12月29日，记者从"'十四五'广东成就"系列主题新闻发布会东莞专场获悉，"十四五"时期，国际制造名 城东莞围绕国家赋予的全国先进制造业基地、国际科技创新中心承载地角色，推动产业体系向新图强， 工业规模稳居全国城市前十，制造业结构持续优化，高技术制造占规上工业比重从37%提升到44%，先 进制造占比从46%提升到52%，万家规上工业企业完成数字化转型。 "作为制造业当家的城市，东莞始终坚持实体经济为本，着力构建'8+8+4'现代化产业体系，大力发展新 质生产力，推动工业投资五年接近翻一番，实现工业'小升规'超8500家，增量居全省第1。"东莞市委常 委、常务副市长曾坚朋介绍，当前，东莞万亿级新一代电子信息业稳步发展，半导体及集成电路等新兴 产业培育成效初显，智能移动终端等4个集群入选国家级先进制造业集群，获评全国唯一的"中国潮玩之 都"。 东莞市科学技术局局长钟靖平表示，东莞持续强化科技创新赋能产业发展能效，取得了一系列突 破。"国字号"创新平台进一步集聚，松山湖科学城获批纳入大湾区综合性国家科学中心先行启动区，中 国散裂中子源二期、先进阿秒激光设施开工，中国科学院东莞材料科学与技术研究所揭牌成立。源头创 新 ...

12月29日，"十四五"广东成就系列新闻发布会东莞专场召开。据发布会消息，"十四五"时期，东莞经济 总量迈上万亿元新台阶，并逐年提升突破1.2万亿元，实现了质的有效提升和量的合理增长。 作为制造业当家的城市，东莞生产了全球近1/5的智能手机、1/5的毛衣、1/4的动漫衍生品和中国近85% 的潮玩，"世界工厂"的内涵不断丰富。"十四五"时期，东莞着力构建"8+8+4"现代化产业体系，推动工 业投资五年接近翻一番。工业"小升规"超8500家，增量居全省第一。万亿级新一代电子信息业稳步壮 大，电气机械及设备制造业突破5000亿元，新材料产业迈上千亿级台阶。 "十四五"时期，东莞不断夯实科技底座，创新生态加快完善。2024年，全市研发经费支出、有效发明专 利分别是2020年的1.4倍、2倍，研发投入强度达4.01%，位居全省第三。国家级高新技术企业突破万 家，中国散裂中子源二期、先进阿秒激光设施等大科学装置加快建设，中国科学院东莞材料科学与技术 研究所成立运营。在科技创新的带动下，华为Mate系列生产落地，硼中子俘获治疗、先进材料研发等 多个领域关键技术攻关取得重要突破。 "十四五"时期，东莞深化改革，发展活力充分释 ...

Core Viewpoint - The press conference highlighted the achievements of Dongguan during the "14th Five-Year Plan" period, showcasing its commitment to high-quality development amidst challenges, and its role as a significant player in the manufacturing sector of Guangdong and China [1][3]. Economic Performance - Dongguan's economic total surpassed 1.2 trillion yuan, with industrial added value ranking second in the province and significant growth in import and export, reaching over 1.4 trillion yuan [3]. - The city has established a modern industrial system characterized by "8+8+4" sectors, with industrial investment nearly doubling over five years and over 8,500 small enterprises upgraded to larger scales [3][4]. Technological Innovation - Dongguan has shifted from factor-driven to innovation-driven growth, significantly increasing R&D spending and the number of high-tech enterprises, with R&D expenditure reaching 4.01% of GDP [7][8]. - The city has made substantial investments in high-tech manufacturing, totaling 286.3 billion yuan, ranking second in the province, with a 76% increase this year [8]. Infrastructure and Urban Development - Dongguan has enhanced its infrastructure, integrating into the Guangdong-Hong Kong-Macao Greater Bay Area, with successful projects like the Dongguan-Humen Intercity Railway and the Hong Kong International Airport Dongguan Air Cargo Center [12][13]. - The city has also focused on urban-rural integration, with all 28 towns ranked among the top 300 in the country, and significant improvements in living standards and environmental quality [16][19]. Social Welfare and Governance - Over 200 billion yuan has been invested in social welfare, with a focus on education and healthcare, resulting in improved public services and living conditions [19]. - Dongguan has achieved notable reductions in safety incidents and crime rates, enhancing its reputation for safety and security [19]. Conclusion - The press conference served as a declaration of Dongguan's achievements and future direction, emphasizing its ability to navigate challenges and pursue high-quality development in the manufacturing sector [21].

