Apple(US:AAPL) Hua Er Jie Jian Wen·2025-10-16 13:36Core Insights - Apple is expected to significantly adjust its iPhone release strategy to align with the folding screen trend and capture more market share, with projections indicating an increase in the number of annual iPhone models to six by 2027 [1][2] Group 1: iPhone Model Growth - Analyst Park Kang-ho predicts a gradual expansion of Apple's product line, with the total number of iPhone models expected to reach five this year due to the introduction of the iPhone 16e, following four models launched last year [1][2] - The peak of this product expansion is anticipated in 2027, when Apple may launch six iPhone models simultaneously, including the flagship iPhone 17 series and potentially a low-cost iPhone 17e [2] - In 2026, Apple plans to introduce its first folding screen iPhone, which is crucial for the company's product lineup, and may pause the release of the base model iPhone 18 to accommodate this new addition [2] Group 2: Strategic Adjustments to Compete with Android - The core motivation behind Apple's adjustment in release strategy is to build a comprehensive product matrix to counter the intense competition from the Android ecosystem [3] - By offering a complete product line that caters to both entry-level consumers and high-end users, including high-end folding screen phones, Apple aims to expand its customer base and increase annual shipment volumes [3] - Apple's existing advantages in its software and hardware ecosystem, along with ongoing investments in self-developed chips, are expected to enhance product performance, battery life, and overall user experience, supporting the expansion of its product line [3]