苹果折叠iPhone备货上调20%，台积电、鸿海获更多订单

华尔街见闻03-09

苹果正以大幅超出原定目标的备货动作，向市场传递对首款折叠iPhone的高度信心，其核心中国台湾供应链合作伙伴已全面进入量产准备阶段。据中国台湾《经济日报》援引知情人士消息，苹果已将折叠手机供应链库存备货量较原定目标上调约20%，鸿海、大立光及台积电均将因此承接更多订单。关键零部件预计于今年第二季末至第三季开始出货，产品正式发布时间锁定年底前。鸿海董事长刘扬伟的近期表态为上述信息提供了进一步佐证...

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orders","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMG":0.6,"APLY":0.6,"AAPY":0.6,"AAPL":1.97,"MACW.SI":0.6,"03145":0.6,"AAPD":0.6,"AAPU":0.6,"STSM":0.6,"AAPX":0.6,"AAPW":0.6,"TSMY":0.6,"TSMX":0.6,"TSMZ":0.6,"AAPB":0.6,"TSMU":0.6},"content_text":"苹果正以大幅超出原定目标的备货动作，向市场传递对首款折叠iPhone的高度信心，其核心中国台湾供应链合作伙伴已全面进入量产准备阶段。\n据中国台湾《经济日报》援引知情人士消息，苹果已将折叠手机供应链库存备货量较原定目标上调约20%，鸿海、大立光及台积电均将因此承接更多订单。关键零部件预计于今年第二季末至第三季开始出货，产品正式发布时间锁定年底前。\n鸿海董事长刘扬伟的近期表态为上述信息提供了进一步佐证。据报道，刘扬伟表示，一家主要客户对其即将推出的折叠产品\"极具信心\"，该客户为全球领先企业且标准极高。市场普遍认为，Liu所指客户即为苹果。\n苹果的入局预计将对折叠手机市场产生深远提振效应。根据TrendForce预测，随着苹果首款折叠设备于2026年下半年发布，全球折叠智能手机渗透率有望从2025年的1.6%升至2027年的逾3%。\n台厂四强分工明确，台积电鸿海领衔\n据中国台湾《经济日报》披露，首代iPhone Fold的供应链分工已基本确定，四家台湾企业各司其职：鸿海负责整机组装，台积电负责处理器生产，大立光提供高端摄像镜头，新日兴则供应核心转轴组件。\n报道指出，目前供应链相关运营已全面启动，标志着该产品正式进入量产准备阶段。\n售价约2000美元，定位超高端产品线\n据福布斯援引彭博报道，折叠iPhone预计售价约为2000美元，配备7.8英寸无折痕内屏，并搭载屏下传感器等新技术，同时传闻将把Touch ID整合至电源键以回归指纹识别功能。\n折叠iPhone是苹果推进更高端\"Ultra\"产品线战略的组成部分，该系列潜在成员还包括下一代AirPods及搭载触控屏的高端MacBook Pro。这一定价与产品定位表明，苹果将折叠屏产品视为品牌溢价的新载体，而非走量的大众机型。\n液态金属转轴为核心技术亮点\n在所有零组件中，转轴被视为折叠手机最关键的结构部件。据报道，苹果与相关供应商联合研发了高强度液态金属转轴技术，该材料具备低形变、高韧性的特点，理论上可显著提升折叠耐久性，同时维持精致的握持手感。\n这一技术路线的选择，反映出苹果在进入折叠赛道时对产品质量与用户体验的一贯高标准。刘扬伟在谈及该客户时亦强调，尽管其折叠设备入市时间晚于其他厂商，但\"一定会推出主流机型\"，且客户标准极高。\n苹果入局或重塑折叠屏市场格局\nTrendForce数据显示，2025年全球折叠屏智能手机渗透率仅为1.6%，市场规模仍相对有限。然而，苹果预计于2026年下半年推出首款折叠设备后，渗透率有望在2027年突破3%，实现近乎翻倍的增长。\n苹果凭借其庞大的用户基础与品牌影响力，历来具备重新定义细分市场的能力。此次大幅上调备货目标，加之供应链全面启动，显示苹果对首代折叠iPhone的商业前景持有相当程度的信心。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","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; 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