Core Insights - The transformation of offline mobile phone stores from sales points to service-oriented centers is evident, as consumers increasingly prefer to experience products in-store before purchasing online [1][67] - The focus on customer service and experience has become a competitive battleground for brands, with Apple, OPPO, vivo, and others enhancing their service offerings to attract consumers [67][70] Group 1: Apple Store Experience - Apple Store in Guangzhou emphasizes a "freedom" experience, allowing customers to explore products independently while staff are available for assistance when needed [2][6] - The store offers a dedicated service area for product knowledge sharing and support, although some services, like charging, require prior arrangements [10][14] - Overall, Apple Store provides a structured service experience, but it may lack a personal touch compared to other brands [14] Group 2: OPPO Store Insights - OPPO's flagship store in Guangzhou showcases a modern design and offers professional product recommendations without pressuring customers to make immediate decisions [15][19] - The store has separated sales and after-sales services, requiring customers to visit nearby service centers for repairs, which may affect convenience [23] - OPPO's staff are attentive to customer needs, providing detailed information on promotions and assisting with data transfer services [19][23] Group 3: Honor Store Features - Honor's store in Tianhe City combines sales and service, with staff providing enthusiastic product demonstrations and recommendations tailored to customer needs [27][31] - The store features a spacious waiting area for customers during data transfers, although the ambiance could be improved [27][31] - Honor offers a range of after-sales services, including a unique policy of 180 days for exchanges instead of repairs [31] Group 4: Vivo Store Experience - Vivo's store, despite its smaller size, provides a comprehensive service experience, including assistance with data transfer and customer inquiries [32][36] - Staff are proactive in offering help, especially to older customers, and the store provides amenities like free charging and water [36][40] - The store's layout includes a comfortable area for customers to relax while waiting for services [40] Group 5: Huawei Store Overview - Huawei's flagship store features a large space with a mix of technology products, including cars, creating a unique shopping experience [41][46] - Staff demonstrate high professionalism in explaining product features and services, although some services, like screen protectors, are considered expensive [46][54] - The store's service area is well-equipped for customer needs, including fast charging options [46][54] Group 6: Xiaomi Store Highlights - Xiaomi's new flagship store emphasizes a comprehensive experience, integrating various product categories and services [55][63] - Staff are trained to understand customer needs before making recommendations, enhancing the overall service quality [55][59] - The store also features unique offerings, such as the ability to experience Xiaomi cars and participate in live product launches [59][63] Group 7: Industry Trends - The shift in offline stores from sales to service reflects broader industry trends, with brands focusing on enhancing customer experience to remain competitive [67][70] - Instant retail models are emerging, allowing customers to order online while utilizing offline stores for fulfillment, thus bridging the gap between online and offline shopping [70][72] - The future of offline stores will depend on brands' commitment to service quality and customer experience, which are critical for long-term success [74]

该季度三星Galaxy Z系列展现巨大影响力。尤其是Z Fold7，凭借更纤薄的机身、更轻的自重、更耐用的铰链以及更隐蔽的折痕，大幅增强了其高端吸引 力，并带动了超预期增长。华为的Mate系列保持稳定的增长势头，荣耀和vivo则继续通过更新折叠屏产品线贡献增量。Motorola在全球表现突出，通过具 竞争力的定价、强大的渠道合作以及出色的产品易用性评价，有效扩大了其折叠屏用户的基础。 折叠屏市场预计将在2025年底以16%左右的同比增长收官，保持稳定的增长势头。这是因为高端用户正越来越倾向于选择更大屏幕以提升生产力，同时享 受更高的耐用性。2026年，市场将进入更显著的扩张阶段。其主要推动因素包括耐用性的提升、机身进一步变薄变轻、铰链和面板结构的优化，以及更丰 富的AI驱动软件体验。作为2026年下半年的重要新入局者，苹果(AAPL.US)预计将凭借庞大的iPhone用户基础，在核心市场推动新一轮高端产品的升级周 期。 随着竞争格局的重塑，技术创新领导力的重要性进一步凸显，促使现有厂商加速布局多形态产品，并为下一波折叠屏的普及提前准备。在苹果入局前，各 大智能手机品牌正更加积极地强化技术领先优势，并深化产品差 ...

