作者 | 第一财 经 李娜 在苹果进军折叠屏手机市场的消息之外，中国手机厂商已经开始在欧洲与苹果的老对手三星展开激烈 的较量。 2025.08. 30 本文字数：1760，阅读时长大约3分钟 近日，荣耀在英国伦敦宣布Magic V5海外版正式进入欧洲市场，该机型搭载了全球首个端侧语音大 模型。荣耀表示，在今年整体战略调整后，已将折叠屏市场作为关键突破口，双线部署国内外高端市 场。 调研机构Counterpoint最新发布的数据显示，2024年，欧洲折叠屏手机市场销量同比增长37%，来 自荣耀、一加等中国手机厂商的激烈竞争削弱了三星在"书本式"折叠屏手机近乎垄断的地位，导致三 星市场份额下降了23%，而这一竞争态势在今年仍在加大。 成为三星的"对手" 尽管折叠屏手机在智能手机整体大盘中份额占比仍不高，但这并不阻碍全球头部厂商对这一市场的投 入。 "三星在欧洲书本式折叠屏手机市场份额曾高达98%，但到2023年底，随着包括中国手机厂商在内多 家厂商陆续推出折叠屏产品，包括Magic Vs、Pixel Fold、Open和Phantom V Fold等，三星份额 降至73%。"Counterpoint分析师表示，这 ...

Core Insights - Chinese smartphone manufacturers are intensifying competition against Samsung in the European foldable smartphone market, particularly with the launch of Honor's Magic V5 overseas version [2][4] - Counterpoint's data indicates a projected 37% year-on-year growth in the European foldable smartphone market in 2024, with Samsung's market share declining by 23% due to competition from Chinese brands like Honor and OnePlus [2][7] Group 1: Market Dynamics - Samsung's market share in the European book-style foldable smartphone segment has dropped from 98% to 73% by the end of 2023, and is expected to fall to 50% in 2024, with Honor's share increasing from under 10% to 34% [7][8] - The overall terminal scale in the European market is estimated to be between 130 million to 140 million units, with high-end smartphone sales (priced above $700) doubling in the first half of the year [8] Group 2: Competitive Landscape - Apple is expected to enter the foldable smartphone market, with production of a foldable iPhone anticipated to begin in late Q3 or early Q4 of this year, potentially impacting market dynamics further [3][4] - The competition in the European market is expected to intensify as Samsung prepares to launch the Galaxy Z Fold7, aiming to regain its competitive edge [8] Group 3: Supply Chain and Technology - The domestic supply chain for foldable screens in China is maturing, with key players in various segments such as screens, hinges, and materials, contributing to a robust supply ecosystem [9] - IDC forecasts that China will surpass other markets to become the largest foldable smartphone market globally, with shipments expected to reach 4.98 million units in the first half of 2025, marking a 12.6% year-on-year growth [9][10] Group 4: Future Outlook - The next generation of foldable smartphones is anticipated to focus on high performance and enhanced human-computer interaction, with an emphasis on improving work efficiency and user experience [10]