Core Insights - The European foldable smartphone market is experiencing significant growth, with a year-on-year increase of 37% in 2024, despite currently holding only about 2% of the total smartphone sales in the region [1] - Samsung, which previously dominated the market with a 98% share in 2022, has seen its market share decline to 73% by the end of 2023 due to increased competition from brands like Honor, Google, and OnePlus [1] - Honor's Magic V2 and the upcoming Magic V3 have led to a remarkable 377% increase in sales for Honor, capturing a 34% market share in the book-style foldable segment, making it the fastest-growing player in the market [1] Company Developments - Samsung is set to launch the Galaxy Z Fold7 in July 2025, which is touted as the thinnest, lightest, and most powerful foldable smartphone to date, with a thickness of only 4.2mm and a weight of 215g [2] - Honor is expected to release the Magic V5 on August 28, 2024, which will feature a thickness of 4.1mm, potentially reclaiming the title of the thinnest foldable smartphone, along with enhancements in battery capacity and durability [2] Market Outlook - Apple is anticipated to enter the foldable smartphone market in 2026, which is expected to accelerate the adoption of foldable devices in high-end markets like the UK and Germany [2] - Counterpoint Research predicts that by 2028, annual sales of book-style foldable smartphones in Europe will approach 4 million units, representing over 2% of total smartphone sales, with a potential market share of nearly 10% in the high-end segment priced above $800 [2]

Core Insights - By 2028, book-style foldable smartphone sales are expected to approach 4 million units, accounting for over 2% of total smartphone sales, with a nearly 10% market share in the high-end segment in Europe [1][9] - 2024 is a pivotal year for the European foldable smartphone market, with a projected 37% year-on-year growth in sales, driven primarily by book-style foldable models, which are expected to see a 60% increase [1][9] - The competitive landscape is intensifying, with Samsung's market share dropping from 98% in 2022 to 73% by the end of 2023 due to new entrants like Honor, Google, and others [2][3] Market Dynamics - Honor's Magic V2 has captured 27% of the European book-style foldable smartphone market, and the upcoming Magic V3 is anticipated to further enhance its position [3][6] - Samsung is set to launch the Galaxy Z Fold7 in July 2025, which is its thinnest and lightest foldable smartphone to date, potentially regaining market competitiveness [6][8] - Google and other manufacturers are also ramping up their efforts in the European foldable smartphone market, indicating a new phase of industry growth [7][9] Future Projections - Apple is expected to enter the foldable smartphone market in 2026, which will further intensify competition and potentially accelerate market growth [9] - Despite a projected decline in foldable smartphone sales in the first half of 2025 due to a lack of technological innovation and macroeconomic factors, a rebound is anticipated in the latter half of the year [9][10]

Core Insights - 2024 is a pivotal year for the foldable smartphone market in Europe, with a projected 37% year-on-year growth in sales, despite currently representing only about 2% of total smartphone sales in the region [2] - The primary driver of this growth is the book-style foldable smartphones, which are expected to see a 60% increase in sales [2] Group 1: Market Dynamics - The competition in the foldable smartphone market is intensifying, with Samsung's market share dropping from 98% in 2022 to 73% by the end of 2023 due to new entrants like Honor, Google, and OnePlus [3] - Honor's Magic V2 has gained significant traction, accounting for 27% of book-style foldable smartphone sales in Europe, and the upcoming Magic V3 is expected to further enhance its market position [4] - Samsung's Galaxy Z Fold7 is anticipated to be its most advanced foldable smartphone yet, addressing previous technological gaps [8] Group 2: Future Projections - By 2028, book-style foldable smartphone sales are expected to exceed 2% of total smartphone sales in Europe, capturing nearly 10% of the high-end smartphone market [4][11] - Apple's entry into the foldable smartphone market in 2026 is expected to further accelerate competition and innovation, particularly in high-end segments [11] - The foldable smartphone market is projected to experience a rebound in sales in the second half of 2025, following a decline in the first half due to macroeconomic factors [11]

Group 1 - The 3D printing concept stocks have shown significant activity, with companies like Tail股份, 金橙子, and 爱司凯 reaching their daily price limits. The average increase in 3D printing concept stocks this year is 66% [1] - Apple is actively introducing 3D printing technology, with plans to use it for titanium components in new products this year. Other companies like Samsung, Huawei, and OPPO are also planning to incorporate titanium alloy technology in their next-generation products [1][2] - The introduction of titanium alloy 3D printing technology is expected to improve production time and reduce costs for Apple, while also enhancing its ESG indicators. Apple has accumulated eight patents related to titanium alloy materials [1] Group 2 - 荣耀 has launched the MagicV2, the world's first foldable flagship phone using a titanium alloy hinge, marking a significant application of titanium alloy technology in mobile devices [2] - The cost of titanium alloy materials is approximately 30 yuan, but processing costs can be ten times higher. The combination of titanium alloy with 3D printing technology aims to address production challenges and improve performance in consumer electronics [2] - As 3D printing technology matures, the cost of titanium alloy 3D printing is expected to decrease, potentially leading to a revolution in consumer electronics. Companies like 铂力特 and 华曙高科 are developing comprehensive 3D printing ecosystems [3] Group 3 - The integration of titanium alloy 3D printing technology by major consumer electronics companies is anticipated to drive innovation in key materials, enhance manufacturing efficiency, and optimize supply chains [4]