Core Insights - Apple has decided to abandon its self-developed solution for its first foldable iPhone, opting instead to use Samsung Display's technology, with plans for mass production in the second half of 2026 [1][14] - The move to collaborate with Samsung's suppliers, particularly for the hinge technology, is likely aimed at shortening development time and avoiding further delays in product launch [1][14] - The foldable iPhone's anticipated release has prompted domestic competitors like Xiaomi, Vivo, and Honor to accelerate their own product launches in the foldable segment [1][4] Group 1: Market Dynamics - From June 24 to July 2, Xiaomi, Vivo, and Honor launched new foldable models, indicating a strategic push against Apple's market position [2][5] - Apple's market share in China has declined from 21% to 15% between Q4 2023 and Q1 2025, attributed to the rise of domestic brands and slow advancements in AI and foldable technology [12][14] - IDC data predicts that Apple will hold an 18.7% market share in 2024, surpassing Samsung for two consecutive years, despite recent challenges [2] Group 2: Competitive Landscape - The introduction of the foldable iPhone is expected to intensify competition in the foldable smartphone market, which is currently considered a niche segment [9][11] - Domestic brands are focusing on breaking Apple's ecosystem barriers, with features that enhance compatibility with Apple devices [10][11] - The foldable iPhone's launch could significantly elevate the overall market perception and acceptance of foldable smartphones, potentially expanding the market size [9][12] Group 3: Product Features and Innovations - The new foldable models from Xiaomi, Vivo, and Honor emphasize lightweight design, battery capacity, and AI capabilities, with Honor's Magic V5 being the thinnest at 8.8mm and featuring a 6100mAh battery [5][10] - The competitive edge of these brands lies in their ability to offer differentiated features while targeting high-value users who may be considering a switch from Apple [8][11] - The foldable iPhone's collaboration with Samsung is seen as a strategic move to leverage Samsung's advanced technology while maintaining Apple's brand strength [14][15] Group 4: Future Outlook - The foldable smartphone market is entering a phase of heightened competition, with Apple’s entry marking a significant shift [11][22] - As the market evolves, companies will need to focus on software integration and user experience to differentiate themselves beyond hardware specifications [22] - The anticipated release of the foldable iPhone presents both opportunities and challenges for existing players in the market, necessitating innovative strategies to maintain relevance [11][22]

Core Viewpoint - The article discusses the evolution and significance of hinge technology in foldable smartphones, highlighting the different types of hinges, their advantages and disadvantages, and the impact of material innovations on performance and cost [2][5][6]. Industry Perspective - Foldable hinge technology has undergone multiple iterations since the first commercial foldable phone was launched in 2019, leading to various technical routes and design philosophies [2]. - The main types of hinge technology include U-shaped hinges, waterdrop hinges, and other types, each with unique characteristics affecting crease control, thickness, cost, and durability [2]. U-Shaped Hinge - The U-shaped hinge, exemplified by the Samsung Galaxy Fold series, is a simpler and cost-effective design but suffers from significant drawbacks such as visible creases and potential screen damage over time [3]. - This hinge design has been criticized for allowing dust ingress and causing aesthetic issues due to gaps when closed [3]. Waterdrop Hinge - The waterdrop hinge, commonly used by domestic manufacturers like OPPO and Huawei, allows for a larger bending radius, reducing screen creases and providing a seamless closure [4]. - While offering advantages such as shallower creases and improved user experience, the complexity of the waterdrop hinge increases production costs and device thickness [4]. Evolution of Hinge Technology - The evolution of hinge technology reflects the transition of foldable smartphones from being merely functional to providing a better user experience, with advancements in materials and structural design [5]. - The latest innovation is Huawei's "Tiangong Hinge System," which supports both inward and outward folding, marking a new stage in hinge technology development [5]. Material Innovations - The performance of foldable hinges is closely tied to material selection, with advancements from traditional stainless steel to revolutionary liquid metal materials enhancing strength and fatigue resistance [6]. - Metal Injection Molding (MIM) is the mainstream choice for hinge manufacturing, while liquid metal offers superior properties, making it ideal for components requiring repeated folding [6]. Market Dynamics - The global foldable hinge market is projected to exceed $900 million in 2024, with a growth rate of nearly 5% [7]. - The introduction of tri-fold smartphones increases the number of required hinges, suggesting further market expansion [7]. - The market is characterized by high technical barriers, dense patent layouts, and a trend towards consolidation among leading companies [7]. Regional Distribution - Hinge manufacturers are primarily located in China and South Korea, with the U.S. excelling in design but less involved in manufacturing [8]. - Chinese companies are increasingly competitive across the entire supply chain, from materials to design and manufacturing [8]. Cost Structure - Hinges represent a significant incremental cost in foldable smartphones, with individual costs ranging from 800 to 1200 yuan, influenced by material choices and manufacturing complexity [8]. - Reducing hinge costs is crucial for the broader adoption of foldable smartphones, with potential improvements through material substitution and process enhancements [8]. Challenges in the Industry - The industry faces challenges such as reliance on foreign high-end materials and increasing competition, necessitating ongoing R&D investment [9]. - However, advancements in MIM technology and liquid metal by Chinese firms are enhancing the self-sufficiency of the supply chain [9]. Market Forecast - The global foldable hinge module market is expected to reach $1.82 billion by 2031, with a compound annual growth rate (CAGR) of 6.8% [10].

