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苹果(AAPL.US)折叠屏雄心壮志遇阻 18英寸“超级折叠iPad”可能推迟至2029年问世
Zhi Tong Cai Jing· 2025-10-22 04:48
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]