Group 1 - Huawei recently announced the repair costs for its newly launched foldable laptop, MateBook Fold, with the standard price for a new screen component reaching 14,879 yuan [1] - Customers can enjoy a discounted price of 13,079 yuan if they return the original old part for recycling, while a refurbished screen can be replaced for only 9,197 yuan [1] - Within two years of purchase, customers are entitled to one screen replacement service, with the cost for a new screen at 6,539 yuan and a refurbished screen at 4,589 yuan [1] Group 2 - The starting price for the MateBook Fold is 23,999 yuan, and the cost of replacing its screen is comparable to purchasing multiple Huawei Mate70 Pro or nova14 Ultra devices [2] - The MateBook Fold features the world's largest dual-layer OLED display with a peak brightness of 1,600 nits and a contrast ratio of 2 million:1, utilizing commercial LTPO technology for a 30% energy efficiency improvement [2] - The device's screen has a 92% screen-to-body ratio and supports HDR Vivid adaptive color mapping and P3 wide color gamut management [2] Group 3 - The laptop is equipped with a 285mm hinge, which is the largest size in the world, overcoming deformation issues associated with large hinges [3] - The hinge is made using advanced technology, consisting of a main shaft and a three-segment pivot [3] Group 4 - The high repair costs are attributed to the expensive components, with the 18-inch dual-layer OLED display costing over 5,000 yuan and the hinge component costing at least 2,000 yuan [4] - Comparatively, the hinge costs for OPPO's Find N and vivo's X Fold are significantly lower, indicating a higher cost structure for Huawei's components [4] - The assembly yield rate for foldable screen hinges varies, with good designs achieving over 70% yield, while some may drop to 40-50% [4] Group 5 - Other repair costs for the MateBook Fold include a motherboard repair at 7,399 yuan (discounted to 5,209 yuan), while other components have repair prices generally under 1,000 yuan [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 Insights - The launch of the Harmony operating system on personal computers marks a significant breakthrough for China's domestic operating system industry, enabling self-controlled computer systems from the kernel level [2][3] - Huawei's MateBook Fold features an ultra-thin design with an 18-inch display that folds down to a compact size, weighing only 1.16 kg and measuring 7.3 mm when unfolded [2][9] Group 1: Product Launch and Features - The first personal computer utilizing the Harmony operating system was officially released in Chengdu, indicating a major advancement in the domestic operating system sector [3] - The Harmony computer integrates software, hardware, and cloud services, offering new interaction modes such as multi-screen collaboration and touch control [6] - The Harmony operating system supports over 1,100 peripheral devices and has accelerated the adaptation of over 150 dedicated computer applications, with plans to exceed 2,000 applications by the end of the year [6] Group 2: Technical Development and Ecosystem - Huawei has accumulated over 2,700 core patents and collaborated with more than 20 research institutes in the development of Harmony computers over the past five years [13] - The Harmony operating system, initiated in 2015, has evolved rapidly, achieving a self-developed kernel and eliminating reliance on other operating systems' open-source code [13] - The ecosystem of the Harmony operating system has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code [13] Group 3: Market Position and Pricing - The global launch prices for Huawei's Harmony laptops start at 7,999 yuan for the MateBook Pro and 23,999 yuan for the MateBook Fold [9][12] - Existing Huawei computer users will not be affected by the transition to Harmony computers, as Microsoft will continue to provide updates for users who purchased Windows operating systems [14]