Apple(US:AAPL) DT新材料·2025-05-11 16:10Group 1: Apple and Foldable Phones - Apple is expected to launch its first foldable iPhone in the second half of 2026, according to supply chain sources [1] - The demand for Apple's foldable iPhone is anticipated to be high due to its large customer base, but actual sales will depend on the final pricing [1] - Currently, competitors like Samsung, Huawei, Xiaomi, Vivo, OPPO, and Honor have already released multiple foldable phones, creating market anticipation for Apple's entry [1] Group 2: Market Trends and Competitor Analysis - According to TechInsights, global foldable phone shipments are projected to decline by 18% year-on-year to 3.8 million units in Q4 2024 [2] - Huawei has surpassed Samsung to become the market leader with a 31.2% market share, while Samsung's share has dropped to 26.7% [2] - Analysts from Goldman Sachs and Changjiang Securities express optimism about the future growth of the foldable phone market, highlighting the need for smartphone brands to innovate in the high-end segment [2] Group 3: Opportunities for Suppliers - The potential entry of Apple into the foldable phone market presents new growth opportunities for related supply chain material companies [2] - Apple's focus on innovative technology aims to address issues like screen creases and fragility, which could drive advancements in related materials [2]