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苹果“折叠屏蓝图”出炉!知名分析师爆料:出货量可能多达1000万台
Mei Ri Jing Ji Xin Wen· 2025-09-04 00:23
Group 1: Product Launch and Specifications - Apple plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, both utilizing ultra-thin glass cover solutions supplied exclusively by Corning [1] - The foldable iPhone is expected to have a thickness of 9 to 9.5 mm when folded and 4.5 to 4.8 mm when opened, featuring a 5.5-inch external display and a 7.8-inch internal display [2] - The foldable iPad will offer an 18 to 20-inch display area when opened, making it the largest mobile device screen Apple has ever produced [1] Group 2: Market Predictions and Sales Forecast - The foldable iPhone's shipment volume is projected to reach 8 to 10 million units in 2026, increasing to 25 million units in 2027 [1] - IDC forecasts that global shipments of foldable smartphones will reach approximately 19.83 million units by 2025, with a year-on-year growth of about 6.0% [1] - If Apple enters the foldable smartphone market in 2026, it is expected to significantly increase consumer interest and acceptance of foldable products [1] Group 3: Competitive Landscape and Pricing - Apple is considered a latecomer in the foldable device market compared to competitors like Samsung and Huawei, but its strong supply chain control and brand influence may redefine product standards [1] - The foldable iPhone is anticipated to be the most expensive iPhone ever, with price estimates ranging from $1,800 to $2,500 [3]
首款折叠iPhone,传出大消息!知名分析师爆料:出货量可能多达1000万台
Mei Ri Jing Ji Xin Wen· 2025-09-03 16:16
Group 1 - Apple plans to launch its first foldable iPhone in 2026, followed by a foldable iPad in 2028, both utilizing ultra-thin glass cover solutions supplied exclusively by Corning [1] - The expected shipment volume for the foldable iPhone is projected to reach 8 to 10 million units in 2026, increasing to 25 million units in 2027 [1] - The foldable iPad is anticipated to have a high-end pricing strategy, offering a display area of 18 to 20 inches when unfolded, making it the largest mobile device screen in Apple's history [1] Group 2 - The foldable iPhone is expected to feature a book-style fold similar to Samsung's Galaxy Z Fold, with a thickness of 9 to 9.5 mm when folded and approximately 4.5 to 4.8 mm when unfolded [2] - The device will have a 5.5-inch external screen and a 7.8-inch internal screen, with a key selling point being "almost no crease" on the inner screen [2] - The foldable iPhone will include four cameras, with dual rear cameras and front-facing cameras in both folded and unfolded states, and will replace Face ID with a side-mounted Touch ID button [2] Group 3 - The foldable iPhone has entered the New Product Introduction (NPI) phase at Foxconn as of March this year, with mass production expected to begin by late September or early October [3] - The pricing for the foldable iPhone is expected to be the highest ever for an iPhone, with estimates ranging from $1,800 to $2,500 [3] Group 4 - As of the latest report, Apple's stock price is $236.02 per share, with a market capitalization of approximately $3.5 trillion, and the stock has declined over 5% year-to-date [4]