10月9日， 据科技媒体Sammobile报道，三星首款三折叠手机Galaxy Z TriFold 近期 现身韩国 知识产权局检索网站KIPRIS，显示这款手机似乎已经接近定稿阶段，有望10月底亮相。 据报道，这款手机从外观上看与Galaxy Z Fold 7折叠手机有几分相似，但内部结构完全不同，专 利草图显示，这款手机的每个折叠部分都拥有一块独立的电池，总计拥有三块电池。 市前单位 rend Force LEDinside 集邦Display E D 在 EE (57 影音 Abyen 艾比森 AIXTROIY 国星光电 NATIONSTAR 雷曼光电 (P 晶能无电 edman 鸿石智能 LatticeP INMO 9-51/AV MILLEE TIMEWAYING TCL CSOT 同时根据内部结构图可以直观看到，后摄镜头所在的部分机身电池最小，带外屏的机身部分电池大 小则适中，折叠后位于中间段的机身电池体积最大，预计容量也是最高的。 不过这份专利文件并没有披露这款手机的电池容量或充电速度等详细参数，但可以看到这款手机将 采用"G"型折叠设计， 不同于 华为Mate XT非凡大师系列三折叠手机的"Z" ...

来源：环球网 【环球网科技综合报道】据QuruFocus报道，由于对iPhone升级需求及可折叠手机前景预期过高，杰富 瑞（Jefferies）投行下调了苹果公司的投资评级。该机构将苹果（NASDAQ: AAPL）的评级从"持有"下 调至"表现不佳"，目标股价从205.82美元微调至205.16美元。 Lee补充称，在中国市场，可折叠手机正在进一步降价，部分256GB版本还可享受500元人民币的补贴， 以刺激消费需求。但他警告，定价在2000美元左右的可折叠手机目标市场可能有限。三星的Galaxy Z Fold 7已实现几乎无折痕的屏幕，展开后厚度仅约4.2毫米，而iPhone 17 Air的厚度为5.5毫米，售价也接 近2000美元。 杰富瑞得出结论认为，若缺乏具有吸引力的功能驱动型升级，仅靠价格主导的换机周期可能难以持续， 并有可能对利润率造成压力。 建议投资者密切关注未来几个季度苹果的设备销量、利润率结构以及用户升级行为的变化。（勃潺） 分析师Edison Lee指出，市场对iPhone 17需求强劲、基础款降价以及高以旧换新价值的乐观情绪，已反 映在股价中，并进一步推高了对iPhone 18 Fold ...

Core Viewpoint - Samsung Electronics has decided to mass-produce over 50,000 units of a new "dual-fold" smartphone, marking its entry into the dual-fold smartphone market with a cautious approach due to the novelty of the product and potential limited early demand [2][4][5]. Summary by Sections Product Details - The new smartphone features an inward dual-fold design, with a screen size of 9.96 inches when unfolded and 6.49 inches when folded. The product is expected to be unveiled in October and officially launched in November [2][4]. Production Strategy - The production volume of 50,000 units is considered low compared to the 500,000 units planned for the Galaxy Fold in 2019. This limited production is intended to test the market for new form-factor smartphones [4][5]. Market Considerations - Analysts suggest that Samsung's cautious production strategy is influenced by the need to avoid competition with the recently launched Galaxy Z Fold 7, which has shown strong sales performance. The limited release aims to prevent cannibalization of existing product demand [5].

Core Viewpoint - Samsung has launched an advertisement mocking the iPhone, highlighting the features of the Galaxy Z Fold 7 while criticizing the iPhone's competitiveness [1][2]. Group 1: Advertisement Features - The new advertisement emphasizes the large internal screen of the Galaxy Z Fold 7, allowing users to play two videos side by side, a feature not available on the iPhone [2]. - The ad depicts a scenario where an individual struggles to prop up their iPhone 16 Pro Max to watch a video, only to have it knocked over by a cat, contrasting with the satisfied user of the Galaxy Z Fold 7 [2]. Group 2: Competitive Positioning - Samsung's advertisement also highlights the perceived lack of strong AI capabilities in the iPhone, claiming that Samsung's Galaxy AI is objectively superior to Apple Intelligence [2]. - The timing of the advertisement is strategic, as it coincides with Apple's upcoming launch of the new iPhone series on September 9, suggesting Samsung's intent to remind consumers of the advantages of their devices [2].

