全球可折疊智能手機行業(yè)市場前景及投資研究報告-外文版培訓(xùn)課件

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TRENDSFoldablesmartphonesCHAPTER

01OverviewRevenueoftheconsumerelectronicsmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueoftheconsumerelectronicsindustryworldwide2018-20281,4001,2001,0008006004002000201820192020202120222023202420252026202720283Description:Theglobalrevenueintheconsumerelectronicsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal130.4billionU.S.dollars(+12.46percent).Afterthefourthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.2trillionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsRevenueoftheglobalconsumerelectronicsmarketin2023,bysegment(inbillionU.S.dollars)Consumerelectronicsmarketrevenueworldwide2023,bysegmentRevenueinbillionU.S.dollars050100150200250300350400450500498.32550TelephonyComputing314.76TV,Radio&MultimediaGamingEquipmentTVPeripheralDevicesDrones190.4932.8911.123.994Description:Concerningthesixselectedsegments,thesegmentTelephonyhasthelargestrevenuewith498.32billionU.S.dollars.Contrastingly,Dronesisrankedlast,with3.99billionU.S.dollars.Theirdifference,comparedtoTelephony,liesat494.33billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsSmartphonerevenuesworldwidefrom2011to2023(inbillionU.S.dollars)Smartphonerevenuesworldwide2011-2023500448.0845040035030025020015010050418.88410.09411.89404.6391.84381.72367.18359.37325.53284.51232.01161.06201102012201320142015201620172018201920202021202220235/statistics/687476/global-smartphone-revenuesBetween2011and2023,theglobalsmartphonemarketrevenuegenerallyincreased.In2022and2023,thesmartphonemarketworldwideexperiencedadecrease,withitssizegoingfromover448billionU.S.dollarstoaround412billionU.S.dollars.ReadmoreNote(s):Worldwide;2011to2023Source(s):CounterpointResearchGlobalsmartphoneshipmentsfrom2009to2023(inmillionunits)Globalsmartphoneunitshipments2009-20231,6001,473.4

1,465.51,437.21,404.91,372.61,354.81,4001,2001,00080060040020001,301.71,281.21,205.51,166.91,018.7725.3494.52011304.72010173.520092012201320142015201620172018201920202021202220236Description:In2023,thetotalamountofsmartphoneshipmentsreached1.17billionunitsworldwide.ReadmoreNote(s):Worldwide;2009to2023Source(s):IDCSmartphoneshipmentsworldwidefrom4thquarter2009to1stquarter2024(inmillionunits)Globalsmartphoneshipmentsbyquarter2009-20245004504003503002502001501005007Description:Smartphoneshipmentsincreasedfromthefirstquarterof2023tothefirstquarterof2024.However,atabout289.5millionunits,thisnumberwasadecreasecomparedtothejustaroundalmost362millionunitshipmentsrecordedinthefourthquarterof2023.ReadmoreNote(s):Worldwide;4thquarter2009to1stquarter2024Source(s):IDCCHAPTER

02FoldablesUnitshipmentsofsmartphonesworldwidebytypeinselectedyearsfrom2021to2028(inmillions)Globalsmartphoneunitshipmentsbytype2021-2028FoldableSmartphone1,2001,6001,4911,3421,4001,2001,00080060040020001,3231,3001,1921,16048.12027*45.72028*27.62025*14.218.1257.12021202220232024*9Description:Thenumberofsmartphoneunitshipmentsworldwidein2023reachedroughly1.2billionunits,whileunitshipmentsoffoldablesmartphonestotaledjustover18millionunits.By2028,thenumberofsmartphoneunitsshippedisexpectedtogrowto1.3billionunits,comparedtothe45.7millionunitsoffoldablesmartphonesforecasttobeshippedthatyear.ReadmoreNote(s):Worldwide;2021to2023;*Forecast.Thedataistakenfromdifferentpublications.Thedateofreleaseisthedateofaccess.ReadmoreSource(s):IDC;Unitshipmentsoffoldablesmartphonesworldwidefrom2022to2027(inmillions)Foldablesmartphoneunitshipmentsworldwide2022-20278070605040307017.72015.912.721002022*202320242027**10Description:Thenumberoffoldablesmartphoneunitshipmentsisforecasttoincreasebetween2023and2027.Bytheendof2023,almost16millionfoldableswereshipped,withthisnumberexpectedtogrowby11percentin2024.

