Name: 為什麼三星、谷歌和蘋果都在投資摺疊式智能手機？ (Why Samsung, Google And Possibly Apple Are Investing In Folding Smartphones)
Uploaded: 2025-08-20T05:51:17.000Z
Duration: 10 min 15 s

過去完成式

When Samsung released its latest folding phone, the Galaxy Z Fold 7 in July, some said the era of the folding smartphone had arrived.

今年 7 月，當三星發佈最新款摺疊手機 Galaxy Z Fold 7 時，有人說摺疊智能手機的時代已經到來。

程度副詞

If you are in the market for a foldable, this is a really, really good buy.

如果您想購買一款可摺疊手機，這款手機真的非常非常值得購買。

情態副詞

You guys know I'm an Apple girly, but this phone is literally making me so excited to learn new things and go into a whole nother world.

你們知道我是個蘋果迷，但這款手機真的讓我非常興奮，我想學習新東西，進入另一個全新的世界。

We just had our launch of our Galaxy Fold 7 and Galaxy Flip 7, and the demand has been incredible.

我們剛剛推出了 Galaxy Fold 7 和 Galaxy Flip 7，需求量大得驚人。

We broke pre-order records with our Fold device, for example.

例如，我們的 Fold 設備打破了預購記錄。

And I think it's really showing that consumers are gravitating towards that foldable form factor.

我認為，這確實表明消費者正在傾向於可摺疊的外形設計。

We've built in more and more innovation to where these are now mainstream devices that consumers are opting for over traditional bar-type phones.

我們已經融入了越來越多的創新，現在這些設備已經成為主流，消費者會選擇它們而不是傳統的條形手機。

This next generation of folding phones entered the market in 2018 with the release of the Royal FlexPai, followed in 2019 by Samsung Galaxy Fold, Google followed with the Pixel Fold, Motorola revived the Razr, Chinese brands like Huawei and Xiaomi pushed designs to be thinner and lighter.

2018 年，隨著皇家 FlexPai 的發佈，這種新一代摺疊手機進入市場，2019 年，三星 Galaxy Fold 問世，谷歌緊隨其後推出了 Pixel Fold，摩托羅拉復興了 Razr，華為和小米等中國品牌則力推更薄、更輕的設計。

Even Nokia has re-entered the flip phone space, adding modern features like apps.

就連諾基亞也重新進入翻蓋手機領域，增加了應用程序等現代功能。

Now Apple is reportedly expected to join the foldable race in 2026.

據報道，蘋果公司有望在 2026 年加入可摺疊技術的競爭行列。

This is not a new idea that Apple might do it, but it seems like they're closer than ever to actually making it happen.

蘋果公司可能會這樣做，這並不是什麼新想法，但他們似乎比以往任何時候都更接近於真正實現它。

The plan is for them to do this in fall of 2026 and have their answer to it.

計劃讓他們在 2026 年秋季完成這項工作，並對此做出答覆。

But even with more brands in the game, foldables are still far from mainstream.

但是，即使有更多的品牌加入，可摺疊設備仍遠未成為主流。

At the moment, there's very little reasons for most people to replace their phones.

目前，大多數人幾乎沒有理由更換手機。

So the reason to upgrade, it needs to be something that is really different from what we have today in our pockets.

是以，升級的理由必須是與我們現在口袋裡的東西真正不同的東西。

And that's where the foldables can become the proposition for end users to upgrade.

而這正是可摺疊設備吸引終端用戶升級的原因所在。

So why are tech companies doubling down and why might Apple make its move now?

那麼，為什麼科技公司要加倍努力，為什麼蘋果公司現在要採取行動呢？

In the early 2000s, flip phones were the phones to have.

本世紀初，翻蓋手機是最流行的手機。

Then the BlackBerry arrived, and in 2007, the iPhone redefined the smartphone.

隨後，黑莓手機問世，2007 年，iPhone 重新定義了智能手機。

How are we gonna take this to a mobile device?

我們該如何將其應用到移動設備上？

Well, what we're gonna do is get rid of all these buttons and just make a giant screen, a giant screen that looks like a phone.      A giant screen.

