Group 1 - The global smartphone market is expected to continue shrinking in 2026, but Apple's first foldable iPhone is anticipated to be a market highlight with a projected price of $2399 and a lifecycle sales estimate of 15.4 million units [1][3] - The high pricing of the foldable iPhone is attributed to the expensive core components such as the display, hinge, and lightweight materials, with a price forecast provided by Fubon Research [1][2] - Apple's foldable iPhone, known as iPhone Fold, has reportedly achieved a breakthrough in foldable screen technology, featuring a no-fold design that could make it the world's first truly crease-free foldable phone [1][2] Group 2 - The iPhone Fold's internal display is supplied exclusively by Samsung, while Apple leads the design and manufacturing processes for the panel structure and materials [2] - To address the common issue of screen creasing in traditional foldable phones, Apple collaborated with key suppliers to develop critical components that prevent permanent creases [2] - The iPhone Fold prototype features a 7.74-inch inner screen and a 5.49-inch outer screen, with a battery capacity of 5400-5800mAh, surpassing the iPhone 17 Pro Max [2] Group 3 - The mass production cost of the foldable iPhone's hinge is estimated to be between $70 and $80, significantly lower than the previously expected cost of $100 to $120 [3] - Fubon Research predicts a 4% year-on-year decline in global smartphone shipments, with an estimated 1.2 billion units in 2026, and a 3% decline in the Chinese market, projecting around 275 million units [3] - Despite the overall decline, Fubon Research maintains an optimistic outlook for the foldable iPhone, estimating a 7% market penetration rate and projecting 540,000 units to be shipped in 2026 [3]
苹果首款折叠屏iPhone售价或为2399元,预计2026年推出