Core Insights - Apple is targeting to launch its first foldable iPhone in the second half of 2026, positioning it as a "large foldable screen iPhone" [1][3] Group 1: Supply Chain and Production - A supply chain company, which supplies multiple components for Apple phones, is actively seeking to become a key supplier for the foldable iPhone, with samples already sent for testing [3] - To secure additional business orders for critical components of the foldable iPhone, the supplier must pass Apple's stringent factory audit process [3] - After selecting suppliers for the foldable iPhone, Apple will enter the New Product Introduction (NPI) process, which is crucial for ensuring smooth mass production [3] Group 2: Market Demand and Competition - Apple iPhone has a large customer base, and the market demand for the foldable iPhone is expected to be considerable, although final sales will depend on pricing strategy [3] - The foldable smartphone market is highly competitive, with brands like Samsung, Huawei, Xiaomi, Vivo, OPPO, and Honor already launching multiple foldable models [3] - Research firm IDC notes that as technology improves, foldable smartphones are becoming more comparable to traditional smartphones in terms of configuration and price, leading to increased consumer acceptance [3] Group 3: Product Features and Design - Apple's foldable iPhone is expected to have two significant advantages: minimal visible crease when unfolded and a seamless design for a continuous visual experience [4] - The device will feature a "higher quality hinge," which is anticipated to be a key advantage over other foldable smartphones, made from a mix of titanium and stainless steel for durability and stability [4]
消息称苹果计划 2026 年下半年推出首款大折叠屏 iPhone