可折叠手机

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杰富瑞下调苹果评级至“表现不佳”,指其可折叠iPhone存在市场风险
Huan Qiu Wang Zi Xun· 2025-10-05 03:24
来源:环球网 【环球网科技综合报道】据QuruFocus报道,由于对iPhone升级需求及可折叠手机前景预期过高,杰富 瑞(Jefferies)投行下调了苹果公司的投资评级。该机构将苹果(NASDAQ: AAPL)的评级从"持有"下 调至"表现不佳",目标股价从205.82美元微调至205.16美元。 Lee补充称,在中国市场,可折叠手机正在进一步降价,部分256GB版本还可享受500元人民币的补贴, 以刺激消费需求。但他警告,定价在2000美元左右的可折叠手机目标市场可能有限。三星的Galaxy Z Fold 7已实现几乎无折痕的屏幕,展开后厚度仅约4.2毫米,而iPhone 17 Air的厚度为5.5毫米,售价也接 近2000美元。 杰富瑞得出结论认为,若缺乏具有吸引力的功能驱动型升级,仅靠价格主导的换机周期可能难以持续, 并有可能对利润率造成压力。 建议投资者密切关注未来几个季度苹果的设备销量、利润率结构以及用户升级行为的变化。(勃潺) 分析师Edison Lee指出,市场对iPhone 17需求强劲、基础款降价以及高以旧换新价值的乐观情绪,已反 映在股价中,并进一步推高了对iPhone 18 Fold ...
传苹果(AAPL.US)正寻求对可折叠iPhone进行试生产
智通财经网· 2025-09-18 12:41
尽管存在一些相关问题,但苹果似乎对可折叠 iPhone 的销售前景充满信心。郭明錤补充称,该公司最 近将该款设备2026年的出货量预测从之前的600万- 800万台上调至800万-1000万台。此外,该公司目前 预计2027年的出货量将在2000万至2500万台之间,而此前的预测为1000万至1500万台。 一些分析人士表示,今年推出的 iPhone Air 产品正在为下一代可折叠版 iPhone 的问世奠定基础,预计 该款产品将于 2026 年发布。 智通财经APP获悉,据悉,苹果(AAPL.US)正在考虑对可折叠 iPhone 进行试生产。据报道,该公司已在 中国台湾与多家供应商进行了商谈。知情人士称,如果测试进展顺利,这家科技巨头及其制造合作伙伴 可能会在 2026 年的某个时候在印度开始大规模生产可折叠版 iPhone 。 天风国际证券分析师郭明錤近日表示,可折叠iPhone将采用超薄玻璃。超薄玻璃"对边缘的裂纹、微粒 和应力非常敏感",因此比传统智能手机玻璃更难制造,而且成本也更高,可能比传统玻璃高出两到四 倍。 ...
国元证券每日观察-20250918
Guoyuan Securities2· 2025-09-18 03:11
Monetary Policy - The Federal Reserve lowered interest rates by 25 basis points and projected two more rate cuts for this year[4] - The Bank of Canada also reduced rates by 25 basis points[4] Economic Indicators - U.S. August building permits annualized rate was 1.312 million, below expectations[4] - China's tax revenue from January to August increased by 0.02% year-on-year, while non-tax revenue rose by 1.5%[4] - In August, China's securities transaction stamp duty was 25.1 billion yuan, a year-on-year increase of 226% and a month-on-month increase of 66%[4] Market Performance - The 2-year U.S. Treasury yield rose by 4.99 basis points to 3.545%[4] - The 5-year U.S. Treasury yield increased by 6.77 basis points to 3.652%[4] - The 10-year U.S. Treasury yield climbed by 6.12 basis points to 4.089%[4] Stock Market Indices - The Nasdaq index closed at 22,261.33, down by 0.33%[6] - The Dow Jones Industrial Average closed at 46,018.32, up by 0.57%[6] - The Hang Seng Index closed at 26,908.39, up by 1.78%[6]
苹果考虑在中国台湾试产可折叠iPhone,最终在印度量产
Feng Huang Wang· 2025-09-18 01:42
凤凰网科技讯 北京时间9月18日,据《日经亚洲》报道,苹果公司已与供应商进行洽谈,探讨在中国台 湾地区建立一条可折叠iPhone试生产线的可能性,目标是在印度量产该设备,明年发布。 据知情人士透露,苹果的目标是在2026年把总手机出货量提升10%,并认为推出一款备受期待的可折叠 机型将有助于实现这一目标。 知情人士称,苹果与供应商进行讨论背后的想法是,借助中国台湾供应商的工程资源与产业生态,建立 一条小型试点生产线,以验证设备,并对制造可折叠 iPhone所需的参数和工艺步骤进行微调。 一旦这些环节全部敲定,该流程将被复制到印度,用于可折叠iPhone的大规模量产。知情人士称,这种 做法将缩短苹果在生产可折叠版iPhone上的学习曲线,并有助于确保印度的量产能够顺利展开。苹果规 划的"中国台湾—印度"生产战略,旨在缓解风险和物流障碍。 知情人士称,苹果供应商已经看上了中国台湾北部城市的一块地,用于规划中的试产线,但他们补充 说,该计划尚未最终敲定,仍可能有所变动。他们还指出,即使只是试产线,中国台湾在iPhone生产方 面依然面临土地和劳动力资源有限等挑战,而一条试产线大约就需要1000名操作员。 知情人士对 ...
