Three fold screen mobile phone competition reveals deep logic of technological innovation
2025-09-15
When Samsung recently revealed at the Berlin Consumer Electronics Show (IFA 2025) that its first three fold screen phone has entered the "final stage" of development, the technology industry keenly sensed that this foldable screen competition has entered a new stage. However, in sharp contrast to Samsung's new products that have not yet been mass-produced, Huawei not only turned the concept of a three fold phone into reality a year ago, but also made a key leap from "form innovation" to "ecological breakthrough" with the release of the Mate XTs Extraordinary Master on September 4th. Behind this seemingly ordinary technological competition, it actually reveals the deep logic of technological innovation in the global consumer electronics industry - true leadership lies not only in breaking through the boundaries of physical forms, but also in building a technological ecosystem that is difficult to replicate. The innovation of foldable screen smartphones has never been a single technological breakthrough, but a systematic "handheld super engineering" that integrates multiple technologies such as materials science, structural engineering, and precision manufacturing. Some in the industry believe that Huawei's ability to maintain a leading position in the three fold track is due to the multiple barriers it has built in its core technology field. In terms of material innovation, Huawei's use of ultra-thin flexible glass combined with non Newtonian fluid materials has achieved an improvement of over 30% in impact resistance. This material philosophy of "using softness to overcome hardness" enables mobile phones to maintain the screen's lightness and transparency in daily use, while quickly absorbing energy in the face of impact, solving the long-standing durability pain point of foldable screens. And what supports the implementation of this material innovation is Huawei's long-term deep cultivation in the field of structural engineering - the Tiangong hinge system, which took five years to develop. Through the dual track linkage design of inner and outer folds, it not only achieves the ultimate thinness of the body, but also improves the impact resistance of the shaft area by more than 35% through the eight fold buffer structure. This structural innovation is not simply mechanical design, but a system optimization based on a large amount of human factors engineering research. Behind every opening and closing experience, there is precise control of hundreds of parameters such as material fatigue and stress distribution. If technological breakthroughs cannot be transformed into large-scale production, it will still be a mirage, and mass production capability is another core advantage of Huawei's technological innovation. Huawei uses aerospace grade special steel to create hinge arc walls and achieves large-scale production through ultra precision assembly technology, which has led to the cumulative sales of its three foldable phones reaching nearly 500000 units. This kind of technological transformation ability from laboratory to production line is precisely the key support for Huawei to continue leading. While most manufacturers are still struggling with how to keep foldable screens alive, Huawei has truly made three fold phones "usable" through collaborative innovation in materials, structure, and manufacturing. More importantly, while most manufacturers are still focused on optimizing the hardware parameters of foldable screens, Huawei has taken the lead in expanding its innovation dimension to the ecosystem level. The Mate XTs extraordinary master equipped with HarmonyOS 5.1 introduces PC applications and PC level interactive experience to mobile phones for the first time, turning the formula of "foldable screen=phone+tablet+PC" into reality. In the mobile office scenario, the PC version of WPS supports multiple document processing and editing functions; In the financial management scenario, the PC version of Wind financial terminal and Oriental Wealth are compatible with three fold large screens, supporting professional functions; In professional drawing scenarios, the PC version of Wanxing Diagram and Wanxing Brain Map present clear logic and creative expression at a glance... There is also a new experience of watching movies on a large screen, where you can browse and read comments while immersing yourself in watching movies anytime, anywhere. This kind of scene reconstruction capability is the core manifestation of ecological innovation surpassing hardware stacking, and the distributed capability of HarmonyOS provides a solid technical foundation for it. The value of ecological innovation has been fully confirmed in market data. Huawei's Executive Director and Chairman of Terminal BG, Yu Chengdong, revealed during the release of the Mate XTs Extraordinary Master that the number of terminal devices equipped with HarmonyOS 5 has exceeded 14 million, just 10 days after the last data release of 12 million. The IDC report also shows that in the first half of 2025, Huawei will lead the Chinese foldable screen market with 75% market share, and the cumulative shipment of foldable screen phones will exceed 10 million units, becoming the first brand in China to reach this level. More noteworthy is the cumulative sales of nearly 500000 units of its foldable phones, which proves that this high-end innovation has gained market recognition. Huawei transforms its technological advantages into intergenerational differences in user experience through ecological innovation, and this innovative path of "soft hard collaboration" is the fundamental reason why it can "race against itself". The competitive landscape of the three fold screen track actually outlines the deep coordinate system of technological innovation in the global consumer electronics industry: one axis is Huawei's long-term investment of "grinding one hinge in five years", and the other axis is the growth rate of HarmonyOS ecosystem's "adding 2 million devices in 10 days". This "depth+breadth" innovation model provides valuable insights for the industry: the true technological barrier does not lie in a single point breakthrough, but in forming a mutually supportive innovation network that combines technological innovation, structural breakthroughs, manufacturing upgrades, and ecological construction. Samsung's upcoming triple fold new product may bring new technological variables, but Huawei has redefined the dimension of competition through continuous innovation. It also proves that when enterprises anchor technological innovation to the essence of user needs, they can continue to achieve ecological expansion from "1 to N" after the breakthrough from "0 to 1", ultimately promoting the entire industry to mature and prosper. (New Society)
Edit:Momo Responsible editor:Chen zhaozhao
Source:Economic Information Daily
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