Apple(US:AAPL) Jin Rong Jie·2025-09-05 00:40Group 1 - The core viewpoint of the article highlights Apple's significant upward revision of its foldable iPhone shipment forecasts, indicating strong expectations for the new product's potential popularity [1] - Apple's revised shipment estimates for foldable iPhones are now projected to be 8-10 million units in 2026 and 20-25 million units in 2027, up from previous estimates of 6-8 million and 10-15 million units respectively [1] - Foldable smartphones are emerging as a key innovation in consumer electronics, gradually penetrating from the high-end market to mainstream consumer groups [1] Group 2 - According to TrendForce, global shipments of foldable smartphones are expected to reach 17.8 million units in 2024, with projections of growth to 70 million units by 2027, representing a CAGR of 57.8% from 2024 to 2027 [1] - Analysts believe that Apple's accelerated entry into the foldable smartphone market is likely to drive rapid growth in foldable smartphone shipments and lead to innovation upgrades in the foldable supply chain [1] - There is optimism regarding core incremental segments such as foldable UTG cover glass and hinges, as well as new technologies like liquid metal and 3D printing [1]