Innovation in the foldable smartphone space, in particular, is not just about adding functionalities. It is also about defining new design principles. Recent analysis reveals that Apple’s purported entry into the foldable smartphone market is expected to sprout from the less-trodden path and potentially hinge on a design approach, similar to Huawei’s Mate Xs 2, that deviates markedly from the two signature Samsung routes represented by the Galaxy Z Fold 5 and Galaxy Z Flip 5.
An investor note from Haitong International analyst Jeff Pu is currently making the rounds of the tech world, which says that the new model will have a ‘wrap-around, foldable design’. It’s very much in the spirit of the current design ethos of the Huawei Mate Xs 2. It signals a dramatic shift away from the current market leaders. What does this mean, and why might Huawei’s design be worth tending?
Courtesy HuaweiThe Huawei Mate Xs 2 is a triumph of radicalism, and it’s all down to a simple choice: where the rest of the market has embraced two-screen designs, Huawei has opted for a single, large foldable display. Unlike the secreted inner screens of the rest, the Mate Xs 2’s wraps around the outside for a smooth transition from pocket superphone to tablet without a second screen.
There are potential advantages to this being in sync with Huawei’s design philosophy. For one thing, it might eliminate the need for other components in the display. The device could become thinner – always a plus with Apple’s design-conscious audience. It might also allow for a redesign of the space that’s available within the device, perhaps allowing for bigger batteries or other enhancements.
But folding out an exposed screen that can be damaged (as with Huawei’s model), brings up questions about durability and protection, suggesting that innovation and practicality do not always mix.
Despite all that hype, reality will require a certain amount of patience from us. Pundits expect Apple’s foldie vision to be revealed around 2026 – in line with wider industry trends of painstakingly slow innovation. This gives Apple plenty of years to hone and even potentially reinvent the foldable phone category, setting it ahead of rivals once again.
Meanwhile, even as the rest of the tech sector stumbles onto this next great fold, Apple will carry on with its ecosystem as it introduces iOS 18 and Apple Intelligence at WWDC 2024. A foldable iPhone will be greeted in an Apple ecosystem that is already rich in hardware and software solutions.
The debate around whether Apple would embrace Huawei’s foldable design philosophy is part of a bigger conversation about innovation, market trends and the future of smartphone design. While the trajectory toward a foldable iPhone remains a mystery, the entire experience has far larger implications than the next big iPhone. Creating a new archetype might influence other manufacturers about the viability of foldable displays, and it will raise consumer expectations for the next generation of smartphones.
Right at the centre of this controversy is Huawei, a company that has continued to push the envelope in what smartphones are capable of, despite facing seemingly insurmountable odds. And it is Huawei that has been the key enabler of foldable phones, pioneering the category while focusing on ultimately providing the best user experiences possible. It has set an example for other companies such as Apple to follow. This spirit of innovation that we see exemplified by the Mate Xs 2 encourages all of us in the wider tech industry to forge ahead, towards a future that is much more diverse and dynamic.
Up to now, all signs suggest that the overall arc of the foldable timeline echoes the same trajectory of design evolution that we saw play out with the first smartphones. Whether the shape of Apple’s next foldable iPhone turns out to be more Huawei or Huawei becomes more Apple, the next generation of bendy phones will afford us a new kind of relationship with our devices.
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