我們要做的就是去掉所有這些按鈕 然後做一個巨型螢幕 一個看起來像手機的巨型螢幕      一個巨大的螢幕

That really was the modern take on the smartphones.

You know, the full touchscreen, no physical buttons or no physical keyboard.

你知道，全觸摸屏、無實體按鍵或無實體鍵盤。

And it took several years for competitors to really catch up to what the iPhone was doing.

競爭對手花了幾年時間才真正趕上 iPhone 的步伐。

Google, of course, put out Android a couple years later, but it wasn't until three or four years after the original iPhone launch that you could kind of say Android and other devices were on par with what Apple was offering with the iPhone.

當然，谷歌在幾年後推出了安卓系統，但直到最初的 iPhone 發佈三四年後，你才能說安卓和其他設備與蘋果的 iPhone 不相上下。

It was a breakthrough, but durability was a problem.

這是一個突破，但耐用性是個問題。

It was not as durable as it is now from a screen perspective.

從螢幕的角度來看，它並不像現在這樣耐用。

The other one was the design of the actual, at the crease of the hinge itself, allowed for some debris and dust to go under the screen, which impacted durability.

另一個問題是，鉸鏈本身的摺痕設計會讓一些碎屑和灰塵進入螢幕下方，從而影響耐用性。

But, you know, as a first of its kind, I think it's one of those things that it's just TV problems.

但是，你知道，作為同類產品中的第一個，我認為這只是電視問題之一。

Early on with any new innovation, there's naturally trade-offs where there's this great new innovation, but you might be foregoing other things along the way.

在任何新創新的初期，都會自然而然地進行權衡，雖然有了這項偉大的新創新，但你可能會放棄其他東西。

And I think this year in particular, we've really overcome all of those barriers.

我認為，特別是今年，我們確實克服了所有這些障礙。

So that's close to the thickness of just one of our standard flagship phones.

是以，這接近於我們一款標準旗艦手機的厚度。

And it unfolds into a large-format experience.

而且，它還能展開成大畫幅的體驗。

In the past, people said that they'd like to see more flagship-size battery life, for example.

例如，過去人們說他們希望看到更多旗艦級電池續航時間。

And this year, we increased the battery life so it's on par with any of our flagships in terms of battery life.

今年，我們增加了電池續航時間，是以在電池續航時間方面，它可以與我們的任何旗艦產品相媲美。

Today in the U.S., there are roughly eight to 10 current models available, including devices from Samsung, Motorola, Google, and OnePlus.

如今在美國，大約有 8 到 10 種現有型號可供選擇，包括三星、摩托羅拉、谷歌和 OnePlus 的設備。

And Google just released a teaser of its latest Pixel 10 Pro Fold.

谷歌剛剛發佈了最新的 Pixel 10 Pro 摺疊式預告。

But they still make up less than 2% of global smartphone shipments in 2024.

但到 2024 年，它們在全球智能手機出貨量中所佔的比例仍不到 2%。

Many models cost between $1,500 and $2,000.

許多型號的價格在 1,500 美元到 2,000 美元之間。

The price is at the high end of the smartphone market and creates a niche market in terms of volume.

其價格在智能手機市場中處於高端，在銷量上形成了一個利基市場。

Now, what can change that, I don't think there's been that much progress made on that front to make it mass market yet, but what you do need to happen is prices need to come down over time.

現在，能夠改變這種狀況的是，我認為在使其大眾化方面還沒有取得那麼大的進展，但你需要做的是，隨著時間的推移，價格需要下降。

Apple's debut is reportedly set for 2026.

據報道，蘋果公司將於 2026 年首次亮相。

A very, very thin smartphone now with today's technology.

在當今技術條件下，這是一款非常非常輕薄的智能手機。

And if the foldable devices get better, they can make the screens bigger on the front.

如果可摺疊設備發展得更好，它們就可以把正面的螢幕做得更大。

So a lot of more pieces are in place right now if Apple wanted to do it.

