（文/观察者网 吕栋 编辑/张广凯 ） 华为和苹果的年度新品同时定档，但这次没在同一天。 8月27日早上，华为终端宣布，将在9月4日推出第二代三折叠手机华为MateXTs非凡大师（下称：华为MateXTs），这标志着传闻已久的华为三折叠迭代款正 式定档。 三星虽握有先发优势，但在国产折叠屏发起的轻薄攻势冲击下，存在感越来越低，几乎重演了直板机在中国市场的故事。反观华为，随着产品持续迭代，以 及在三折叠和阔折叠上的新形态演进，稳坐中国折叠屏市场第一，累计出货量破千万，今年上半年份额高达75%。 不可否认，华为接近八成的市场份额，其中有产品迭代节奏的影响，比如华为从去年底开始连续推出了Mate XT、Mate X6和Pura X等不同形态的折叠屏。这 段时间，其他品牌只有OPPO推出了Find N5，vivo和荣耀的新折叠机集中在6月底和7月初，上半年几乎没有贡献销量。 但华为份额的绝对优势也说明，折叠屏目前的定价，让其依然是一个强品牌导向的市场。在苹果缺位的情况的下，华为已经在折叠屏市场树立了较强的品牌 优势。 与此同时，华为终端BG董事长余承东曝出新款三折叠外观细节，视频显示这款三折叠增加了白色配色，同时根据 ...

8月27日，华为终端微博发文称：三折叠再展非凡！9月4日14:30，华为MateXTs非凡大师及全场景新品 发布会，敬请期待！ 随后，华为常务董事、终端BG董事长余承东连发两条微博表示："新三折叠来了！华为MateXTs非凡大 师9月4日14:30不见不散。" 按照之前供应链的说法，全球第一台三折叠产品华为Mate XT表现亮眼，截至今年上半年出货量逼近50 万台。 据悉，华为Mate XTs ID设计没有太大变化，可选玄黑、瑞红、皓白、绛紫四款配色，升级了影像、性 能、外围体验，业内预估会有不错的销量。 核心升级为麒麟9020芯片，CPU部分由1 x泰山大核2.5GHz+3 x 泰山中核2.15GHz+4×1.6GHz小核组成， 集成Maleoon 920 840MHz GPU。 之前有博主透露，该机价格将下探，定价在15000元左右。而其前代产品华为Mate XT非凡大师 16GB+256GB版本价格为19999元、16GB+512GB版本21999元、16GB+1TB版本23999元。 （齐鲁晚报·齐鲁壹点客户端编辑 武秀英 综合华为终端微博、余承东微博、新浪科技） ...

Core Insights - Huawei and Samsung are both expected to launch their new tri-fold smartphones around September, with Samsung's mobile head announcing plans for a release by the end of the year [1] - The Huawei tri-fold phone will feature a Kirin processor, while Samsung's device will be equipped with a Snapdragon 8 Elite processor, indicating a direct competition in the high-end market [1] - Samsung has registered the trademark Galaxy Z Trifold, suggesting a branding strategy that aligns with its existing Galaxy Z series [1][2] Group 1 - Samsung's Galaxy Z Trifold is rumored to be an inward-folding phone with a separate screen cover, differing from Huawei's Mate XT which folds in a "Z" shape [2] - Huawei's new tri-fold phone, codenamed "Greenlan," will have similar aesthetics to its predecessor Mate XT, available in four colors, and is expected to have improved features [3] - The Mate XT has a retail price exceeding 22,000 yuan, with sales around 500,000 units, indicating strong market performance and potential for higher sales with the new model [3] Group 2 - A Samsung executive confirmed that the hardware for the tri-fold phone is ready for production, but the company is assessing market demand for the design [4] - Samsung plans to begin small-scale production of the tri-fold phone in September, primarily targeting the Korean and Chinese markets, with an estimated factory price of 4 million KRW (approximately 20,840 yuan) [4] - The first mass-produced tri-fold phone, Huawei's Mate XT Ultimate Design, has a starting price of 19,999 yuan, highlighting competitive pricing strategies in the market [4]

Group 1: Rare Earth Export Restrictions - China has tightened export controls on certain rare earth alloys, mixtures, and magnets, leading to warnings from major automotive companies about potential production halts due to supply shortages [3][5] - China dominates the global rare earth market, producing 92% of high-purity and refined rare earths, with the U.S. relying on China for 70% of its rare earth needs [3][5] - The automotive industry is particularly affected, as the shortage of rare earth magnets could disrupt production lines globally [3][5] Group 2: Huawei Pura80 Series Launch - Huawei's new Pura80 series is set to be officially unveiled next week, with over 100,000 pre-orders already recorded [5] - The Pura80 features a distinctive triangular Deco design and is expected to have significant upgrades in its camera module, possibly including a one-inch sensor [5] - The Mate XT model is anticipated to be the first to support eSIM technology, eliminating the physical SIM card slot for a more streamlined design [5] Group 3: NIO's Financial Performance - NIO reported over 12 billion yuan in revenue for Q1, although it has not yet achieved profitability, yet its stock price rose following the earnings announcement [7] - CEO Li Bin expressed frustration over the prevalence of online smear campaigns against the company, estimating monthly costs related to these attacks at 30 to 50 million yuan [7] - NIO is positioned in a competitive market, and maintaining product and technology leadership is crucial for its future success [7] Group 4: Elon Musk and Trump Feud - Elon Musk publicly criticized former President Trump, leading to a significant drop in Tesla's market value, exceeding 100 billion yuan in a single night [10] - The fallout from Musk's departure from the Trump administration has resulted in a public dispute, highlighting the contrasting interests of both figures [10] - Tesla has faced challenges with stagnant growth, and Musk's return to focus on technology may be critical for revitalizing the company's narrative [10] Group 5: Rise of "Su Chao" in Sports - The "Su Chao" phenomenon has gained immense popularity, with ticket prices skyrocketing from 10 yuan to nearly 600 yuan due to increased public interest [12] - Local businesses have capitalized on this trend, with innovative marketing strategies leading to significant sales increases for related products [12] - The success of "Su Chao" illustrates the importance of local engagement and tailored strategies in the sports industry, moving beyond mere imitation of successful models [12][13]

