Core Insights - The global foldable smartphone shipment is expected to grow by 14% year-on-year in Q3 2025, reaching a historical high of 2.5% of total smartphone shipments [1][6] - Lenovo's Motorola has emerged as a key player in the clamshell foldable segment, with a 16% increase in shipments, securing a position among the top three globally [1][3] - Vivo has also seen a significant increase in shipments, rising by 67% [1] Company Performance - Lenovo's Motorola has effectively expanded its foldable smartphone user base through competitive pricing, strong channel partnerships, and positive product usability ratings [3] - In the US and European markets, Motorola has achieved a breakthrough in market share, competing effectively against established players like Samsung and Honor [3][6] - The Razr 60 model leads the market with a 15% share, and when combined with the Razr 50, the total share reaches approximately 27%, comparable to last year's champion model [5] Market Trends - The foldable smartphone market is projected to close 2025 with a stable growth rate of around 16% year-on-year, driven by high-end users seeking larger screens for productivity and durability [6] - The market is expected to enter a significant expansion phase in 2026, influenced by improvements in durability, thinner and lighter designs, optimized hinge and panel structures, and enhanced AI-driven software experiences [6] - Lenovo is actively promoting its "one body, multiple ends" strategy, launching various AI smartphone products to capture more market share, which will be crucial for competition in the foldable and overall smartphone markets [6]

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]