ReadmoreNote(s):Worldwide;2023;*Datafor2022wascalculatedby

basedontheYoYgrowthrateprovidedbythesource.**2027figureretrievedfromapreviousrelease.

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TrendForceYear-on-Year(YoY)growthoffoldablesmartphonesworldwidefrom2022to2024YoYgrowthoffoldablesmartphoneunitshipmentsworldwide2022-202430%25%25%20%15%10%5%11%0%2022-20232023-202411Description:Thenumberoffoldablesmartphoneunitshipmentsisforecasttoincreasebetween2022and2024.Bytheendof2023,almost16millionfoldablewereshipped,recordinga25percentYoYgrowthcomparedto2022.By2024,thenumberofsuchshipmentsisestimatedtokeepincreasing,evenifatalowerrate.ReadmoreNote(s):Worldwide;2023Source(s):TrendForceYoYgrowthrateoftheglobalfoldablemarketfrom1stquarter2022to1stquarter2023,byregionFoldablemarketYoYgrowthrateworldwideQ12022-Q12023,byregion140%117%120%100%80%60%40%20%0%43%17%15%ChinaNorthAmericaWesternEuropeAsiaPacific12Description:Withnewmodelsbeingdevelopedandreleased,theglobalfoldablesmartphonemarkethasgrownoverthepastyears.Amongtheregions,Chinarecordedthehighestyear-on-yearfoldablemarketgrowthrate,equalto117percent.

ReadmoreNote(s):Worldwide;2015to2023Source(s):CounterpointResearchUnitshipmentshareoffoldablesmartphonepricedatabove600U.S.worldwidefrom2021to2027Shareofpremiumfoldablesmartphoneunitshipmentsworldwide2021-202745%40%35%30%25%20%15%39%30%21%13%10%5%8%5%4%0%202120222023*2024*2025*2026*2027*13Description:Thenumberoffoldablesmartphoneunitshipmentsisforecasttoincreasebetween2021and2027,reachingover100millionby2027.Similarly,theshareofunitshipmentsoffoldableswithanaveragewholesalepriceofabove600U.S.dollarsisexpectedtogrow,peakingatalmost40percentby2027.ReadmoreNote(s):Worldwide;2015to2023;*EstimatesThesourceaddsthefollowinginformation:"Premiumsegmentconsideredtobeabove$600averagewholesaleprice".

ReadmoreSource(s):CounterpointResearchCHAPTER

03CompaniesGlobalsmartphoneshipmentsfrom2007to2023,byvendor(inmillionunits)Smartphoneunitshipmentsworldwide2007-2023,byvendorSamsungAppleHuaweiOPPOXiaomiNokiaHTCRIMLGLenovovivoTranssionOthers1,6001,4001,2001,00080060040020002007200820092010201120122013201420152016201720182019202020212022202315Description:Overall,smartphonemanufacturersshipped1.17billionsmartphonesaroundtheworldin2023.Appleledallsmartphonemanufacturerswith234.6millionunitsshippedworldwide,followedbySamsungwith226.6millionunits.ReadmoreNote(s):Worldwide;2007to2023Source(s):Gartner;IDCSmartphoneshipmentsbyvendorworldwidefrom4thquarter2009to1stquarter2024(inmillionunits)Globalsmartphoneshipmentsbyvendor2009-2024AppleSamsungXiaomiOPPOvivoZTE*Nokia**Huawei*LG*Sony*RIM*HTCLenovo*TranssionOthers50045040035030025020015010050016Description:Inthefirstquarterof2024,Samsungwastheleadingsmartphonevendorworldwide,shippingaround60millionunits,whileApple'stollreachedcloseto50millionunits.Totalshipmentsinthefirstquarterof2024millionunitsamountedtoalmost290millionunits.ReadmoreNote(s):Worldwide;Q42009toQ12024;*Thesourcedoesnotprovideinformationforeveryquarter.**ThefiguresforQ32012toQ32013weretakenfromNokia'sinterimreports.

