中信建投：苹果入局 或将引爆折叠手机市场

Group 1 - Omdia predicts that global shipments of foldable OLED screens will reach 124.6 million units by 2032, accounting for 8.6% of the overall OLED market, significantly higher than 23.1 million units in 2024 and an estimated 23.5 million units in 2025 [1] - The industry widely believes that if Apple launches its own foldable phone, it will greatly change the industry landscape [1] - Apple is reportedly addressing technical challenges such as screen creases, hinge durability, and battery life, reflecting its emphasis on product maturity [1]