Apple(US:AAPL) 3 6 Ke·2025-07-21 10:21Core Viewpoint - Apple is set to launch its first foldable iPhone by the end of next year, which is described as "the least Apple-like product ever" due to its lack of revolutionary interaction methods and hardware design [1][2]. Group 1: Foldable iPhone Details - The foldable iPhone will adopt a design similar to Samsung's Galaxy Z Fold series and will use core components, including a foldable OLED screen supplied by Samsung [2][4]. - The starting price for the foldable iPhone is expected to be no less than $2,000 (approximately 14,000 RMB), which could significantly boost iPhone revenue even if sales do not reach peak levels [4]. - Apple's entry into the foldable phone market is strategically timed as the category is particularly popular in China, where local brands like Xiaomi, Honor, Huawei, and Vivo have already launched foldable devices [4]. Group 2: iPad Pro Updates - The upcoming iPad Pro, set to launch in May 2024, will feature the M4 chip, a thinner design, and a second front-facing camera on the vertical side to enhance the user experience for both portrait and landscape orientations [7][9]. - This upgrade aims to improve the FaceTime experience and video conferencing for users who prefer different orientations, although it may pose challenges for users who primarily use the device in portrait mode [7]. Group 3: Market Position and Strategy - Apple's strategy has historically involved entering markets early and redefining product categories, as seen with the iPod, iPhone, iPad, Apple Watch, and AirPods, which have all reshaped their respective markets [5]. - Despite the conservative design approach for the foldable iPhone, Apple's strong supply chain integration and brand power are expected to help it capture a significant share of the foldable market [10].