Core Viewpoint - Huawei Technologies Co., Ltd. has recently published a patent for a display method, electronic device, and readable storage medium, which enhances user interface switching on multi-fold devices [1][2]. Group 1: Patent Details - The patent application, filed on January 10, 2024, describes a method that allows an electronic device to display multiple application interfaces across three display areas [1]. - The method enables users to switch between application interfaces with simple gestures, improving operational convenience [1]. Group 2: Product Launch - Huawei is set to release its first tri-fold smartphone, the "Huawei Mate XT Ultimate Design," on September 10, 2024 [3]. - The device features a screen made from non-Newtonian fluid materials and includes a 5600mAh battery, which is the world's thinnest silicon negative electrode battery at just 1.9mm thick [3]. - The thickness of the Huawei Mate XT Ultimate Design when unfolded is only 3.6mm, with a width of up to 10.2 inches, and it incorporates the "Huawei Tian Gong Hinge System" [3]. - The smartphone supports 66W wired fast charging and 50W wireless fast charging, along with Lingxi communication and Tiantong satellite calling capabilities [3].

Industry Overview - The foldable screen market has seen significant improvements in various metrics after years of rapid development, but market demand appears to have reached a bottleneck [1] - Major manufacturers are still preparing new products, with OPPO showcasing the "thinnest large foldable" and vivo set to launch the "lightest large foldable" this month [1] - Huawei remains the leader in the Chinese foldable screen market, focusing on exploring new folding forms rather than just thinness, with plans to update its tri-fold product this year [1][2] Company Developments - Huawei's Mate XT, launched last September, has sold over 400,000 units by the end of April this year, despite a high starting price of 19,999 yuan [2] - The Mate XT features a 10.2-inch flexible LTPO OLED screen that can fold into two sizes: 7.9 inches when folded once and 6.4 inches when folded twice, along with a triple-camera setup [2] - Other manufacturers, such as Samsung and Infinix, are also working on tri-fold devices, with Samsung planning to produce its first tri-fold phone by Q2 2025 [4][6] Product Innovations - Honor is set to launch the Magic V5 this month, which aims to push the limits of thinness in large foldable devices, featuring advanced specifications and improved imaging capabilities [8] - The competition in the foldable screen market is intensifying, with various companies attempting to innovate beyond just making devices lighter and thinner [1][8]

Core Viewpoint - Huawei's launch of the MateBook Fold marks a significant breakthrough in the PC market, showcasing the potential of HarmonyOS and foldable screen technology, providing consumers with more choices in the computing landscape [2][3][14]. Group 1: Product Innovations - The Huawei MateBook Fold features an 18-inch screen when unfolded and a 13-inch portable laptop when folded, representing a new form factor in the PC space [2]. - The device has garnered over 140,000 reservations, indicating strong market interest, particularly for the model priced at 23,999 yuan [2]. - Huawei has introduced multiple foldable products within a year, including the Mate XT and Pura X, demonstrating its leadership in foldable technology [3][13]. Group 2: Market Position and Strategy - Huawei's dominance in the foldable screen market is evident, with a 76.6% market share in China as of Q1 2025, marking its fifth consecutive year of leading the foldable smartphone segment [19][20]. - The company aims to drive a new industry chain through its innovations in foldable technology, positioning itself as a pioneer in the market [13][20]. - Huawei's strategy includes deep collaboration with domestic suppliers to enhance the entire foldable screen ecosystem, ensuring a robust supply chain [20]. Group 3: Technological Advancements - The Mate XT features a unique hinge system that allows for both inward and outward folding, addressing previous concerns about durability and usability [9][10]. - Huawei's advancements in screen technology include a 25% increase in bendability and the introduction of a 3K display with superior brightness and refresh rates [10][11]. - The integration of HarmonyOS 5 enhances the user experience by enabling seamless multi-device interactions and efficient application deployment [17][20]. Group 4: User Experience and Applications - The large screen of the MateBook Fold facilitates a new collaborative work environment, enhancing productivity for office users [11]. - For entertainment, the device serves as a portable cinema, providing an immersive viewing experience with high-quality visuals [11]. - The product's design caters to various user needs, merging functionalities of a smartphone, tablet, and laptop into a single device [11][14].

