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郭明錤:苹果(AAPL.US)计划从明年起推出“高端”价格的可折叠型iPhone
AppleApple(US:AAPL) 智通财经网·2025-06-19 01:32

Core Insights - Apple plans to launch a foldable iPhone starting next year, potentially using displays from Samsung Display, which aims to produce up to 8 million foldable panels for the device [1] - The foldable iPhone's pricing is expected to be "very high," although details on other components, such as the hinge, remain uncertain [1] - iPhone sales accounted for over half of Apple's total revenue, reaching $201 billion in fiscal year 2024, but the company is seeking ways to attract new customers and encourage existing ones to upgrade to more expensive devices [1] Industry Context - Competitors like Huawei and Samsung have been releasing foldable smartphones since 2019, which feature screen sizes comparable to tablets but are designed for portability [1] - Despite the innovation, foldable phones face hardware issues, such as screen creasing when folded [1] - The demand for foldable phones remains limited, with only 1.5% of all smartphones sold being foldable, and the market is projected to grow by only about 3% in 2024, with a potential decline in 2025 [2]