智东西12月2日消息，今早，三星悄悄官宣了自家首款三折叠Galaxy Z TriFold，成为全球继华为之后第二家发布三折叠的手机厂商。 根据三星的新闻稿，Galaxy Z TriFold采用内折设计保护主显示屏，展开两次时屏幕可以达到10英寸，这也是三星Galaxy系列迄今最大屏幕手机。 ▲三星Galaxy Z TriFold折叠演示（图源：YouTube博主Mrwhosetheboss） 基于此前在折叠屏手机上的积累，三星改进了铰链、铝制框架和显示技术，同时还为TriFold配备了一整套Galaxy AI软件功能。 2024年9月与今年9月，华为推出全球首款商用三折叠手机HUAWEI Mate XT非凡大师及第二款HUAWEI Mate XTs非凡大师。从公开信息可以看出，华为 两款手机的最薄处都是3.6mm、三星为3.9mm，重量方面，三星比华为重11g，华为两款三折叠手机目前均未提供AI功能。 | | 三星 | 华为 | | | --- | --- | --- | --- | | | | HUAWEl Mate XT | HUAWEI Mate XTs | | 屏幕尺寸 | 6.5英寸-10英寸 | ...

12月2日，三星正式发布全球首款内折三折叠手机 —— Galaxy Z TriFold。 显示方面 ，Galaxy Z TriFold完全展开后，内部是10英寸的Dynamic AMOLED主屏，分辨率为 2160 x 1584，支持1-120Hz自适应刷新率，峰值亮度为1600尼特。 图片来源：三星 在机身尺寸方面，Galaxy Z TriFold展开状态下最薄处（含SIM卡托区域）仅为3.9毫米，屏幕中 央厚度为4.2毫米，侧边按键区域厚度为4.0毫米。整机重量仅309克，并采用康宁大猩猩陶瓷玻璃 2（Corning Gorilla Glass Ceramic 2）覆盖外屏、钛合金铰链以及高强度装甲铝机身。 值得注意的是， 三星Galaxy Z TriFold 与华为Mate XT虽同为三折叠，但折叠方案却不一样。其 中，华为 采用 Z字型折叠方案，而三星采用G字型折叠方案。 具体来看，G形态折叠设计通过两次向内折叠，将整个柔性大屏在折叠后完全收纳在机身内部，由 坚固的金属或玻璃外壳进行保护；Z形态折叠方式如同一个"之"字，通常包含一次内折和一次外 折。折叠后，会有一块屏幕裸露在外，充当手机的外屏。 其中 ...

Core Viewpoint - Apple is not planning to comply with a mandate to preload its smartphones with a state-owned cyber safety app and intends to express its concerns to New Delhi [1] Group 1 - The decision by Apple reflects its stance on regulatory compliance in foreign markets, particularly regarding data privacy and security [1] - Sources indicate that Apple is concerned about the implications of the mandate on user privacy and the potential impact on its business operations in India [1] - The company aims to engage in discussions with Indian authorities to address its concerns regarding the mandate [1]

Galaxy Z TriFold在韩国制造，将于12月12日首先在韩国上市，售价大约359万韩元(约合1.7万元人民 币)。它还将于年内在中国大陆、新加坡以及阿联酋等其他市场上市，并在2026年第一季度登陆美国。 去年9月，华为率先发布了全球首个商用三折叠手机Mate XT。在展开状态下，Mate XT拥有10.2英寸的 超大屏幕，最薄处为3.6毫米，起售价19,999元。 凤凰网科技讯 12月2日，罗永浩转发三星三折叠手机相关话题并评论：不会吧，这是真的？这么折叠不 就相当于是四块手机屏吗？除了比华为那种方案更厚，意义在哪里呢？ 三星电子今日正式发布了全球首款内折三折叠手机Galaxy Z TriFold。这款手机采用了内折设计以保护 主显示屏，展开时屏幕尺寸为10英寸，闭合时外屏为6.5英寸。三星表示，"轻松开合"的折叠机制特别 设置了警报功能，当折叠方式不当时会提醒用户。 ...

