如今，同一张面孔出现在荣耀的预热海报中，一种穿越感让"荣耀向华为靠拢"的旧议重燃。这早已不是首次：此前荣耀多款机型的配色及命名、摄像头模组 布局，就频繁被网友指出"模仿痕迹明显"。 热闹之外，另一群人的感受却截然不同——对熟悉华为的用户而言，这个手持新机的面孔似乎有些眼熟。 两年前的十月，正是谢霆锋以华为代言人的身份参演微电影《锋行任务》，手持华为Mate X5折叠屏手机，演出了一场科技与动作交织的荧幕大戏。 该片成为不少"花粉"记忆中的经典营销场景，也让华为一度有了"华为影业"的美誉。 10月11日，荣耀Magic 8系列的预热海报悄然刷屏——知名演员、歌手谢霆锋手持荣耀新机出镜，暖光勾勒出流畅的机身线条、背后圆形的影像模组亦颇为 醒目。 虽然官方还未直接点名官宣，但不管是文案中"谁与争锋"的提示，还是海报中稍微拉下曝光就清晰可见的侧脸，这位"荣耀未来科技体验官"的身份已经明 牌。社交平台同步掀起波澜，大量荣耀品牌及谢霆锋个人的粉丝奔走相庆。 而更具张力的是市场格局的反转：曾与华为并列市场榜首（IDC口径下）的荣耀，在2024年股改与管理层更迭（2025年1月李健接棒赵明出任CEO）期间份 额持续下滑，20 ...

Core Viewpoint - Samsung's recent advertisement for the Galaxy Z Fold7 mocks the iPhone's inability to stand upright, highlighting the advantages of its foldable screen technology. Apple is expected to enter the foldable phone market in 2026, which may lead to a significant shift in the industry dynamics [1][17]. Market Growth and Trends - The foldable smartphone market is experiencing a resurgence, with IDC projecting global shipments to reach approximately 19.83 million units by 2025, reflecting a year-on-year growth of 6.0%. By 2029, shipments are expected to approach 27.29 million units, with a five-year compound annual growth rate (CAGR) of 7.8% [3]. - In the first half of 2023, China's foldable smartphone shipments reached 4.98 million units, marking a year-on-year increase of 12.6% and capturing 48% of the global market share. It is anticipated that China's share will stabilize at over 40% in the next five years [5][7]. Competitive Landscape - The competition in the foldable smartphone market is intensifying, with major brands like Huawei and Samsung leading the charge. As of 2024, these two companies are projected to hold a combined 58% market share, with Samsung at 34% and Huawei at 24% [11][13]. - Huawei has achieved a significant milestone by becoming the first Chinese brand to surpass 10 million cumulative shipments of foldable phones since its first launch in 2019 [11]. Consumer Preferences and Market Dynamics - Consumer acceptance of foldable smartphones is increasing, with a notable preference for larger foldable models. The average transaction price for these devices remains above 7,000 yuan [7]. - The growth of the foldable market is still heavily influenced by manufacturers' product release schedules rather than consumer demand, indicating a need for strategic marketing and product positioning [8][9]. Future Outlook - Apple's anticipated entry into the foldable smartphone market is expected to accelerate the adoption of this technology, potentially increasing market volume by millions of units. The company is likely to focus on high-end markets initially, with plans to expand globally by 2027-2028 [17][18]. - The shift towards "software-defined hardware" is expected to become a defining trend in the foldable smartphone industry, emphasizing the importance of software optimization alongside hardware advancements [18].

