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折叠屏手机铰链结构件
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苹果有望明年推出首款折叠屏手机 多公司回应相关业务情况
Group 1 - Apple is expected to launch its first foldable iPhone by 2026, resembling Samsung's book-style foldable design, featuring a four-camera system and returning to Touch ID technology [1] - Supply chain sources indicate that Apple suppliers have begun preparing for this model, with plans for mass production starting early next year to ensure a timely release in the fall [1] - Companies like 精研科技 are focusing on foldable screen technology, collaborating with major clients on various stages of product development, including technical consulting and mass production [1][2] Group 2 - The foldable smartphone market is currently dominated by Android devices, and Apple's potential entry could significantly influence the industry by addressing existing pain points [2] - 精研科技, a key supplier for Apple, is involved in providing components for foldable devices, while other suppliers like 领益智造 and 宜安科技 are also engaged in the foldable screen supply chain [3] - IDC reports that China's foldable smartphone market shipped approximately 700.7 million units in 2023, marking a 114.5% year-on-year increase, with projections of 917 million units in 2024, reflecting a slowdown in growth [3] Group 3 - Future development of foldable smartphones will focus on enhancing productivity and breaking down ecosystem barriers, as highlighted by IDC [4] - TrendForce indicates that advancements in technology and price reductions are making foldable phones a focal point in the mid-to-high-end market, with manufacturers preparing for a potential market explosion in 2026 [4] - Apple is considering the use of liquid metal for structural components, which could lead to significant upgrades in the supply chain if combined with advanced manufacturing techniques [4][5]