Apple(US:AAPL) Ge Long Hui·2025-12-17 04:00Core Insights - Apple is planning a significant expansion of its smartphone product line, with at least seven new flagship models expected to be launched by fall 2027, including the first foldable iPhone anticipated in fall 2026 [1][3][5]. Product Line Expansion - The expansion of the iPhone product line aims to mitigate the impact of seasonal downturns on business performance [2]. - iPhone sales account for nearly half of Apple's total revenue, but growth has stagnated in recent years due to extended consumer upgrade cycles [2]. - As of September 27, iPhone sales increased by 4% year-over-year, primarily driven by design upgrades in the iPhone 17 series [2]. Foldable iPhone Details - The foldable iPhone will feature a 5.5-inch external display with a resolution of 2088×1422 and a 7.8-inch internal display with a resolution of 2713×1920 [6]. - The device will incorporate advanced hinge technology to eliminate common foldable screen issues and will support self-healing coating technology for enhanced scratch resistance [6]. Upcoming Models - The iPhone 18 Pro and Pro Max, set for release in 2026, are expected to feature the A20 chip and a new chip packaging technology that separates the CPU and GPU for greater flexibility [7]. - The standard iPhone 18 may not be released in 2026, with its launch potentially pushed to early 2027 [8]. - The core new product for fall 2027 will be the iPhone 20th Anniversary Edition, which aims to be a groundbreaking device with a true full-screen design [9][10]. Market Position and Competition - Apple is expected to launch the second-generation iPhone Air and other derivative models, creating a "super product matrix" that covers various price segments [11]. - The foldable iPhone is projected to capture over 22% of the market share in its first year, with an estimated production target of 8 to 10 million units [19][22]. - By 2027, the foldable iPhone's shipment volume could reach approximately 25 million units, contributing to a projected 17% compound annual growth rate in the global foldable screen market by 2029 [22].