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再战三折叠,华为还有惊喜吗?
虎嗅APP· 2025-09-06 03:26
Core Viewpoint - Huawei has reintroduced its "three-fold" technology with the launch of the Mate XTs, which aims to unify the experiences of smartphones, tablets, and PCs, despite not having significant hardware upgrades compared to its predecessor [3][5][18]. Product Features - The starting price of the Mate XTs is set at 17,999 yuan, which is a reduction of 2,000 yuan from the previous model [3][21]. - The Mate XTs features the Kirin 9020 chip, indicating that Huawei has resolved issues related to chip supply chain control [5][21]. - The device allows for a PC-like experience on a mobile platform, enabling multi-window interactions and the use of full PC applications rather than just mobile-optimized versions [11][12][18]. Market Context - The overall smartphone market in China has seen a decline, with a 4.0% drop in shipments, while the foldable phone segment has experienced a more significant 14.0% decrease [20][21]. - Despite the downturn, Huawei maintains a dominant position in the foldable market with a 72.6% market share, which provides a cost advantage over competitors [21][22]. - The price reduction for the Mate XTs is atypical for foldable phones, suggesting that Huawei's increased production volume allows for lower pricing, potentially leading to a positive cycle in the foldable market [23][22].