Core Viewpoint - Honor is accelerating its IPO process after completing a shareholding reform and a management overhaul, with expectations of becoming a public company by the end of 2024 [2][3] Group 1: IPO Progress - Honor's CFO announced that the company has entered the second phase of its IPO process, which includes at least three months of advisory work with CITIC Securities [2] - The company has received approval for its IPO advisory registration, marking a significant step towards its public listing [2] - Honor's management is optimistic about the IPO, which is seen as a potential catalyst for the A-share market [2][3] Group 2: Market Position and Strategy - Honor aims for independent listing and has rejected the idea of a backdoor listing, focusing on optimizing its capital structure to attract diverse investments [4][5] - The company has successfully attracted multiple investors, including major players like China Mobile and China Telecom, enhancing its capital base ahead of the IPO [4][5] - Honor's market share has fluctuated, with a significant drop from 16.7% to 3% after its independence from Huawei, but it has since rebounded to compete with major brands like Xiaomi and OPPO [8][9] Group 3: Competitive Landscape - The return of Huawei with its 5G products has intensified competition for Honor, leading to a decline in its market share [9][10] - Honor's new CEO, Li Jian, is focused on stabilizing the company and restructuring its organization to enhance competitiveness [10] - The company is positioning itself as an "AI terminal ecosystem company," planning to invest $10 billion over the next five years to develop AI technologies and partnerships [13][14] Group 4: Challenges and Opportunities - Honor's transition to an AI-focused strategy presents both significant opportunities and challenges, requiring substantial investment and collaboration to succeed [14][15] - The success of Honor's new strategy will be critical for its valuation and growth potential in the upcoming IPO [15]

BBC gains rare access to the Congolese mine powering mobile phones https://t.co/ConEaIRyXK ...

Product Launch - Samsung launched two new foldable phones: Galaxy Z Flip 7 priced at $1,100 and Galaxy Z Flip 7 FE priced at $900 [1] - Galaxy Z Flip 7 features a 4.1% larger external screen that extends corner to corner [2] - Galaxy Z Flip 7 boasts a 6.9% larger internal screen with a squared-off design [3] Technological Advancements - Galaxy Z Flip 7's external screen has a refresh rate of up to 120 Hz and a peak brightness of 2600 nits [2] - The new Z Flip series utilizes internal component waterproofing for a thinner design [3] - Galaxy Z Flip 7 is equipped with Galaxy AI, including Gemini and Gemini Live, accessible from both screens [3] Battery and Storage - Galaxy Z Flip 7 features a 4,300 mAh battery, almost 30% larger than the Galaxy Z Flip 6 [4] - Galaxy Z Flip 7 FE offers storage options of 128 GB or 256 GB and includes a 50 megapixel main camera [4] Competitive Landscape - The industry notes the design similarities between the Galaxy Z Flip 7 and the Motorola Razer [2] - The industry anticipates competition between Samsung and Motorola [5]

5月国内市场5G手机出货量2119万部 同比下降17% 智通财经7月4日电，中国信通院发布数据，2025年5月，国内市场手机出货量2371.6万部，同比下降 21.8%，其中，5G手机2119.0万部，同比下降17.0%，占同期手机出货量的89.3%。2025年5月，国产品 牌手机出货量1917.7万部，同比下降24.2%，占同期手机出货量的80.9%；国产品牌上市新机型36款，同 比下降25.0%，占同期手机上市新机型数量的92.3%。 ...