华尔街大行:iPhone Air亮相为可折叠手机铺路 苹果(AAPL.US)有望迎来强劲换机潮
Zhi Tong Cai Jing· 2025-09-11 00:41
这家总部位于库比蒂诺的公司还公布了其最新款 AirPods 和 Apple Watch 的新功能。苹果股价下跌了约 3%。在过去几年里,苹果通常会在新款 iPhone 发布后股价下跌几个百分点,但随后在数周乃至数月内 又会回升。 在发布会后,花旗再次将苹果的评级定为"买入",并将其目标股价定为 245 美元。 尽管苹果(AAPL.US)周二举行的 iPhone 17 发布会并未带来太多惊喜,但分析师们认为新款 iPhone Air 的推出为明年推出的可折叠机型奠定了基础。花旗分析师 Atif Malik及其团队在一份投资者报告中表 示:"我们认为 iPhone Air(这款产品轻薄、便携但又坚固耐用)的推出为明年推出可折叠手机奠定了基 础,我们预计这将推动更强劲的换机潮。" Wedbush则再次维持其"跑赢大盘"评级,并将目标价定为 270 美元。 Wedbush分析师Daniel Ives在一份投资者报告中表示:"该公司旨在推动其苹果生态系统的新一轮应用案 例的发展,同时利用全球最大的消费者设备安装基础(包括 24 亿部 iOS 设备和 15 亿部 iPhone),并为基 于创新的升级周期做好有利的准备。" ...
分析师:iPhone 17售价将上调,部分基础款取消
Di Yi Cai Jing· 2025-09-04 03:34
Core Viewpoint - Apple is expected to raise prices for its upcoming iPhone 17 series, with analysts predicting an average price increase of $50, reflecting a broader trend of rising smartphone prices across the market [1][4]. Pricing Trends - The iPhone 14 series had starting prices of $799, $899, $999, and $1099 for the iPhone 14, 14 Plus, 14 Pro, and 14 Pro Max respectively. The iPhone 15 series saw starting prices of $799, $899, $999, and $1199, indicating a price increase for the Pro Max model [3]. - The iPhone 16 series also experienced price increases compared to the iPhone 15, with starting prices of $829, $899, $999, and $1199 [3]. - IDC reported a 3.4% decline in global smartphone shipments in 2023, but an 8% increase in average selling prices, indicating a trend of rising prices across all regions and brands [4]. Product Innovations - Analysts anticipate that Apple may introduce a new lightweight model, the iPhone Air, at the upcoming event, which is expected to be the thinnest iPhone yet at 5.5mm and weigh around 145 grams [5]. - The iPhone Air is projected to be priced around $899, although there is a possibility of price increases [5]. - There are expectations for Apple to innovate further in AI capabilities, with plans to integrate AI-driven search tools into Siri, although this product is not expected to launch until next year [6]. Future Projections - Analysts predict that Apple will release its first foldable iPhone in 2026, with expected shipments of 8 to 10 million units in that year, and 20 to 25 million units in 2027 [6].
