群智咨询发文称，高性能小尺寸平板正逐步成为市场关注的新兴品类。数据显示，2024年全球高性能小尺寸平板出货量约为320万台。随着产品种类丰 富、应用场景明晰，加之国家补贴政策的支持，预计2025年出货量将增长至460万台，同比增长高达45%。2025年，国补的强有力刺激下，中国大陆高性 能小平板出货有望达到230万台，同比增长116%；展望2026年，预计市场体量可进一步提升至320万台。 从高性能小平板的出货区域结构来看，2024年北美市场占比达60%，主要由iPad Mini主导，用户以高端消费者为主。而中国大陆市场占比约28%，除iPad Mini外，联想拯救者Y700系列已形成稳定的粉丝基础，并推动了本土品牌的持续跟进。 在品牌方面，苹果(AAPL.US)凭借早期布局和iPad OS的生态优势，仍是当前小平板市场的主导者。但2025年开始，安卓/鸿蒙阵营的入局正在加速品牌格 局的变化：联想(00992)Y700系列持续更新，形成"游戏+影音"双场景导向；小米(01810)、红魔等品牌主打电竞高性能路线，强调SoC、散热、刷新率等卖 点；华为亦有相关新品规划，有望加入"便携办公"维度的竞争。整体来看，未 ...

Group 1 - Apple will exclusively use Samsung OLED panels for its first foldable iPhone set to launch in the second half of next year, highlighting Samsung's technological advantage in reducing screen creases, a key factor in foldable phone design [1] - Samsung plans to start full supply of the OLED panels by the end of this year or early next year, with the foldable iPhone expected to feature a high-end OLED panel similar to the 7.8-inch iPad Mini and an external display of approximately 5.5 inches [1] - The expected price of the foldable iPhone is around $2000, directly competing with Samsung's Galaxy Z Fold [2] Group 2 - Industry insiders note that Samsung's six years of expertise in foldable OLED technology since the launch of the Galaxy Fold in 2019 was crucial for securing this exclusive contract [2] - Apple prioritizes quality over price when selecting component suppliers, making Samsung the only viable option [2] - The anticipated supply volume for the foldable iPhone may exceed initial estimates of 9 million units, potentially reaching over 15 million units [2] Group 3 - The significant demand for the foldable iPhone could reignite growth in the foldable OLED market, which saw a slight increase of 2.9% last year according to Counterpoint Research [2] - This strategic partnership is expected to impact Samsung's market share in the foldable OLED sector, which dropped to nearly 40% last year due to intense competition, but is projected to rise significantly to around 70% next year as foldable OLED deliveries commence [2] - Apple's entry into the foldable phone market is likely to attract interest from high-income consumers in North America and may act as a catalyst for the overall market's growth [3]