Core Viewpoint - The domestic foldable smartphone market is experiencing a surge, with major brands like Honor, vivo, and Samsung launching new models, while the A-share market for consumer electronics sees significant gains due to anticipation of Apple's entry into the foldable screen segment [2][3]. Market Dynamics - The foldable smartphone market is currently at a bottleneck, with many brands adopting a conservative approach and reducing their product lines due to inherent issues like screen creases, quality, and pricing [4]. - Despite technological advancements, user growth has plateaued, with many consumers returning to traditional smartphones after initial trials [4][5]. - In contrast, the high-end smartphone segment in China is growing, with sales of devices priced above 5000 yuan projected to reach approximately 78.4 million units in 2024, up from 11% in 2020 [5][6]. Apple's Potential Impact - Apple's entry into the foldable market is highly anticipated, with reports indicating that the foldable iPhone is in the prototype development stage and expected to launch in late 2026 [3][8]. - The industry believes that Apple's involvement could redefine market dynamics and product standards, as it typically enters markets only when technology is sufficiently mature [8][11]. - The high technical barriers in the foldable supply chain, particularly in precision manufacturing and new materials, present challenges that need to be addressed before mass production can occur [9][10]. Supply Chain and Technological Challenges - The cost structure of foldable smartphones is heavily influenced by high-value components such as flexible screens and hinge systems, with screen modules priced between 1100 to 2200 yuan and hinge systems ranging from 350 to 1200 yuan [9]. - Despite advancements, there are still weaknesses in the supply chain, particularly in high-end materials and manufacturing processes, which are dominated by a few international leaders [10][11]. Future Outlook - The industry is divided on the future of foldable smartphones, with some analysts optimistic about Apple's potential to lead a technological revolution, while others caution that significant hardware improvements are necessary for mainstream adoption [16][17]. - The evolution of foldable smartphones may include new form factors like triple-fold or rollable designs, but the focus should be on balancing display space and portability rather than merely increasing folding capabilities [17].

Core Insights - The foldable smartphone market in China is experiencing a significant slowdown, with a projected growth rate of only 30.8% in 2024 and a first-ever year-on-year decline of 9.6% in Q4 2024 [1] - Manufacturers are increasingly adopting an ecosystem integration strategy to find new growth points, aiming to break down barriers between Android and Apple ecosystems [1][2] Group 1: Market Trends - IDC forecasts that the foldable smartphone market may enter a "small year" in 2025, leading to a more cautious stance from various manufacturers [1] - The limited market capacity is currently dominated by Huawei, which compresses the space for other manufacturers, prompting them to seek alternative strategies [1] Group 2: Product Innovations - Vivo's X Fold5, launched on June 25, features a lightweight design at 217g and a thickness of 9.22mm, equipped with a 6000mAh battery and advanced imaging capabilities [2] - Honor's Magic V5, released on July 2, claims to be the "lightest and thinnest foldable smartphone," with a thickness of 8.8mm and a weight of 217g, also boasting a 6100mAh battery and comprehensive AI functionalities [3] Group 3: Ecosystem Integration - Both Vivo and Honor are focusing on integrating their devices with Apple's ecosystem, allowing features such as Apple Watch connectivity and iCloud access, which aim to attract Apple users [2][3] - The strategy of Android manufacturers to lower the barriers for users switching between ecosystems is seen as a way to capture the attention of Apple users [3] Group 4: Competitive Landscape - The entry of Apple into the foldable smartphone market, expected in 2026, raises questions about whether current Android ecosystem strategies will inadvertently cultivate user habits favorable to Apple [5] - Honor expresses optimism about competing with Apple, viewing its entry as a validation of the foldable market's potential and an opportunity for further innovation [6] Group 5: Future Outlook - Honor plans to launch a new small foldable device in August, focusing on upgrades in imaging, design, and battery life, while aiming to position itself among the top three in the domestic market by the end of the year [7]