苹果可折叠iPhone采用屏下指纹?郭明錤否认
Feng Huang Wang· 2025-09-01 02:20
Core Viewpoint - Apple is unlikely to adopt under-display fingerprint recognition technology for its upcoming foldable iPhone, according to renowned analyst Ming-Chi Kuo from Tianfeng International Securities [1] Group 1: Technology and Features - The foldable iPhone is expected to utilize Qualcomm's under-display fingerprint recognition solution to reduce device thickness, marking a return of fingerprint recognition technology that has not been used in iPhones for nearly a decade [1] - Kuo maintains his earlier prediction that the foldable iPhone will feature Touch ID fingerprint recognition through a side button, despite market rumors suggesting the use of under-display ultrasonic fingerprint recognition [1] Group 2: Supply Chain and Partnerships - GIS-KY, a subsidiary of Hon Hai Group, is set to take on orders for the fingerprint recognition module for the foldable iPhone [1] - Luxshare is anticipated to become the supplier for the side button Touch ID module for the foldable iPhone [1]
超越iPhone 4,iPhone 17有望打破尘封15年的纪录
3 6 Ke· 2025-08-28 06:50
Core Viewpoint - The upcoming iPhone 17 is expected to break the record for the longest sales period of a flagship iPhone model, which has been held by the iPhone 4 for over 15 months [2][3]. Group 1: Historical Context - The iPhone 4 was released on June 24, 2010, and remained the flagship model until the iPhone 4S was launched on October 14, 2011, maintaining its status for approximately 477 days, or about 15.7 months [3]. - The iPhone 11 Pro held the second-longest sales period at 399 days, or about 13.1 months, before being replaced by the iPhone 12 Pro [3]. Group 2: Future Projections - The iPhone 17 is projected to be sold for around 550 days, or approximately 18 months, before the anticipated release of the iPhone 18 in spring 2027 [3][4]. - Apple is considering staggering the release dates of the base model and Pro versions, which would contribute to the extended sales period of the iPhone 17 [3][4]. Group 3: Market Dynamics - The presence of the Pro series and the upcoming Air series is expected to mitigate the "dry spell" experienced during the transition from iPhone 4 to iPhone 4S, as consumers will have other options during the iPhone 17 to iPhone 18 upgrade cycle [4]. - The introduction of the first foldable iPhone is anticipated to represent a significant hardware transformation in the iPhone lineup, although the iPhone 17 is still expected to achieve the longest sales duration for a standard flagship model [4]. Group 4: Shortest Sales Periods - The iPhone 12 to iPhone 13 transition lasted only 11 months due to delays caused by the pandemic, marking one of the shortest sales periods for flagship models [5]. - The iPhone X, released in September 2017 but officially available from November 2017, had a main sales period of just 10 months before being succeeded by the iPhone XS [6].
精研科技(300709):折叠屏+散热业务弹性可期
Xin Lang Cai Jing· 2025-08-18 02:38
Group 1: Company Overview - The company focuses on Metal Injection Molding (MIM) technology, with applications in consumer electronics, automotive, and smart home sectors [1] - The company has established a strong client base, including major brands like Apple, Samsung, Xiaomi, Google, Schaeffler, and Magna [1] - The company has been recognized as a "National Manufacturing Single Champion Demonstration Enterprise" by the Ministry of Industry and Information Technology in November 2021 [1] Group 2: Market Trends and Opportunities - The market for foldable smartphones is projected to reach 19.8 million units by 2025, maintaining a market penetration rate of approximately 1.6% [1] - The growth rate for foldable smartphones is expected to increase by 40% to 60% year-on-year by 2026, driven by Apple's entry and new product launches [1] - The company is involved in both MIM components for foldable screens and hinge assembly for foldable smartphones, positioning itself to capitalize on industry trends [1] Group 3: Cooling Solutions and Market Growth - The data center cooling market is expected to reach $16.87 billion by 2028, with a compound annual growth rate (CAGR) of 18.4% [2] - Liquid cooling is anticipated to increase its market penetration from 17% in 2024 to 33% by 2028, outperforming air cooling in thermal efficiency [2] - The company is actively developing new products and projects in the cooling sector, focusing on energy storage and edge computing servers [2] Group 4: Financial Projections and Investment Outlook - Revenue projections for the company are estimated at 2.616 billion yuan, 3.264 billion yuan, and 3.921 billion yuan for the years 2025 to 2027, respectively [3] - The current price-to-earnings (PE) ratios are projected to be 40.23, 24.66, and 19.93 for the same years [3] - The company has initiated stock incentives and convertible bond financing, indicating a commitment to enhancing internal governance and competitive capabilities [3]
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].