是以，如果蘋果公司想這樣做，現在已經有了更多的條件。

It's never been about trying to be the first to market.

我們從來都不是為了搶佔市場先機。

It's being about watchful, seeing a technology mature, knowing that there are no big roadblocks to that technology adoption, and then sort of moving ahead and creating a differentiation more on the user experience.

這是一種觀察，看到技術成熟，知道技術應用沒有大的障礙，然後繼續前進，在用戶體驗上創造差異化。

And that's what Apple is really focused on doing is, as we talked about, the technology hurdles that were seen initially both on the user experience side as well as the longevity of the device.

而這正是蘋果公司真正專注於做的事情，正如我們所談到的，無論是在用戶體驗方面，還是在設備的使用壽命方面，蘋果公司最初都看到了技術上的障礙。

The Apple device could be a book-style iPhone with a 7.8-inch crease-inner display and a reinforced hinge, all aimed at improving durability and usability, according to a TF International analyst, Ming-Chi Kuo.

據 TF International 分析師郭明池（Ming-Chi Kuo）稱，蘋果設備可能是一款書本式 iPhone，配備 7.8 英寸摺痕內嵌顯示屏和強化鉸鏈，所有這些都旨在提高耐用性和可用性。

Entering now, I think, is a function of the improvements and the durability.

我認為，現在進入是改進和耐用性的作用。

There's been a lot of compromise for the thickness, the durability, and the camera specs and so forth.

在厚度、耐用性和攝像頭規格等方面，我們做了很多妥協。

And Samsung, I think, finally, with the 7th, which just launched last month in July, has finally reduced the compromise.

而三星，我認為，上個月剛剛在 7 月份推出的 7th 終於減少了妥協。

One of the challenges you had in the early days is you would buy a foldable phone and it would last you probably only one or two years.

早期的挑戰之一是，你買了一部可摺疊手機，它可能只能用一兩年。

I think even if you go today and look at what the general perception is of the foldable devices, they're expected that if you buy one today, you're probably going to use it for three, four years because there's a certain amount of folds that these screens can take.

我認為，即使你今天去看看人們對可摺疊設備的普遍看法，他們也會認為，如果你今天買了一臺可摺疊設備，你可能會用上三、四年，因為這些螢幕可以承受一定程度的摺疊。

If Apple can solve for both durability and usability, it could help expand foldables beyond a niche luxury and into the mainstream.

如果蘋果公司能同時解決耐用性和可用性問題，就能幫助可摺疊產品超越小眾奢侈品的範疇，成為主流產品。

Samsung and Huawei have been the global leaders in folding smartphones the past few years, but it's expected that Apple could quickly take a large market share with the release of its folding phone.

過去幾年，三星和華為一直是全球摺疊式智能手機的領軍者，但預計蘋果發佈摺疊式手機後，將迅速佔據大量市場份額。

蘋果公司拒絕了我們的置評請求。

Samsung and Google pitch foldables as AI-first devices.

三星和谷歌將可摺疊設備定位為人工智能優先設備。

Large screens allow for better multitasking, more immersive tools, and easier content creation.

大屏幕可以更好地進行多任務處理，提供更多身臨其境的工具，也更容易創建內容。

I do think that AI and the foldable form factor really go well together.

我認為，人工智能和可摺疊外形尺寸確實非常搭配。

AI is taking away some of the friction that we feel using a phone.

人工智能正在消除我們使用手機時的一些摩擦。

And so having that larger screen is going to help us bring to life more use cases that are linked to getting work done.

是以，擁有更大的螢幕將幫助我們實現更多與完成工作相關的用例。

Whatever work that is, it could be productivity, but it's also a lot of creativity.

不管是什麼工作，它可能是生產力，但也是大量的創造力。

The AI use cases are tailored for each of the unique form factors.

人工智能用例是為每種獨特的外形因素量身定製的。

So on fold, for example, we are opening to large format display through our partnership with Google and Circle to Search.

