但从市场结果来看，这些不乏亮点的折叠屏，都只是新机上市后短暂提升了市场份额，难以从根本上撼动华为的统治性地位，而这背后也反映了折叠屏市场 的趋势性变化。 （文/观察者网 吕栋 编辑/张广凯） 近日，市场调研机构IDC发布的数据显示，2025年中国折叠屏手机出货量约1001万台，同比增长9.2%，相比整个手机市场-0.6%的增速出现逆势增长，但相 比2024年30.8%的增速，出现了明显回落。 在各大厂商中，华为全年以71.8%的市场份额实现断层领先，荣耀份额收窄到9.1%，vivo、OPPO等厂商份额均未达到两位数，小米甚至还掉出了前五。而且 分季度来看，除了去年三季度降到了68.9%，华为折叠屏其余三个季度的份额应该都在70%以上，显示出难以撼动的市场地位。 纵观华为2025年的产品布局，除了有华为MateX6和X7这种横向大折叠，定价和创新程度更高的三折叠华为Mate XTs，也推出了华为Pura X这种16:10的阔折 叠，还有nova Flip S这种竖向小折叠。可以说，无论从形态还是价位段，华为都是各大厂商中布局最全的，凸显华为对折叠屏的投入力度。 图源：IDC 但事实上，国内其他手机厂商也推出了一 ...

Core Insights - The Chinese foldable smartphone market is projected to see a shipment of approximately 10.01 million units in 2025, marking 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, with Xiaomi dropping out of the top five [1][3] - The foldable smartphone segment is experiencing a bottleneck phase, with hardware improvements no longer sufficient to drive significant sales growth, leading to a decline in market performance [3][4] Market Dynamics - Huawei's dominance is attributed to its comprehensive product lineup, including various foldable designs and a focus on balanced capabilities rather than just lightweight models [4] - Other manufacturers have introduced innovative products, such as OPPO's Find N5 and Vivo's lightweight foldable, but these have not significantly challenged Huawei's market position [3][4] - The foldable smartphone market only accounts for 3.5% of total smartphone shipments in China, leading some companies like Xiaomi to reconsider their strategies in this niche [4][6] Technological Innovations - Manufacturers are focusing on soft-hard collaboration to enhance user experience, with Huawei's MateX7 introducing AI capabilities to improve functionality [6] - Competitors like OPPO and Vivo are also exploring compatibility with Apple ecosystems to attract users [6] - The anticipated entry of Apple's foldable phone, expected in 2026, is generating significant market interest, with expectations for superior hardware and software integration [7][9] Future Outlook - The smartphone market is expected to face cost pressures due to rising storage prices, potentially leading to a noticeable decline in shipments in 2026 [9] - The success of Apple's foldable device and its impact on the market remains a key point of interest for industry stakeholders [9]

作者丨周掌柜 过去几个月，苹果和 vivo 这两家全球性手机 巨头对手机电影拍摄愈发情有独钟，这个动作很快引发了多方关注。 对此，业内人士也有诸多讨论：有观点认为这是手机企业品牌升级的必然动作，电影是高质量的传播内容载体；也有人认为这一切都是为了抢占高端 手机制高点，手机电影的水平某种程度上代表了影像的高水平；更有人简单化判断这一切都因为苹果和 vivo 的影像争霸，所以你方唱罢我登场。 具体来看， 2025 年苹果率先投下了震撼弹，下属原创电影公司凭借一部《 F1 ：狂飙飞车》在全球狂揽 6 亿多美金票房， 看过的人对这部大片的 效果感叹不已。 而 2026 年元旦刚过， vivo 就在北京国贸百丽宫影城现场举办了年度电影大片 《春晖》点映会，这部使用 vivo X300 Pro 拍摄的 20 分钟左右的短片， 冷静地讲述了一个女教师在人生的十字路口选择忠于内心的故事 。 相较于短片来说 20 分钟是一个极限长度，但这次影院的 200 多位观众全部聚精会神看完了片子，可见影片传递的" 成为 100 种自己 " 的理念 触动了观众，也侧面肯定了 vivo 探索和年轻人全新沟通方式 的努力。 对比来看，《 F1 ...

从市场需求角度看，手机尽管指向单一产品，但市场规模不小。男女老少人手一部，衣食住行息息相 关，手机成为一种生活刚需，选择手机作为专场活动的主打产品，显然有着充足的消费市场支撑。尤其 考虑到岁末年初这个特殊节点，消费者将其视为重要的电子年货，让手机扮演专场活动主角可谓顺理成 章。 活动策划的逻辑俨然足够清晰，相对而言，人们更关心的是，手机何以成为广货的优秀代表？结合此次 活动，有关广东手机产业的发展现状，近来媒体挖掘出不少有价值的信息，可以为外界了解广东手机产 业提供一种视角。 1月20日，广东省工信厅和东莞市政府联合举行"广货行天下"春季行动手机专场促销活动，作为"广货行 天下"系列活动中备受关注的手机主题专场，本次活动以"优中选品、政企联动"为核心，线上联动主流 电商平台与媒体直播，线下走进社区与政务中心。华为、OPPO、vivo、荣耀等本土品牌共同参与，旨 在打造一场全民可逛、可买、可信赖的广货消费盛宴，为新一年"广货出圈"注入扎实动能。 已打造出国产手机的"梦之队"！媒体如此概括如今的广东手机产业。看似简单的一句话，背后蕴含着丰 富的信息，要知道，国产手机的影响力早已不再局限于国内，在世界其他国家也有着 ...

