<p>（第一財經）4 月 7 日——中國蘋果供應商鴻海精密工業，廣為人知的富士康，已開始試生產美國科技巨頭的首款摺疊 iPhone，《中國證券報》報道。</p>
<p>根據報告，蘋果已指導供應商在下半年推出摺疊手機，引用了多個供應鏈來源。</p>
<p>蘋果龐大的用户基礎表明摺疊 iPhone 有強勁的潛在需求，儘管銷售最終將取決於價格，一位消息來源強調。</p>
<p>藍思科技為摺疊 iPhone 提供了超薄玻璃、聚對苯二甲酸乙二醇酯薄膜、玻璃支架和三維玻璃蓋，位於長沙的精密製造公司在最近的投資者簡報中表示。該公司預計將從這一高價值項目中顯著受益，並指出其在該項目中佔有領先份額，生產進度也按計劃推進，預計在下半年推出。</p>
<p>作為蘋果的印刷電路板供應商，鵬鼎控股表示，新產品將需要更多組件，包括對某些組件更高的製造標準。然而，由於摺疊 iPhone 尚未上市，該公司拒絕進一步評論。</p>
<p>在 2025 年中期，凌陽科技廣東表示，在與其主要北美客户的高端蒸汽室項目中取得了重大突破，涉及摺疊設備。</p>
<p>根據國際數據公司，去年中國摺疊手機出貨量同比增長 9.2%，達到約 1001 萬部。</p>
<p>Counterpoint Research 指出，蘋果的進入將推動摺疊手機市場進入新的競爭階段，早期需求可能主要來自現有的 iPhone 用户，因為此類設備的高端定位。</p>
<p>國盛證券表示，首款摺疊 iPhone 有望加速市場的更廣泛採用。無摺痕顯示技術的持續進步將推動此類手機的銷量和價格，為供應鏈注入新的動力。</p>
<p>編輯：馬丁·卡迪耶夫</p>

鴻騰精密

鴻海精密

藍思科技

<p>富士康已開始生產蘋果首款摺疊 iPhone 的試生產，預計將在下半年發佈。該設備的需求預計將強勁，具體取決於定價。包括藍思科技和鵬鼎控股在內的主要供應商參與提供組件並確保高製造標準。隨着蘋果的進入，摺疊手機市場預計將面臨更激烈的競爭，這可能會提升現有 iPhone 用户的採用率。顯示技術的進步也預計將改善供應鏈動態</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>（第一財經）4 月 7 日——中國蘋果供應商鴻海精密工業，廣為人知的富士康，已開始試生產美國科技巨頭的首款摺疊 iPhone，《中國證券報》報道。</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>根據報告，蘋果已指導供應商在下半年推出摺疊手機，引用了多個供應鏈來源。</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>蘋果龐大的用户基礎表明摺疊 iPhone 有強勁的潛在需求，儘管銷售最終將取決於價格，一位消息來源強調。</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>藍思科技為摺疊 iPhone 提供了超薄玻璃、聚對苯二甲酸乙二醇酯薄膜、玻璃支架和三維玻璃蓋，位於長沙的精密製造公司在最近的投資者簡報中表示。該公司預計將從這一高價值項目中顯著受益，並指出其在該項目中佔有領先份額，生產進度也按計劃推進，預計在下半年推出。</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>作為蘋果的印刷電路板供應商，鵬鼎控股表示，新產品將需要更多組件，包括對某些組件更高的製造標準。然而，由於摺疊 iPhone 尚未上市，該公司拒絕進一步評論。</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，凌陽科技廣東表示，在與其主要北美客户的高端蒸汽室項目中取得了重大突破，涉及摺疊設備。</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>根據國際數據公司，去年中國摺疊手機出貨量同比增長 9.2%，達到約 1001 萬部。</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，蘋果的進入將推動摺疊手機市場進入新的競爭階段，早期需求可能主要來自現有的 iPhone 用户，因為此類設備的高端定位。</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>國盛證券表示，首款摺疊 iPhone 有望加速市場的更廣泛採用。無摺痕顯示技術的持續進步將推動此類手機的銷量和價格，為供應鏈注入新的動力。</p>
</div><p>Editor: Martin Kadiev</p>
<div class="lb-trans"><p>編輯：馬丁·卡迪耶夫</p>
</div>

據報道，中國的富士康開始試生產首款可摺疊 iPhone