港股概念追踪 | 曝苹果折叠屏iPhone敲定7月底量产产业链有望迎来高速发展拐点(附概念股)

智通财经06-25

智通财经APP获悉，据媒体消息，苹果首款折叠屏iPhone将于7月底启动量产。尽管近期因铰链问题一度传出延期声音，苹果仍计划按原定时间表在9月发布新机。爱建证券此前研报称，乐观预测下2026年苹果折叠屏手机销量有望达1400万台。iPhone本身的高端定位和巨大销售体量将有望带动整个产业链迎来高速发展拐点。供应链方面透露，苹果已确定折叠屏iPhone的显示屏、外壳及结构件等核心规格，产品进入量产...

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Max和Ultra（折叠屏）为主。折叠屏iPhone加入现有产品线后，标准版iPhone可能推迟到明年春季发布。市场对苹果可能推出的折叠屏iPhone抱有较高期待。该产品若面世，将成为iPhone历史上最重大的外观设计变革之一。调查显示，全球约27%的iPhone用户对折叠屏设备“极感兴趣”，中国市场这一比例接近40%。美国银行分析师Wamsi Mohan亦表示，折叠屏iPhone作为重大形态创新，初期需求有望强劲，供应链已为1000万至2000万部的出货规模做准备，显著高于竞争对手。Counterpoint Research发布《折叠屏智能手机市场预测》报告显示，受苹果预计入局、智能手机市场持续高端化以及OEM参与度扩大等因素支撑，2026年全球折叠屏智能手机出货量预计增长20%。随着苹果:准备推出其首款折叠屏iPhone，折叠屏智能手机市场将在2026年进入一个新的竞争阶段。爱建证券表示，折叠屏手机是智能手机领域核心创新品类，以铰链、柔性显示模组为核心组件，有效平衡了大屏体验与设备便携性的核心矛盾，乐观预测下2026年苹果折叠屏手机销量有望达1400万台。iPhone本身的高端定位和巨大销售体量将有望带动整个产业链迎来高速发展拐点。相关概念股：舜宇光学科技(02382)：全球领先的光学镜头、手机摄像头模组、车载镜头供应商。为 iPhone、iPad、Mac 提供高端摄像头模组与光学镜头，是苹果影像系统核心供应商。公司预计2025年归母净利润约45.89亿元至47.24亿元，较2024年盈利约26.99亿元增长约70%至75%。丘钛科技(01478)：专注于手机摄像头模组、指纹识别模组、车载影像系统。为 iPhone 供应中低端摄像头模组，深度绑定苹果中端机型供应链。公司预期2025年度综合溢利同比增长约400%至450%。瑞声科技(02018)：全球声学龙头，提供扬声器、受话器、麦克风、线性马达、射频器件。iPhone、iPad、Mac、AirPods 声学组件核心供应商，独家供应部分高端线性马达。高伟电子(01415)：苹果摄像头模组、结构件、声学组件核心供应商。摩根大通认为，今年下半年调整后的iPhone产品线将有利于高伟电子，因其对Pro及Pro 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港股概念追踪 | 曝苹果折叠屏iPhone敲定7月底量产 产业链有望迎来高速发展拐点(附概念股)

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港股概念追踪 | 曝苹果折叠屏iPhone敲定7月底量产产业链有望迎来高速发展拐点(附概念股)