小屏笔记本不是苹果的专属 想分析这类小屏笔记本那命中注定的消亡结局，我们还得从这类笔记本「风光」的时候说起。事实上，屏幕尺寸在 13 英寸以下的笔记本电脑市场，曾经是 整个 PC 行业最热闹的竞技场，不少我们熟悉的笔记本品牌，都曾推出过这类小屏笔记本电脑。 比如现在已经易手的 VAIO 笔记本，在十年前就是这类超小屏笔记本的代名词：VAIO P、VAIO X 等产品更是用极致的便携能力开创了「口袋笔记本」的新 品类。 图片来源：VAIO 苹果对小屏笔记本的尝试，终于结束了。 2025 年 9 月 1 日，苹果将 MacBook Air 11 英寸（2015 早期版）正式列为了过时产品。从此以后，苹果将不再对 MacBook Air 11 英寸机型提供技术支持和售 后服务。不过在雷科技看来，属于超小屏幕笔记本的时代，其实在 2018 年全新 iPad Pro 登场的那一天起，就正式结束了。 当然了，便携本也不仅仅有 VAIO 这种高端「奢侈品」，华硕过去也推出过自己的 EeePC 轻薄上网本——低价、小巧、预装 Linux 或低配 Windows，一度 让很多人觉得「笔记本也可以很便宜」。随后，宏碁、惠普、戴尔 ...

Investment Rating - The industry rating is "Outperform the Market" [7][13] Core Insights - Huawei has launched its second-generation foldable smartphone, the Mate XTs, featuring the Kirin 9020 processor and enhanced durability with a 30% increase in impact resistance due to the use of non-Newtonian fluid materials and UTG glass [3][5] - The global foldable smartphone market is expected to see stable growth, with an estimated shipment of approximately 19.83 million units in 2025, reflecting a year-on-year growth of 6.0%. By 2029, shipments are projected to approach 27.29 million units, with a five-year compound annual growth rate (CAGR) of 7.8% [5] - In the first half of 2025, China's foldable smartphone market reached a shipment of 4.98 million units, marking a year-on-year increase of 12.6%, with Huawei capturing a 75% market share by shipping 3.74 million units [5] Summary by Sections Market Developments - Huawei's Mate XTs is the first foldable smartphone with PC capabilities, showcasing advancements in hinge technology and screen durability [3] - Apple is expected to release its first foldable iPhone in the fall of 2026, which will adopt a book-style fold similar to Samsung's Galaxy Z Fold [4] Investment Opportunities - The report suggests focusing on companies involved in foldable screen hinges (e.g., Jingyan Technology, Dongmu Co., Tonglian Precision, Yian Technology, Lingyi Zhi Zao, Kosen Technology) [5] - Other areas of interest include panel equipment, flexible cover lamination equipment, liquid cooling micro pumps, automated assembly equipment, and 3D printing applications [5]

Market Trends & Dynamics - Foldable smartphones are gaining traction, with Samsung's Galaxy Z Fold and Flip series breaking preorder records, indicating growing consumer interest in the foldable form factor [2] - The foldable phone market, while still niche, is evolving, with more brands entering the space, including Google, Motorola, Huawei, and Xiaomi, and Apple reportedly planning to join in 2026 [3][4][5] - Foldable smartphones currently account for less than 2% of global smartphone shipments in 2024, highlighting their limited market share compared to traditional smartphones [12] Technological Advancements & Challenges - Early foldable phones faced durability issues, particularly with screen creases and hinge design, but recent models have made significant improvements in these areas [9][10][11] - Samsung's latest foldable phones have reduced thickness and improved battery life, addressing previous concerns and bringing them closer to flagship phone standards [11][12] - Apple's potential entry into the foldable market is contingent on solving durability and usability challenges, aiming for a user experience-focused approach [15][16] Pricing & Accessibility - The high price of foldable phones, ranging from $1500 to $2000, remains a barrier to mass adoption, positioning them as a niche product in the premium smartphone market [12][13] - Samsung is starting to lower prices, with models like the Flip seven launching under $1000, suggesting a trend towards more accessible pricing as the technology matures [24][25] - Industry anticipates that for foldable phones to become mainstream, the price premium needs to be in the 10-20% range relative to a normal phone [23] AI & User Experience - Samsung and Google are positioning foldables as AI-first devices, leveraging the larger screen for enhanced multitasking, immersive tools, and content creation [19][20] - The larger screen of foldable phones facilitates AI-driven use cases, enhancing productivity and creativity by reducing friction in phone usage [20][21]