Core Viewpoint - The competition between Apple and Samsung in the U.S. smartphone market has intensified, with Samsung gaining market share due to innovative screen designs, while Apple faces its first significant decline in market dominance in over a decade [1][2]. Market Share and Sales Data - In Q2, Samsung's market share in the U.S. increased from 23% to 31%, while Apple's share decreased from 56% to 49%, marking a notable shift in the competitive landscape [1][2]. - Apple's stock has dropped 7.5% this year, while Samsung's stock has risen approximately 35% [1]. Product Innovations - Samsung launched two revolutionary foldable phones, the Z Fold 7 and Z Flip, which have generated significant consumer interest and discussion on social media [2][4]. - The Z Fold 7's pre-sale volume increased by 25% compared to its predecessor, with sales growth nearing 50% [4]. Pricing Strategy - Samsung's Galaxy and Z series phones range from $650 to $2400, allowing it to target various consumer price segments effectively [2]. - Apple's iPhone pricing ranges from $829 to $1599, with the most expensive model, the iPhone 16 Pro Max, starting at $1199 [3]. Future Developments - Apple is expected to introduce a new ultra-thin iPhone and potentially a foldable iPhone in the coming years to compete with Samsung's offerings [3][5]. - Analysts predict that Apple's foldable phone could start at $1999, aligning with Samsung's pricing strategy for its foldable devices [3]. Technological Advancements - The maturity of foldable screen technology has alleviated previous consumer concerns, enhancing Samsung's brand image and market position [4]. - The rise of AI applications is influencing the smartphone market, with Samsung integrating advanced AI features into its devices, potentially outpacing Apple's current offerings [5].

Group 1 - Apple reported its strongest quarterly revenue growth since December 2021, with total revenue reaching $94.04 billion, a 10% year-over-year increase, surpassing market expectations of $89.53 billion [2] - Despite the strong earnings, Apple's stock has declined approximately 17% this year, making it one of the worst performers among major tech companies [2] - Analysts still maintain a "moderate buy" rating on Apple stock, which is trading at about 28 times expected earnings, higher than peers like Alphabet and Meta Platforms Inc. [2] Group 2 - Concerns about Apple's position in the AI sector are growing, especially as key AI talent has left for competitors like Meta Platforms Inc., which is investing heavily in AI infrastructure [3] - Microsoft has announced a clear AI development strategy, planning to invest $80 billion by 2025 for AI training and deployment, showcasing its strong position in the AI and cloud computing markets [3] - Alphabet and Amazon have also reported strong demand for their AI services, indicating a competitive landscape for Apple in the AI domain [4] Group 3 - Apple's AI capabilities are perceived to be lagging behind competitors, with its Siri assistant seen as basic compared to the advanced AI functionalities offered by rivals [5] - Apple's closed system limits its AI capabilities, relying on a device model with 3 billion parameters, while competitors utilize cloud systems with over a trillion parameters [5] - The company has not articulated a clear AI strategy this year, unlike its competitors who have defined their directions in the AI space [5] Group 4 - Apple is expected to launch its first foldable iPhone in 2026, which could generate up to $65 billion in sales, particularly appealing in the Chinese market [6] - The foldable phone market is already competitive, with Samsung reporting a 50% increase in sales for its latest foldable model, indicating that Apple may be entering a crowded space [7] - Despite challenges, Apple remains a high-quality tech giant with stable cash flow and a strong ecosystem, holding $133 billion in cash as of June [8]

Core Viewpoint - SK Hynix has surpassed Samsung Electronics to become the world's largest memory manufacturer in Q2, driven by AI demand, while Samsung's memory revenue has declined significantly [3][6]. Group 1: Market Position and Performance - SK Hynix's memory revenue reached 21.8 trillion KRW (approximately 15.2 billion USD), while Samsung's memory revenue fell to 21.2 trillion KRW [3]. - SK Hynix holds a 62% share of the high-bandwidth memory (HBM) market, while Samsung only has 17% [3]. - Samsung's semiconductor division reported a 94% drop in operating profit year-on-year, with a net profit decrease of 48.01% [6]. Group 2: Product and Business Strategy - Samsung plans to increase sales of server memory chips and is awaiting certification for its HBM3E memory, which is expected to secure more orders from NVIDIA [7][9]. - The company aims to enhance its next-generation 2nm GAA process yield to attract large clients, including Tesla, with a recently signed 23 trillion KRW contract [7][12]. - Samsung is focusing on high-value businesses like AI and expanding its advanced HBM shipments, with expectations of DRAM and NAND price increases starting in the second half of the year [9][10]. Group 3: Competitive Landscape - Samsung is reducing HBM3E prices to attract major clients, as it has not yet secured orders from NVIDIA, which is crucial for its market position [11]. - The company has completed reliability assessments for its first-generation 2nm process and is preparing for mass production, which may enhance its competitive edge in the semiconductor market [11].

