今日，苹果现任 CEO 库克发文缅怀苹果公司联合创始人——史蒂夫・乔布斯，逝世 14 周年。 Steve 相信未来充满光明与无限可能，照亮前行的道路，激励我们前进。我们怀念你，我的朋友。 Steve saw the future as a bright and boundless place, lit the path forward, and inspired us to follow. We miss you, my friend. 上个月，苹果举办了特别活动，发布了iPhone 17系列手机和智能穿戴系列新品。而随着时间的推进，有爆料提到了苹果10月的新品阵容。 M5 iPad Pro 日前，有博主提前发布了M5芯片版iPad Pro开箱视频，甚至还在Geekbench 6跑了分。 据悉，该博主去年准确爆料过搭载M4芯片的14英寸MacBook Pro，因此本次泄露可信度相当高。 从曝光视频来看，外观ID设计上，M5 iPad Pro 在设计上与 M4 款几乎一致，采用相同的超薄机身，背部配备单摄像头、四扬声器。但机身背 部不再有iPad Pro的标识。 目前尚不确定的一点是，该设备是否搭载了双前置摄像 ...

摩通将苹果至2026年12月的目标价由255美元上调至280美元，相当预测2027财年综合市盈率29倍，基于 更高的盈利预测。 摩通预计随着可折叠iPhone的推出，2027财年升级周期将更为强劲，加上定价顺风加速，将为iPhone带 来低双位数的收入增长。该行预计公司总体收入增长将与iPhone收入同步，2026财年收入增长7%(与 2025财年相近），2027财年则增长10%。 摩根大通发表报告指，iPhone 17系列已在数日前开售(9月12日开始预售)，早期需求迹象显示，本次周 期的出货量不仅有望超过该行最初预期(当时考虑到 iPhone 16 系列出现提前消费后的消化压力)，甚至 有望按年超越iPhone 16系列。受益于改善的出货前景，该行目前预测2026财年(2025年10月至2026年9 月)iPhone出货量为2.36亿部，按年微增 2%，结合各有利因素，该行认为这将支撑iPhone收入录得中至 高个位数增长。 ...

来源：环球网 【环球网科技综合报道】9月22日消息，据外媒9to5mac援引彭博社报道称，马克·古尔曼在最新《Power On》通讯中援引供应链消息称，苹果计划于2026年秋季发布首款可折叠iPhone（暂称iPhone Fold），其 外观将酷似两台iPhone Air并排组合，并沿用钛金属材质，主打极致纤薄与高端设计。 古尔曼描述，可折叠iPhone整体将延续今年Air的平直中框与极简风格，被视为苹果对折叠形态的技术 验证。 据透露，可折叠iPhone定价至少2000美元，与此前2100-2300美元区间相符，定位高于现款Pro Max，成 为苹果史上最贵iPhone。（青云） ...

尽管存在一些相关问题，但苹果似乎对可折叠 iPhone 的销售前景充满信心。郭明錤补充称，该公司最 近将该款设备2026年的出货量预测从之前的600万- 800万台上调至800万-1000万台。此外，该公司目前 预计2027年的出货量将在2000万至2500万台之间，而此前的预测为1000万至1500万台。 一些分析人士表示，今年推出的 iPhone Air 产品正在为下一代可折叠版 iPhone 的问世奠定基础，预计 该款产品将于 2026 年发布。 智通财经APP获悉，据悉，苹果(AAPL.US)正在考虑对可折叠 iPhone 进行试生产。据报道，该公司已在 中国台湾与多家供应商进行了商谈。知情人士称，如果测试进展顺利，这家科技巨头及其制造合作伙伴 可能会在 2026 年的某个时候在印度开始大规模生产可折叠版 iPhone 。 天风国际证券分析师郭明錤近日表示，可折叠iPhone将采用超薄玻璃。超薄玻璃"对边缘的裂纹、微粒 和应力非常敏感"，因此比传统智能手机玻璃更难制造，而且成本也更高，可能比传统玻璃高出两到四 倍。 ...

凤凰网科技讯 北京时间9月18日，据《日经亚洲》报道，苹果公司已与供应商进行洽谈，探讨在中国台 湾地区建立一条可折叠iPhone试生产线的可能性，目标是在印度量产该设备，明年发布。 据知情人士透露，苹果的目标是在2026年把总手机出货量提升10%，并认为推出一款备受期待的可折叠 机型将有助于实现这一目标。 知情人士称，苹果与供应商进行讨论背后的想法是，借助中国台湾供应商的工程资源与产业生态，建立 一条小型试点生产线，以验证设备，并对制造可折叠 iPhone所需的参数和工艺步骤进行微调。 一旦这些环节全部敲定，该流程将被复制到印度，用于可折叠iPhone的大规模量产。知情人士称，这种 做法将缩短苹果在生产可折叠版iPhone上的学习曲线，并有助于确保印度的量产能够顺利展开。苹果规 划的"中国台湾—印度"生产战略，旨在缓解风险和物流障碍。 知情人士称，苹果供应商已经看上了中国台湾北部城市的一块地，用于规划中的试产线，但他们补充 说，该计划尚未最终敲定，仍可能有所变动。他们还指出，即使只是试产线，中国台湾在iPhone生产方 面依然面临土地和劳动力资源有限等挑战，而一条试产线大约就需要1000名操作员。 知情人士对 ...

