折叠屏iPhone遇良率和产能挑战，估计明年发布后将很快缺货

ITheat热点科技12-20

作者丨谢耀帆监制丨陈嘉就明年苹果最大的一件事，折叠屏iPhone量产并发布必然榜上有名。但是据天风证券分析师郭明𫓹表示，折叠屏iPhone的良率和产能非常有限，虽然明年能够如期发布，但很快就会面临缺货状态，直到2027年才能缓解。郭明𫓹称，折叠屏iPhone目前在研发进度上是落后于预期的，目前某些零部件的规格在11月底仍然没有完全确定，时间已经非常紧张了。但是对于苹果来说，明年一定要推出这款手机。...

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Growth Fund Dis SGD","LU0444971666.USD":"天利全球科技基金"},"translate_title":"Folding screen iPhone encounters yield rate and production capacity challenges, and is estimated to be out of stock soon after its release next year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.96,"MACW.SI":0.6},"content_text":"作者丨谢耀帆监制丨陈嘉就明年苹果最大的一件事，折叠屏iPhone量产并发布必然榜上有名。但是据天风证券分析师郭明𫓹表示，折叠屏iPhone的良率和产能非常有限，虽然明年能够如期发布，但很快就会面临缺货状态，直到2027年才能缓解。郭明𫓹称，折叠屏iPhone目前在研发进度上是落后于预期的，目前某些零部件的规格在11月底仍然没有完全确定，时间已经非常紧张了。但是对于苹果来说，明年一定要推出这款手机。因为面对安卓手机的强势竞争，以及自家的AI难产，苹果今年不得不在iPhone 17系列上挤爆牙膏来维持形象，或者说是维持股价。同理，iPhone Air的推出也是苹果在危机感下所能做的最大程度的创新，虽然它是真的不被人看好，但幸好iPhone 17系列给苹果挽回了脸面。此前郭明𫓹预估这款手机的定价将在2000美元以上，且明年将出货800万到1000万部，但业内其他人认为数字有所高估，因为苹果这款手机的产能爬坡难度高，而且严重受当前进度拖累。基于现状，他预测这部手机可能会像当年的iPhone X，发布后会一度缺货，大部分用户拿到手已经是年底或次年的时候了。但这部手机一定要发布，就像今年的三星三折叠一样，量少也没关系。因为AI已经成长到成为未来手机的一大卖点了，他认为折叠屏iPhone的屏幕更大，将更有利于显示AI的多模态内容。折叠屏iPhone不仅是个体验上有创新的苹果产品，形态也更接近阔折叠，展开后的比例接近iPad mini，而且据传搞定了一直困扰业界的折痕，达到了“无折痕”的状态。所以，直到下一个改变消费电子大趋势的设备诞生前，折叠屏手机都将是一种重要的设备。或许带有显示屏的智能眼镜在未来能够取代智能手机，但这种产品的商业模式和技术成熟的时间也要到2028年至2030年了。抓住市场变化前的窗口推出折叠屏iPhone，对于苹果来说，很重要。进入视频号，查看更多热门内容精彩推荐1.日本iPhone已开放第三方应用商店 中国网友：30%苹果税还要交多久？2.方永飞公开怒怼小米雷军：还要不要一点脸，吹牛界祖师爷！3.内存涨价更加悲观！机构下调明年手机出货量预测，并上调涨价预期","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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