苹果望明年推出折叠屏 多股回应相关业务

Group 1 - Apple is expected to launch its first foldable iPhone by 2026, resembling Samsung's book-style foldable design, featuring a four-camera system and returning to Touch ID technology [2] - Supply chain sources indicate that Apple suppliers have begun preparations for this model, with plans for mass production starting early next year to ensure a timely release in the fall [2] - Companies like 精研科技 are actively involved in the foldable screen business, focusing on components such as hinges and metal manufacturing, and have established long-term collaborations with major clients [2][4] Group 2 - The foldable smartphone market is currently dominated by Android devices, and if Apple enters this market, it could significantly influence the industry by addressing existing pain points [3] - 精研科技 has been collaborating with major clients on cutting-edge technology development, indicating a strong focus on innovation and market responsiveness [3] - 领益智造 and 宜安科技 are also key suppliers for Apple, providing components for foldable devices and indicating a robust supply chain for the upcoming foldable market [4][5] Group 3 - According to IDC, the Chinese foldable smartphone market saw a shipment volume of approximately 7.007 million units in 2023, marking a year-on-year growth of 114.5% [5] - The growth rate of the foldable smartphone market in China is expected to slow down, with a projected shipment of about 9.17 million units in 2024, reflecting a 30.8% increase [5] - TrendForce notes that advancements in technology and price reductions are making foldable phones a focal point in the mid-to-high-end market, with manufacturers preparing for a potential market explosion in 2026 [5][6] Group 4 - Apple is considering the use of liquid metal for structural components to ensure lightweight and high toughness in its products, which could lead to an upgrade in the high-end structural component supply chain [6] - The entry of Apple into the foldable smartphone market is seen as a sign of market maturity, shifting the core competition towards manufacturing efficiency, cost control, and supply chain integration [6] - The supply chain signals indicate a continuous increase in foldable screen order volumes, suggesting a growing demand in the market [6]