折叠屏手机的 "折痕" 与平整度，始终是困扰行业和消费者的关键难题。而 OPPO Find N6 之所以能脱颖 而出，核心在于其首发的两项行业 "黑科技"：无痕钛合金铰链与自修复记忆玻璃。双技术组合拳的加 持，不仅从硬件结构层面攻克了折叠形态的物理局限，更在屏幕防护与耐用性上实现突破，真正做到了 "视觉无折痕，使用更安心"。 (11387304) 更值得关注的是，该消息还透露了一个行业重磅线索：某国际大厂今年推出的折叠机，正在借鉴 OPPO 的技术方案，且进度落后约半年。结合当前行业格局，这一 "国际大厂" 的指向性极为明显，外界普遍 猜测正是苹果。作为智能手机行业的巨头，苹果迟迟未推出折叠屏产品，此前便有多方消息称其首款折 叠 iPhone 将于 2026 年亮相。如今若证实其方案借鉴 OPPO 且进度滞后，无疑印证了国产厂商在折叠屏 赛道的技术领跑地位。从铰链结构到屏幕技术，OPPO 已从 "跟跑者" 成长为 "规则制定者"，在折叠屏 核心技术领域实现了对国际大厂的弯道超车。 【ZOL中关村在线原创新闻】有数码博主放出重磅独家消息，OPPO Find N6 正式斩获莱茵认证，被官 方认证为全球最平整的折叠 ...

本报告利用定量问卷调研、专家访谈及桌面研究多种研究方法，综合分析了折叠屏手机行业的发展现状、市 场竞争格局、用户行为及需求，预测产品未来趋势。报告指出，全球折叠屏手机市场持续增长，尤其是中国 市场表现突出，技术进步和产业链完善推动了产品形态的多样化。在竞争格局方面，中国成为全球折叠屏手 机的主要增长引擎，市场份额呈现集中趋势，华为以较高的份额持续引领行业。用户对折叠屏手机购买意愿 不断提高，对产品功能和体验有更高要求。展望未来，折叠屏手机产品将实现从小众市场向大众市场过渡， 市场需求持续增长，硬件优化创新和软件协同生态构建和智能交互体验的提升将是关键发展方向。随着消费 者对折叠屏手机认可度提升，购买意愿增强，折叠屏手机消费将逐步实现从"猎奇尝鲜"到"信赖常用"的转 变。 全球智能手机市场已全面进入存量竞争 2014年-2017年期间，智能手机市场仍处于增量发展阶段，全球出货量由12.4亿部增长至14.6亿部的 峰值。自2017年起，市场进入存量竞争阶段，年均出货量下降约2.52%，至2024年全球智能手机出 货量已降至12.2亿部。 折叠屏手机 丨洞察 报告 摘要： 折叠屏手机成为突破市场增长瓶颈的战略方向 ...

Group 1 - Apple is accelerating the development of its first foldable iPhone by purchasing OPPO's flagship foldable model, Find N5, for disassembly and research, highlighting OPPO's technological leadership in the foldable screen sector [1] - OPPO's global smartphone sales have shown strong growth, with a 7.6% year-on-year increase in Q4 2025, and a notable 10.2% growth in the Chinese market, making it the top performer in the Android segment [4] - OPPO's total sales, including OnePlus and Realme, are projected to exceed 190 million units in 2025, ranking third globally, driven by precise positioning and innovation investments in high and mid-high-end markets [4] Group 2 - The upcoming foldable iPhone is expected to feature a Samsung panel with an external screen of approximately 5.5 inches and an internal screen of about 7.8 inches, with a phased release starting in September 2026 and a price range of $2000 to $2500, facing some mass production challenges [3] - IDC indicates that the high-end market is currently the core battleground for industry innovation, and OPPO's combination of technological leadership and market recognition positions it well for future competition in the foldable screen arena [4]