Core Insights - The report emphasizes the importance of building meaningful differentiation in brand perception as China transitions to a high-quality economy and the consumer market gradually recovers [1][5]. Group 1: Economic and Market Trends - China's economy is transitioning towards high-quality development, with a gradual and moderate recovery in consumer demand [1][10]. - The GDP growth rate is expected to maintain around 5% from Q1 2024 to Q1 2025, indicating resilience in the economic transformation process [10][11]. - Consumer sentiment is cautiously optimistic, with a notable shift towards differentiated brand offerings to meet diverse consumer needs [12][19]. Group 2: Brand Strategy and Social Media - Brands are encouraged to leverage social media insights to connect emotionally with consumers and establish a differentiated brand mindset [1][5]. - New brands facing product homogenization can utilize consumer insights to identify unique selling propositions, while established brands can convert consumer pain points into selling points through social media engagement [1][12]. - The report introduces a data model for assessing brand mindshare impact, combining social media data and consumer emotional metrics to evaluate brand performance [1][5]. Group 3: Consumer Behavior and Brand Perception - There is a growing divergence in consumer preferences, with an increasing focus on quality and value for money, leading to a demand for brands to refine their strategies [12][19]. - Brands must adapt to changing consumer attitudes by enhancing product quality and offering value-driven options to capture market share [12][19]. - The report highlights the significance of social media in shaping brand narratives and consumer perceptions, particularly through the use of trending topics and emotional connections [1][5].

Group 1 - The core concept of the "first launch economy" encompasses a series of economic activities related to the first release of products or services, including the establishment of flagship stores and R&D centers, contributing significantly to retail and surrounding sectors [1][6][12] - The first launch economy is projected to reach a scale of 10 trillion yuan by 2025, accounting for approximately 20% of China's total retail sales [1][56] - Major cities in China are categorized into three tiers based on their development of the first launch economy, with Shanghai and Beijing leading the first tier, followed by cities like Guangzhou and Chengdu in the second tier, and emerging cities like Zhengzhou in the third tier [1][12] Group 2 - The development of the first launch economy is supported by a robust policy framework, with increasing government initiatives aimed at fostering innovation and enhancing consumer experiences [1][36][37] - The first launch economy is characterized by its ability to drive large-scale consumption and create a vibrant ecosystem around new products and services, leading to significant economic impacts [1][7][12] - The evolution of the first launch economy reflects a shift towards a more consumer-centric approach, aligning with trends of personalized and high-quality consumption driven by rising disposable incomes [1][47][56] Group 3 - The global first launch economy has experienced four major waves driven by technological revolutions, each enhancing competitive dynamics and market structures [13][15] - Regions like Silicon Valley and Shenzhen are at the forefront of the first launch economy, leveraging technological advancements to maintain a competitive edge in various sectors [18][20] - The first launch economy is entering a "multi-dimensional resonance" era, where collaboration among different regions enhances overall competitiveness [20][19] Group 4 - The first launch economy in China is supported by a unique infrastructure system that combines digital capabilities, manufacturing networks, and innovative policies [40][41] - Continuous investment in R&D is crucial for the growth of the first launch economy, as it fosters technological innovation and enhances product competitiveness [44][45] - The first launch economy is currently transitioning from a growth phase to a more mature stage, characterized by simultaneous expansion and quality improvement across various sectors [53][56]

4月20日，华为常务董事、终端BG董事长余承东微博发文宣布，问界M8首批车已发运，交付 数量为100台，下周起将会在全国大范围交付。 余承东说："不少网友在祝贺我抖音粉丝破千万，我心里也特别感动，由衷地感谢大家的支 持，这位朋友说，我一直在给自家产品打广告，也能冲到1000万，还挺厉害的，感谢大家的 包容，后续我也努力尝试不同类型的主题，大家想看什么内容也欢迎给我留言，看到也有网 友建议我多分享生活，我平常工作比较忙，偶尔休息的时候会去爬爬山，前几周还被网友偶 遇一起合了影。" 此外，@余承东 今日还发视频回应抖音粉丝突破千万。 图余总粉丝突破1000万 >> > 不读稿子的发布会,说明对自己的产品够熟 恭喜余总抖音粉丝突破1000万。 才注册4个月啊 科技圈顶流!中华有为,遥遥领先。 落 � (246 1-13 - 177 发布会磕ł 会总,1000w了,抽奖吧 200 路看 04-74 · 北京 回复 度是真快 ·· 会总好啊, 辛苦了 我大前手好像说争取子 :破一千万,加油666666666666 恭喜粉丝破千万,其中有我 20000 t a 174 支持你 1 O 8.0 电梯下 恭喜余总粉丝突破10 ...