ReadmoreSource(s):IDCGlobalsmartphonemarketsharefrom4thquarter2009to1stquarter2024,byvendorQuarterlysmartphonemarketshareworldwidebyvendor2009-2024SamsungHuawei*AppleXiaomi*OPPOLG*Lenovo*ZTE*vivoSony*RIM*HTC*Nokia*TranssionOthers100%90%80%70%60%50%40%30%20%10%0%Q4

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'2317/statistics/271496/global-market-share-held-by-smartphone-vendors-since-4th-quarter-2009Samsungheldthelargestsliceoftheglobalsmartphonemarketbyshipmentsduringthefirstquarterof2024,followedbyApple.Xiaomihastakenatightgriponthethirdposition,accountingforamarketshareof14inthefirstquarterof2024.ReadmoreNote(s):Worldwide;Q42009toQ12024;*Thesourcedoesnotprovideinformationonthemarketshareineveryquarter.

ReadmoreSource(s):IDCUnitshipmentsoffoldablesmartphonesworldwidein2023and2024,byvendor(inmillions)Foldablesmartphoneunitshipmentsworldwide2023-2024,byvendorSamsungHuaweiXiaomiOthers20181614121082.570.962.60.841.893.5610.5610.6942020232024*18Description:In2023,Samsungwastheleadingfoldablesmartphonevendor,shippingaround10.5millionunitsandholdingover66percentofthemarket.Huaweirankedsecond,withshipmentsamountingtoroughlytwomillion.Xiaomiandothermanufacturersshippedlowernumbers.ReadmoreNote(s):Worldwide;2023Source(s):TrendForceMarketshareofleadingfoldablesmartphonevendorsworldwidein2023and2024Foldablesmartphonemarketshareworldwide2023-2024,byvendorSamsungHuaweiXiaomiOthers120%100%80%60%40%20%0%14.5%5.4%16.4%5.3%11.9%19.8%66.4%202360.4%2024*19Description:In2023,Samsungwastheleadingfoldablesmartphonevendor,withamarketshareofalmost66.5percent.Chinesemanufacturersalsoplayaroleinthefoldablemarket,withHuaweiholdingroughly12percentofthemarket-avalueforecasttoreachalmost20percentin2024.ReadmoreNote(s):Worldwide;2023;*ForecastThesourcedoesnotprovideanyinformationregardingpercentagepointsexceeding100percent.ReadmoreSource(s):TrendForceCHAPTER

04SpecificationsLeadingfoldablesmartphonesworldwideasofNovember2023,bystartingprice(inU.S.dollars)Leadingfoldablesmartphonemodelsworldwide2023,bystartingprice2,0001,8201,8201,7991,8001,6001,4001,2001,0008001,3671,2601,260956.96004002000SamsungGalaxyZFold5HuaweiMateX5GooglePixelFoldOPPOFindN3XiaomiMixFold3HonorMagicV2HonorMagicVs221Description:AsofNovember2023,theSamsungGalaxyZFold5andtheHuaweiMateX5werethemostexpensivefoldablesmartphonemodelsonthemarket,bothatastartingpriceof1,820U.S.dollars.TheGooglePixelFoldfollowedclosely,pricedataround1,800U.S.dollars.ReadmoreNote(s):Worldwide;asofNovember2023Source(s):OmdiaLeadingfoldablesmartphonesworldwideasofNovember2023,bydisplaysize(ininches)Leadingfoldablesmartphonemodelsworldwide2023,bydisplaysizeMaindisplay8.03Seconddisplay6.5697.927.927.857.88765432107.67.66.436.46.436.316.25.8GooglePixelFoldHonorMagicVs2SamsungGalaxyZFold5XiaomiMixFold3HuaweiMateX5OPPOFindN3HonorMagicV222Description:Theleadingfoldablesmartphonemodelshavedifferentmainandseconddisplaysizes.Forinstance,theXiaomiMixFold3hadthelargestmainandseconddisplaysamongthefoldableslisted,themainbeingovereightinches.Itsseconddisplaywas6.56-inchbig.ReadmoreNote(s):Worldwide;asofNovember2023Source(s):OmdiaLeadingfoldablesmartphonesworldwideasofNovember2023,bythickness(inmillimeters)Leadingfoldablesmartphonemodelsworldwide2023,bythicknessUnfoldedthicknessFoldedthickness16141210813.412.111.711.110.910.7106.15.85.865.35.35.14.75420HonorMagicVs2HonorMagicV2XiaomiMixFold3HuaweiMateX5OPPOFindN3GooglePixelFoldSamsungGalaxyZFold523Description:AmongthemostpopularfoldablesmartphonemodelsinNovember2023,theSamsungGalaxyZFold5wasthethickest,bothwhenfoldedandunfolded.Thehandsethadanunfoldedthicknessof5.8mmandafoldedthicknessof13.4mm.