Core Viewpoint - Samsung Electronics reported a significant decline in its semiconductor division's operating profit, down 94% year-on-year, primarily due to high inventory-related costs despite stable sales [1][5]. Financial Performance - For Q2, Samsung's operating profit was 4.67 trillion KRW (approximately 3.4 billion USD), a 55.23% decrease compared to the same period last year [1][5]. - Net profit fell by 48.01% to 5.11 trillion KRW, while total revenue slightly increased by 0.67% to 74.56 trillion KRW [1][5]. - The semiconductor business revenue decreased by 2% year-on-year, reflecting ongoing inventory issues [1][5]. Business Segments - The semiconductor division faced challenges with low capacity utilization in its foundry business, leading to stagnant revenue of 6.7 trillion KRW [1][5]. - The mobile and network business saw a 40.9% increase in operating profit, reaching 3.1 trillion KRW, driven by strong sales of flagship models like Galaxy S25 and mid-range Galaxy A series [1][5]. Future Outlook - Samsung anticipates a slight improvement in profitability in the second half of the year, focusing on increasing server memory chip sales and awaiting certification for HBM3E high-bandwidth memory [2][6]. - The company aims to enhance the yield of its next-generation 2nm GAA process to attract large clients, including a recent eight-year contract with Tesla worth 23 trillion KRW [2][3][8]. Product Innovations - The smartphone market is expected to be boosted by the launch of new foldable models, Galaxy Z Fold 7 and Z Flip 7, along with innovative products like XR headphones and a three-segment "Trifold" smartphone [4][8]. - Samsung's AI strategy is advancing, with a shift towards a multi-modal architecture for smartphone interaction, enhancing features in the S25 series through collaboration with Google [9]. Market Conditions - Despite uncertainties in the second half of the year, Samsung expects a rebound in performance, driven by growth in AI and robotics sectors [6]. - The company is closely monitoring the impact of tariffs and geopolitical risks on its core businesses, particularly in semiconductors and consumer electronics [6]. Investment Strategy - Samsung has invested 120 million USD in approximately 40 companies in the first half of the year, focusing on AI, robotics, and digital health to discover new technologies [6]. - The company plans to expand its HBM and advanced DRAM sales, anticipating a significant price increase for DRAM starting in the second half of the year [6][7].

Group 1 - Apple’s official Weibo account mistakenly promoted Samsung’s Galaxy Z Flip 7 in a post about parental controls, leading to speculation about a mix-up due to shared advertising agencies [1][4][5] - The post was deleted, and Apple stated they are investigating the incident, emphasizing that the account only shares Apple-related content [4][5] - Prior to this incident, Samsung criticized Apple’s iOS ecosystem during its Galaxy Unpacked event, highlighting perceived shortcomings in Apple’s product updates and design [4] Group 2 - Apple is reportedly developing its first foldable iPhone, expected to be part of the iPhone 18 series, with a projected release in September 2026 at a price of $1999 [6] - In Q2 2025, iPhone sales in China grew by 8%, marking the first increase in two years, attributed to strategic pricing adjustments before a major shopping festival [6] - Samsung remains Apple’s strongest competitor in the global smartphone market, with Q2 2025 data showing Samsung's shipments at 58 million units (up 7.9%) and Apple’s at 46.4 million units (up 1.5%) [6] Group 3 - Samsung is preparing to supply display panels for Apple’s foldable iPhone, with production facilities nearing completion [7] - Industry predictions suggest Apple will produce 6 to 8 million units of the foldable iPhone in 2026, with the project currently in the prototype development stage [7] - The global foldable smartphone market is expected to see a rebound in 2026, driven by Apple’s entry and a resurgence in flip-style devices [7]

Group 1 - The core incident involved Apple's official Weibo account mistakenly promoting Samsung's Galaxy Z Flip 7 in a video, leading to speculation about a mix-up due to both companies using the same advertising agency [1][4][6] - Apple's response indicated that the "Apple Support" account only publishes Apple-related content and that they are investigating the cause of the incident [4][6] - The incident occurred shortly after Samsung's Galaxy Unpacked event, where Samsung criticized Apple's iOS ecosystem, highlighting competitive tensions between the two companies [5][6] Group 2 - Apple is reportedly developing its first foldable iPhone, expected to be part of the iPhone 18 series, with a projected release in September 2026 at a price of $1999 [8] - Recent data shows that iPhone sales in China grew by 8% in Q2 2025, marking the first sales increase in two years, attributed to strategic pricing adjustments before major shopping events [8] - In the global smartphone market, Samsung remains Apple's strongest competitor, with Samsung's Q2 2025 smartphone shipments reaching 58 million units, a 7.9% year-on-year increase, while Apple's shipments were 46.4 million units, up 1.5% [8] Group 3 - Despite being competitors in the foldable smartphone market, Samsung is also the panel supplier for Apple's upcoming foldable iPhone, with production facilities nearing completion [9] - Industry forecasts suggest Apple may produce between 6 million to 8 million units of the foldable iPhone in 2026, with the project currently in the prototype development stage [9] - The global foldable smartphone market is expected to see a rebound in 2026, driven by Apple's entry and a resurgence in clamshell designs, despite a projected decline in 2025 [9]