The precision structural components produced by the company for smartphones are characterized by being lightweight, thin, and having high airtightness [1] - These components have been applied in several foldable smartphones from Lenovo (MOTO) and North American G Company [1] Group 2 - There is a growing focus on hardware innovation, particularly in the mid-to-high-end segment, shifting towards foldable smartphones, with Chinese manufacturers expected to maintain the largest global market share for foldable smartphones [3] - According to IDC, the compound annual growth rate (CAGR) for China's foldable smartphone shipments is projected to reach 19.8% over the next five years [3] - The company has established technical reserves and production capacity for foldable smartphones, indicating a strong competitive edge in this area [3]

Core Insights - The foldable smartphone market is maturing, with decreasing prices and increasing adoption among mainstream consumers [1][2] - Honor has launched the Magic V Flip 2, featuring advanced specifications and a competitive price point, indicating a shift towards affordability in foldable devices [1] - The global foldable smartphone shipment is projected to grow at a compound annual growth rate (CAGR) of 49.48%, reaching 102 million units by 2027, with China expected to see significant growth [1][2] Industry Trends - Foldable smartphones are becoming a key innovation in consumer electronics, transitioning from high-end to mainstream markets [1] - The hinge and flexible screen technologies are critical areas of innovation, with major players like Huawei and Samsung leveraging self-developed hinge technology for competitive advantage [1] - The foldable smartphone hinge market is expected to reach a value of $1.2 billion by 2025, with hinge costs accounting for approximately 5%-8% of the bill of materials (BOM) per device [2] Competitive Landscape - Apple's entry into the foldable smartphone market is anticipated to enhance market penetration, with expectations of a rise in foldable smartphone penetration from 1.6% in 2025 to over 3% by 2027 [2][3] - The focus will shift towards manufacturing efficiency, cost control, and supply chain integration as Apple aims to differentiate its offerings in a more stable market [3] - Suppliers that can manage technology, production capacity, and price flexibility will be key beneficiaries in the upcoming growth cycle [3]

Group 1: Apple and Foldable Phones - Apple is expected to launch its first foldable iPhone in the second half of 2026, according to supply chain sources [1] - The demand for Apple's foldable iPhone is anticipated to be high due to its large customer base, but actual sales will depend on the final pricing [1] - Currently, competitors like Samsung, Huawei, Xiaomi, Vivo, OPPO, and Honor have already released multiple foldable phones, creating market anticipation for Apple's entry [1] Group 2: Market Trends and Competitor Analysis - According to TechInsights, global foldable phone shipments are projected to decline by 18% year-on-year to 3.8 million units in Q4 2024 [2] - Huawei has surpassed Samsung to become the market leader with a 31.2% market share, while Samsung's share has dropped to 26.7% [2] - Analysts from Goldman Sachs and Changjiang Securities express optimism about the future growth of the foldable phone market, highlighting the need for smartphone brands to innovate in the high-end segment [2] Group 3: Opportunities for Suppliers - The potential entry of Apple into the foldable phone market presents new growth opportunities for related supply chain material companies [2] - Apple's focus on innovative technology aims to address issues like screen creases and fragility, which could drive advancements in related materials [2]