Core Viewpoint - The article discusses the challenges and growth prospects of the foldable smartphone market, particularly focusing on durability issues in low temperatures and the expected increase in shipments due to Apple's entry into the market in 2026 [3][13]. Durability Issues in Low Temperatures - Foldable smartphones face durability problems in extremely low temperatures, as highlighted by a viral incident where a user's device was damaged in Harbin due to temperature fluctuations [5][11]. - The core reason for screen breakage in cold weather is attributed to the material properties of flexible OLED screens, which become brittle at low temperatures, leading to issues like delamination and liquid leakage [12]. - Recommendations for using foldable phones in cold environments include minimizing opening and closing the device outdoors and allowing it to warm up before use [12] [13]. Market Growth Predictions - Despite durability concerns, the global shipment of foldable smartphones is expected to reach 24 to 25 million units in 2026, a growth of approximately 41% to 47% from 17 million units in 2025 [14]. - The Chinese market is projected to see shipments of 12 to 13 million units in 2026, reflecting a growth of 20% to 30% from 10 million units in 2025 [14]. - The foldable smartphone market is anticipated to remain small, accounting for about 2% of the total global smartphone sales of approximately 1.15 billion units in 2026 [15]. Market Dynamics and Competitive Landscape - China has become the largest market for foldable smartphones, with local manufacturers focusing on innovation in hinge design, screen technology, and overall device performance [17]. - Major brands like Huawei, Apple, and Samsung are expected to dominate the market, with Huawei holding a significant share of around 50% in China [18]. - The competitive landscape is characterized by a clear division among leading brands, with Huawei showing a 14% increase in sales, while other brands like Honor and Vivo are facing challenges [18]. Future Observations - The introduction of Apple's foldable smartphone is anticipated to significantly influence market dynamics, with expectations for innovations in hardware and software that could enhance user experience [20]. - The ongoing "trade-in" subsidy policy in China may provide additional support for the foldable smartphone market, although rising costs present challenges for manufacturers [20].

极低温下的耐用问题待解 2025年1月6日，上述博主在小红书上配图提醒说，去哈尔滨的朋友慎带折叠屏手机。她透露，其折叠屏 手机冻坏了；维修店说是因为温差，导致内屏漏液，买了碎屏险，还要服务费499元。当时这条内容分 享引发了上万网友关注、7000多条评论。 折叠屏手机的全球出货量今年预计将达到2500万部左右。 近日，折叠屏在东北变成"碎碎冰"的话题登上热搜榜。第一财经记者发现，其中一张热图是来自一位小 红书博主一年前的分享。 尽管折叠屏不抗冻的话题隔了一年"又火了"，调研机构预测，受苹果将入市等因素影响，折叠屏手机今 年出货量仍将增长，全球、中国出货量有望分别达2500万部和1300万部左右。而折叠屏手机在极低温下 的耐久问题仍有待超薄玻璃等材料的进步。 "（这个话题）又火了"，这位博主在1月28日告诉第一财经记者，她的折叠屏手机已修好，正常用没问 题。她是浙江人，去年到东北是参加别人的婚礼。她建议，折叠屏手机不要在那么低温的环境下拿出 来，回屋以后，暖和一下，再"掰开"用。 至于多少摄氏度以下不能用，这位博主说，其实也有概率问题。她后来在评论区看到，说明书上是有写 的。对于说明书是否有写0摄氏度或者多少摄 ...

Core Insights - The Chinese smartphone market is projected to exceed 1 trillion yuan in 2025, driven by the trade-in policy for consumer goods and advancements in technology such as AI and foldable screens [1] Group 1: Market Performance - In 2025, Honor's smartphone shipments surpassed 71 million units, marking a 9% year-on-year increase [2] - From January to November 2025, the domestic smartphone shipment reached 282 million units, a 0.9% increase year-on-year, with 5G smartphones accounting for 244 million units, up 1.3% [2] - The number of new smartphone models launched in the domestic market reached 474, reflecting a 14.5% increase year-on-year [2] Group 2: Innovation and Technology - Huawei launched the industry's first wide-foldable smartphone, the Huawei Pura X, which combines the features of an e-reader and a foldable device [3] - The foldable smartphone market is expected to see shipments of 9.47 million units in 2025, a 3.3% increase [4] - Companies are focusing on differentiating factors such as satellite communication, design, battery technology, and camera capabilities to enhance product competitiveness [4] Group 3: AI Integration - AI is reshaping user experience, with new AI smartphones like the Doubao AI phone from ByteDance and ZTE expected to drive a new wave of innovation [5] - The integration of AI in smartphones is becoming a key focus for manufacturers, with advancements in systems like Huawei's HarmonyOS and Honor's Magic8 Pro [6] - By 2025, AI smartphone shipments in China are projected to exceed 118 million units, capturing 40.7% of the overall market [7] Group 4: Market Trends and Challenges - The Chinese smartphone market is entering a critical adjustment phase in 2026, characterized by total pressure and structural differentiation [8] - The high-end market is expected to expand due to innovation, while the low-end market may shrink due to price sensitivity [8] - By 2026, the market share for smartphones priced above $600 is projected to reach 35.9%, a 5.4 percentage point increase year-on-year [8] Group 5: Consumer Behavior - Emotional consumption is reshaping purchasing logic, with design and brand emotional connections becoming as important as technical performance [10] - Manufacturers are expected to invest more in differentiated designs and collaborations to meet consumer emotional value needs [10]