Core Viewpoint - In Q1 2025, China's foldable smartphone shipments reached 2.84 million units, marking a 53.04% year-on-year increase, driven by technological maturity and ecosystem integration [1][13]. Industry Overview - Foldable smartphones utilize flexible screen technology to change form factors, providing larger display areas when unfolded and more portability when folded, thus enhancing user interaction experiences [2]. Industry Development History - The Chinese foldable smartphone industry has evolved through five stages, starting from the exploratory phase (2012-2017) with early models like Kyocera's KSP8000, to the current phase of technological deepening and ecosystem integration [4][6]. Industry Current Status - The significant growth in foldable smartphone shipments is attributed to advancements in hinge technology and the integration of operating systems like Huawei's HarmonyOS, which enhances user experience through features like split-screen functionality [13][17]. Industry Supply Chain - The supply chain for foldable smartphones includes upstream materials such as flexible display materials (UTG glass, flexible OLED panels), hinge system materials, and production equipment, with downstream channels including e-commerce platforms and physical retail stores [9]. Key Companies' Performance - Huawei dominates the foldable smartphone market with a 76.6% market share in Q1 2025, followed by Honor, OPPO, Xiaomi, and Samsung, indicating a competitive landscape characterized by differentiation [15][17]. Industry Development Trends - The foldable smartphone market is witnessing trends such as continuous innovation in form factors and functionalities, with AI integration reshaping user interactions and driving the evolution of operating systems [20][21]. Price Point and Market Penetration - Foldable smartphones are moving towards mainstream markets, with models like OPPO Find N5 priced at 6,999 yuan, contributing to a significant increase in sales within the 6,000 yuan price segment [22]. Ecosystem Reconstruction and Global Competition - The competition in the foldable smartphone market has shifted from hardware to ecosystem development, with companies like Huawei leveraging their HarmonyOS to create a comprehensive smart life ecosystem [23].

Group 1 - The first "Global Brand China Online 500" list has been officially released, with 3C digital brands performing exceptionally well, led by Apple, followed by Huawei and Xiaomi in the top three positions [1] - A total of 43 brands from the 3C digital industry made it into the top 500 list, with notable mobile brands including vivo, Honor, OPPO, Samsung, realme, and iQOO also featured [1] - Apple achieved a comprehensive score of 100, the highest among the listed brands, reflecting its strong overall performance [1] Group 2 - The list was jointly published by Peking University's National Development Research Institute and other organizations, based on consumer purchasing behavior data from Taobao and Tmall, utilizing 12 indicators for scoring [3] - The strong purchasing power of Chinese consumers has made China a key market for international brands, prompting increased investment from companies like Apple [3] - During the Tmall 618 event, Apple offered unprecedented discounts on the iPhone 16 series, with the iPhone 16 Pro 128GB version priced at 5499 yuan after various subsidies, leading to significant sales growth [3] Group 3 - Domestic smartphone brands are showing a strong upward trend, with Huawei and Xiaomi's sales growth surpassing that of Apple, indicating their competitive edge in key metrics [4] - The launch of new products has become a core growth driver for smartphone brands, with over 70% of new flagship phones achieving significant sales shortly after their debut [4] - Innovation is a key factor in the rise of domestic brands, with Huawei introducing groundbreaking products like the world's first foldable phone, and other brands focusing on advanced imaging technologies [4]

Core Viewpoint - Huawei's MateBook Fold, featuring HarmonyOS 5, aims to disrupt the PC market by combining large screen functionality with portability, targeting Apple's Mac ecosystem rather than directly competing with Windows [2][4][6]. Product Features and Market Positioning - The MateBook Fold has an 18-inch display when unfolded and a 13-inch form when closed, addressing the challenge of balancing screen size and portability [4]. - The device utilizes a new generation of hinge technology, allowing for a maximum foldable screen size of 285mm without deformation [4]. - The starting price of the MateBook Fold is set at 23,999 yuan, which is perceived as acceptable by consumers, especially in light of previous high-priced Huawei products [4][5]. Competitive Landscape - Huawei's strategy appears to focus on the productivity sector, positioning its products against Apple's Mac systems rather than Windows, which has a more extensive ecosystem [6][7]. - In the first quarter of 2025, Huawei achieved a market share of 19.4% in the Chinese smartphone market, while Apple experienced a decline in sales and market share [5][7]. - Huawei's PC shipments reached 4.3 million units in 2024, marking a 15% year-over-year growth, contrasting with a 4% decline in the overall PC market [7][8]. Future Outlook - The company aims to enhance its productivity offerings before delving into gaming and other ecosystems, which may represent the beginning of HarmonyOS's challenge to Windows [9].

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].