Core Insights - The AI boom is causing supply chain disruptions, leading to potential increases in smartphone prices due to rising component costs [1][3][19] Supply Chain Issues - AI data centers are driving demand for chips, particularly from Nvidia, which relies on various components to produce its graphics processing units [2][11] - Shortages are reported across semiconductor manufacturers, memory chips, and storage devices, with Alibaba's CEO indicating a significant undersupply that could last 2-3 years [4][10] - Hard disk drives (HDDs) are at capacity, pushing hyperscalers to shift to solid-state drives (SSDs), which are also critical for consumer electronics [5][10] Memory Chip Market - Memory prices are expected to rise by 30% in Q4 2025 and another 20% in early 2026 due to high demand and limited supply [9][16] - Dynamic random-access memory (DRAM) is particularly affected, with price increases of 20% to 30% potentially raising total material costs for devices by 5% to 10% [9][16] Nvidia's Impact - Nvidia's shift to Low-Power Double Data Rate (LPDDR) memory is increasing competition for components traditionally used in consumer electronics, creating a significant demand imbalance [12][14] - This shift positions Nvidia as a major player in the memory market, similar to large smartphone manufacturers, exacerbating supply chain pressures [13][14] Consumer Electronics Outlook - Electronics firms, including Xiaomi and Dell, are warning of significant retail price increases due to component cost surges [20][19] - The inability to secure necessary components could lead to shortages of popular electronic devices, further constraining production [19][21] Broader Industry Implications - The semiconductor manufacturing capabilities are shared across various industries, including automotive and aerospace, which may also experience impacts from the AI-driven demand for chips [22]

Group 1: AI Computing Power - Global infrastructure investment is experiencing rapid growth, benefiting all segments of the core industry chain [1] - The demand for AI computing power is driving a new capital expenditure expansion cycle among global Cloud Service Providers (CSPs), with expected capital spending to exceed $600 billion by 2026, a 40% year-on-year increase [1] - The AI server demand is expected to rise significantly, leading to structural growth in the AI hardware ecosystem, including components like GPU/ASIC, memory, and cooling systems [1] Group 2: AI Storage - The storage market is witnessing a recovery due to manufacturers' production cuts, leading to an upward trend in DRAM and NAND Flash prices [2] - The demand for high-capacity storage solutions, particularly in AI applications, is increasing, with expectations for QLC SSD shipments to see significant growth by 2026 [2] - The server market is shifting towards higher capacity memory modules, driven by the needs of AI servers [2] Group 3: End-Side AI - The penetration rate of AI smartphones is expected to rise dramatically, from approximately 18% in 2024 to 45% in 2026, and nearly 60% by 2029 [3] - AI glasses are emerging as a new product category, with significant market potential as demonstrated by successful products like Ray-Ban Meta glasses [3] - The humanoid robot sector is advancing rapidly, with traditional electronics manufacturers entering the robotics supply chain, driven by the integration of AI technologies [4] Group 4: Investment Recommendations - Recommended companies in the AI computing power sector include Industrial Fulian, Huadian Technology, and Shenghong Technology [5] - In the AI storage sector, companies like Demingli and Jiangbolong are highlighted for their potential [5] - For end-side AI, companies such as Rockchip and Lens Technology are suggested for investment [5]

摘要： 当手机展开时，Galaxy Z TriFold的最薄处只有3.9毫米，但配备三摄镜头的区域更厚。主中屏稍厚达4.2 毫米，带有侧键的屏幕为4毫米。屏幕采用强化外层覆盖吸震显示层以提升抗冲击性，铝制框架则能防 止各屏幕之间相互接触。 该手机搭载了5600毫安时的三电池系统，每个显示面板后各置一块电池。三星表示，这是其迄今为止在 智能手机中使用的最大容量电池。它后置三摄系统，包括一枚2亿像素广角摄像头、一枚1200万像素超 广角摄像头，以及一枚支持3倍光学变焦的1000万像素长焦摄像头。此外，外屏与主屏各配备一枚1000 万像素自拍摄像头。 北京时间12月2日，三星电子周二正式发布了全球首款内折三折叠手机Galaxy Z TriFold，以在竞争日益 激烈的折叠屏手机市场巩固自身的地位。 Galaxy Z TriFold在展开时屏幕尺寸为10英寸，闭合时外屏为6.5英寸，并宣称实现了"折痕最小化"。这 款手机采用了内折设计以保护主显示屏。三星表示，"轻松开合"的折叠机制特别设置了警报功能，当折 叠方式不当时会提醒用户。 Galaxy Z TriFold在韩国制造，将于12月12日首先在韩国上市，售价大约3 ...