Core Viewpoint - The Chinese smartphone industry is expected to reach a market size of over 1 trillion yuan by 2025, driven by the trade-in policy for consumer goods and advancements in AI and foldable screen technology [1]. Group 1: Market Growth and Product Innovation - In 2025, smartphone shipments in China are projected to exceed 71 million units, marking a 9% year-on-year increase [2]. - The domestic smartphone market saw a shipment of 282 million units in the first 11 months of 2025, reflecting a 0.9% year-on-year growth, with 5G smartphones accounting for 244 million units, a 1.3% increase [3]. - The number of new smartphone models launched in China reached 474, representing a 14.5% year-on-year growth [3]. Group 2: Competitive Landscape and Technological Advancements - Innovation is crucial for smartphone manufacturers to differentiate themselves in a saturated market, with Huawei launching the first wide foldable phone, the Huawei Pura X, in March 2025 [4]. - The foldable smartphone market in China is expected to see shipments reach 9.47 million units in 2025, a 3.3% increase [5]. - Key areas of differentiation include satellite communication, design, battery technology, and camera capabilities, with various brands introducing advanced features such as eSIM support and self-developed chips [6]. Group 3: AI Integration and User Experience - AI is transforming user experience, with features that allow smartphones to assist in navigation and shopping [7]. - Major manufacturers are integrating AI into their systems, with Huawei upgrading its HarmonyOS and Honor enhancing its products with AI capabilities [8]. - The AI smartphone market in China is projected to reach over 118 million units by 2025, capturing 40.7% of the overall market [10]. Group 4: Market Adjustments and Future Projections - The Chinese smartphone market is entering a critical adjustment phase in 2026, with expected declines in overall shipments due to rising component costs [11]. - The high-end smartphone market is anticipated to expand, while the low-end market may shrink, indicating a shift towards a more diversified market structure [11]. - AI smartphones are expected to become mainstream by 2026, with projected shipments of 147 million units, a 31.6% increase, representing 53% of the overall market [12]. Group 5: Consumer Behavior and Emotional Value - Emotional consumption is reshaping purchasing logic, with design and brand connection becoming as important as technical performance [13].

Core Insights - The Chinese foldable smartphone market is projected to see a shipment of approximately 10.01 million units in 2025, reflecting a year-on-year growth of 9.2%, contrasting with a slight decline of 0.6% in the overall smartphone market [1] - Huawei leads the market with a significant share of 71.8%, while other brands like Honor, Vivo, and OPPO have much smaller shares, indicating Huawei's dominant position [1][3] - Despite the emergence of competitive products from other manufacturers, Huawei's comprehensive product lineup and brand strength have solidified its market leadership [4][6] Market Dynamics - The foldable smartphone segment has reached a bottleneck since 2019, with manufacturers struggling to drive sales through hardware improvements alone, leading to a decline in the overall market in Q4 of the previous year [3][4] - Brand strength is increasingly influencing consumer preferences in the high-end market, with Huawei's focus on balanced capabilities and innovative designs contributing to its market share growth of over 20 percentage points in 2025 [4] - The foldable smartphone market still represents only 3.5% of total smartphone shipments in China, prompting some manufacturers to reconsider their strategies in this niche segment [4][6] Technological Innovations - Manufacturers are exploring soft-hard collaboration as a breakthrough direction, with Huawei's MateX7 focusing on AI integration rather than just hardware enhancements [6] - Other brands like OPPO and Vivo are also attempting to bridge compatibility with Apple ecosystems, indicating a trend towards cross-platform functionality [6] Future Outlook - The anticipated entry of Apple's foldable smartphone, expected to be released in the fall of 2026, is generating significant market interest, particularly regarding its potential to enhance hardware and software integration [7][8] - The overall smartphone market in China may face challenges in 2026 due to rising storage costs, which could lead to a noticeable decline in shipments [8]

