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Counterpoint：预计 2026 年全球折叠屏手机市场同比增长 21%_我的网站

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一 | (ECNS) -- Major Chinese airlines, including Air China, China Eastern Airlines, China Southern Airlines and Sichuan Airlines, have introduced paid in-flight meal options on domestic routes, ranging from affordable snacks to premium platters costing several hundred yuan, as carriers seek to diversify their catering services. Economic analyst Pan Helin said the move is being driven by several factors. Paid meal services are already a well-established business model in other transport sectors, while offering passengers more choices can also help airlines increase brand exposure through social media. In addition, in-flight catering has long faced cost pressures, and paid services could help turn catering from a cost burden into a potential source of revenue. A survey showed that ticket prices account for 34% of passengers' decision-making when booking flights, while in-flight meals account for just 6%. However, passengers said they were willing to pay an average of $27 more for higher-quality meals, a finding Pan said reflects increasingly diverse passenger preferences. While budget-conscious travelers may be reluctant to pay extra for meals, others, including business travelers, content creators and social media users, may be willing to spend more for an enhanced dining experience, Pan noted. The China Air Transport Association has said that free economy-class meals will not be eliminated despite the expansion of paid options. However, Pan said some adjustments to complimentary meal services may be unavoidable from a business perspective. He suggested four measures to prevent excessive downgrading of free meals: establishing clear basic meal standards, improving cost transparency, introducing third-party catering companies into the supply chain, and clearly distinguishing between basic and premium meal services. Looking ahead, Pan said the future of paid in-flight meals lies not in luxury, but in offering trendy and visually appealing choices that cater to social media-savvy travelers. Airlines could also provide more diverse options, including vegetarian, low-calorie and liquid meals. He suggested that carriers could source local specialties from stopover airports or collaborate with lifestyle brands and intellectual properties on selected routes. Ultimately, paid in-flight meals should focus on meeting passengers' changing preferences rather than simply charging higher prices, Pan said. (By Tang Yuxian) 。 IT之家 7 月 21 日消息，根据 Counterpoint Research 今日最新发布的折叠屏智能手机市场预测报告，2026 年全球折叠屏智能手机出货量预计将实现 21% 的同比增长。这一市场扩张将在 2025 年的基础上持续推进，主要由高端横向折叠设备的稳定市场需求、头部手机厂商间的产品竞争加剧，以及苹果预计正式入局该品类等多重因素共同推动。 2026 年三星预计仍将保持在折叠屏手机市场的领先地位，但其市场份额将从 2025 年的 40% 下滑至 32%，竞争格局将迎来明显变化。

二 | 报告认为，随着苹果正式进入折叠屏赛道，华为将延续强势表现（尤其在中国市场），市场份额分布将出现较大调整：苹果预计在入局首年拿下 25% 的市场份额，华为将持有 24% 的份额，摩托罗拉、荣耀分别占据 8% 和 3% 的份额。报告还称，在苹果首款折叠屏产品正式面世之前，三星即将举办的 Galaxy Unpacked 活动将成为折叠屏市场的重要节点。预计三星将推出 Galaxy Z8 系列产品，包含 Galaxy Z Flip8、Galaxy Z Fold8 以及一款尺寸更大的折叠屏设备。其中全新的大尺寸横向折叠设计产品（IT之家注：此处预计是指“阔折叠”）将受到广泛关注，该产品有望带来实用性更强的外屏使用体验，同时为多任务操作、内容观看以及 AI 辅助生产力提供更大的内屏空间。

三 | 随着 AI 功能从基础的对话交互转向日常工作流场景，更大的屏幕正在成为智能手机的核心竞争力，文档总结、内容编辑、日程管理、跨应用信息流转等操作都能从更大的屏幕空间与更灵活的布局设计中获益。 Counterpoint Research 副总监 Liz Lee 表示，2026 年标志着折叠屏手机市场进入全新阶段，苹果入局有望全面提升消费者对折叠屏产品的认知度，同时抬高高端折叠屏的产品基准线。