该发布时间点较苹果(AAPL.US)预计推出的首款折叠屏iPhone提前数月——据传苹果产品将于明年秋季 亮相，设计或类似三星7月发售的Galaxy Z Fold 7内折方案。 在竞争格局方面，华为2024年推出的Mate XT及升级版Mate XTs定价与三星新品相当，凭借在中国市场 (全球最大折叠屏市场)的领先地位展开直接竞争，尽管其安卓应用兼容性弱于三星。 三星TriFold采用双向内折设计，而华为机型折叠后呈Z字形。折叠状态下外屏尺寸与常规手机相近，展 开后屏幕可分屏运行三个独立应用，相当于三台6.5英寸直板机并排显示。配合专为硬件优化的三星 DeX软件，用户可直接在10英寸内屏启用桌面级界面(传统机型需外接显示器)，最多支持四个工作区同 时运行各五个应用。 智通财经APP获悉，三星电子正式推出首款三折叠智能手机Galaxy Z TriFold，彰显其在可折叠设备领域 的工程突破，尽管该品类尚未被主流市场广泛接纳。这款设备采用双铰链设计，可展开为平板尺寸的10 英寸屏幕，于12月12日率先在韩国上市，定价359万韩元(约2450美元)，美国市场定价尚未公布，后续 还将登陆中国大陆、中国台湾地区、新加坡 ...

Core Insights - Apple is preparing for its 50th anniversary and is focusing on AI strategies and innovative products like the foldable iPhone to maintain its market dominance in the next decade [1] - Analysts believe that 2026 will be a critical year for Apple's strategic transformation [1] Financial Performance - Apple management expects holiday quarter revenue to grow by 10% to 12%, reaching approximately $137 billion to $139 billion, which is about double Wall Street's expectations [2][3] - This quarter is projected to be Apple's highest in terms of revenue and iPhone sales [2][3] Product Strategy - Apple plans to launch several key hardware products in 2026, including the iPhone 17e, entry-level iPad with A18 chip, and M4 processor-equipped iPad Air [3] - The company will also introduce its first smart display and upgrade its AI products with a new Siri voice assistant based on Google's Gemini model [4][5] AI and Smart Home Initiatives - The new Siri will leverage AI-driven features and is expected to enhance Apple's brand image [5][6] - Apple is entering the smart home market with a focus on security ecosystems, including cameras, alongside the launch of its smart display [4] Competitive Challenges - Apple faces significant challenges in the smart home sector, entering late and needing to overcome established competitors like Google and Amazon [1][9] - The foldable iPhone will be released years after competitors, raising questions about its market acceptance [1][9] Regulatory and Geopolitical Risks - Potential adjustments to the App Store business model could impact revenue from developers [8] - Ongoing geopolitical tensions and tariffs pose risks, with Apple having previously absorbed billions in losses [9]

Core Insights - Apple is facing significant development challenges in its efforts to create a new iPad with a large foldable screen, potentially delaying its release from 2028 to 2029 or later [1][3][6] - The anticipated price for this foldable iPad is around $3,000, which is approximately three times the cost of the current 13-inch iPad Pro [3][6] - Apple is collaborating with Samsung Display to develop an 18-inch panel that minimizes visible creases, similar to the technology used in its upcoming foldable iPhone [1][3] Development Challenges - The engineering challenges related to weight, functionality, and display technology are significant, with the prototype weighing about 3.5 pounds, comparable to a MacBook Pro [3][6] - The use of ultra-thin glass (UTG) in the foldable iPad presents manufacturing difficulties, as it is more sensitive to micro-cracks and stress compared to traditional glass [2][3] - The project is part of a broader initiative by Apple to innovate in consumer electronics, which includes the recent launch of the iPhone Air and ongoing development of AI smart glasses and desktop robots [2][6] Market Context - The foldable iPad aims to revitalize Apple's iPad product line, which has seen declining demand as consumers shift towards Mac products [6][7] - Competitors like Huawei and Samsung have already entered the foldable device market, indicating a growing consumer willingness to pay a premium for larger screens in portable designs [6][7] - Despite the potential for growth, there are uncertainties regarding the project's viability due to technical challenges and market competition [7]

Core Insights - Apple's first foldable iPhone is confirmed to debut in 2026 as part of the iPhone 18 series, while a larger foldable iPad is expected to launch in 2028 with a screen size of 18-20 inches targeting the high-end mobile productivity market [1][4]. Product Details - Both devices will utilize Corning's Ultra-Thin Glass (UTG), with General Interface Solution (GIS) responsible for cutting, edge processing, quality control, and logistics, which is crucial for ensuring the foldability and scratch resistance of the devices [4]. - The estimated starting price for the foldable iPhone is expected to be on par or slightly higher than the current Pro Max model, while the 18-inch foldable iPad is anticipated to set a new price ceiling for the iPad product line, aimed at professional creative and desktop replacement scenarios [4]. Production Timeline - Initial small-scale production of components for the foldable devices is projected to begin in Q4 2025, with large-scale preparations expected to commence in Q2 2026 [4].

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]