苹果折叠屏出货计划曝光，领益智造或迎重大利好

Group 1 - Apple plans to launch its first foldable iPhone in the second half of 2026, with suppliers already conducting sample tests for key components [1] - The penetration rate of foldable smartphones in the high-end market (priced above 8000 yuan) has exceeded 17%, with global sales expected to surpass 50 million units by 2025 [1] - The entry of Apple into the foldable smartphone market is anticipated to significantly expand market size and create new opportunities for related supply chain companies [1] Group 2 - Lingyi iTech (002600) is gaining attention due to its carbon fiber structural components, which have been mass-produced for high-end foldable smartphones [1] - Carbon fiber, stainless steel, and titanium alloy materials are being adopted as mainstream products for foldable screen support layers, enhancing durability and user experience [2] - Lingyi iTech is expected to benefit from the increased volume and penetration rate of foldable products as Apple enters the market, potentially leading to a new peak in performance [2]