拆解華為新三摺疊機核心供應商，前期備貨量40-60萬台
時隔近一年，華為全新三摺疊Mate XTs非凡大師於9月4日正式亮相，起售價17999，相比前代價格降低了2000元。標誌着摺疊機從"高端嚐鮮"向"大眾主力"機型轉折。該機目前已開啟預定，9月12日正式開售。
值得一提的是，繼去年發佈全球首款商用三摺疊手機之後，華為至今仍是業界唯一實現三摺疊手機量產與迭代的品牌。鉸鏈系統、屏幕、結構件技術，是華為三摺疊手機得以實現規模化量產的三大核心領域。餘承東在發佈會上也表示，這些技術是確保華為三摺疊屏手機的安全性和耐用性關鍵所在。相關產業鏈公司也因此備受市場關注。
鉸鏈方面，華為採用了全新天工鉸鏈系統，該鉸鏈採用雙軌聯動結構，集成內嵌一體連桿和嵌入式滑動弧臂設計，使外折轉軸厚度較單側摺疊機減少23%，內折轉軸厚度減少16%。
根據產業鏈消息，新機鉸鏈價值量依然在1000元左右，供應商主要是科森科技、精研科技、宜安科技等。
結構件方面，採用創新的金屬中框輕薄化設計，首發eSIM功能，省去物理SIM卡槽。手機展開狀態下厚度僅3.6mm，比7月份發佈的三星雙摺疊屏Galaxy Z Fold 7薄15%。摺疊後厚度12.8mm，整機重量298g，比Galaxy Z Fold 7重83g。
據產業鏈消息，華為Mate XTs金屬中框的供應商為瑞聲科技，該公司同時也是揚聲器、馬達器件供應商。新機中框價值量也基本和上一代持平，在800-1000之間。其它結構件供應商包括大富科技、和勝股份等。
屏幕方面，新機搭載業界最大摺疊屏。屏幕採用30μm超薄UTG玻璃，結合非牛頓流體材料，抗衝擊能力提升30%。該材料在受到衝擊時瞬間硬化，日常使用保持柔性特性，有效解決摺疊屏耐撞性問題。
顯示屏供應商為京東方A、維信諾等，而UTG柔性玻璃來自凱盛科技、長信科技等，由於材料升級，單機價值量有所提升。
9月5日，華為官方商城Mate XTs從開始預售後不到半小時，頁面已顯示"缺貨"，可見其火爆程度。備貨量方面，綜合券商研報和產業鏈消息，華為Mate XTs的前期備貨量在40-60萬台區間。
從摺疊屏手機出貨量來看，據IDC數據，2025年上半年，中國摺疊屏手機市場出貨量達到498萬台，同比增長12.6%。而華為出貨量達到了374萬台，佔75%的市場份額，創下歷史新高，成為首個摺疊屏手機累計出貨量突破1000萬台的中國品牌。
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