Group 1 - Vivo officially launched the new folding flagship vivo X Fold5, weighing only 217g, setting a new record for the lightest foldable phone globally, surpassing the previous record of 219g held by vivo X Fold3 [1] - The vivo X Fold5 features industry-leading waterproof ratings, achieving IPX9+ and IP5X ratings, and operates normally at temperatures as low as -30℃, making it the world's first "three-proof" foldable screen phone [1] - The device allows for data and task transfer with Apple devices, marking it as the first Android phone to integrate with the Apple Watch ecosystem, indicating a significant advancement in cross-ecosystem collaboration [1] Group 2 - The release of vivo X Fold5 continues the trend of "reducing weight and increasing efficiency" in the foldable phone sector, with its weight being lighter than current mainstream foldable and flagship models [2] - The reduction in weight is a key focus for manufacturers, with competitors like Huawei and Honor also releasing models under 230g this year, pushing for advancements in hinge, screen, and battery technologies [2] - Hinge technology is critical for determining the thickness, crease control, and durability of foldable phones, making it a significant competitive factor in the industry [2] Group 3 - Vivo X Fold5's cross-ecosystem capabilities allow it to sync calls and messages with Apple Watch and is compatible with Windows computers and Tesla vehicles, representing a strategic move against Apple's closed ecosystem [4] - Many smartphone brands are enhancing their ecosystem connectivity, with Huawei, Xiaomi, and OPPO also developing interconnectivity features across devices [4] - The competition is shifting from hardware specifications to ecosystem integration, with cross-system collaboration expected to increase user engagement and drive manufacturers to open their ecosystems [4] Group 4 - The foldable smartphone market is projected to become a new growth engine for the smartphone industry, with IDC forecasting a shipment of approximately 10 million foldable phones in China by 2025, a growth of 8.3% [5] - Companies in the supply chain, such as BOE Technology Group and Tianma Microelectronics, are ramping up production capacity for flexible AMOLED products, which are crucial for high-end foldable phones [5] - As AI models are integrated into mobile operating systems, competition is expanding from individual products to a comprehensive "hardware + ecosystem + service" approach, highlighting the performance potential of related listed companies in the supply chain [5]

Core Viewpoint - Huawei is actively promoting its foldable smartphones, Mate X6 and Mate X5, with significant discounts, indicating a strategic push to capture market share in the recovering foldable smartphone segment [1][3][6]. Group 1: Promotions and Pricing - Huawei offers a discount of 1000 yuan on the Mate X6, bringing its starting price to 11999 yuan, while the Mate X5 has a discount of 3000 yuan, starting at 9999 yuan [1][3][6]. - The Mate 70 Pro+ also sees a discount of 500 yuan, with prices starting at 7999 yuan for the 16GB+512GB version [6][8]. Group 2: Market Performance - In Q1 2025, China's foldable smartphone shipments reached 2.84 million units, marking a year-on-year growth of 53.1%, with Huawei holding a dominant market share of 76.6% [1][11]. - The overall foldable smartphone market is experiencing growth, with Huawei's innovative products like the Mate X6 and the upcoming Mate XT expected to further boost sales [9][11]. Group 3: Competitive Landscape - The foldable smartphone market is becoming increasingly competitive, with brands like Honor, OPPO, Xiaomi, and Samsung also launching new models [11][12]. - Apple plans to enter the foldable market with its first device expected in the second half of 2026, indicating a growing interest in this segment [11][12]. Group 4: Future Outlook - Counterpoint Research predicts that 32 different foldable smartphone models will be released in 2025, highlighting the ongoing innovation and competition in the market [11][12]. - The overall smartphone market in China is projected to grow modestly, with foldable smartphones expected to reach around 10 million units in 2025, reflecting an 8.3% year-on-year increase [12].

Group 1 - Huawei Pura X, a new foldable smartphone, features a 16:10 aspect ratio inner screen and a 1:1 outer screen, combining tablet-level viewing with mobile portability [1][2] - The device is equipped with an AI eye movement paging system and the upgraded HarmonyOS 5.0, enhancing user experience and performance by 40% [3][4] - The pricing strategy for Huawei Pura X starts at 7499 yuan, positioning it between other Huawei foldable models and competing directly with high-end devices like the iPhone 16 and Samsung's Z Flip6 [4][5] Group 2 - Despite initial pricing controversies, Huawei Pura X achieved significant sales, with 100,000 units sold on its first day, indicating strong consumer demand [5][6] - Huawei maintains a leading position in the Chinese foldable smartphone market, holding a 51.29% market share, with the overall market expected to grow by 30.8% in 2024 [5][6] - The launch of Pura X represents Huawei's differentiated strategy in the foldable smartphone sector, aiming to expand its market presence through attractive financing options [6]