Core Viewpoint - Apple plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, utilizing ultra-thin glass cover solutions supplied exclusively by Corning [2][3] Group 1: Product Details - The foldable iPhone is expected to have a book-style fold similar to Samsung's Galaxy Z Fold, with a thickness of 9 to 9.5 mm when folded and approximately 4.5 to 4.8 mm when opened [4] - The device will feature a 5.5-inch external display and a 7.8-inch internal display, with a key selling point being "almost no crease" on the inner screen [4] - The foldable iPhone will include four cameras, with dual rear cameras and front cameras usable in both folded and unfolded states, and will replace Face ID with a side-mounted Touch ID button [4] Group 2: Market Predictions - Analyst Ming-Chi Kuo predicts that the foldable iPhone's shipment will reach 8 to 10 million units in 2026, increasing to 25 million units in 2027 [2] - 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 6.0% [2] Group 3: Pricing and Release - The foldable iPhone is expected to be the most expensive iPhone ever, with UBS analysts estimating a price range of $1,800 to $2,000, while other reports suggest prices could be between $2,000 and $2,500 in the U.S. [5] - The device is anticipated to enter mass production by late September or early October, with a launch expected at the fall event next year [5]

Group 1: Product Launch and Specifications - Apple plans to launch its first foldable iPhone in 2026 and a foldable iPad in 2028, both utilizing ultra-thin glass cover solutions supplied exclusively by Corning [1] - The foldable iPhone is expected to have a thickness of 9 to 9.5 mm when folded and 4.5 to 4.8 mm when opened, featuring a 5.5-inch external display and a 7.8-inch internal display [2] - The foldable iPad will offer an 18 to 20-inch display area when opened, making it the largest mobile device screen Apple has ever produced [1] Group 2: Market Predictions and Sales Forecast - The foldable iPhone's shipment volume is projected to reach 8 to 10 million units in 2026, increasing to 25 million units in 2027 [1] - 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 6.0% [1] - If Apple enters the foldable smartphone market in 2026, it is expected to significantly increase consumer interest and acceptance of foldable products [1] Group 3: Competitive Landscape and Pricing - Apple is considered a latecomer in the foldable device market compared to competitors like Samsung and Huawei, but its strong supply chain control and brand influence may redefine product standards [1] - The foldable iPhone is anticipated to be the most expensive iPhone ever, with price estimates ranging from $1,800 to $2,500 [3]

Core Viewpoint - The article discusses the anticipated release of Apple's first foldable iPhone, the iPhone Fold, expected in 2026, highlighting increased shipment forecasts and market expectations for this product [1][2]. Group 1: Shipment Forecasts - Apple has raised its shipment expectations for the foldable iPhone to 8-10 million units for 2026 and 20-25 million units for 2027, up from previous estimates of 6-8 million and 10-15 million respectively [2]. - The foldable iPad is projected to ship 500,000 to 1 million units in its first year, expected in 2028 [3]. Group 2: Market Context - In the first half of 2025, China's foldable smartphone shipments are expected to reach 4.98 million units, with Huawei holding a 75% market share at 3.74 million units [3]. - Samsung's smartphone shipments in the U.S. surged in Q2, increasing its market share from 23% to 31%, while Apple's share dropped from 56% to 49% [4]. Group 3: Product Features and Design - The foldable iPhone is expected to feature a book-style fold similar to Samsung's Galaxy Z Fold, with a thickness of 9-9.5 mm when folded and 4.5-4.8 mm when unfolded [6]. - The device will have a 5.5-inch external display and a 7.8-inch internal display, with a key selling point being minimal screen creasing due to a metal plate design [8]. - It will include four cameras and will replace Face ID with a side-mounted Touch ID to save internal space [8]. Group 4: Pricing and Release Timeline - The foldable iPhone is anticipated to be the most expensive iPhone ever, with expected prices ranging from $1,800 to $2,500 [8]. - The device is currently in the New Product Introduction (NPI) phase and is expected to begin mass production by late September or early October, with a launch anticipated in the fall of next year [8].

