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苹果折叠机倒计时,荣耀、vivo们抢抓窗口期
3 6 Ke· 2025-07-23 09:17
近期,在折叠屏手机上多次"跳票"的苹果公司,有了新动态。 7月15日,天风国际证券分析师郭明錤发布博文称,苹果公司已决定折叠屏手机不采用自研方案,其首款折叠 iPhone将采用三星显示(Samsung Display) 的方案,并计划在2026年下半年量产。其中,在折叠屏手机核心技术之一的铰链部分,其选择与三星公司合作密切的供应商Fine M-Tec主要供应。 而据其此前的发文,郭明錤曾明确表示,苹果首款折叠 iPhone彼时唯一已确认的核心组件,是由三星显示提供的折叠屏。 据了解,三星显示是三星集团旗下一家专注于显示技术领域的公司,也是全球领先的显示面板制造商之一。而从郭明錤的发文中不难看出,苹果在折叠屏 和铰链方面放弃自研,或许是为了缩短研发时间,以达到能在原定发布时间之前推出折叠iPhone,不再跳票。 事实上,作为当前全球主流手机中唯一一家尚未推出折叠屏手机的厂商,苹果公司折叠屏手机长期以来备受市场关注。而随着其被传出折叠iPhone将 在"2026年下半年量产"的日期渐近,在折叠屏手机赛道已深耕许久的国产手机厂商们也不约而同加快了上新的步伐。 小米、vivo和荣耀近期密集推出新款折叠机型,可以看做是 ...
迟到七年的折叠屏iPhone,是「最不苹果」的苹果产品
36氪· 2025-07-23 00:06
以下文章来源于爱范儿 ,作者发现明日产品的 爱范儿 . 关注明日产品的数字潮牌 折叠屏手机到底能做什么? 文 | hannn 肖钦鹏 周奕旨 来源| 爱范儿(ID:ifanr) 封面来源 | 网络 2019年初,三星率先推出折叠屏Galaxy Fold,开创了一个新的智能手机形态,仅仅四天后的MWC 2019大会上,华为也推出了初代折叠屏手机Mate X,而 苹果却迟迟没有 动作。 转眼6年过去,在MWC 2025大会上,出现了传音Infinix的竖向三折叠,而华为也在三月推出了搭载16:10的内屏及1:1的外屏设计,搭载原生鸿蒙系统的华为 Pura X。 在最新一期的Power On中,彭博社记者Mark Gurman指出,苹果将在明年年底推出首款折叠屏iPhone,售价不低于2000美元——这一爆料信息,也与此前天 风证券分析师郭明錤的爆料内容一致。 折叠屏iPhone, 一款「不太苹果」的产品 在报道中,Mark Gurman表示,折叠屏iPhone,是一款「不那么苹果」的产品。 一方面,在折叠屏品类里,三星以及众多过程国产品牌,早在折叠屏这一产品线上深耕许久。选择此时入场的苹果,打破了它在以往产品中「 ...
迟到七年的折叠屏 iPhone,是「最不苹果」的苹果产品
3 6 Ke· 2025-07-21 07:20
2019 年初,三星率先推出折叠屏 Galaxy Fold,开创了一个新的智能手机形态,仅仅四天后的 MWC 2019 大会上,华为也推出了初代折叠屏手机 Mate X, 而苹果却迟迟没有动作。 转眼 6 年过去,在 MWC 2025 大会上,出现了传音 Infinix 的竖向三折叠,而华为也在三月推出了搭载 16:10 的内屏及 1:1 的外屏设计,搭载原生鸿蒙系 统的华为 Pura X。 那么,已经传闻许久的折叠屏 iPhone 呢?或许离我们不远了。 在最新一期的 Power On 中,彭博社记者 Mark Gurman 指出,苹果将在明年年底推出首款折叠屏 iPhone ,售价不低于 2000 美元——这一爆料信息,也与 此前天风证券分析师郭明錤的爆料内容一致。 折叠屏 iPhone,一款「不太苹果」的产品 在报道中,Mark Gurman 表示,折叠屏 iPhone ,是一款「不那么苹果」的产品。 一方面,在折叠屏品类里,三星以及众多过程国产品牌,早在折叠屏这一产品线上深耕许久。选择此时入场的苹果,打破了它在以往产品中「先行者」的 形象。 此外,折叠屏 iPhone 在硬件上一改常态,将依赖竞争对手 ...
