智通财经APP获悉，11月11日，国际数据公司(IDC)发布最新的手机季度跟踪报告。内容显示，2025年第三季度，中国折 叠屏手机市场迎来显著回暖，该季度出货量达到263万台，同比增长17.8%。市场动能的恢复，一方面得益于Huawei、 Honor、vivo等厂商的稳定发挥，另一方面也受到各品牌新一代产品集中上市的共同推动。今年前三季度中国折叠屏手机 市场累计出货量762万台，同比增长14.3%。预计2025年中国折叠屏手机市场出货量接近千万，延续增长趋势。 报告指出，在过去一年多的技术积累与迭代中，折叠屏手机在重量与折叠厚度等关键指标上已实现重大突破，整体形态逐 渐接近主流直板影像旗舰机型。随着"厚重"这一传统痛点被逐步化解，接下来的新品竞争焦点正转向产品综合体验的完 善。未来，如何在实现轻薄形态的同时，进一步提升设备的可靠性、功能配置与日常使用体验，使其真正成为用户信赖、 愿作主力的全能旗舰，已成为行业发展的关键议题。此外，软硬件协同与生态建设的重要性日益凸显。通过加强软件适 配、结合AI能力拓展使用场景，并有效提升内屏使用率，才能真正释放折叠大屏的交互潜力，为用户带来更具沉浸感与实 用价值的综合体验。 ...

Core Insights - The Chinese foldable smartphone market is experiencing a significant recovery, with a projected shipment volume of 2.63 million units in Q3 2025, representing a year-on-year growth of 17.8% [1] - Cumulatively, the shipment volume for the first three quarters of 2023 reached 7.62 million units, showing a year-on-year increase of 14.3% [1] - IDC forecasts that the total shipment volume for the Chinese foldable smartphone market will approach 10 million units in 2025, continuing its growth trend [1] Market Competition Landscape - Huawei maintains a leading position with nearly 70% market share, having shipped over 15 million foldable devices [1] - Honor ranks second with an 11.2% market share, driven by the performance of its Magic V5 and Magic V Flip series [1] - Vivo holds the third position with a 5.0% market share, focusing on price competitiveness and expanding interoperability with the iOS ecosystem through its X Fold5 series [1] - OPPO, with its Find N5 series leveraging flagship chip advantages, ranks fourth by a narrow margin [1] - Samsung re-enters the top five with its Galaxy Z Fold7 series, emphasizing advancements in lightweight design [1]