Understanding the Market | The mobile phone supply chain's afternoon gains have expanded, and the foldable screen iPhone is still expected to be released in September. The foldable screen market is expected to enter a new phase
手机产业链午后涨幅扩大，鸿腾精密涨 16.89%，伟仕佳杰涨 10.73%，蓝思科技涨 10.26%，舜宇光学涨 5.43%。有消息称，苹果折叠屏 iPhone 仍有望于 9 月发布，驳斥了关于生产遭遇障碍的报道。预计 2026 年全球折叠屏智能手机出货量将增长 20%，市场将进入新竞争阶段。
智通财经 APP 获悉，手机产业链午后涨幅扩大，截至发稿，鸿腾精密 (06088) 涨 16.89%，报 7.9 港元；伟仕佳杰 (00856) 涨 10.73%，报 9.6 港元；蓝思科技 (06613) 涨 10.26%，报 20.74 港元；舜宇光学 (02382) 涨 5.43%，报 63.15 港元。
消息面上，此前有媒体报道，苹果可折叠 iPhone 据悉在工程测试阶段遭遇挫折，量产与出货或推迟数月。有知情人士透露，苹果折叠屏 iPhone 仍有望于 9 月发布，驳斥了此前媒体对该手机生产遭遇重大障碍的报道。知情人士称，苹果将于 9 月与 iPhone 18 Pro 和 Pro Max 一同发布这款可折叠机型。
CounterpointResearch 最新报告显示，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。
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