Core Insights - The Chinese smartphone market is expected to see a slight year-on-year increase of 3% in sales during the 2025 Double Eleven shopping festival, primarily driven by Apple's iPhone 17 series, which experienced a significant year-on-year sales surge of 37% [1][3] Market Performance - Excluding Apple's contribution, the actual market sales would have declined by 5% year-on-year, highlighting the stark contrast between Apple's growth and the struggles of domestic brands [3] - Honor's sales fell by 14% year-on-year, with a market share of 11%, down 2% from the previous year, ranking sixth among major brands [3] Competitive Landscape - Honor's third-quarter sales decreased by 8.1%, the largest drop among mainstream manufacturers, with its market share falling to 14.4%, ranking fifth in the domestic market [5] - Honor's Magic series faces intense competition from Apple's iPhone, Huawei's Mate series, and Xiaomi's digital Ultra series, indicating a need for breakthroughs in brand appeal and unique technological selling points [5][6] Product Performance - The weekly sales of Honor's Magic 8 series were reported at 248,000 units, which is relatively low compared to other flagship models during the same period [5] - The initial sales of the Honor Magic 8 series were over 50,000 units, approximately 50% of the previous generation's first-day sales [5] Market Challenges - Despite recovering market share since its independence, Honor's growth model is seen as heavily reliant on its previous channel system and technology legacy from Huawei [6] - The return of Huawei and the aggressive push from other domestic brands may pose further risks to Honor's market share, especially as consumer upgrade cycles lengthen and purchasing decisions become more cautious [6]

Core Insights - The global foldable smartphone market is projected to see a 14% year-on-year increase in shipments by Q3 2025, reaching a historical quarterly high for this category [1] - Samsung leads the market with a 64% share in Q3, experiencing a 32% increase in shipments compared to the previous year [1][3] - Huawei holds the second position with a 15% market share, growing by 10% year-on-year, while Motorola ranks third with a 7% share and a 16% increase [1][3] Market Performance - The foldable smartphone segment now accounts for 2.5% of global smartphone shipments, driven by the popularity of book-style models and the launch of Samsung's Galaxy Z Fold7 and Huawei's Mate series [3] - The Galaxy Z Fold7's features, such as a thinner body and improved durability, have significantly enhanced its appeal in the high-end market, contributing to unexpected growth [3] - Motorola's competitive pricing and strong channel partnerships have effectively expanded its user base in the foldable segment [3] Future Projections - Counterpoint Research anticipates a 16% year-on-year growth for the foldable market by the end of 2025, with high-end users increasingly favoring larger screens for productivity [4] - The market is expected to enter a significant expansion phase in 2026, driven by improvements in durability, thinner designs, and enhanced AI-driven software experiences [4] - Apple is expected to enter the foldable market in the second half of 2026, leveraging its large iPhone user base to initiate a new high-end product upgrade cycle [4] Competitive Landscape - The importance of technological innovation is increasing as existing manufacturers accelerate the development of multi-form factor products in anticipation of Apple's entry [5] - Companies are focusing on enhancing their technological leadership and product differentiation strategies, with foldable designs evolving beyond traditional book-style formats [5] - Samsung's upcoming tri-fold device is positioned as a pilot product to validate durability and software optimization before larger-scale commercialization [5]

