Folding Screen Phone

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国产折叠屏集火苹果,库克很受伤
3 6 Ke· 2025-07-04 10:50
Core Viewpoint - Domestic smartphone brands are collectively targeting Apple's upcoming foldable phone, aiming to seize market share and establish a foothold before Apple's entry [1][4][10] Group 1: Market Dynamics - Xiaomi, vivo, and Honor launched their foldable phones within ten days, attempting to shift the perception of foldable devices from niche products to mainstream options [1][3] - The average price of Android foldable phones has decreased by 18% year-on-year, positioning them favorably against Apple's anticipated $2000 foldable phone [4][6] - Apple's market share in China is projected to decline from 19% in 2023 to 15% in 2024, with a significant drop in shipments and ranking [7][8] Group 2: Competitive Strategy - Domestic brands are focusing on breaking Apple's ecosystem barriers and promoting cross-ecosystem connectivity, which is seen as a weakness for Apple [3][11] - Vivo's X Fold5 exemplifies this strategy by enabling synchronization with Apple devices, showcasing a shift from hardware competition to software ecosystem integration [14][11] - The competitive landscape is shifting towards a focus on software and ecosystem advantages, with domestic brands aiming to attract Apple users through innovative features and services [10][11] Group 3: Supply Chain and Technology - Apple's reliance on Samsung for OLED panels poses risks, as it increases costs and may affect product quality and release timelines [4][6] - Samsung holds a dominant position in the global smartphone market with a 20.4% share, while Apple follows with 18.4% [6][8] - Domestic brands have been developing foldable technology for years, giving them a technological edge as they launch products ahead of Apple [4][6]
透露IPO进展,荣耀新资本故事跳出“手机”:AI生态成突围关键
Hua Xia Shi Bao· 2025-07-03 13:55
(石飞月 摄影) 本报(chinatimes.net.cn)记者石飞月 深圳报道 通信专家马继华也对《华夏时报》记者表示,目前看来荣耀在港股上市的可能性最大,当然也不排除在 科创板上市的可能性。"荣耀成长势头也不错,且作为一家独立的智能终端类的企业,荣耀的发展完全 没有问题,上市后应该会有一个不错的市场预期。" 上市自然要有新故事,荣耀的故事,就是转型。今年3月,荣耀在2025世界移动通信大会期间正式发布 荣耀阿尔法战略,加速从智能手机制造商向全球领先的AI终端生态公司转型。 荣耀阿尔法战略的落地包括三个步骤:从开发打造真正智慧的手机开始,在AI智能体时代与合作伙伴 打开技术的边界,共创AI终端的新范式;接下来,在物理AI时代,将打开产业的边界,共创AI生态的 新范式;最后,在通用人工智能(AGI)时代,荣耀将打开人类潜能的边界,共创人类文明的新范式。 "我们现在处于辅导阶段,这个阶段至少要三个月起步。"7月2日晚间,荣耀CFO彭求恩对包括《华夏时 报》记者在内的媒体记者透露了公司的上市准备情况。上周,荣耀获深圳证监局上市辅导备案受理。如 果荣耀成功上市,那么该公司将成为中国为数不多的手机上市公司之一,在几大 ...