作为手机领域为数不多的增量市场，折叠屏手机闷头狂奔多年，终于等来了苹果的脚步声。 苹果对折叠屏手机的信息严防死守，但不出意外还是被渗透成了筛子。今年3月，果链专家郭明錤更新爆料，精确到小数点后一位的屏幕尺寸和机身厚 度，前所未有地勾勒出折叠iPhone的清晰形态。 而按照The Information和彭博的爆料，苹果的折叠屏手机采用了小折叠"翻盖式"的方案，尺寸比例更接近正方形，形态与华为的"阔折叠"手机Pura X非常 心有灵犀。 疑似苹果折叠屏设计方案（上）与华为Pura X结构（下） 过去几年，安卓阵营挨个下场，在大小折叠打了个来回，苹果一直作壁上观。坏处是错过了折叠屏手机的高速增长期，好处是能踩的坑都被友商踩了一 边，手上积攒了厚厚一摞参考教材。 此次明确下场，根据最新爆料，苹果的首款折叠屏产品和华为Pura X意外的相似，但从尺寸和产品定义上，还是更接近"小折叠"的形态。 问题来了，相较于大折叠的市场规模，小折叠手机定位尴尬，长期处于叫好不叫座状态。强如苹果，能不能让小折叠摆脱"只夸不买"的诅咒？ 0折痕陷阱 苹果折叠iPhone立项很早，相关专利最早可以追溯到2011年，蹉跎至今十几年，困住苹果 ...

Core Viewpoint - The article discusses the challenges and market dynamics surrounding the foldable smartphone segment, particularly focusing on Apple's upcoming foldable iPhone and its potential impact on the market [5][6]. Group 1: Apple's Entry into Foldable Market - Apple has been cautious about entering the foldable smartphone market, missing the rapid growth phase but now appears ready to launch its first foldable iPhone, which is expected to resemble Huawei's Pura X in design [6][9]. - The foldable iPhone has been in development for over a decade, with patents dating back to 2011, primarily focusing on addressing the issue of screen creases [10][11]. - Apple's design approach includes innovative hinge mechanisms and materials aimed at minimizing creases, but the product has faced delays due to technical challenges [14][17]. Group 2: Market Dynamics of Small Foldable Phones - Small foldable phones have struggled to gain traction in the market, with sales in China projected to be less than half of larger foldable models in 2024 [20][26]. - Key issues for small foldable phones include a lack of functional differentiation from traditional smartphones and limited profit margins for manufacturers [20][26]. - The additional components required for small foldable phones, such as hinges and flexible screens, increase production costs, making it difficult for manufacturers to maintain profitability [28][30]. Group 3: Competitive Landscape and Consumer Preferences - The competitive landscape shows that many manufacturers, including OPPO and vivo, have either exited or reduced their focus on small foldable phones due to poor sales performance [30][31]. - Consumer preferences lean heavily towards functionality and performance, with aesthetic design alone failing to justify the higher price points of small foldable devices [32][35]. - Apple's brand strength may allow it to navigate pricing challenges better than competitors, but past experiences with products like the iPhone Air suggest that design alone may not drive sales [37][38].

Core Viewpoint - Apple plans to launch at least seven new iPhone models by the fall of 2027, marking a significant expansion in its smartphone lineup, including its first foldable iPhone expected in fall 2026 [1][3]. Product Expansion Strategy - The foldable iPhone, codenamed V68, will feature a 7.7-inch inner display and a 5.3-inch outer display, aiming to be the first truly crease-free foldable smartphone [3][4]. - The iPhone 20, set to celebrate the 20th anniversary of the iPhone, will feature a full-screen design with no bezels, expected to launch in fall 2027 [1][13]. - Apple is also introducing the iPhone 17e, a budget model, in spring 2026, which will support wireless charging and feature the latest self-developed modem [8][9]. Technological Innovations - The iPhone 18 Pro series will incorporate under-display Face ID technology, eliminating the black oval area on the screen [6][10]. - The foldable iPhone will utilize advanced materials and a complex hinge design to achieve a high-quality display with minimal defects [3][4]. - New camera features will include a mechanical aperture for better light control, enhancing low-light photography capabilities [7]. Manufacturing and Production Plans - Apple plans to shift some production to India, starting with the iPhone 18, which will be produced in Bangalore before moving to China [11][12]. - The second-generation iPhone Air has been delayed to spring 2027 due to poor sales of the first generation, prompting a redesign to enhance its appeal [14]. Broader Product Development - Apple is developing a range of new products, including the next-generation AirTag, Apple Studio Display, and various MacBook models, with some expected to launch in early 2026 [16][17].

