苹果下一个大动作，折叠屏最新进展被曝光

Group 1 - The foldable iPhone has entered the P1 prototype development stage in June 2023, with the entire P1-P3 development process expected to be completed by the end of 2025 [1] - Apple suppliers, including Foxconn, are anticipated to start production of the foldable iPhone by the end of Q3 or early Q4 of 2025, with an order of 15 to 20 million units reflecting cumulative demand over 2-3 years [1] - The foldable iPhone is expected to feature a horizontal "book-style" design with an inner screen size of 7.76 inches and an outer screen size of 5.49 inches, utilizing UTG ultra-thin glass OLED panels for a "zero crease" visual experience [1][4] Group 2 - The global foldable smartphone market is projected to see a slowdown in growth, with a year-on-year increase of only 2.9% in 2024, following a 6% growth rate in 2023 [2] - China is leading the foldable smartphone industry, accounting for 46% of global shipments from Q1 to Q3 of 2024 [2] - The entry of Apple into the foldable smartphone market is expected to accelerate the maturity of the supply chain, with innovations in hinge technology, including potential applications of liquid metal and advancements towards titanium alloys and 3D printing [2] Group 3 - The initial shipment volume of the foldable iPhone is estimated to be between 8 million and 10 million units, with plans to increase to 20 million units by 2027 [3] - Foxconn will remain the exclusive manufacturer for the foldable iPhone in 2026, while Luxshare Precision is expected to join production in 2027 [3]