Apple(US:AAPL) Huan Qiu Wang Zi Xun·2025-12-31 04:12Core Viewpoint - Apple is accelerating the development of its first foldable iPhone, expected to launch in the second half of 2026, potentially impacting the global high-end smartphone market significantly [1][3]. Group 1: Product Development - The foldable iPhone, referred to as "iPhone Ultra," is anticipated to become a flagship product line following the Pro series [1]. - The device features a book-style foldable design with an internal screen size of 7.8 inches and an external screen of 5.5 inches, with a thickness of nearly 9 mm [3]. - Innovative structural elements include a "metal plate that disperses screen bending pressure" and a liquid metal hinge technology, indicating a breakthrough in mechanical reliability for foldable screens [3]. Group 2: Market Insights - Despite initial delays in development, the target release for the foldable iPhone remains set for the second half of 2026, with potential mass market availability pushed to 2027 due to production capacity challenges [3]. - Analysts predict strong first-year sales for the foldable iPhone, driven by Apple's brand appeal [3]. - The foldable smartphone segment, while currently small in the global market, is projected to grow at an annual rate of over 30% by 2026 as technology matures and costs decrease [4].