202425_艾瑞咨询_2024年中国折叠屏手机市场消费洞察报告(32页).pdf
2024 iResearch Inc.2024 2 CONTENTS01 02 03 04 3014 2024.2 iResearch I 2018 2021$600 390372296304293 293 307 322-15.4%-4.6%-20.4%2.7%-3.5%0.0%4.5%4.9%2018 2019 2020 2021 2022 2023 2024e 2025e2018 2025%62637279887.8%1.1%13.7%9.7%12.0%2021 2022 2023 2024e 2025e2020-2025$600%5 2024.2 iResearch I 2021 2025$600 1.2 1.4 3.6 6.1 10.7 17.6 18.8%154.4%69.1%74.5%64.7%2020 2021 2022 2023 2024e 2025e%2020 2025 2%6%9%14%20%2021 2022 2023 2024e 2025e%2024-2025 2025 20%6 2024.2 iResearch I 2019 2 2019 2023 2019.2 2019.8 2020.2 2020.8 2021.2 2021.8 2022.2 2022.8 2023.2 2023.8Mate X Mate Xs Mate Xs2 V Purse Mate X2 Mate X3 Mate X5 GalaxyZ FoldGalaxyZ Fold2GalaxyZ Fold3GalaxyZ Fold4GalaxyZ Fold5 MIX FoldMIX Fold2MIX Fold3 Find N Find N2 Find N3OPPOMagic V Magic VsMagicV2Magic Vs2 Find N2 FlipFind N3 FlipOPPOP50 Pocket Pocket S X Flipvivo2023.10GalaxyZ FlipGalaxyZ Flip3GalaxyZ Flip4GalaxyZ Flip5 GalaxyZ Flip 5GX Fold X Fold2vivoX Fold+7 2024.2 iResearch I Mate Xs 2 V Purse Mate X Mate Xs GalaxyZ Flip5OPPO Find N3 Flip Pocket S P50 Pocketvivo X Fold2 GalaxyZ Fold5 Mate X5 Mate X3 Mate X2OPPO Find N3vivo X FlipOPPO Find N2 Flip8029 2024.2 iResearch I 2023 65%UserTracker 0.0%2023*50.3%OPPO 15.4%14.5%vivo 11.3%4.5%4.0%0.0%65.6%31.0%3.4%2023 10 2024.2 iResearch I 2023 7,332 23 15000 7000 12,999 10,249 vivo 7,499 OPPO 8,399 8,999 200 10 50 100 11 2024.2 iResearch I OPPO OPPO 2023 TOP5 TOP5 OPPO Mate X5 Mate X3 Pocket S 2023 TOP3 OPPO Find N2 Flip Magic V2 Mate X5 Mate X5 Mate X3 Pocket SFind N2 FlipMagic V212 2024.2 iResearch I Storage IPX8 13 2024.2 iResearch I 2019 2019 03 2019 11 2.0 2020 12 2022 11 OPPO vivo 2019 2023 03 2023 08 HDC 13/2022 8 OPPO vivo ITGSA 2018 OPPO vivo 3 140315 2024.2 iResearch I 2022 9%18-29 40 N=1320 2024 1-(%)2022 18-29 30.6%30-39 26.4%40 43.1%2023 2022-2023 53.3%46.7%44.3%55.7%2022 2023 16 2024.2 iResearch I 5k-15k 2022 N=1320 2024 1-(%)2022 2023 2023 40.1%63.0%20222023+%2022-2023+5k 5K-7k 7k-10k 10k-15k 15k-20k 20k 12.6%22.6%21.6%19.4%10.9%13.0%2022-2023 125741272120222023 36.3%26.7%18.9%18.2%17 2024.2 iResearch I 49%41%40%38%37%33%32%23%52%43%40%40%38%32%32%23%46%40%41%35%35%35%32%24%APP N=1320 2024 1-/18 2024.2 iResearch I N=1247 2024 1-31.3%22.9%26.1%21.8%19.0%12.6%12.2%24.5%23.7%23.3%51.7%48.6%45.0%41.5%39.0%37.1%49.3%38.3%43.7%19 2024.2 iResearch I/65.6%*TOP565.6%64.8%64.0%63.9%61.2%58.8%vivo OPPO TOP5 5:5-N=660-N=585 2024 1-26%18%14%12%13%/59.4%47.3%44.9%41.4%40.0%20 2024.2 iResearch I N=845 2024 1-19.2%17.1%17.1%14.4%22.2%19.9%13.5%20.2%16.2%11.2%16.9%16.5%21.5%12.6%16.7%7.6%0.2%14.0%/34.5%29.8%27.9%27.7%22.9%24.9%APP 40.5%48.5%31.4%32.3%49.4%21 2024.2 iResearch I49.6%50.4%77.0%23.0%62.4%37.6%69.9%30.1%58.0%42.0%68.8%31.2%TOP5 26.5%16.6%12.8%12.5%9.2%62.2%37.8%TOP517.8%82.2%35.5%64.5%92.6%7.4%93.5%1+TOP145.3%TOP219.3%32.2%19.0%14.4%13.7%8.1%1-N=1320-N=1661 2024 1-22 2024.2 iResearch I N=1680 2024 1-56.1%50.1%44.6%40.2%35.4%27.5%24.8%17.1%/1 2 34 5 6 78 25%45%65%OPPOvivo23 2024.2 iResearch I 41.5%31.7%N=1680 2023 10-81.3%72.5%52.9%46.7%45.1%43.5%22.9%6.0%OPPO vivo 41.5%31.7%6.6%6.5%6.5%4.4%2.7%0.1%OPPO vivo 24 2024.2 iResearch I N=360 2024 1-53.8%42.9%3.3%96.7%56.7%13.8%10.0%7.1%6.3%6.3%OPPOvivo 25 2024.2 iResearch I 2024.2 iResearch I N=318 2024 1-N=234 2024 1-19.2%13.7%42.9%35.4%33.5%24.1%23.1%17.5%17.5%16.5%13.7%13.2%9.0%41.7%37.2%30.8%26.3%24.4%21.8%19.2%17.9%14.7%10.9%/26 2024.2 iResearch I N=1320 2024 1-64%96%TOP3 TOP3 28%21%19%PC APP 30%28%27%27 0428 2024.2 iResearch I 53.8%42.9%3.3%2018-2023-5.56%N=323 N=360 2024 1-37.7%25.6%22.8%96.7%29 2024.2 iResearch I 2016-2020 2019 2020-2023 2023 20162020 2023 2016 2018 11 Infinity Flex Display 2019 Mate X Galaxy Z Fold 2022 4 Mate Xs 2 255g 2022 8 MIX Fold2 262g 55g 2023 3 Mate X3 239g 2023 9 Mate X5 APP 30BUSINESS COOPERATION 400-026-31LEGAL STATEMENT THANKS