Apple(US:AAPL) 36氪·2026-03-13 13:35Core Viewpoint - The article discusses the anticipated release of Apple's foldable iPhone, tentatively named iPhone Ultra, highlighting its unique features and the challenges Apple faces in entering the foldable smartphone market [6][19]. Group 1: Product Features - The foldable iPhone is expected to have a wide internal screen, approximately 7.8 inches, and an external screen around 5.5 inches, with a 1.4:1 aspect ratio [9]. - The device will incorporate a sidebar for app management and will support split-screen functionality, although it will not run iPadOS [15][16]. - The foldable iPhone will feature a thinner design, with a thickness of about 4.5mm, and will replace Face ID with Touch ID integrated into the side power button [29][30]. - The device will have a single punch-hole camera design instead of the previous Face ID setup, maintaining the functionality of the Dynamic Island feature [31][32]. Group 2: Technical Innovations - Apple has partnered with Samsung to develop a new In-cell touch technology to reduce screen thickness and address the issue of visible creases on foldable screens [22][24]. - The focus on durability and visual quality is paramount for Apple, as they aim to eliminate the crease issue that has plagued other foldable devices [21][25]. Group 3: Market Position and Pricing - The foldable iPhone is projected to have a BOM cost of around $800, significantly higher than traditional models, leading to a retail price of approximately $2000 [41][42]. - The introduction of this high-priced device comes at a time when Apple is under pressure to find new growth avenues, especially as other models like the iPhone Air have not performed well [44][46]. - The article raises concerns about whether Apple can successfully enter a market that has already seen significant advancements and competition in foldable technology [50][51].