Workflow
可折叠手机
icon
Search documents
传三星显示为苹果首款折叠手机打造专用生产线
WitsView睿智显示· 2025-07-11 05:43
Core Viewpoint - Samsung Display is preparing a dedicated production line for Apple's foldable products at its A3 factory, which is expected to enhance its position as a key supplier for Apple's upcoming foldable iPhone models [1][3][4]. Group 1: Production Capacity and Plans - The A3 factory has a monthly capacity of 35,000 sheets (based on 6th generation glass substrates), translating to an annual production capacity of 15 million sheets, or 1.25 million panels per month [1]. - Apple plans to launch its first foldable phone in 2024, coinciding with the release of the iPhone 18, and is expected to produce between 6 million to 8 million units of the foldable iPhone by 2026 [3]. Group 2: Supply Agreement and Market Position - Samsung Display has signed a multi-year exclusive supply contract for foldable OLED screens with Apple, leveraging its experience in mass production and supply of foldable OLED technology [4]. - Analysts believe that Samsung Display's leading position in the foldable OLED manufacturing sector gives it significant leverage, making it likely to remain the exclusive supplier even after the contract expires [4].
酷赛智能赴港上市,卖500元的智能手机,超6成收入来自海外
Ge Long Hui· 2025-06-29 10:58
Group 1 - The core viewpoint of the article is that Coosea Intelligent Technology Co., Ltd. is preparing for an IPO in Hong Kong, focusing on the smartphone sector, with a projected revenue exceeding 2.7 billion yuan in 2024 [1][4] - Coosea Intelligent was founded in 2006 and has developed over 526 smartphone and PCB component models, with a global sales network covering more than 73 countries [4][11] - The company has shifted its IPO strategy from A-share to Hong Kong after terminating its relationship with Minsheng Securities in January 2025 [1][4] Group 2 - The average selling price of consumer smartphones has decreased from 572 yuan in 2022 to 500 yuan in 2024, while the average price of rugged smartphones has dropped from 1,246 yuan to 1,054 yuan during the same period [11][12] - Coosea Intelligent's revenue from overseas markets accounted for over 60% of total revenue in the reporting period, with sales in the U.S. representing 18.2%, 20.9%, and 24.9% of total revenue from 2022 to 2024 [13] - The company faces challenges in the competitive smartphone market, with net profit growth slowing down significantly despite revenue growth, indicating a need for strategic adjustments to maintain market share [15][20]
三星 Galaxy Z Fold / Flip7 折叠屏手机在欧洲涨价,其他市场或跟进
Huan Qiu Wang· 2025-06-24 04:30
Core Insights - Samsung's Galaxy Z Fold 7 and Galaxy Z Flip 7 have seen significant price increases in the European market, with the 256GB version of Galaxy Z Fold 7 priced at €2227, up €200 from its predecessor, and the 512GB version of Galaxy Z Flip 7 priced at €1425, up €100 from the previous model [3][4] Group 1: Price Increase - The price increase in Europe is notable as electronic product prices in this market are typically stable and close to cost [3] - The price hikes may indicate Samsung's strategy to pass on rising production and R&D costs to consumers [3] Group 2: Market Impact - The price changes could influence consumer purchasing decisions, especially in the increasingly competitive foldable smartphone market [4] - Other brands are also launching foldable devices, providing consumers with more options, which may affect Samsung's market performance [4] Group 3: Future Pricing in Other Markets - There is currently no clear information on whether other markets will follow suit with price increases, although there are reports that the U.S. market may consider price hikes due to tariff risks, but no increases have been implemented yet [3] - The expected starting prices for Galaxy Z Fold 7 and Z Flip 7 in the U.S. are anticipated to remain the same as their predecessors, at $1899 and $1099 respectively [3]
郭明錤:苹果(AAPL.US)计划从明年起推出“高端”价格的可折叠型iPhone
智通财经网· 2025-06-19 01:32
Core Insights - Apple plans to launch a foldable iPhone starting next year, potentially using displays from Samsung Display, which aims to produce up to 8 million foldable panels for the device [1] - The foldable iPhone's pricing is expected to be "very high," although details on other components, such as the hinge, remain uncertain [1] - iPhone sales accounted for over half of Apple's total revenue, reaching $201 billion in fiscal year 2024, but the company is seeking ways to attract new customers and encourage existing ones to upgrade to more expensive devices [1] Industry Context - Competitors like Huawei and Samsung have been releasing foldable smartphones since 2019, which feature screen sizes comparable to tablets but are designed for portability [1] - Despite the innovation, foldable phones face hardware issues, such as screen creasing when folded [1] - The demand for foldable phones remains limited, with only 1.5% of all smartphones sold being foldable, and the market is projected to grow by only about 3% in 2024, with a potential decline in 2025 [2]
古尔曼:苹果将在2027年推出两款20周年纪念版iPhone
news flash· 2025-04-28 01:51
Core Viewpoint - Apple is developing two special edition iPhones for its 20th anniversary in 2027, including a long-awaited foldable iPhone and a Pro version centered around glass [1] Group 1 - The first model is a foldable iPhone that has been highly anticipated by users [1] - The second model is a Pro version that reportedly focuses on glass materials [1] - Apple is shifting iPhone production to India, which may significantly increase the price of these anniversary models [1] Group 2 - The cost of manufacturing iPhones in India is estimated to be 5-10% higher than in China [1]