【环球网科技综合报道】9月3日消息，据macrumors报道称，苹果分析师郭明錤确认苹果首款可折叠 iPhone 将于 2026 年作为 iPhone 18 系列成员正式亮相； 更大尺寸的折叠 iPad 则计划于 2028 年推出，展开后屏幕可达 18–20 英寸，定位高端移动生产力市场。 郭明錤指出，两款可折叠设备均采用康宁研发的超薄盖板玻璃（UTG），由 General Interface Solution（GIS）负责后续切割、边角处理、质检与物流。该组 合被视为苹果确保折叠平整度与耐刮性的核心方案。 | ? MacRumors | | | | | Got a tir | | --- | --- | --- | --- | --- | --- | | Front Page | Roundups | Guides | How Tos | Reviews | Buyer's | | iOS 26 | macOS Tahoe 26 | iPadOS 26 | iPhone 17 | iPhone 17 Air | | 据业内人士预估，可折叠 iPhone 起售价将与现款 Pro Max 持平或略高；18 英寸 ...

Core Insights - Apple is planning a significant overhaul of its flagship product, the iPhone, with major design changes set to roll out over the next three years, marking a historic shift in iPhone innovation [1][6] Group 1: Upcoming Product Launches - The iPhone Air, a new ultra-thin model, will be launched in September 2023, replacing the iPhone 16 Plus and following the strategy of the MacBook Air [2] - In 2026, Apple will introduce its first foldable iPhone, codenamed V68, featuring a book-style design similar to Samsung's Galaxy Fold, which can unfold into a small tablet [3] - By 2027, to commemorate the 20th anniversary of the iPhone, Apple will release the "iPhone 20" with a new curved glass design, moving away from the flat edges used since 2020 [5] Group 2: Design and Features - The iPhone Air will have compromises such as reduced battery life, a single rear camera, and the removal of the physical SIM card slot, while utilizing Apple's in-house modem chip [2] - The foldable iPhone will feature four cameras and will revert to Touch ID for biometric authentication, abandoning Face ID [3] - The iPhone 20's curved glass design is expected to enhance user experience and set a new design standard for the next decade [5] Group 3: Market Strategy and Consumer Engagement - Apple's three-year redesign initiative aims to address the stagnation in iPhone design innovation, which has shifted focus to internal components rather than external aesthetics [6] - The company seeks to reignite consumer excitement and demonstrate that the iPhone remains a core innovation driver for the world's most valuable company [6]

Core Viewpoint - Apple is planning a significant redesign of its flagship iPhone products over the next three years, introducing thinner, foldable, and curved screen models, marking a historic shift in iPhone design [3][7][16] Group 1: Upcoming Product Launches - In September 2023, Apple will launch the new "iPhone Air," which will replace the iPhone 16 Plus and feature a thinner design [4][8] - In 2026, Apple will introduce its first foldable iPhone, codenamed V68, which will adopt a book-style design similar to the Samsung Galaxy Fold, allowing it to unfold into a small tablet [5][11][12] - By 2027, to commemorate the 20th anniversary of the iPhone, Apple will release a model with a new curved glass design, moving away from the flat-edged style used since 2020 [6][15] Group 2: Design Features and Innovations - The iPhone Air will follow the strategy of the MacBook Air, focusing on being thinner and lighter, but will compromise on battery life and camera features, including the removal of the physical SIM card slot [9] - The foldable iPhone will feature four cameras and will also eliminate the SIM card slot, returning to Touch ID for biometric recognition instead of Face ID [13][14] - The 2027 model is expected to integrate a new "Liquid Glass" interface, enhancing user experience with a fresh visual and tactile design [15] Group 3: Market Strategy and Consumer Engagement - This three-year redesign initiative aims to revitalize consumer interest in the iPhone, which has seen a decline in innovative design, with recent updates focusing more on internal components rather than external aesthetics [16] - The goal is to reintroduce the "wow factor" that once drove consumers to eagerly purchase new models, thereby reaffirming the iPhone's role as a core innovation driver for Apple [16]

Core Viewpoint - The article discusses Apple's significant design overhaul plan for the iPhone over the next three years, marking a renewed focus on innovation after years of stagnation in external design [5][15]. Group 1: Upcoming Product Launches - In September 2023, Apple will launch the new "iPhone Air," which will replace the existing Plus model, featuring a thinner design [2][6]. - The first foldable iPhone, codenamed V68, is set to be released in 2026, adopting a book-style design similar to Samsung's Galaxy Fold, allowing it to unfold into a small tablet [3][8]. - By 2027, to commemorate the 20th anniversary of the iPhone, Apple will introduce a model with a new curved glass design, moving away from the square edges used since 2020 [4][13]. Group 2: Design Features and Changes - The iPhone Air will follow the strategy of the 2008 MacBook Air, focusing on being thinner and lighter, but will compromise on battery life and camera features, including the removal of the physical SIM card slot [7]. - The foldable iPhone will feature four cameras and will also eliminate the SIM card slot, returning to Touch ID for biometric recognition instead of Face ID [10][11]. - The 2027 model will feature a curved glass design that complements a new "Liquid Glass" interface, aiming to enhance user experience and set a new design standard for the next decade [13]. Group 3: Market Implications - This three-year design transformation plan is a response to the perceived stagnation in iPhone design innovation, which has led to a decline in consumer excitement and the "wow factor" associated with new releases [14][15]. - By introducing distinct new designs, Apple aims to rekindle consumer interest and demonstrate to the market and investors that the iPhone remains a core innovation driver for the company [15].

