折叠手机市场

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中信建投:苹果入局 或将引爆折叠手机市场
Ge Long Hui A P P· 2025-08-27 00:30
Group 1 - Omdia predicts that global shipments of foldable OLED screens will reach 124.6 million units by 2032, accounting for 8.6% of the overall OLED market, significantly higher than 23.1 million units in 2024 and an estimated 23.5 million units in 2025 [1] - The industry widely believes that if Apple launches its own foldable phone, it will greatly change the industry landscape [1] - Apple is reportedly addressing technical challenges such as screen creases, hinge durability, and battery life, reflecting its emphasis on product maturity [1]
知名投行:首款折叠屏iPhone将于明年登场
财联社· 2025-07-30 02:14
Core Viewpoint - Apple is expected to launch its first foldable iPhone next year, potentially generating up to $65 billion in sales revenue [1][3]. Group 1: Product Launch and Market Impact - The first foldable iPhone is anticipated to be part of the iPhone 18 series, set to be released in September 2026, with a price point of $1,999 [1]. - Analysts suggest that the design of Apple's foldable phone may resemble Samsung's Galaxy Z Fold series, indicating a shift in Apple's product strategy [2]. - The introduction of the foldable iPhone is seen as a significant design change since the original iPhone was launched in 2007, marking a potential revitalization of consumer interest [2]. Group 2: Market Dynamics and Competitive Landscape - The foldable phone market is expected to grow significantly, although it will remain a niche segment within the high-end smartphone market [3]. - Apple's stock has seen a decline of over 15% this year, attributed to various risk factors, including trade tensions under the Trump administration [3]. - The competitive landscape is intensifying, with Samsung planning to release three foldable phones by the end of this year, highlighting the urgency for Apple to innovate [1][2]. Group 3: Design and Innovation Challenges - The upcoming iPhone 17 series is expected to have limited upgrades, leading investors to focus on the next year's product launches [2]. - Apple's historical success in mainstreaming product categories like smartwatches and tablets suggests that the company could similarly influence the foldable phone market [3]. - The departure of former chief designer Jony Ive to join OpenAI for a project aimed at creating a device to rival the iPhone adds another layer of competitive pressure [4].