本周最为轰动的当属美国最新反垄断裁决。裁决结果对谷歌来说无疑是个好消息，它可继续与苹果等合 作伙伴共享数据，并保持其在搜索引擎上的优势。这一消息对苹果无异于一场"意外之喜"，因为谷歌每 年支付给苹果数亿美元，以确保其搜索引擎在苹果设备上处于默认位置。这一判决结果不仅稳固了苹果 的收入来源，还有助于它在未来调整产品策略时拥有更多资金支持。 与此同时，苹果在创新领域也不甘示弱。根据市场分析，苹果计划在2026年推出其首款可折叠iPhone， 并在两年后发布可折叠iPad。这些新产品预计采用康宁公司独家的超薄玻璃盖板解决方案，预计将在全 球掀起一股新潮流。尽管三星在折叠设备市场的地位仍然稳固，但随着苹果的进入，市场竞争将更加激 烈，其他品牌如华为和小米也在积极抢占市场份额。 来源：市场资讯 （来源：美股情报站） 9月3日，苹果(AAPL)股价上演了一场令人瞩目的涨势，单日上涨3.81%，盘中更是创下了自2025年3月 以来的最高点，可谓风光无限。随着科技界的数次利好消息涌现，苹果现阶段的表现已然成为市场上的 一大亮点，引发了广泛的关注。 此外，市场对于美国经济增长放缓和关税问题的担忧也在持续。虽然苹果通过与特朗普政 ...

Core Insights - The article discusses the anticipated growth of the foldable smartphone market, driven by Apple's expected entry in the second half of 2026, which is projected to increase the penetration rate of foldable phones from 1.6% in 2025 to over 3% by 2027 [2]. Group 1: Foldable Smartphone Market - The foldable smartphone hinge market is expected to reach a value of $1.2 billion by 2025, with the hinge cost accounting for approximately 5% to 8% of the bill of materials (BOM) for each device [3]. - Samsung has adopted a droplet hinge design in its Galaxy Z Fold 5 and Flip series starting in 2023, enhancing foldability and durability while reducing crease visibility, which has become a mainstream design in the industry [3]. - The industry is moving towards modular designs and standardization to reduce costs and improve yield rates, which will shift hinges from traditional material processing to system module supply [3][4]. Group 2: Apple’s Potential Impact - Apple is considering the use of liquid metal for structural components in its foldable devices, aiming to leverage the material's properties for lightweight and high toughness [5]. - The entry of Apple into the foldable smartphone market is expected to signal a maturation of the segment, with competition shifting towards manufacturing efficiency, cost control, and supply chain integration [5]. - Suppliers that can manage technology, capacity, and price flexibility will be key beneficiaries in the upcoming growth cycle as the market evolves [5].

Group 1 - The core viewpoint is that the introduction of foldable products by Apple in the second half of 2026 is expected to increase the penetration rate of foldable phones from 1.6% in 2025 to over 3% by 2027, driven by advancements in hinge technology and design [1] - The foldable phone hinge market is projected to reach a value of $1.2 billion by 2025, with Samsung adopting a water-drop hinge design in its Galaxy Z Fold5 and Flip series to enhance durability and reduce crease visibility [2] - The industry is moving towards modular designs and standardization to reduce costs and improve yield rates, with suppliers like New Power and Amphenol investing in high-precision components to adapt to the water-drop hinge trend [2] Group 2 - Apple is considering the use of liquid metal as a structural material for its foldable devices, which could lead to a significant upgrade in the supply chain if combined with 3D printing and composite materials [3] - Apple typically adopts an "early majority" strategy, entering the foldable phone market once it stabilizes, aiming to capture market share through differentiation while minimizing risks and R&D costs [3] - The entry of Apple into the foldable phone market signifies a shift towards mature applications, where competition will focus on manufacturing efficiency, cost control, and supply chain integration [3]