Core Insights - Apple is planning a significant overhaul of its flagship iPhone product line over the next three years, introducing thinner, foldable, and curved screen models for the first time in its history [1][6] Group 1: Upcoming Product Launches - The new iPhone Air will debut in September 2023, replacing the iPhone 16 Plus, and will follow the strategy of being thinner and lighter, similar to the MacBook Air launched in 2008 [2] - The iPhone Air will have compromised battery life, a single rear camera, and will eliminate the physical SIM card slot, while using Apple's in-house modem chip instead of Qualcomm's [2] - In 2026, Apple will launch its first foldable iPhone, codenamed V68, which will feature a book-style design similar to Samsung's Galaxy Fold, and will include four cameras [3] - By 2027, to commemorate the 20th anniversary of the iPhone, Apple will introduce a model with a new curved glass design, moving away from the flat edges used since 2020 [5] Group 2: Strategic Rationale - The three-year redesign initiative aims to address the stagnation in iPhone design innovation, as recent updates have focused more on internal components rather than external aesthetics [6] - There is a perception that the iPhone's design has lost its "wow factor," leading to purchases driven by necessity rather than excitement, prompting Apple to reinvigorate consumer interest through distinct new designs [6]

Core Viewpoint - The competition between Apple and Samsung in the U.S. smartphone market has intensified, with Samsung experiencing a significant increase in market share while Apple's dominance shows signs of decline [1][2]. Group 1: Market Performance - In Q2 2025, Samsung's shipments reached 8.3 million units, capturing 31% of the market share, a notable increase from 6.0 million units and 23% market share in Q2 2024, reflecting a 38% annual growth [2]. - Apple's shipments fell to 13.3 million units, resulting in a market share decrease from 56% to 49%, marking an 11% decline year-over-year [2]. - Overall smartphone shipments in the U.S. totaled 27.1 million units in Q2 2025, showing a slight annual growth of 1% compared to 26.7 million units in Q2 2024 [2]. Group 2: Product Innovation - Samsung's resurgence is attributed to the launch of innovative foldable smartphones, including the Z Fold 7 and Z Flip, which have garnered significant attention on social media [3][4]. - The Z Fold 7 can transform into a tablet, while the Z Flip resembles a modern smartphone with a flip design, appealing to a wide range of consumers [3]. Group 3: Market Strategy - Analysts suggest that Samsung's ability to offer a diverse range of products at various price points, from low-end to high-end devices, has contributed to its market share growth [4]. - Samsung's Galaxy and Z series phones range in price from $650 to $2400, allowing the company to target different consumer segments effectively [4]. - In contrast, Apple's strategy has been to wait until a technology is mature before adopting it, with expectations of launching its first foldable iPhone in September 2026 as part of the iPhone 18 series [5].

Core Viewpoint - Apple has decided to pause the development of a foldable iPad, focusing instead on the development of a foldable iPhone due to manufacturing difficulties and low consumer demand for large foldable devices [1][4][5] Group 1: Development Status - Apple is currently in the P1 phase of prototype development for the foldable iPhone, which is expected to complete prototype testing by the end of 2025 and enter the engineering validation testing (EVT) phase thereafter [4][5] - The foldable iPhone is anticipated to be launched alongside the iPhone 18 Pro model next year [4] - The development of a foldable iPad or MacBook may be reconsidered in the future as display technology advances and production costs decrease [4] Group 2: Market Considerations - The decision to pause the foldable iPad development is attributed to high manufacturing difficulties, increased production costs related to flexible display technology, and a lack of strong consumer demand for large-screen foldable products [4][5] - Previous rumors indicated that Apple was working on a foldable device with a screen size between 18.8 to 20.2 inches, featuring OLED technology and a crease-free design, but its release is now expected to be delayed until 2026 to 2028 [4]

Group 1 - Amazon is planning to develop a large-sized foldable device, similar to Huawei's recently launched MateBook Fold, with potential mass production expected by the end of 2026 or 2027 [1] - Apple's foldable MacBook is confirmed to have a display size of 18.8 inches, with production delayed to late 2027 or 2028 due to technical challenges [1] - There is uncertainty regarding the launch of a foldable iPad, as recent supply chain investigations show no definitive plans, possibly due to confusion with the foldable MacBook [1] Group 2 - Huawei's MateBook Fold was officially unveiled with a starting price of 23,999 yuan, featuring an 18-inch display and a thickness of only 7.3mm when unfolded [2] - The production target for Huawei's MateBook Fold is estimated to be between 180,000 to 200,000 units, with sales performance heavily reliant on user feedback, particularly regarding software experience [2] - The MateBook Fold's main selling points include its display size, resolution, weight, and thickness, outperforming competitors like Lenovo's ThinkPad X1 Fold and ASUS's Zenbook 17 Fold OLED in these aspects [2]