20周年纪念版iPhone将“大改款”

Core Insights - Apple is developing two special edition iPhones for its 20th anniversary, set to launch in September 2027, including a foldable model and a glass-centric Pro version [1][2] Group 1: Product Development - The first foldable iPhone is reportedly in trial production and expected to enter mass production in the second half of 2026, potentially launching alongside the iPhone 18 series [1] - The 20th anniversary foldable iPhone will feature a 7.76-inch main display with a resolution of 2713×1920 and will debut Apple's under-display camera technology, achieving a "true full-screen" design [1] - The second special edition model may utilize a Unibody design with a seamless integration of the frame and back shell, potentially incorporating pressure-sensitive touch controls for enhanced user interaction [2] Group 2: Market Impact - Apple's entry into the foldable smartphone market could reshape the competitive landscape, with IDC projecting global foldable phone shipments to reach 25 million units in 2024, dominated by Samsung, Huawei, and Honor [2] - Analysts have differing views on the release timeline for the foldable iPhone, with predictions ranging from 2024 to 2027, indicating a cautious approach by Apple compared to competitors [2] Group 3: Supply Chain and Pricing - Apple is planning to shift most iPhone production to India by the end of 2026, which may face challenges due to complex new components and production technologies required for the anniversary models [3] - The anticipated starting price for the 20th anniversary iPhone could exceed $2000, representing a more than 60% premium over the iPhone 16 Pro Max, making it the most expensive iPhone to date [3][4] - Morgan Stanley estimates that Apple could face an additional $33 billion in annual tariff costs if no mitigation measures are taken, which may lead to price increases across its product range [4]