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折叠屏iPhone或明年秋季亮相,捂好钱包,价格1.5万元起
AppleApple(US:AAPL) Qi Lu Wan Bao·2025-05-06 08:56

Core Insights - Apple is set to enter the foldable smartphone market with its first model, the iPhone Fold, expected to launch in the fall of 2026, marking a significant shift in the smartphone landscape after a decade of anticipation [1][4][12] Product Launch Strategy - The standard iPhone 18 will be delayed to spring 2027 to prioritize the launch of the iPhone Fold, making the 2026 fall event a dedicated showcase for foldable technology [2][5] - The iPhone Fold will be released alongside the iPhone 18 Pro series and Air series, creating a powerful product lineup [2][4] Technical Specifications - The iPhone Fold will feature a thickness of only 4.5mm when unfolded, which is 13% thinner than the iPad Pro, and will have an 8-inch display while folded [6] - The device will utilize a titanium alloy frame and liquid metal hinge, designed to withstand 200,000 folds, addressing durability concerns associated with foldable screens [6] - The internal display will be a 7.76-inch "true full-screen" with a resolution of 2713×1920, while the external display will be 5.49 inches with a hidden Face ID feature [8] Pricing and Market Positioning - The starting price for the iPhone Fold is projected to be between $2100 and $2300, targeting high-end business users rather than competing in the mass market [8] - Approximately 35% of current iPhone users are reportedly interested in foldable technology, indicating a strong potential market for the iPhone Fold [8] Supply Chain and Production - Apple has secured an exclusive supply agreement with Samsung Display for 200,000 foldable screens per month, ensuring a steady supply for the iPhone Fold [9] - The use of ultra-thin glass (30 microns thick) from Lens Technology is expected to enhance durability, as it can withstand a 2-meter drop test [9] Market Impact and Future Projections - Analysts predict that the iPhone Fold could achieve first-year sales of over 8 million units, capturing 30% of the high-end smartphone market [11] - A second-generation foldable device, featuring a glass Unibody design, is anticipated for release in 2027, potentially revolutionizing smartphone materials [11]