想必大家都有过这样异想天开的想法： 就是某某品牌手机的硬件配置+某某品牌手机的操作系统+某某品牌手机的价格... 这样的话，一台专属于我们自己心目中 " 最完美 " 的手机，就诞生了！ 你们敢说没有？先不说你们了~ 果子我自己，在高中那会，对手机略知一二的时候，就有过 YY 骁龙 801 + 苹果 iOS + 华为 P9 徕卡双摄 + 魅族 MX4 外观的想法。 当时果子还向班上几个玩着比较好的同学炫耀来着，要是有厂商搞出这样的手机，直接卖爆好吧！ 只可惜当时没有手机厂商能懂果子这样 " 超前 " 的想法。 现在回过头来想想，幸好大家都没懂，要是懂的话，理亏现在主流手机大厂得再少上几家......哈哈哈难蚌~ 不过嘛！在当时，也就是 2016 年的时候，确实也有厂商已经着手开发这样的手机了... 并且相比起果子想的 " 瞎几把乱拼凑 " ，他们给这样的机型起了个非常 fasion 且 future 的名字 —— 模块化手机。 比如在当时最被寄予厚望的谷歌，就打造出了 Project Ara ！ 这款手机最大的特点，就是能像 " 乐高 " 一样进行任意拼接： Project Ara 的主体，是一块 " 金属板 ...

美国唯一本土手机制造商Purism的CEO托德·韦弗毫不留情地 戳破了特朗普集团的所谓"美国 制造"的谎言，称该手机是由一家中国公司生产 。 本周，美国媒体发现， 特朗普集团已经悄悄"改口"，在官方售卖网站上删掉了"美国制造"的 描述 ，称这款手机拥有"令美国人自豪的设计"，并且"在美国本土诞生"。 最近，特朗普集团高调进军手机市场，推出一款售价499美元（将近3600元人民币）的智能 手机，宣称这款手机由"美国制造"。不过，手机在6月中旬一经发布，美国媒体纷纷质疑。 （本文来源：央视 新闻） ...

Core Viewpoint - The Trump Organization has launched a smartphone priced at $499, claiming it to be "Made in America," which has faced scrutiny and backlash from media and industry experts [1] Group 1: Product Launch - The smartphone is marketed as a response to Trump's policies aimed at revitalizing American manufacturing and increasing domestic employment [1] - The device was released in mid-June and has since been criticized by American media for its manufacturing claims [1] Group 2: Manufacturing Claims - Todd Weaver, CEO of the only U.S. phone manufacturer Purism, publicly challenged the Trump Organization's "Made in America" assertion, stating that the phone is produced by a Chinese company [1] - Following the backlash, the Trump Organization has altered its marketing language on its official sales website, removing the "Made in America" claim and instead stating that the phone features a "design that makes Americans proud" and was "born in the USA" [1]

不知道大家有没有注意到，这几年手机厂商们开始集体沉默了。再高的刷新率、再快的充电、再亮的屏 幕，大家看一眼参数，点点头，然后回头继续用旧手机刷剧。 但有一样东西，还能让人多看两眼：折叠屏。 它展开那一下，好像不是翻开一部手机，而是翻出个"可 能"。就像是一个憋闷生活里唯一的变数，一点点怪，一点点新。 折叠屏这东西，说白了是手机行业自己逼出来的希望。 直板手机的战争已经打成平地，再往前挖，谁都知道得掏出点新形态。 于是，屏幕弯了、铰链来了、 交互也被拉扯成了两半。 1、看上去挺贵，其实花的不是钱，是耐心 用过折叠屏的人都知道，这玩意儿不是简单地贵。 它贵得具体，贵在铰链那个位置有点不踏实，贵在 屏幕中间的折痕你明明看不到但就是摸得着，贵在打开了那么大的屏，很多App还在装死。 但哪怕这样，你还是会有一瞬间觉得它值。 就比如你在高铁上，打开屏幕分屏看文档加微信，或者朋友来一句"哇，你这小东西挺精致啊"，你会短 暂地觉得买值了。 厂商也是这么想的。 几个数码大厂这几年没少在这上面砸钱、砸资源，像在偷偷比赛谁能先把折痕抹平、谁能先让折叠屏不 再沉得像块砖头。 但大家都知道，这玩意离完美还有一段距离。 可也都明白，再不 ...