2026.01. 20 本文字数：920，阅读时长大约1分钟 作者 | 第一财经 宋捷 手机产业规模连续35年位居全国第一的广东，将加快谋划出台手机等AI终端高质量发展行动方案。 李正提到，本次参加活动，荣耀为带来的产品设置了对应的优惠，做到了品牌参加政府主办的活动中的最大优惠。OPPO公共事务部总监任然表示， OPPO为新品Find X9 Pro设置了专属优惠，价格比双十一期间抵扣国补后的价格更优惠200元。 广东拥有完整的手机产业链布局与核心技术自主创新能力，是全国乃至全球最重要的智能手机产业集聚区，产业规模连续35年位居全国第一。记者从广 东省工信厅了解到，广东将加快谋划出台手机等AI终端高质量发展行动方案。 2024年，广东手机产量达6.83亿台，占全国40.9%，全球每售出三台手机就有一台出自广东企业。华为、OPPO、vivo、荣耀、传音等领军品牌均扎根 于此，共同构筑起从芯片、显示、电池到整机制造的完整产业链。 就广东手机产业集群而言，东莞是核心阵地。2024年，东莞手机产量占广东的28.6%，拥有华为终端、OPPO、vivo等全球智能终端整机企业，以及华 贝电子等大型工厂，产业配套率超90%，形 ...

当硬件进化到新高度，广东手机也在突破原有边界，开拓令人惊叹的新场景。2亿像素长焦的vivo X300 Pro，将演唱会租赁市场半数份额收入囊中，随手拍出专业质感；一加15的165Hz超高刷屏，为手游玩 家带来"快人两步"的竞技优势；荣耀YOYO智能体更能"一句话关闭自动续费"，将人机交互从指令操作 升级为智慧管家模式…… 产品进化的背后，是广东手机产业链从规模优势到系统创新力的深刻转型， 既有攻克"卡脖子"技术的坚韧，也有开拓未知场景的勇气。 当AI赋予手机"感知、思考、回应"的能 力，广东制造的这些"觉醒的设备"正成为人与数字世界间的智能媒介。它们的故事，不再仅仅是关于通 讯工具和新广货的升级，更是关于人类如何通过技术创新，重新构想与塑造自身的生活方式。 全球每卖出3部手机，就有1部产自广东。 华为、vivo、OPPO、荣耀、传音——广东手机"五虎将"享誉全球，更成为新广货的"顶流"。从曾经 的"大哥大"到智能伴侣，粤产手机的进化史，恰似一部微型科技史诗。AI浪潮下，手机正以前所未有的 速度，在新技术、新工艺、新材料、新设备的合力推动下快速迭代。 广东手机的进化，源自产业链深 处"四新"力量的硬核支撑。OP ...

点击查看高清图片 更多内容请看↓ 聚焦｜广货行天下 出品丨21财经客户端 21世纪经济报道 编辑丨刘雪莹 广州一个区，造出全球1/7的显示屏，广东又要出现一个万亿赛道 全国第一！广东凭什么拿下AIR产业"冠军"？ SFC 2 1君荐读 全球每卖出3部手机，就有1部产自广东。 华为、vivo、OPPO、荣耀、传音——广东手机"五虎将"享誉全球，更成为新广货的"顶流"。 从曾经的"大哥大"到智能伴侣，粤产 手机的进化史，恰似一部微型科技史诗。AI浪潮下，手机正以前所未有的速度，在新技术、新工艺、新材料、新设备的合力推动下 快速迭代。 广东手机的进化，源自产业链深处"四新"力量的硬核支撑。OPPO的快充新技术，仅需30分钟便能将手机的电池容量完 全充满；新材料和新工艺的突破让想象落地，华为手机的"天工铰链"精度达到微米级，展开后厚度仅3.6毫米，让折叠屏告别"折痕 焦虑"；新设备则构筑起制造壁垒，东莞的手机产线，众多智能设备组成的"机械矩阵"实现关键物料全自动化调度…… 可以说，全链 条协同的生态优势，让广东手机产业始终占据浪潮之巅。正如黄仁勋所言，粤港澳大湾区是全球唯一同时拥有机电一体化和人工智 能技术的地区。 ...

