今年轻薄款、明年折叠机，苹果酝酿iPhone机型大变革

Core Insights - Apple is planning to launch a 5.5mm ultra-thin iPhone later this year and a foldable iPhone in 2026, aiming to rejuvenate stagnant iPhone sales which account for over half of the company's revenue [1][6] - The new ultra-thin iPhone will be the thinnest model ever produced by Apple, but it will face challenges such as reduced battery life and fewer speakers and camera lenses [2][3] - Apple is adjusting its iPhone release schedule, prioritizing high-end models in 2026 and delaying the release of the base model to 2027 to enhance sales and production efficiency [4][5] Group 1 - The upcoming 5.5mm iPhone will be the thinnest smartphone in Apple's history and among the thinnest in the market, aimed at encouraging consumers to upgrade more frequently [2] - The ultra-thin design will result in compromises, including a single speaker and a reduction to one rear camera lens, leading to decreased battery performance [2][3] - Apple is developing a battery case accessory to improve the battery life of the ultra-thin iPhone, as internal tests show only 60% to 70% of users can last a full day without charging [2] Group 2 - The first foldable iPhone is set to launch in 2026, featuring a book-style fold with an 8-inch display when opened and a 5.7-inch external screen [4] - The release schedule adjustment will see high-end models like the iPhone 18 Pro and potential foldable iPhone launched in fall 2026, while the base model will be delayed until spring 2027 [4][5] - This staggered release strategy aims to alleviate production pressures and better manage manufacturing resources throughout the year [5] Group 3 - The demand for iPhones has slowed over the past two years, with a reported decline of over 2% in iPhone sales for fiscal year 2023 [6] - By delaying the release of the base model and prioritizing high-end models, Apple aims to stimulate overall sales growth [6] - The design of the 2026 iPhone will feature a full-screen display by moving Face ID and sensors under the screen, eliminating the current "pill" cutout [6]