然而，在高速增长与用户认可的背后，可靠性仍是悬而未决的课题。随着苹果等巨头被传出即将入局， 折叠屏赛道即将迎来更激烈的竞争。这场围绕"折叠"的较量，谁又会是最终胜利者？ 再炫酷的高科技，到了东北依旧要拜倒在刺骨的北风中，哪怕是号称能"弯折几十万次"的折叠屏也不例 外。 最近，"折叠屏到了东北就是碎碎冰"喜提热搜，大量折叠屏手机在哈尔滨极寒天气下变身"碎碎冰"，单 屏变双屏，就地看"极光"。有媒体爆料，一名哈尔滨本地维修师傅透露，第27届哈尔滨冰雪大世界仅开 园当天，送修的折叠屏手机数量较平日暴增17倍。 当折叠屏在东北的严寒中频频变身"碎碎冰"，看似酷炫的前沿科技，忽然面临着一个极现实的拷问：它 真的准备好融入我们的日常了吗？ 从手机维修店激增的送修量，到社交媒体上热议的"冻屏"体验，这场由低温引发的屏幕危机，意外揭开 了折叠屏在技术与实用之间尚未弥合的缝隙。 与此同时，市场的另一面却热气腾腾。折叠屏手机正从小众的玩物，快速走向更广泛的消费群体——它 以一屏多用的便携形态，吸引着城市中高收入、高学历的职场人士，成为他们兼顾效率与品味的科技配 饰。出货量持续攀升、品牌格局初定，昭示着一个新手机形态正稳步扎根。 ...

Core Insights - The article highlights the dominance of Guangdong in the global smartphone market, with one in three smartphones sold worldwide being manufactured in the region. Guangdong's "smartphone team" includes major brands like Huawei, OPPO, Vivo, Honor, and Transsion, which collectively represent a significant portion of the global market share [1][6][30]. Group 1: Market Position and Performance - In 2024, the combined shipment volume of Guangdong smartphone brands is projected to account for approximately 34.6% of the global market [6][7]. - Huawei's global smartphone shipment volume is expected to reach 48.4 million units in 2024, holding a 4% market share [7]. - OPPO is projected to ship 104.8 million units globally in 2024, securing an 8.5% market share [8]. - Vivo's global shipment volume is anticipated to be 101 million units in 2024, with a market share of 8.5% [10]. - Transsion is expected to ship 106.9 million units in 2024, achieving an 8.6% market share, ranking fourth globally [12]. Group 2: Innovation and Technology - Guangdong's smartphone industry is characterized by a robust supply chain and innovation ecosystem, with 95% of smartphone components available within a one-hour commute in Dongguan [2][6]. - The region is advancing towards AI integration in smartphones, with brands like Huawei and Vivo launching AI-enabled devices that enhance user experience [17]. - Huawei's Mate 60 is noted as the world's first smartphone supporting satellite communication, showcasing technological advancements [18]. Group 3: Industry Structure and Ecosystem - The smartphone industry in Guangdong is structured around a "triangular" ecosystem involving design in Shenzhen, manufacturing in Dongguan, and component supply in Huizhou, creating a world-class supply chain [2][6]. - The region is home to leading companies in various sectors, including semiconductor design (e.g., HiSilicon), battery production (e.g., Desay Battery), and PCB manufacturing, contributing to a comprehensive smartphone manufacturing base [23][24][29]. - The industry is shifting from price competition to a focus on quality, technology, and brand, reflecting a broader trend in global manufacturing [3].