距离苹果秋季发布会仅剩六周，今年iPhone 17系列的爆料已非常详细，业界的关注焦点逐渐转向明年 的新iPhone。 据多方消息，2026年将是苹果iPhone产品线重大更新的一年，除了常规迭代的iPhone 18，苹果还将推出 首款可折叠设备。 2026年9月推出，售价1999美元起 目前大部分消息源关于"折叠iPhone发布时间"的爆料出奇的统一，一致指向了明年年底。 近日，在摩根大通的最新研究报告中也再次确认了这一消息，并表示苹果首款折叠iPhone将于2026年9 月推出，而且是作为iPhone 18系列的一部分，两款产品同步发布。 同时，摩根大通还预测了折叠iPhone的价格，预计在1999美元（约合人民币1.4万元）起。这一预估价 位与此前多位苹果分析师预测的"2000美元"非常接近。 摩根大通表示，苹果首款折叠iPhone的推出，将对整个折叠屏手机市场起到推动作用。并预测2027年折 叠iPhone的销量预计在低千万级别，而到2028年有望达到约4500万部。 大折叠形态+内外双屏+无折痕设计 综合爆料消息，苹果首款折叠iPhone采用"大折叠"形态，类似于三星Galaxy Z Fold系列的 ...

近日，市场研究机构TrendForce发布最新报告。 TrendForce称，苹果在供应链端的强势地位可能进一步压缩华为的利润空间。苹果折叠屏面板由三星独家供应，采用UTG超薄玻璃与液态金属铰链技术，宣 称可解决折痕与耐用性问题；而电池容量突破5000mAh的设计，则直击当前折叠屏设备的续航痛点。 另有供应链分析指出，苹果首年折叠屏手机产能或达千万片级别，定价预计在1.4万至2万元区间，瞄准高端商务人群。 IDC数据显示，2024年华为在中国万元机市场市占率达72%，但苹果的入局或将动摇这一优势。一位匿名供应链人士表示："尽管2025年华为折叠屏手机全球 出货量预计突破700万台，中国市场份额占比近80%，但苹果的品牌溢价能力可能分流部分高净值用户。苹果入场后，折叠屏应用的交互标准可能被重新定 义，华为需加速鸿蒙生态的跨设备协同能力。" 有分析称，苹果的入局可能带给华为如下压力： 其一，高端用户流失风险。苹果的品牌号召力与开发者生态可能吸引部分追求"生态完整性"的高端用户。例如，苹果折叠屏与AirPods、Apple Watch等设备 的联动体验，或成为华为难以复制的差异化优势。 苹果首款折叠屏iPhone预 ...

Core Insights - Apple is entering the foldable smartphone market as a "follower" rather than a leader, with its first foldable iPhone expected to launch by the end of 2026, following a market established by Samsung for seven years [1][2] - Unlike its previous groundbreaking products, Apple's entry into this market will not rely on revolutionary technology or design, but rather on a device similar to Samsung's Galaxy Z Fold series, with the OLED foldable screen supplied by Samsung Display [1][2] Group 1: Product Strategy - Apple's approach to the foldable smartphone will not introduce revolutionary interaction interfaces or hardware, but will aim to provide a similar experience to existing products, marking a rare follower position for a company known for leading trends [3] - The engineering team is focused on addressing long-standing weaknesses in foldable devices, such as minimizing screen creases and improving hinge durability and feel [3] - The upcoming iOS 27 will prioritize custom software features for the new device form factor to ensure a smooth user experience [3] Group 2: Market Positioning - Apple's foldable strategy is closely linked to its plans for the Chinese market, where local brands like Xiaomi and Huawei have already launched multiple foldable phones, with a preference for the "book-style" design [4] - The starting price of $2,000 aligns with the purchasing power of high-end Chinese consumers and may be a key factor in boosting sales in China [4] - Despite a lack of hardware innovation, Apple is expected to leverage its brand strength to tap into the market, as millions of iPhone users are reportedly waiting for a foldable product without wanting to switch to Android [4]