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摩托罗拉与谷歌重塑西欧折叠屏市场格局
Counterpoint Research· 2025-11-06 07:03
Core Insights - The folding smartphone market in Western Europe is shifting from a dual-brand dominance of Samsung and Honor to a more competitive landscape with the entry of Motorola and Google [4][5][7] - Motorola's Razr and Google's Pixel Fold have gained significant market share, indicating a diversification in the competitive dynamics of the folding smartphone segment [5][7][8] Market Dynamics - In the first half of 2025, Motorola's Razr 60 led the market with a 15% share, while combined with Razr 50, the total share reached approximately 27%, comparable to the previous year's leading models [7] - Google's Pixel 9 Pro Fold and Samsung's Galaxy Z Flip6 each maintained just over 10% market share, contributing to a more balanced competitive environment [7][8] - The overall folding smartphone market is experiencing steady growth, with a decrease in concentration and an increase in competition among brands [5][7] Future Outlook - Google’s Pixel 10 Pro Fold launched in early October 2025, supported by promotional activities, is expected to perform well in markets like the UK [8] - Motorola aims to surpass Honor and become the second-largest brand in the European folding smartphone market by expanding distribution and promotional efforts [8] - The market is anticipated to become more active during the holiday season, with brands that demonstrate confident product design and stable execution likely to capture growth [8][9] - Apple is expected to enter the folding smartphone market in the second half of 2026, which may reshape resource allocation and pricing strategies among operators [8]
三星社媒“围攻”苹果:从相机到折叠屏、创新
Feng Huang Wang· 2025-09-11 07:52
Group 1 - Samsung launched a social media campaign targeting Apple's iPhone 17 series, using the hashtag iCant to highlight perceived shortcomings in hardware specifications and innovation [1][2] - The main focus of Samsung's criticism was on the camera specifications, comparing the iPhone 17 Pro's three 48MP lenses to the Galaxy S25 Ultra's single 200MP camera, suggesting that Apple's configuration is inferior [1] - Samsung also criticized Apple for delayed feature releases, claiming that functionalities like the "Sleep Score" and real-time translation in AirPods Pro 3 were already available in Samsung products five years ago [2] Group 2 - Samsung emphasized its lead in foldable screen technology, referencing a previous post to mock Apple's lack of a foldable iPhone, while the Galaxy Z series has been established in this market for years [2][3] - The social media campaign generated significant engagement, with the iCant hashtag trending and Samsung's posts receiving thousands of likes and shares, reflecting a divided public opinion [2] - Analysts suggest that Samsung's strategy aims to solidify its advantages in AI and foldable technology, especially as Apple may not release a foldable iPhone until 2026 [3]