手机显示技术分水岭已至 柔性 AMOLED 成主流
Zhong Guo Jing Ying Bao· 2025-07-18 13:45
Core Insights - The report by Omdia indicates that the shipment of smartphones using flexible AMOLED displays reached 151 million units in Q1 2025, marking a 15% year-on-year increase, with a stable annual growth rate of around 20% over the past three years [1] - Flexible AMOLED displays have captured 51% of the smartphone display market, signaling a significant shift in display technology as they gradually replace traditional LCDs [1][3] Market Trends - The demand for lighter and more flexible screens among consumers has significantly boosted the shipment of flexible AMOLED displays, with more mid-to-high-end models adopting this technology due to technological maturity and cost reduction [1][3] - The market share of smartphones with AMOLED displays has risen to 63% in Q1 2025, up from 57% in the same period last year, while LCD-equipped smartphones have seen their market share decline to 37% [3][4] Technological Advantages - Flexible AMOLED displays offer superior display quality, including near-infinite contrast ratios and high peak brightness levels exceeding 1800 nits, making them ideal for high-definition content and mobile office use [2] - The foldable feature of flexible AMOLED displays is a key highlight, enabling larger screen sizes for multitasking and entertainment while maintaining portability [3] Competitive Landscape - The competition in the flexible AMOLED market is intensifying, with Chinese manufacturers like BOE, Tianma, and Visionox rapidly advancing in technology and production capacity, challenging the dominance of South Korean firms [5][6] - Omdia forecasts that by 2024, Chinese manufacturers will ship 36.4 million AMOLED panels, a significant increase of over 12 million units from 2023, indicating a growing presence in the global market [6] Future Outlook - Industry experts predict that the penetration of flexible AMOLED technology in smartphones will continue to rise, with expectations of over 750 million units shipped by the end of 2025 [4] - The competition will increasingly focus on technological innovation, production efficiency, and supply chain integration, benefiting consumers through enhanced product offerings [6][7]
业绩连续承压,传音发布全球最薄三折叠手机
Guan Cha Zhe Wang· 2025-07-18 11:32
继华为Mate XT Ultimate、三星Galaxy Z Fold7后,传音也将要推出其首款三折叠手机? 7月17日,传音TECNO宣布推出三折叠概念机PHANTOM Ultimate G Fold Concept。这款最新产品与三 星之前展示的三折叠类似,采用G字形折叠设计,内折式双铰链结构,展开状态下配备9.94英寸显示 屏,并配备三摄像头,电池容量已确认超过5000毫安时。 Phantom Ultimate G Fold Concept 折叠起来。 图源CNET 如今,机身是否够轻薄,已成为折叠屏手机竞争的关键指标。 传音Tecno称,Phantom Ultimate G Fold折叠状态下厚度仅11.49毫米,展开后厚度仅为3.49毫米,露出一 块9.49英寸的显示屏,并且"几乎没有折痕"。相比之下,华为Mate XT Ultimate最薄处为3.6毫米,三星 最新的双面板Galaxy Z Fold 7展开后厚度为4.2毫米。 Phantom Ultimate G Fold Concept的俯视图显示了它展开后有多薄。 图源CNET 据悉,Tecno还表示,Phantom Ultimate G F ...