Core Viewpoint - Samsung Electronics has launched its first multi-folding smartphone, the Galaxy Z TriFold, to maintain its competitive edge against fast-moving rivals, particularly with Apple's anticipated entry into the foldable market [1][5]. Product Launch Details - The Galaxy Z TriFold will be available for sale in South Korea starting December 12, 2025, with subsequent launches planned for China, Taiwan, Singapore, and the UAE [2]. - The device will reach the U.S. market in the first quarter of 2026, with further details to be announced later [3]. Product Specifications - The Galaxy Z TriFold features a single model in black, equipped with 16GB of memory and 512GB of storage, priced at 3,594,000 South Korean won (approximately $2,449) [3]. - It utilizes two inward-folding hinges to create a 10-inch display with a resolution of 2160 x 1584, slightly smaller than the 11-inch display of the 11th-generation iPad [3]. - When folded, the device measures 12.9 millimeters thick, which is thicker than the Galaxy Z Fold6 and Galaxy Z Fold7 [4]. Strategic Positioning - Samsung aims to use the Galaxy Z TriFold as a pilot to test durability, hinge design, and software performance while gathering user insights before broader commercialization [5]. - The device is designed to run three apps vertically side by side and offers a desktop-like mode without needing a separate display [6]. Leadership and Innovation - TM Roh, co-CEO of Samsung Electronics, stated that the Galaxy Z TriFold represents years of development in foldable designs, focusing on balancing portability, performance, and productivity [7]. - Samsung has been a pioneer in the foldable smartphone market since unveiling its first device in 2019, although the market remains relatively small with increasing competition from Chinese brands [8]. Competitive Landscape - Competitors like Huawei and Honor have also introduced foldable smartphones, with Huawei launching its second-generation trifold phone in September 2025 [9]. - The Galaxy Z TriFold is rated IP48 for water resistance, allowing it to withstand immersion in water up to 1.5 meters for 30 minutes, though it has limited dust protection [10].

新闻荐读 来源：潇湘晨报、中国蓝新闻 编辑：鲍文慧 审定：金官 核发：周立 近日，供应链人士透露，苹果已经攻克折叠屏手机"屏幕折痕"难题，相关供应链正在为2026年iPhone Fold的量产做准备。 按照供应链人士说法，为了消除折叠屏屏幕折痕等问题，苹果已经秘密研发了5年时间，耗费了大量的 精力和财力。 据说这块屏幕虽然由三星供应的内折显示屏，但屏体的结构、材料处理和层压工艺均由苹果亲自设计， 连三星自己都用不了，库克将在发布会上展示无痕屏幕性能。 据悉，iPhone Fold将配备一块7.8英寸内折显示屏，合上后外部拥有一块5.5英寸辅助屏幕，便于日常折 叠状态下使用。 点亮 和❤️ ...

Group 1 - The product, Apple iPhone 17, is currently priced at 5199 yuan on JD.com, while it is available for a promotional price of 3119 yuan on Paiyide [2][3] - The iPhone 17 is equipped with a powerful performance chip, ensuring smooth operation and supporting 5G networks for fast connectivity [2][3] - It features a large storage capacity of 256GB, allowing users to easily store photos, videos, and various applications [2][3] Group 2 - The design of the iPhone 17 is classic black, showcasing outstanding quality and a minimalist style [2][3] - It supports all network carriers including China Mobile, China Unicom, and China Telecom, with dual SIM capabilities to meet diverse usage scenarios [2][3] - The iPhone 17 is suitable for both work communication and entertainment, providing a stable and efficient smart living experience [2][3]