Chinese smartphone makers once challenged Apple in foldable phones and satellite communication technology to differentiate themselves. However, with the further popularization of technology, even unique tri-fold phones struggle to make a splash in the market, and satellite phones have now fallen below 3000 yuan.

Before the launch of the tri-fold phone, scalpers had hyped the unique device to 300,000 yuan, causing a global sensation. However, after its launch, scalpers dumped their stocks within days, and some consumers are now selling them at retail price on the secondary market.

The rapid decline of the tri-fold phone reflects the limited demand for foldable devices. In 2023, global sales of foldable phones reached only 18 million units, accounting for less than 2% of total smartphone sales. This is despite being the fourth year of foldable phone development, indicating a lack of market acceptance.

The lack of market acceptance can be attributed to immature technology and incompatible apps. Foldable phones are also more cumbersome to use than conventional smartphones, contrary to the trend towards greater convenience. Compared to dual-fold phones, tri-fold models may not offer a better user experience and can even be damaged if folded incorrectly. Additionally, their higher prices limit demand.

Satellite phones represent another area of differentiation for Chinese smartphone makers. When Chinese brands first introduced satellite connectivity, it caused a global sensation due to the bulky nature of traditional satellite phones. Today's smartphones with direct satellite connectivity enhance functionality and demonstrate China's innovation prowess.

Now that most Chinese smartphones offer satellite connectivity, the technology has lost its novelty. Similar technologies have emerged overseas, further reducing its mystique. It has become difficult for Chinese brands to differentiate themselves solely through satellite communication.

Recently, a Chinese smartphone experienced a significant price drop, with the entry-level model now selling for 2988 yuan, below the 3000-yuan threshold. The democratization of satellite phones is inevitable. However, the phone maker faces a significant drawback: its processors lag behind competitors by several generations, making it difficult to justify a premium price.

Chinese smartphone brands once vowed to challenge the iPhone 16. However, since its launch, the iPhone 16 has seen long queues and hoarding in the domestic market, indicating strong consumer loyalty. Chinese brands' challenge to the iPhone 16 can be considered unsuccessful.

In response to Chinese innovations, Apple has also been quick to adapt. The iPhone 14 introduced satellite connectivity, showcasing Apple's ability to keep up with advanced technologies. However, Apple may consider curved and foldable screens immature and has refrained from adopting them. Sales figures suggest that foldable phones are unlikely to become mainstream, not because Apple cannot make them.

Ironically, it is another Chinese brand that poses a genuine challenge to Apple. This brand enjoys significant popularity overseas, recently ranking among the top five in Japan and outselling Apple globally. However, its success is based on cost-effectiveness rather than technological superiority.

Chinese smartphone brands still face a long road in their quest to challenge Apple. Previous attempts to differentiate through innovative technologies have failed to significantly impact Apple's position. Despite criticisms of Apple's lack of innovation in recent years, the company's A-series processors and unique iOS experience continue to give it a competitive edge, frustrating Chinese competitors.