When Samsung released its latest folding phone, the Galaxy Z fold seven, in July, some said the era of the folding smartphone had arrived. If you were in the market for a foldable, this is a really, really good buy. You guys know I'm an Apple girl, but this phone is literally making me so excited to learn new things and go into a whole nother world.And honestly, Z fold seven you are perfect. We just had our launch of our Galaxy Fold seven and Galaxy Flip seven, and the demand has been incredible. We broke p ...

Core Insights - Apple is expected to introduce a foldable iPhone as part of the iPhone 18 lineup in September 2026, with limited upgrades anticipated for the iPhone 17 series this fall [3][4] - The foldable iPhone is predicted to feature a book-style fold similar to Samsung's Galaxy Z Fold series, with a smaller inner and outer display [3][4] - The anticipated price for the foldable iPhone is $1,999, which could create a $65 billion revenue opportunity for Apple [4] Market Position and Competition - Apple's market share in smartphone shipments is currently at 13.9%, placing it fifth behind domestic brands like Huawei [6] - The installed base for Apple smartphones remains flat at 23% to 24%, with a slight increase in the second quarter attributed to subsidies [6] - Competitors like Huawei have already launched their own foldable phones, intensifying competition in the market [5] Geopolitical and Supply Chain Challenges - Geopolitical risks, including potential crackdowns from Beijing on American tech companies, pose significant challenges for Apple in the Chinese market [7] - The Taiwan conflict could threaten chip supply, adding to the volatility of Apple's supply chain [7] - Tariff threats from both the U.S. and China further complicate Apple's operational landscape, impacting margins in a crucial growth market [7]

Product Development & Design - Apple is reportedly developing a folding iPhone, potentially launching in 2026 [1][4] - The folding iPhone is speculated to have a book-style design with a 7.8-8 inch crease-free inner display and a 5.5 inch outer display [4] - The device might feature Touch ID as a side button due to the challenges of incorporating Face ID into a thinner design [5] - The folding iPhone could incorporate self-healing screen technology to repair scratches [3] Cost & Market Positioning - The estimated cost of the folding iPhone is between $2,000 and $2,500, potentially making it the most expensive iPhone [5] Component Suppliers & Technology - Samsung Display is expected to supply the folding screen for the iPhone [2][9][10] - New laser drilling techniques may be used in the hinge design, potentially increasing the phone's cost [10] Technical Specifications - The folded iPhone is predicted to be around 9 millimeters thick [6] - The device is expected to have a dual-lens camera on the back, a single front camera when closed, and another single lens inside when open [6] - The folding iPhone is expected to have the same battery as the rumored ultra-thin iPhone 17 [7]

Group 1 - Apple will exclusively use Samsung OLED panels for its first foldable iPhone set to launch in the second half of next year, highlighting Samsung's technological advantage in reducing screen creases, a key factor in foldable phone design [1] - Samsung plans to start full supply of the OLED panels by the end of this year or early next year, with the foldable iPhone expected to feature a high-end OLED panel similar to the 7.8-inch iPad Mini and an external display of approximately 5.5 inches [1] - The expected price of the foldable iPhone is around $2000, directly competing with Samsung's Galaxy Z Fold [2] Group 2 - Industry insiders note that Samsung's six years of expertise in foldable OLED technology since the launch of the Galaxy Fold in 2019 was crucial for securing this exclusive contract [2] - Apple prioritizes quality over price when selecting component suppliers, making Samsung the only viable option [2] - The anticipated supply volume for the foldable iPhone may exceed initial estimates of 9 million units, potentially reaching over 15 million units [2] Group 3 - The significant demand for the foldable iPhone could reignite growth in the foldable OLED market, which saw a slight increase of 2.9% last year according to Counterpoint Research [2] - This strategic partnership is expected to impact Samsung's market share in the foldable OLED sector, which dropped to nearly 40% last year due to intense competition, but is projected to rise significantly to around 70% next year as foldable OLED deliveries commence [2] - Apple's entry into the foldable phone market is likely to attract interest from high-income consumers in North America and may act as a catalyst for the overall market's growth [3]