来源：环球网 到了2027年，苹果预计将推出多款新机型，涵盖iPhone 18、iPhone 18e、iPhone 19 Pro、iPhone 19 Pro Max、iPhone Air 2、iPhone 19 Fold以及iPhone 20周年纪念版。（青山） 多位直接参与相关工作的知情人士透露，苹果计划在未来两年内大幅扩展其智能手机产品线。到2027年 秋季，苹果将至少推出七款新机型，相较于当前仅有的五款iPhone，产品线规模显著增加。 回顾苹果iPhone的发展历程，2007年，初代iPhone横空出世，开启了智能手机的新纪元；2017年， iPhone X带来重大设计变更，引领了全面屏时代的潮流。按照这样的发展脉络，2027年作为iPhone诞生 20周年的重要节点，苹果势必会带来另一款具有革新意义的iPhone机型，引发市场的高度期待。 今年，苹果iPhone系列已经推出了多款新机，包括iPhone 16e、iPhone 17、iPhone 17 Pro、iPhone 17 Pro Max以及全新的超薄机型iPhone Air，为消费者提供了更多选择。 而根据现有的爆料信息，苹果在未来的产品规划上 ...

近日，据知情人士爆料，苹果正酝酿着一场智能手机领域的"产品革命"。 大幅扩展iPhone产品线 据消息人士透露，苹果计划在2027年秋季前大幅扩展智能手机产品线，库克团队或将推出至少七款iPhone机型。 这也是苹果在在智能手机设计里最大胆的尝试之一。 其中，最核心的产品就是苹果的首款折叠屏iPhone，预计将在2026年秋季发布。 未来两年，苹果计划大幅扩展智能手机的产品线，2027年秋季前可能发布至少七款新的旗舰机型，首款折叠屏iPhone预计将 在2026年秋季发布。 值得一提的是，产品线的扩容主要是为了缓解淡季对经营的影响。 iPhone业务占苹果总收入近一半，但近年来增长停滞，消费者换机周期延长。截至9月27日的财报显示，iPhone的销售额同 比增长4%，这主要得益于iPhone 17系列的设计升级。 根据此前爆料，折叠iPhone的屏幕方案主要如下： 外屏：5.5英寸，分辨率2088×1422，像素密度460PPI，采用HIAA打孔摄像头设计，开孔超小，比例接近寸接近常规 iPhone，满足日常快捷操作。内屏：7.8英寸，分辨率2713×1920,4:3比例，像素密度428PPI，采用UPC屏下 ...

国家企业信用信息公示系统及天眼查工商信息显示，近日，华为终端有限公司发生工商变更，郭平卸任董事长，由余承东接任，孟晚舟、徐直军等卸任董 事，同时，多位高管发生变更。 | 序号 | 变更日期 | 变更项目 | 变更前 | | | --- | --- | --- | --- | --- | | | | 负责人变更(法定代表 赵明路 人、负责人、首席代 | | 势 | | 1 | 2025-12-12 | 表、合伙事务执行人等 | | | | | | 变更) | | | | 2 | 2025-12-12 | 联络员备案 | 壬海彬 | 季 | | | | | 余承东(经理) 【退出】 赵明路(经理) 【退出】 郭平(董事长) 【退出】 | 余 魏 | | 3 | 2025-12-12 | 高级管理人员备案(董 | 胡厚崑 (董事) 【退出】 | 朱 | | | | 事、监事、经理等) | | 何▷ | | | | | 魏承敏(监事) 【退出】 | 伊 | | | | | 孟晩舟 (董事) 【退出】 | 杨 | | | | | 徐直军 (董事) 【週刊】 | | | 序号 | 股东名称 | 股东类型 | 证照/证件类 ...

2025年12月15日，多方可靠信息显示，苹果计划于明年9月推出首款可折叠形态的iPhone，该机型将与 iPhone 18 Pro系列一同亮相。据业内人士透露，这款设备目前采用"阔折叠"设计，屏幕比例接近华为 Pura X的方案，旨在兼顾展开体验与握持便携性。 影像系统方面，新机配备后置大底双摄模组，主摄像头 为4800万像素，支持传感器位移式光学防抖，保障成像 稳定性与画质表现。生物识别方案迎来重大调整，取消 沿用多年的Face ID，转而采用侧边电源键集成Touch ID 的设计，类似于当前iPad的指纹识别方案，此举有助于 节省机身内部空间，也是iPhone产品线多年后重新引入 指纹识别功能。 硬件配置上，该机型将搭载A20系列芯片，匹配 LPDDR5X内存与UFS 4.0闪存，整体性能水平与同期Pro 系列iPhone相当。通信方面，采用苹果第二代自研C2基 带，仅支持eSIM网络连接，不再设置物理SIM卡槽。 价格定位较高，预计在美国市场的起售价为1800至2500 在屏幕配置方面，新机将配备内外双屏。外屏尺寸为5.5英寸，分辨率达到2088×1422，像素密度为 460PPI，采用超小开孔的HI ...