ReadmoreNote(s):Worldwide;asofNovember2023Source(s):OmdiaLeadingfoldablesmartphonesworldwideasofNovember2023,bybatterycapacity(inmAh)Leadingfoldablesmartphonemodelsworldwide2023,bybatterycapacity6,0005,0005,0004,8214,8004,8004,8005,0004,0003,0002,0001,00004,400HonorMagicV2HonorMagicVs2GooglePixelFoldXiaomiMixFold3OPPOFindN3HuaweiMateX5SamsungGalaxyZFold524/statistics/1463593/foldable-smartphones-by-battery-worldwideAmongthemostpopularfoldablesmartphonesinNovember2023,theHonorMagicV2andHonorMagicVs2hadthehighestbatterycapacity,both5,000mAh.Bycontrast,theSamsungGalaxyZFold5recordedthelowestbatterycapacity,at4,400mAh.ReadmoreNote(s):Worldwide;asofNovember2023Source(s):OmdiaCHAPTER

05ConsumptionNumberofmobile(cellular)subscriptionsworldwidefrom1993to2023(inmillions)Numberofglobalmobilesubscriptions1993-202310,0009,0008,0007,0006,0005,0004,0003,0002,0001,0000199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202326Description:Asof2023,therewerealmost8.9billionmobilephonesubscriptionsworldwide,upfromaround8.6billionthepreviousyear.Thenumberofsubscriptionsexceededeightbillionforthefirsttimein2019.

ReadmoreNote(s):Worldwide;1993to2023Source(s):ITUNumberofsmartphoneusersworldwidefrom2014to2029(inmillions)Numberofsmartphoneusersworldwide2014-20297,0006,0005,0004,0003,0002,0001,0000201420152016201720182019202020212022202320242025202620272028202927Description:Theglobalnumberofsmartphoneusersinwasforecasttocontinuouslyincreasebetween2024and2029byintotal1.5billionusers(+30.6percent).Afterthefifteenthconsecutiveincreasingyear,thesmartphoneuserbaseisestimatedtoreach6.4billionusersandthereforeanewpeakin2029.Notably,thenumberofsmartphoneuserswascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2014to2029;allvaluesareestimatesSource(s):Penetrationrateofsmartphonesworldwidefrom2014to2029Penetrationrateofsmartphonesworldwide2014-20299079.1377.798070605040302010075.771.7867.5263.0255.2847.4840.9735.5930.52201926.41201822.78201719.82201617.11201514.342014202020212022202320242025202620272028202928Description:Theglobalsmartphonepenetrationinwasforecasttocontinuouslyincreasebetween2024and2029byintotal16.1percentagepoints.Afterthefifteenthconsecutiveincreasingyear,thepenetrationisestimatedtoreach79.13percentandthereforeanewpeakin2029.Notably,thesmartphonepenetrationofwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2014to2029;allvaluesareestimatesSource(s):Whatwouldmakeyoubuyafoldablephone?Reasonstobuyafoldablesmartphoneworldwide2023AfoldableiPhone3%Abetter-feelingscreen(i.e.likeglass)3%Bothwateranddustresistance3%Improvedcameras4%Aslimmerdesign5%Biggerbattery/fastercharging6%Acheaperprice38%I'vealreadygotafoldablephone8%Nodisplaycrease15%Amoredurablescreen15%30Description:Accordingtoasurveyconductedin2023,cheaperpriceswerethemainreasonwhyconsumerswouldbuyafoldablesmartphone.Furthermore,15percentofrespondentsstatedthatamoredurablescreenandnodisplaycreasewouldplayaroleinthechoiceofpurchasingsuchphones.ReadmoreNote(s):Worldwide;2023;813respondentsSource(s):AndroidAuthorityShareofsmartphoneuserswillingtopurchaseafoldablesmartphoneasnextdeviceintheU.S.,China,andSouthKoreain2023Smartphoneuserswillingtopurchaseafoldableworldwide2