华为参展2025联通合作伙伴大会 引领全场景智慧生活新范式
Huan Qiu Wang· 2025-07-18 09:53
Core Insights - The China Unicom Partner Conference, themed "Walking Together Towards a New Ecosystem," was held in Shanghai, showcasing Huawei's strategic partnership and its comprehensive product offerings in the HarmonyOS ecosystem [1] Group 1: Product Innovations - Huawei's flagship products, including the Mate XT and Pura 80 series, highlighted advanced imaging and foldable screen technologies, with the Mate XT featuring a hyperspectral imaging system and the Pura 80 series introducing a dual-lens architecture for enhanced photography [3] - The Mate X6 foldable phone demonstrated a 12% reduction in thickness compared to its predecessor while passing 200,000 fold tests, showcasing durability and lightweight design [3] - The FreeBuds Pro 4 provided an immersive audio experience, complementing the visual capabilities of Huawei's devices [3] Group 2: Smart Office Solutions - Huawei's MateBook Fold and MateBook Pro laptops attracted attention for their lightweight design and powerful performance, enabling seamless collaboration across devices through the HarmonyOS [4] - The "Super Terminal" feature allows for easy connection to printers and monitors, enhancing productivity in remote work scenarios [4] Group 3: Health and Fitness Technology - The wearable technology section featured products like the WATCH Ultimate and WATCH GT 5 series, which offer advanced health monitoring capabilities, including heart rate and blood oxygen tracking [5][7] - The WATCH 5's eight-channel heart rate sensor can monitor multiple health metrics in real-time, while the WATCH D2 provides non-invasive blood glucose monitoring [7] - The children's smartwatch 5X Pro includes dual-mode positioning and safety features, ensuring children's security and providing educational assistance [7] Group 4: HarmonyOS Ecosystem - The HarmonyOS ecosystem emphasizes a "people-centered" service model, enabling seamless connectivity between devices in smart home environments [8][10] - The integration of HarmonyOS allows for intuitive control of smart home devices and enhances the user experience across various applications [10] - Huawei's commitment to innovation and technology is evident in its efforts to create a comprehensive ecosystem that addresses work, life, and health needs [10]
全球折叠屏手机铰链模块市场前15强生产商排名及市场占有率
QYResearch· 2025-07-16 09:00
Core Viewpoint - The article discusses the evolution and significance of hinge technology in foldable smartphones, highlighting the different types of hinges, their advantages and disadvantages, and the impact of material innovations on performance and cost [2][5][6]. Industry Perspective - Foldable hinge technology has undergone multiple iterations since the first commercial foldable phone was launched in 2019, leading to various technical routes and design philosophies [2]. - The main types of hinge technology include U-shaped hinges, waterdrop hinges, and other types, each with unique characteristics affecting crease control, thickness, cost, and durability [2]. U-Shaped Hinge - The U-shaped hinge, exemplified by the Samsung Galaxy Fold series, is a simpler and cost-effective design but suffers from significant drawbacks such as visible creases and potential screen damage over time [3]. - This hinge design has been criticized for allowing dust ingress and causing aesthetic issues due to gaps when closed [3]. Waterdrop Hinge - The waterdrop hinge, commonly used by domestic manufacturers like OPPO and Huawei, allows for a larger bending radius, reducing screen creases and providing a seamless closure [4]. - While offering advantages such as shallower creases and improved user experience, the complexity of the waterdrop hinge increases production costs and device thickness [4]. Evolution of Hinge Technology - The evolution of hinge technology reflects the transition of foldable smartphones from being merely functional to providing a better user experience, with advancements in materials and structural design [5]. - The latest innovation is Huawei's "Tiangong Hinge System," which supports both inward and outward folding, marking a new stage in hinge technology development [5]. Material Innovations - The performance of foldable hinges is closely tied to material selection, with advancements from traditional stainless steel to revolutionary liquid metal materials enhancing strength and fatigue resistance [6]. - Metal Injection Molding (MIM) is the mainstream choice for hinge manufacturing, while liquid metal offers superior properties, making it ideal for components requiring repeated folding [6]. Market Dynamics - The global foldable hinge market is projected to exceed $900 million in 2024, with a growth rate of nearly 5% [7]. - The introduction of tri-fold smartphones increases the number of required hinges, suggesting further market expansion [7]. - The market is characterized by high technical barriers, dense patent layouts, and a trend towards consolidation among leading companies [7]. Regional Distribution - Hinge manufacturers are primarily located in China and South Korea, with the U.S. excelling in design but less involved in manufacturing [8]. - Chinese companies are increasingly competitive across the entire supply chain, from materials to design and manufacturing [8]. Cost Structure - Hinges represent a significant incremental cost in foldable smartphones, with individual costs ranging from 800 to 1200 yuan, influenced by material choices and manufacturing complexity [8]. - Reducing hinge costs is crucial for the broader adoption of foldable smartphones, with potential improvements through material substitution and process enhancements [8]. Challenges in the Industry - The industry faces challenges such as reliance on foreign high-end materials and increasing competition, necessitating ongoing R&D investment [9]. - However, advancements in MIM technology and liquid metal by Chinese firms are enhancing the self-sufficiency of the supply chain [9]. Market Forecast - The global foldable hinge module market is expected to reach $1.82 billion by 2031, with a compound annual growth rate (CAGR) of 6.8% [10].