Investment Rating - The report rates the electronic/consumer electronics industry as "Outperform" [1] Core Insights - The iPhone's entry into the foldable screen market is expected to reshape its high-end market positioning, with a projected release in 2026 [10][6] - The report highlights the competitive pressure faced by iPhone in China from domestic brands like Huawei and Xiaomi, particularly in the foldable screen segment [2][6] - The foldable screen market is anticipated to grow significantly, with global shipments expected to rise from 15.3 million units in 2023 to 31.4 million units by 2027, reflecting a compound annual growth rate (CAGR) of 43.7% [19][20] Summary by Sections 1. iPhone Market Dynamics - iPhone's market share in China has declined from 19.9% in Q1 2023 to 15.0% in Q2 2025, facing competition from local brands [2][6] - The high-end market is identified as a critical area for iPhone to regain market share, with Pro models gaining popularity [6][10] 2. Foldable Screen Development - Foldable screens are seen as a key innovation in the smartphone sector, balancing large screen experiences with portability [11][10] - The report outlines the cost increments associated with foldable screens, particularly in display modules, mechanical components, and memory, with increases of approximately 194%, 177%, and 38.6% respectively [2][27] 3. Market Projections for Foldable iPhone - The report estimates that if Apple launches a foldable iPhone in 2026, potential sales could reach 14 million units under optimistic scenarios [42][38] - The analysis indicates that higher-priced brands tend to have a greater proportion of foldable screen sales, suggesting iPhone's potential to exceed a 6.44% sales share in this segment [42][38] 4. Key Components in Foldable Phones - The main components driving foldable phone innovation include flexible display modules, hinges, and memory [31][35] - The report identifies key suppliers for these components, including major players in the flexible OLED panel market and memory sectors [31][35] 5. Market Trends for UTG and Hinges - The global market for ultra-thin glass (UTG) is projected to grow significantly, with shipments expected to reach 24.6 million units in 2024, reflecting a 36.9% year-on-year increase [48][51] - The hinge market for foldable screens is also expected to expand, with a projected market size of $3.2 billion in 2024, growing to $15.4 billion by 2032 [57][60]

津上机床 20251212 摘要 金尚精密 2025 财年（预计至 2025 年 3 月）业绩预计创新高，营收有 望超过 50 亿元人民币，主要受益于订单量同比增长 35%，其中汽车行 业占比 41%，同比增长 20.5%，3C 行业占比 10.4%，同比增长 78%。 2025 年 10 月和 11 月销售额分别达到 4 亿元和 4.7 亿元，同比增长 40.2%和 53.6%，显示出强劲的增长势头。预计 12 月将延续高增速， 主要增长动力来自汽车、3C 和液冷板块。 液冷方向加工业务在 2025 年显著增长，预计全年订单约 1,000 台，单 价约 35-36 万元/台。预计 2026 年液冷相关订单量将达 1,000-2000 台，对公司业绩贡献较大，市场规模预估为 8,000 至 10,000 台。 3C 行业增长主要受益于折叠屏手机转轴订单，11 月获得 300 多台大单， 预计后续还有数百至千台订单，将反映在下一个财年。公司在苹果供应 链中主要提供车床设备，市场份额超过 50%。 金尚精密中国主要负责中国大陆和台湾市场，海外市场由母公司日本负 责。公司将积极与母公司合作，支持国内厂家海外办厂需求 ...

Group 1 - The core theme of the article revolves around Xiaomi's ambition to penetrate the high-end smartphone market, particularly through the launch of the MIX Fold 3 [1] - The MIX Fold 3, priced starting at 8999 yuan, represents one of Xiaomi's most premium products, showcasing advancements in design and camera technology [2] - The new model emphasizes a Leica-style imaging system and aims to enhance user experience through improved handling, design, and large screen optimization [2] Group 2 - The article highlights the importance of the MIX Fold 3 in solidifying Xiaomi's position in the high-end market segment [2]