大幅上调出货量，苹果未来折叠屏年销量或达数千万台

Group 1 - Apple is expected to launch foldable iPhone and iPad between 2026 and 2028, with increased shipment forecasts for the foldable iPhone from 6-8 million to 8-10 million units in 2026 and from 10-15 million to 20-25 million units in 2027 [1] - The foldable iPad is projected to have a shipment volume of approximately 0.5 to 1 million units in 2028 [1] - The entry of Apple into the foldable smartphone market is anticipated to enhance competition and drive sales growth, with foldable smartphone penetration expected to rise from 1.6% in 2025 to over 3% in 2027 [1] Group 2 - The global foldable screen shipment is projected to grow at a compound annual growth rate (CAGR) of 49.48% from 2021 to 2027, reaching 102 million units by 2027, with the Chinese market expected to see shipments of 17.3 million units by 2028 [1] - The foldable screen supply chain is characterized by display modules and hinge costs accounting for over 50% of total costs, indicating potential benefits for related testing and precision processing equipment as industry penetration increases [1] - Luxshare Precision is set to join the production of the foldable iPhone, which will feature a Samsung-exclusive OLED display and UTG (Ultra-Thin Glass) developed by Lens Technology [2]