iPhone 路线图全曝光:两年七款新机,阔折叠、四曲面全来了
AppleApple(US:AAPL) 3 6 Ke·2025-12-17 03:30

Core Insights - Apple is planning the largest expansion of its iPhone product line in history, increasing the number of models from five to at least seven over the next two years, including a foldable iPhone and a four-curved iPhone design [1][29] Group 1: Foldable iPhone (V68) - The first foldable iPhone, codenamed V68, is expected to launch in the fall of 2026, featuring a horizontal fold design that resembles an iPad when opened [3][5] - The external screen of the V68 will be approximately 5.3 inches, which is smaller than the iPhone mini, potentially limiting its practicality in the folded state [5] - The device will have a front camera embedded in the screen's upper left corner and will likely use side fingerprint unlocking instead of Face ID [5][7] Group 2: iPhone 20 (V72) - In 2027, Apple plans to release a commemorative iPhone for the 20th anniversary, featuring a unique all-glass design that eliminates the black screen border [10][12] - The phone's frame will be reduced to a narrow metal strip, and the front camera and Face ID components will be placed under the screen, achieving a "true full-screen design" [12] Group 3: iPhone 18 Series - The iPhone 18 series will focus on incremental upgrades, with the Pro models (V63 and V64) featuring Face ID sensors hidden under the display, eliminating the notch [14][16] - The Pro series will also include a new camera structure to control light intake and utilize advanced camera sensors for better low-light performance [17] - The iPhone 18 is set to be released in spring 2027, later than the Pro models, and will remove tactile feedback from the camera button to reduce costs [21] Group 4: iPhone Air 2 - The iPhone Air 2, originally planned for release alongside the Pro and foldable models, has been postponed to spring 2027 due to poor market performance of the first generation [19] - The redesign aims to include a second camera and lower retail prices to address initial product shortcomings [19] Group 5: Upcoming Products and Market Strategy - Apple is set to introduce over ten new products, including the iPhone 17e in spring 2024, which will feature previously missing popular functions [24][26] - The company anticipates a strong financial performance for the last quarter of the year, driven primarily by iPhone sales, despite facing challenges from AI advancements and competition from domestic brands [29][32] - The simultaneous development of multiple new products indicates significant R&D and supply chain coordination challenges, reflecting Apple's balancing act between innovation and market demands [34]