例如，在摺疊方面，通過與谷歌和 Circle to Search 的合作，我們正在向大幅面顯示屏開放。

That brought to the large screen format where you can continue to see the screen that you've circled and get the information to the side of that.

這就帶來了大屏幕格式，你可以繼續看到你圈出的螢幕，並獲得螢幕邊上的資訊。

So you can have a more productive experience going back and forth between what you're looking at and engaging with the information.

這樣，您就可以在所查看的內容和資訊之間來回切換，獲得更有成效的體驗。

Higher prices than standard iPhones, complex engineering, and the perception that foldables are still for a niche audience.

與標準 iPhone 相比，可摺疊手機的價格更高，工程設計複雜，而且人們認為可摺疊手機仍是小眾產品。

Adoption is higher in markets like China and South Korea, where they're far more common than in the U.S.

中國和韓國等市場的採用率更高，比美國普遍得多。

If you look at the market today, it's about 19, 20 million units annually, has been roughly at that for the last couple of years.

縱觀當今市場，每年約有 1900 萬至 2000 萬輛，過去幾年也大致如此。

And keep in mind, this is a 1 billion plus sort of smartphone market.

請記住，這是一個十億以上的智能手機市場。

So it's pretty niche part of the smartphone market and a niche part even of the premium smartphone market itself.

是以，它是智能手機市場中相當小眾的一部分，甚至是高端智能手機市場本身的一個小眾部分。

It's a niche market that's stabilizing, that's improving in the quality of the phones.

這個利基市場正在趨於穩定，手機品質也在不斷提高。

But I've always said, the team and I have always discussed, like the foldable form factor is inevitable, we think longer term.

但我一直在說，我和團隊一直在討論，可摺疊外形是不可避免的，我們考慮得更長遠。

It's just the price premium needs to be in the 10 to 20% range relative to a normal phone.

只是相對於普通手機而言，價格溢價需要在 10% 到 20% 之間。

And there's been a really large price premium and a lot of compromise on functionality.

而且，價格溢價確實很大，功能性也大打折扣。

So we're getting rid of the compromise on functionality.

是以，我們在功能上不再妥協。

It's just what's the premium the market's willing to pay to essentially turn an iPhone 16 Pro Max into an iPad mini.

只是市場願意支付多少溢價，才能把 iPhone 16 Pro Max 變成 iPad mini。

But Samsung says prices are starting to come down with models like the Flip 7 FE, launching under $1,000 and expects that trend to continue as the technology matures.

但三星表示，隨著 Flip 7 FE 等型號的推出，價格已開始下降，低於 1,000 美元，預計隨著技術的成熟，這一趨勢將持續下去。

Flip FE launched with Flip and Fold 7 and it's actually at a price point under $1,000.

Flip FE 與 Flip and Fold 7 一起推出，它的價位實際上低於 1,000 美元。

So you're already starting to see that curve come down in terms of what a more accessible price point for foldable looks like.

是以，你已經開始看到可摺疊汽車的價格曲線正在下降。

And I think, again, over time as the technology matures, you'll certainly see more of that.

我認為，隨著時間的推移，隨著技術的成熟，這種情況肯定會越來越多。

If Apple can turn foldables into a mass market product, it could reshape the smartphone industry.

如果蘋果公司能將可摺疊產品打入大眾市場，它將重塑智能手機行業的格局。

Well, on paper, foldable phones sound great, right?

從紙面上看，可摺疊手機聽起來不錯，對嗎？

The idea that instead of going out there and buying a tablet for $500 to $1,000 and then another $1,000 phone, you can just have one device that does it all.

我們的想法是，與其花 500 到 1000 美元買一臺平板電腦，再花 1000 美元買一部手機，不如用一臺設備就能搞定一切。

It's a phone when you need it to be, then you can unpack it to watch a movie or unfold it to do more work or things like that.

當你需要它的時候，它就是一部手機，然後你可以打開它看電影，或者展開它做更多的工作或類似的事情。

So just the idea of having one hybrid device instead of carrying two around, that's the pitch right there.

是以，擁有一臺混合設備而不用攜帶兩臺設備，這就是它的優勢所在。