Core Insights - Samsung has launched the Galaxy Z Fold6, which is thinner and lighter than its predecessor, as part of its strategy to compete with Chinese rivals in the foldable smartphone market [1][4] - The importance of slim foldable designs has increased, as consumers are less willing to accept thicker and heavier devices for the benefits of a folding phone [2][6] - Chinese competitors like Honor and Oppo have successfully differentiated themselves with thinner and lighter foldable devices, prompting Samsung to enhance its offerings [3][5] Company Developments - Samsung's Galaxy Z Fold6 measures 12.1 millimeters thick and weighs 239 grams, while competitors like Oppo's Find N5 and Honor's Magic V3 are significantly thinner and lighter [3] - The upcoming launch of a new thinner version of Samsung's flagship foldable smartphone is expected to take place next month, indicating the company's commitment to improving its foldable lineup [1][4] - Honor is also set to launch its latest folding phone, the Magic V5, on July 2 in China, intensifying competition in the foldable market [4] Market Trends - The foldable smartphone market is projected to account for only 2% of the overall smartphone market this year, highlighting the challenges in consumer adoption [6] - Analysts suggest that thinner foldables may attract consumer interest and encourage a shift in preferences towards folding devices [6] - Despite advancements, there remains skepticism about the necessity of foldable devices among consumers, which could hinder market growth [7]

Group 1 - Apple plans to introduce a folding iPhone starting next year, according to analyst Ming-Chi Kuo [1] - The folding iPhone is expected to feature a display produced by Samsung Display, which aims to manufacture up to 8 million foldable panels for the device in the upcoming year [1] - Other components, including the device's hinge, are still under consideration, and the pricing is anticipated to be premium [1] Group 2 - iPhone sales accounted for over half of Apple's business, generating $201 billion in revenue during fiscal 2024 [2] - Despite strong sales, iPhone revenue peaked in 2022, prompting Apple to seek new ways to attract customers and encourage upgrades to more expensive models [2] - Apple's plans for the foldable iPhone are not finalized and may change [2]