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机构预测:苹果将入局折叠屏市场,2026年全球面板出货量预计增46%
Huan Qiu Wang Zi Xun· 2025-12-12 03:53
来源:环球网 报告指出,苹果计划于2026年启动首款折叠屏iPhone的面板采购工作。CounterPoint Research副总监 Guillaume Chansin表示,这一举措将重振全球折叠屏市场活力,有效拉动面板出货量大幅提升,为产业 链上下游带来新的发展机遇。 在供应链格局方面,随着市场规模持续扩大,行业竞争态势逐渐清晰。三星显示凭借深厚的技术积累和 充足的产能优势,预计将占据2026年全球折叠屏手机面板市场57%的份额,成为此次市场增长浪潮中的 最大受益者。其他供应商表现各有分化:京东方市场份额预计同比下降8%;维信诺同比增长8%;TCL 华星光电同比增幅达47%;天马则实现580%的大幅同比增长,展现出强劲的发展潜力。 值得关注的是,大尺寸折叠屏已逐渐成为市场主流趋势,这一变化将推动2026年折叠屏面板平均售价 (ASP)出现实质性上涨,进一步拓宽供应链企业的利润空间,促进行业高质量发展。 在产品形态方面,折叠屏手机市场正经历关键转折。左右折叠(Book-type,又称大折叠/书本式折叠) 设计将在2026年进一步巩固其主导地位。以三星Galaxy Z Fold7系列为例,在2025年下半年的 ...
传三星首款三折叠手机将在今年登场
WitsView睿智显示· 2025-03-07 09:08
Group 1 - The core viewpoint of the article highlights the upcoming launch of Samsung's Galaxy Z Fold7 series, which will include two models: the standard Galaxy Z Fold7 (codename Q7) and a new tri-fold model (codename Q7M) [1][2] - The tri-fold model is expected to feature three screens and two hinges, with speculation that its model number may be SM-F968 [1] - The initial release of the tri-fold version is likely to be limited to the South Korean market, similar to the Galaxy Fold Special Edition, which was also released exclusively in Korea at the end of 2024 [2] Group 2 - The standard Galaxy Z Fold7 is anticipated to be released in July 2025, while the tri-fold version may be launched slightly later, indicating that the release schedules for the two models may not align perfectly [2] - Samsung is currently testing the firmware for the SM-F968N, suggesting that development is underway for the tri-fold model [2]