转自：智通财经 的"主力机"地位加速迈进。 近日，艾瑞咨询发布《从"猎奇"到"信赖"——折叠屏手机用户发展洞察报告》（下称《报告》），指出 当前折叠屏手机市场正经历从"小众猎奇"迈向"大众实用"的关键转型期。 随着技术成熟与价格下探，折叠屏手机用户规模持续扩大，其中18-24岁年轻用户占比已达17.9%。同 时，驱动消费的核心因素也发生转变，由早期的"尝鲜体验"逐渐转向对实用价值的关注，包括设备的好 用性、耐用性以及多场景适配能力等。 调研显示，超9成消费者更换下一步手机时会考虑购买折叠屏手机，华为依托其技术积累与生态体验， 成为多数用户的心智优选与口碑标杆。 从"小众尝鲜"到"越用越爱用" 《报告》显示，2024年，中国折叠屏手机出货量达969万台，2025年前三季度出货量也达到762万台，万 元以上高端折叠屏也迎来同步增长，折叠市场整体呈现稳步回升态势。其中，华为以接近70%的市场份 额持续领跑，并成为国内首个折叠屏累计出货突破1500万台的品牌。 当前，折叠屏手机市场已迈过早期探索阶段，正完成从"小众猎奇"到"大众实用"的关键跨越。这一转变 的核心驱动力在于硬件技术的成熟、软件与生态的完善，以及多元化产 ...

Core Insights - The folding screen smartphone market is transitioning from a niche curiosity to a mainstream practical choice, driven by technological maturity and decreasing prices [1][5][26] - The user base is expanding, with 17.9% of users aged 18-24, and over 90% of consumers considering a folding screen for their next phone [1][14] - Huawei leads the market with nearly 70% share and has become the first brand to exceed 15 million cumulative shipments of folding screen devices [3][8] Market Trends - In 2024, China's folding screen smartphone shipments are expected to reach 9.69 million units, with 7.62 million units shipped in the first three quarters of 2025 [3] - The market is showing steady recovery, particularly in the high-end segment priced above 10,000 yuan [3] Technological Advancements - The transition from "niche curiosity" to "mainstream practicality" is driven by advancements in hardware technology, software ecosystems, and innovative product forms [5][26] - Huawei has pioneered the development of key technologies such as the water-drop hinge and the Tian Gong hinge system, which have become mainstream in folding screen design [9][26] Consumer Demographics - Folding screen smartphones are increasingly appealing to younger consumers, who view them as symbols of innovation and personal taste [10][14] - Among young users, a higher percentage purchase folding screens for entertainment and innovative experiences compared to the overall consumer base [10][14] User Preferences - 95.5% of consumers express willingness to switch to a folding screen phone, with reliability, battery life, and hardware specifications being key decision factors [14] - Huawei is the preferred brand for 67.4% of consumers considering a folding screen device [14][16] Software and Ecosystem - Huawei's Mate XTs integrates PC-level applications, enhancing productivity in various scenarios and providing a desktop-like experience on mobile devices [18] - The integration of AI capabilities is expected to revolutionize the interaction and productivity of folding screen devices, making them more efficient and user-friendly [19][21] Future Outlook - The combination of AI and folding screens is anticipated to drive a new wave of growth, transforming smartphones into intelligent hubs capable of handling complex tasks [23][28] - As the market matures, folding screen smartphones are expected to shed their niche status and become mainstream consumer choices, with Huawei continuing to define industry standards [26][28]

Core Viewpoint - Huawei has launched the Mate XTs, the world's first tri-fold screen smartphone, which integrates PC-level software into a mobile device, showcasing significant technological advancements and high production barriers in the foldable screen market [1][4]. Group 1: Product Features - The Mate XTs features a 10.2-inch 3K display with a resolution of 3184×2232 and a 16:11 aspect ratio, achieving a 13% reduction in power consumption [2]. - The device utilizes aerospace-grade special steel with a tensile strength of 2400MPa, and the hinge system has seen a 23% reduction in thickness for the outer fold and a 16% reduction for the inner fold [3]. - It includes advanced communication capabilities with a 76% increase in video upload speed and a 105% increase in download speed, along with satellite communication features for emergency situations [3]. Group 2: Market Position - Huawei holds a dominant position in the domestic foldable smartphone market, capturing 75% of the market share with 3.74 million units shipped in the first half of 2025 [8]. - The global foldable smartphone market is experiencing rapid growth, with Huawei leading with a 45% market share in Q2 2025, driven by strong performance in both the Chinese and US markets [8][7]. - Competitors like Samsung and Apple are also entering the foldable market, with Samsung's first tri-fold device in production and Apple's plans for a foldable iPhone by 2026 [9][7].

Core Viewpoint - Huawei has launched the Mate XTs, the world's first tri-fold screen smartphone, emphasizing its unique technological advancements and high market share in the foldable smartphone sector [1][3][12]. Group 1: Product Features - The Mate XTs features a 10.2-inch 3K display with a resolution of 3184×2232 and a 16:11 aspect ratio, achieving a 13% reduction in power consumption [6][8]. - The device incorporates advanced materials, including aerospace-grade special steel, and boasts a tensile strength of 2400MPa for its hinge [7]. - It includes a 5600mAh battery with enhanced charging capabilities, and the overall performance is improved by 36% due to the Kirin 9020 chip and HarmonyOS 5 [8][10]. Group 2: Market Position - Huawei holds a dominant position in the domestic foldable smartphone market, capturing 75% of the market share with a shipment of 3.74 million units in the first half of 2025 [13]. - The global foldable smartphone market is experiencing significant growth, with Huawei leading with a 45% market share in Q2 2025, driven by strong performance in both Chinese and U.S. markets [13][14]. Group 3: Competitive Landscape - Competitors such as Samsung and Apple are also entering the foldable smartphone market, with Samsung's tri-fold device entering mass production and Apple's plans for a foldable iPhone by 2026 [14].