Group 1 - The mobile supply chain is experiencing a recovery, with notable stock price increases for companies such as Hongteng Precision (+4.35%), Lens Technology (+3.63%), BYD Electronics (+3.5%), and Sunny Optical (+2.51%) [1] - The iPhone 17 is entering mass production, with Apple reportedly planning a slight price increase for the iPhone 17 series, marking the first price adjustment since 2017. This is expected to raise the average selling price by 5% for the fiscal year 2026, exceeding market expectations, while demand is anticipated to remain unaffected [1] - Huawei has launched its new foldable smartphone, the Mate XTs, starting at 17,999 yuan. Additionally, analyst Ming-Chi Kuo predicts that Apple will release its first foldable iPhone in 2026, with expected shipments of 8-10 million units, growing to 25 million units by 2027 [1]

Core Viewpoint - The mobile industry supply chain is experiencing a rebound, driven by the upcoming release of the iPhone 17, which has entered mass production, leading to increased hiring among supply chain companies [1] Group 1: Stock Performance - Hongteng Precision (06088) rose by 4.35% to HKD 4.08 [1] - Lens Technology (06613) increased by 3.63% to HKD 26.82 [1] - BYD Electronics (00285) saw a rise of 3.5% to HKD 42.62 [1] - Sunny Optical (02382) gained 2.51% to HKD 79.65 [1] Group 2: iPhone 17 Insights - Apple is expected to slightly increase the prices of the iPhone 17 series during the launch, marking the first price hike since 2017 [1] - Morgan Stanley predicts that this price adjustment will raise the average selling price by 5% for the fiscal year 2026, which is significantly higher than market expectations [1] - Demand for the iPhone 17 is not anticipated to be negatively impacted by the price increase [1] Group 3: Competitive Landscape - Huawei's new foldable smartphone, Mate XTs, is priced starting at CNY 17,999 [1] - Analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026, with an expected shipment of 8-10 million units, and aims to follow up with a foldable iPad in 2028 [1] - The forecast for foldable iPhone shipments is expected to grow to 25 million units by 2027 [1]

Core Viewpoint - Huawei has launched its new flagship foldable smartphone, Mate XTs, targeting the high-end market with premium features and pricing, marking a significant return of its Kirin chip technology after a four-year hiatus [2][3]. Group 1: Product Launch and Features - The Mate XTs is priced at 17,999 yuan for the base model with 256GB storage and 21,999 yuan for the top configuration, which is comparable to purchasing two latest MacBook Airs [2]. - The device is powered by the new Kirin 9020 chip and runs on HarmonyOS 5.0, achieving a performance improvement of approximately 36% [3]. - Huawei has developed 12 foldable screen products over six years, establishing a leading position in the market [3]. Group 2: Market Position and Projections - IDC forecasts that Huawei will capture 75% of the Chinese foldable smartphone market by the first half of 2025, with nearly 500,000 units of the Mate XTs expected to be sold [3]. - The overall foldable smartphone market in China is projected to reach 9.47 million units in shipments by 2025 [3]. Group 3: Competitive Landscape - Apple is expected to enter the foldable smartphone market, with plans to launch its first foldable iPhone in 2026 and a foldable iPad by 2028, indicating a potential competitive clash with Huawei [4].

Core Viewpoint - Huawei has launched its new foldable smartphone Mate XTs Master Edition at a starting price of 17,999 yuan, which is a reduction of 2,000 yuan compared to the previous generation [2]. Group 1: Product Launch and Features - The Mate XTs is equipped with the Kirin 9020 chip, marking the first public display of Kirin chips in four years [2]. - The camera system has been upgraded with RYYB sensors, a 40-megapixel ultra-wide-angle lens, and a new red maple color camera [2]. - The new model emphasizes software ecosystem expansion, featuring applications like WPS Office and Wind Financial Terminal, and supports PC-level multi-window operations [2]. Group 2: Market Performance - According to IDC, China's foldable smartphone shipments are expected to reach 4.98 million units in the first half of 2025, with a year-on-year growth of 12.6% [3]. - Huawei leads the market with a shipment of 3.74 million units, capturing 75% of the market share [3]. - The previous generation Mate XT has nearly 500,000 units shipped as of mid-2023, making Huawei the first Chinese brand to exceed 10 million cumulative shipments since the launch of its first foldable phone in 2019 [4]. Group 3: Competitive Landscape - Apple is preparing to enter the foldable smartphone market, with plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028 [6]. - Analysts believe Apple's entry could accelerate the growth of the foldable smartphone market and drive innovation in the supply chain [6]. Group 4: Supply Chain Insights - Lens Technology is a key supplier of precision structural components for Huawei's foldable smartphones [7]. - Dongguan Huajing Powder Company has been a major supplier of MIM precision structural components for Huawei's flexible screen smartphones since 2018 [7]. - Dafu Technology's subsidiary is a primary supplier of core components for Huawei's foldable smartphone hinges [8]. - Huawei's screen suppliers include BOE and Visionox [9].

Group 1 - Huawei has officially launched the Mate XTs, a three-fold screen smartphone, featuring the Kirin 9020 chip and HarmonyOS 5, marking the return of Kirin chips after four years [1][3][5] - The Mate XTs offers a 36% overall performance improvement due to the new chip [5] - The device supports the installation of PC version office software, enabling multi-window functionality similar to a computer, and includes a stylus for annotations and screen capture [6] Group 2 - The Mate XTs is the first smartphone to integrate financial software for real-time market analysis, enhancing investment decision-making capabilities [8] - The device connects to 15,000 earthquake observation stations across China, improving earthquake warning capabilities by 2.5 times [8] - The global foldable smartphone market is becoming increasingly competitive, with Apple planning to release its first foldable iPhone in 2026 and a foldable iPad in 2028 [8][9] Group 3 - Analyst Ming-Chi Kuo predicts that the foldable iPhone will have shipments of 8 to 10 million units in 2026, increasing to 25 million units in 2027 [9] - 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% [9] - Domestic brands are expanding the foldable smartphone market by competing on price and features, transitioning foldable devices from luxury items to mainstream consumer products [9]