Core Insights - The global foldable smartphone market is projected to see a 14% year-on-year increase in shipments by Q3 2025, reaching a historical high for the category [1] - Samsung leads the market with a 64% share in Q3, showing a 32% increase compared to the same period last year [1] - Huawei holds the second position with a 15% market share, growing by 10% year-on-year [1] - Motorola ranks third with a 7% share, experiencing a 16% increase [1] - Vivo and Xiaomi follow in fourth and fifth places, with Vivo showing a significant growth of 67%, while Xiaomi's shipments declined by 54% year-on-year [1] Market Trends - Foldable smartphones now account for 2.5% of global smartphone shipments, driven by the popularity of book-style models and the launch of Samsung's Galaxy Z Fold7 and Huawei's Mate series [3] - The Galaxy Z series, particularly the Z Fold7, has enhanced its appeal in the high-end market due to its thinner design, lighter weight, and improved durability [3] - Motorola's competitive pricing and strong channel partnerships have effectively expanded its user base in the foldable segment [3] Future Projections - The foldable smartphone market is expected to close 2025 with a stable growth rate of around 16% year-on-year [4] - By 2026, the market is anticipated to enter a significant expansion phase, driven by improvements in durability, thinner designs, and enhanced AI-driven software experiences [4] - Apple is expected to enter the foldable market in the second half of 2026, potentially reshaping the competitive landscape [4][5] Technological Developments - Major smartphone brands are intensifying their focus on technological leadership and product differentiation, with foldable designs evolving beyond traditional book-style formats [5] - Samsung's new triple-foldable model is positioned as a pilot product to validate durability and software optimization before larger-scale commercialization [5] - The entry of Apple into the foldable market is anticipated to bring substantial changes to the competitive dynamics [5]

值得注意的是，面对潜在的竞争变局，现有厂商正在加速探索多折叠形态。三星近期推出的Galaxy Z TriFold被定位为战略性试点产品，虽出货量有限，但其主要意图在于全面商用前验证多折叠架构的耐 用性与软件适配，以此巩固其在技术层面的护城河，为应对未来更激烈的市场竞争做足准备。 针对未来的市场走向，机构预测2025年全年折叠屏出货量将实现约16%的同比增长。行业普遍认为， 2026年将是折叠屏市场的关键爆发期，届时苹果有望携折叠屏产品入局，并在iPhone庞大用户基础的推 动下，开启新一轮高端换机周期。 凤凰网科技讯 12月3日，据市场调研机构Counterpoint Research发布的最新报告显示，2025年第三季度全 球折叠屏智能手机市场迎来显著增长，出货量同比增长14%，创下该品类历史季度新高。随着技术成熟 与高端市场渗透率提升，折叠屏手机在全球智能手机出货量中的占比已攀升至2.5%。 本季度市场的强劲表现主要得益于头部厂商的产品迭代。三星Galaxy Z7系列凭借机身减重、厚度缩减 以及铰链耐用性的提升，成为推动书本式折叠机型扩张的核心动力；华为Mate系列亦保持了稳定的增 长势头。在翻盖式折叠屏 ...

从实力破圈到开启新篇： 当华为Mate系列迎来「80而立」。 什么样的智能手机，能够穿越12年的技术浪潮，依旧被用户选择？ 在手机这个竞争极度拥挤的红海行业里，12年足以见证一个科技品牌的起落：从技术红利期的爆发，到市场竞争中的角逐，再到创新见顶后的疲态，一些 曾被视为划时代的创新花火，难免都从绽放走向沉默的命运。 背后的原因也并不神秘。有的是因为市场需求不足，在被用户真实需求验证后自然退出；也有的在技术限制中，被迫中断了脚步，而大多数则是在一轮轮 市场洗牌之后退场。 但是很少有哪个手机系列，能够像华为Mate一样，在高端旗舰的阵营搏斗中站稳脚跟。每一次世代产品的更新，从预热到发布再到发售的每个节点，都 迎来了空前的关注和讨论。 2014年，华为Mate 7作为国产高端手机的起点，凭借其大屏幕、长续航和商务定位，成功打破了苹果和三星在高端市场的垄断；2020年，华为Mate 40作 为集大成之作，首次将华为的软硬一体化能力完整体现。 在困难的时刻，华为依旧坚持发布Mate 50系列。这种选择，是对于通过稳定的产品迭代，来对软硬一体化路线的坚守。如今，它早已超越旗舰这个概念 本身，走出了一条从无路可走，到重新崛 ...