Apple(US:AAPL) 3 6 Ke·2026-01-29 13:25Group 1 - The smartphone industry is expected to undergo significant changes by 2026, including the mainstream adoption of foldable screens, advancements in AI capabilities, and improvements in battery technology, transitioning smartphones from "all-in-one tools" to "smart partners" [1] Group 2 - Foldable smartphone sales are projected to experience explosive growth in 2026, driven by Apple's first foldable iPhone, with a predicted year-on-year shipment increase of 30% and Apple capturing 22% of the market share in its first year [2] - The cost of key components, such as OLED panels, has decreased by 40% compared to three years ago, enabling the emergence of foldable models priced around 4000 yuan, thus breaking the previous price barrier of 10,000 yuan [2] - Samsung's UTG glass and OPPO's titanium alloy hinge optimizations have improved durability, allowing foldable devices to withstand over 500,000 folds and reducing visible creases [2] Group 3 - The transition to 2nm chip manufacturing is set to alleviate battery life concerns, with TSMC's N2 process expected to be in mass production by 2026, enhancing performance by 39% and NPU computing power by 113% [3] - By 2026, one-third of global smartphone SoCs are anticipated to utilize 3nm or smaller processes, with a 40% penetration rate of ASIC custom chips for AI and imaging applications [3] - The widespread adoption of silicon-carbon anode materials is expected to increase energy density by 40% compared to 2025, allowing for 8000mAh batteries to remain within 8.5mm thickness [3] Group 4 - The introduction of AI into smartphone design is transforming user interaction, with devices like the iPhone set to feature an upgraded AI system capable of executing complex commands across apps [5] - Alibaba's integration of its AI across various apps enhances user experience by allowing seamless data and service flow, marking a shift towards smartphones as ecosystem hubs [7] - The emergence of dedicated AI smartphones signifies a transition from AI as a mere feature to a core component of device functionality, enabling advanced capabilities such as context-aware interface adjustments [7] Group 5 - The integration of AI with imaging systems is enhancing creative experiences, with flagship models featuring 200MP main cameras and supporting AI-generated content creation [8] - The ability of devices to connect across ecosystems, such as Google Pixel 10's compatibility with Apple products, highlights the importance of cross-device interoperability in gaining competitive advantages [9] - Companies like OPPO and vivo are optimizing their services for better integration with Apple devices, while Samsung's Galaxy Z TriFold supports multiple independent desktops for enhanced productivity [9]