每天10万张!京东上线上海专属外卖优惠券 绑定国补资格即可领取
Guan Cha Zhe Wang· 2025-07-16 04:50
Group 1 - JD.com launches a summer cooling campaign in Shanghai, offering 100,000 takeaway vouchers worth 10 yuan each for 30 consecutive days to help consumers beat the heat [1] - The campaign encourages consumers to use the JD app to access exclusive discounts and promotions related to summer cooling products [1] - The company emphasizes the importance of air conditioning and cooling appliances during the high-temperature season, promoting various products with significant discounts [4] Group 2 - JD.com is providing substantial subsidies on home appliances, with discounts up to 50% and national subsidies reaching up to 2,000 yuan for individual purchases [4] - The company offers a comprehensive service package for new or replacement appliances, including free delivery, installation, and removal of old units, enhancing customer experience [4] - The summer promotion also includes a focus on digital products, with special offers for students and various discounts on popular electronics [5] Group 3 - Specific product promotions include a 20% discount on the MacBook Pro 2024 model, up to 15% off on the HP M232dw laser printer, and a 2,300 yuan discount on the Samsung Galaxy S24 Ultra [5] - JD.com aims to create a comfortable shopping experience for consumers during the hot summer months, integrating smart technology and convenience into their offerings [5]
华为新专利可用于四折叠
Guan Cha Zhe Wang· 2025-07-11 09:30
7月11日,天眼查财产线索信息显示,近日,华为技术有限公司于2024年1月10日申请的"显示方法、电子设备及可读存储介质"专利现已公布。 专利摘要显示,本申请提供一种显示方法、电子设备及可读存储介质,在该方法中,电子设备包括第一显示区域、第二显示区域以及第三显示区城,第二显 示区域位于第一显示区域和第三显示区域之间,电子设备在第一显示区域显示第一应用界面、在第二显示区域显示第二应用界面,以及在第三显示区域显示 第三应用界面。响应于用户对第一应用界面或第二应用界面的第一手势,电子设备在第一显示区域显示第二应用界面,以及在第二显示区域显示第一应用界 面,本申请中,在三折叠设备、四折叠设备甚至更多析叠设备中,用户保作电子设备待切换的两个应用界面中的任一个应用界面,即可实现应用界面切换显 示,操作简便。 | 大限管 | 章公司 都在用的 商 业 查 询 工 具 | 查老板 查关系 查风险 | | | | | --- | --- | --- | --- | --- | --- | | | 国家中小企业发展子基金旗下机构 | 请输入公司名称、人名、品牌名称等关键词 | × | 天眼一下 | 船 应用 ▼ | | IPC分 ...
外媒眼中的影像大师:华为Pura 80迪拜发布会展示移动摄影新高度
Huan Qiu Wang· 2025-07-11 08:17
Core Viewpoint - Huawei has successfully launched the HUAWEI Pura 80 series and HUAWEI MatePad 11.5 in Dubai, showcasing its strong global presence and commitment to innovation in the tech market [1][3]. Product Highlights - The HUAWEI Pura 80 series has received high praise for its advanced imaging capabilities, particularly the Pura 80 Ultra, which features a groundbreaking dual-lens system and a 1-inch large sensor for professional-grade photography [3][7]. - The series includes innovative features such as AI smart buttons for quick access to camera functions, enhancing user experience [3]. - The HUAWEI Mate XT and HUAWEI MateBook Fold exemplify Huawei's commitment to redefining device functionality through unique designs and multi-screen interaction [5]. Technological Innovations - Huawei's continuous investment in imaging technology has shifted its focus from "parameter leadership" to "experience leadership," with the Pura 80 series offering a comprehensive imaging system that caters to various photography needs [7][10]. - The introduction of the XMAGE style upgrade and customizable shooting parameters allows users to create personalized photographic styles, enhancing creative possibilities [9]. Market Impact - The launch event in Dubai highlighted Huawei's strong market appeal, with significant consumer engagement and media attention, indicating a potential shift in the high-end market landscape [3][9]. - The Pura 80 series is expected to redefine the mobile imaging sector, reflecting Huawei's long-term strategy of technological innovation and user-centric design [10].