当硬件进化到新高度，广东手机也在突破原有边界，开拓令人惊叹的新场景。2亿像素长焦的vivo X300 Pro，将演唱会租赁市场半数份额收入囊中，随手拍出专业质感；一加15的165Hz超高刷屏，为手游玩 家带来"快人两步"的竞技优势；荣耀YOYO智能体更能"一句话关闭自动续费"，将人机交互从指令操作 升级为智慧管家模式…… 产品进化的背后，是广东手机产业链从规模优势到系统创新力的深刻转型， 既有攻克"卡脖子"技术的坚韧，也有开拓未知场景的勇气。 当AI赋予手机"感知、思考、回应"的能 力，广东制造的这些"觉醒的设备"正成为人与数字世界间的智能媒介。它们的故事，不再仅仅是关于通 讯工具和新广货的升级，更是关于人类如何通过技术创新，重新构想与塑造自身的生活方式。 ]article_adlist--> 全球每卖出3部手机，就有1部产自广东。华为、vivo、OPPO、荣耀、传音——广东手机"五虎将"享誉 全球，更成为新广货的"顶流"。 从曾经的"大哥大"到智能伴侣，粤产手机的进化史，恰似一部微型科 技史诗。AI浪潮下，手机正以前所未有的速度，在新技术、新工艺、新材料、新设备的合力推动下快 速迭代。 广东手机的进化，源自 ...

Core Viewpoint - The Guangdong smartphone industry is experiencing significant growth and transformation, establishing itself as a global leader in smartphone manufacturing and innovation, with local brands gaining substantial market share both domestically and internationally [1][2][11]. Group 1: Industry Overview - Guangdong is the most important cluster for the smartphone industry in China, leading in scale, production, and export, with a projected revenue of 1.9618 trillion yuan in 2024, accounting for 38.7% of the province's new generation electronic information industry revenue [2]. - In 2024, Guangdong's smartphone production reached 683 million units, representing 40.9% of the national total, while exports amounted to 205 million units, also leading the country [2]. - The smartphone industry in Guangdong has evolved from a manufacturing hub to a global innovation leader, with local brands capturing 38% of the global market share by 2025 [2][12]. Group 2: Brand Performance - Major Guangdong brands like Huawei, OPPO, and vivo dominate both domestic and international markets, with Huawei's global shipment reaching 48.4 million units in 2024, capturing one-third of the high-end market [3]. - OPPO's global shipments reached 104.8 million units in 2024, with its Reno series leading in the $400-$600 price segment [3]. - By 2025, six Guangdong brands are expected to be among the top ten in the global smartphone market, with market shares of 9% for vivo, 8% for Transsion, and 7% for OPPO [2]. Group 3: Global Expansion Strategies - Guangdong smartphone brands are increasingly focusing on international markets, particularly in Southeast Asia and Latin America, leveraging cultural similarities and existing market experiences for efficient penetration [4][5]. - OPPO's gradual global expansion strategy began in Thailand and has since included Indonesia and Vietnam, with plans to enter European markets [5]. - vivo's strategy emphasizes deep localization, establishing a significant retail network in Indonesia and expanding into various regions since 2014 [5]. Group 4: Technological Innovation - Guangdong smartphone companies are at the forefront of technological innovation, with significant investments in R&D, particularly in chip technology and fast charging [11]. - Huawei's self-developed Kirin 9000S chip achieved a 65% self-sufficiency rate in 2024, while OPPO's 125W fast charging technology leads globally in patent numbers [11]. - The rise of AI smartphones, with brands like Huawei and vivo integrating advanced AI capabilities, marks a new era in the industry [12]. Group 5: Manufacturing and Supply Chain - Guangdong's smartphone manufacturing ecosystem is robust, with a high concentration of electronic component manufacturers, accounting for 28% of China's total [7]. - The region's strong supply chain allows for rapid assembly and production, with average production cycles as short as 48 hours in Dongguan [9]. - Major manufacturers like Foxconn and local firms have adopted advanced manufacturing techniques, enhancing efficiency and production capabilities [8][9].

Core Viewpoint - The "Guangdong Goods Going Global" mobile special promotion event will officially launch in Dongguan on January 20, showcasing the strength and charm of Guangdong's smart mobile terminal industry while promoting local brands and products [2][3][4]. Group 1: Event Overview - The event is organized by the Guangdong Provincial Department of Industry and Information Technology and the Dongguan Municipal People's Government, marking an annual promotional feast [2][3]. - It aims to present a wide variety of high-quality mobile products from local brands such as Huawei, OPPO, vivo, and Honor, emphasizing the theme of "selecting the best products and government-enterprise collaboration" [6][14]. - The event will feature both online and offline activities, integrating major e-commerce platforms and media for a comprehensive consumer experience [17][18]. Group 2: Industry Significance - Guangdong is recognized as a crucial hub for the smartphone industry, with a production volume of 683 million units in 2024, accounting for 40.9% of the national total [29][30]. - Dongguan specifically contributes 28.6% of Guangdong's smartphone production, hosting major manufacturers and achieving over 90% industry matching rate [32][33]. - The event will highlight the complete industry chain from chips to finished products, showcasing the technological innovations and cultural narratives of leading brands [31][36]. Group 3: Consumer Engagement - The promotion will include a "Quality Traceability Live Broadcast," allowing consumers to engage with the production process and understand the quality of Guangdong's mobile products [19][20]. - Offline promotions will take place in various administrative service centers and key communities in Dongguan, facilitating easy access to technology for consumers [21][22]. - The event aims to create a vibrant consumer atmosphere, encouraging participation through a blend of online and offline experiences [9][26].