<p>（第一财经）4 月 7 日——中国苹果供应商鸿海精密工业，广为人知的富士康，已开始试生产美国科技巨头的首款折叠 iPhone，《中国证券报》报道。</p>
<p>根据报告，苹果已指导供应商在下半年推出折叠手机，引用了多个供应链来源。</p>
<p>苹果庞大的用户基础表明折叠 iPhone 有强劲的潜在需求，尽管销售最终将取决于价格，一位消息来源强调。</p>
<p>蓝思科技为折叠 iPhone 提供了超薄玻璃、聚对苯二甲酸乙二醇酯薄膜、玻璃支架和三维玻璃盖，位于长沙的精密制造公司在最近的投资者简报中表示。该公司预计将从这一高价值项目中显著受益，并指出其在该项目中占有领先份额，生产进度也按计划推进，预计在下半年推出。</p>
<p>作为苹果的印刷电路板供应商，鹏鼎控股表示，新产品将需要更多组件，包括对某些组件更高的制造标准。然而，由于折叠 iPhone 尚未上市，该公司拒绝进一步评论。</p>
<p>在 2025 年中期，凌阳科技广东表示，在与其主要北美客户的高端蒸汽室项目中取得了重大突破，涉及折叠设备。</p>
<p>根据国际数据公司，去年中国折叠手机出货量同比增长 9.2%，达到约 1001 万部。</p>
<p>Counterpoint Research 指出，苹果的进入将推动折叠手机市场进入新的竞争阶段，早期需求可能主要来自现有的 iPhone 用户，因为此类设备的高端定位。</p>
<p>国盛证券表示，首款折叠 iPhone 有望加速市场的更广泛采用。无折痕显示技术的持续进步将推动此类手机的销量和价格，为供应链注入新的动力。</p>
<p>编辑：马丁·卡迪耶夫</p>

鸿腾精密

鸿海精密

蓝思科技

<p>富士康已开始生产苹果首款折叠 iPhone 的试生产，预计将在下半年发布。该设备的需求预计将强劲，具体取决于定价。包括蓝思科技和鹏鼎控股在内的主要供应商参与提供组件并确保高制造标准。随着苹果的进入，折叠手机市场预计将面临更激烈的竞争，这可能会提升现有 iPhone 用户的采用率。显示技术的进步也预计将改善供应链动态</p>

<p>(Yicai) April 7 -- Chinese Apple supplier Hon Hai Precision Industry, better known as Foxconn, has begun trial production of the US tech giant's first foldable iPhone, China Securities Journal reported.</p>
<div class="lb-trans"><p>（第一财经）4 月 7 日——中国苹果供应商鸿海精密工业，广为人知的富士康，已开始试生产美国科技巨头的首款折叠 iPhone，《中国证券报》报道。</p>
</div><p>Apple has guided suppliers toward a second-half launch for the foldable phone, according to the report, citing multiple supply chain sources.</p>
<div class="lb-trans"><p>根据报告，苹果已指导供应商在下半年推出折叠手机，引用了多个供应链来源。</p>
</div><p>The large user base of Apple points to strong potential demand for a foldable iPhone, though sales will ultimately depend on the price, one of the sources stressed.</p>
<div class="lb-trans"><p>苹果庞大的用户基础表明折叠 iPhone 有强劲的潜在需求，尽管销售最终将取决于价格，一位消息来源强调。</p>
</div><p>Lens Technology has provided ultra-thin glass, polyethylene terephthalate film, glass brackets, and three-dimensional glass covers for the foldable iPhone, the Changsha-based precision manufacturing firm said at a recent investor briefing. The company expects to benefit significantly from this high-value project in which it holds a leading share, it noted, adding that production ramp-up is on schedule ahead of the second-half launch.</p>
<div class="lb-trans"><p>蓝思科技为折叠 iPhone 提供了超薄玻璃、聚对苯二甲酸乙二醇酯薄膜、玻璃支架和三维玻璃盖，位于长沙的精密制造公司在最近的投资者简报中表示。该公司预计将从这一高价值项目中显著受益，并指出其在该项目中占有领先份额，生产进度也按计划推进，预计在下半年推出。</p>
</div><p>The new product would require more components, including higher manufacturing standards for some, said Avary Holding, a printed circuit board supplier for Apple. However, it declined to comment further because the foldable iPhone has not yet hit the market.</p>
<div class="lb-trans"><p>作为苹果的印刷电路板供应商，鹏鼎控股表示，新产品将需要更多组件，包括对某些组件更高的制造标准。然而，由于折叠 iPhone 尚未上市，该公司拒绝进一步评论。</p>
</div><p>In mid-2025, Lingyi iTech Guangdong said that it had achieved a major breakthrough in a high-end vapor chamber project with its key North American client regarding foldable devices.</p>
<div class="lb-trans"><p>在 2025 年中期，凌阳科技广东表示，在与其主要北美客户的高端蒸汽室项目中取得了重大突破，涉及折叠设备。</p>
</div><p>China's Foldable phone shipments rose 9.2 percent to around 10.01 million units last year from the previous year, according to International Data Corporation.</p>
<div class="lb-trans"><p>根据国际数据公司，去年中国折叠手机出货量同比增长 9.2%，达到约 1001 万部。</p>
</div><p>Apple's entry would push the foldable phone market into a new phase of competition this year, with early demand likely to come primarily from existing iPhone users, given the premium positioning of such devices, Counterpoint Research noted.</p>
<div class="lb-trans"><p>Counterpoint Research 指出，苹果的进入将推动折叠手机市场进入新的竞争阶段，早期需求可能主要来自现有的 iPhone 用户，因为此类设备的高端定位。</p>
</div><p>The first foldable iPhone is poised to accelerate broader adoption in the market, Guosheng Securities said. Continued advances in crease-free display technology would drive up the volume and price of such phones, injecting new momentum into the supply chain, it added.</p>
<div class="lb-trans"><p>国盛证券表示，首款折叠 iPhone 有望加速市场的更广泛采用。无折痕显示技术的持续进步将推动此类手机的销量和价格，为供应链注入新的动力。</p>
</div><p>Editor: Martin Kadiev</p>
<div class="lb-trans"><p>编辑：马丁·卡迪耶夫</p>
</div>

据报道，中国的富士康开始试生产首款可折叠 iPhone