瑞银预估苹果首款折叠 iPhone 定价 1800~2000 美元，物料成本 759 美元

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07-15

IT之家 7 月 15 日消息，Fortune 昨日（7 月 14 日）发布博文，报道称瑞银（UBS）预估苹果首款折叠 iPhone 的物料成本（BoM）为759 美元（IT之家注：现汇率约合 5444 元人民币），定价在1800~2000 美元（现汇率约合 12911 ~ 14345 元人民币）之间，预估初期销量在1000~1500 万部之间。瑞银拆解了三星 Galaxy Z Fold 特别版，...

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Fold 特别版，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071513312597a69817&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1582986359.USD","symbol_name":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071513312597a69817&s=b","article_id":"2551155185","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071513312597a69817&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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元人民币），定价在1800~2000 美元（现汇率约合 12911 ~ 14345 元人民币）之间，预估初期销量在1000~1500 万部之间。瑞银拆解了三星 Galaxy Z Fold 特别版，分析显示该折叠手机的物料成本大约为 790 美元（现汇率约合 5666 元人民币），并以此预估苹果首款折叠 iPhone，认为其物料成本要低 4%，为 759 美元（现汇率约合 5444 元人民币）。此前报告指出苹果首款折叠 iPhone 售价可能为 2000~2400 美元，成为苹果迄今为止最昂贵的手机。而瑞银的这份评估报告，认为售价在 1800~2000 美元，贡献利润率在 53% 至 58% 之间。iPhone Fold 的发布预计将对苹果的供应链产生积极影响，包括 Amphenol、Hirose、TDK、Avary 和 SDI 等公司。这些公司目前的交易价格低于历史平均估值，新产品的大量生产可能会提升市场情绪和股价。该报告指出以下关键供应链信息：显示面板：三星显示预计将是主要的供应商，具备年产 1500 万部 7 英寸折叠 OLED 面板的能力，而苹果正在多元化其供应商，LG 显示也可能参与其中。外壳和铰链：设备可能会采用钛合金外壳和液态金属铰链，Lens Technology、Amphenol 和鸿海（富士康）等供应商将从更高的物料成本中获得更多份额。EMS 供应商：鸿海预计将负责初期组装，立讯精密作为次要合作伙伴，反映了苹果利用其成熟的制造生态系统的策略。相关阅读：《郭明𫓹称苹果 2026 下半年量产其首款折叠 iPhone：放弃自研，使用三星显示无折痕方案》《消息称苹果首款折叠 iPhone 手机屏幕即将进入生产阶段，三星独家代工》《消息称苹果折叠 iPhone 进入 P1 原型阶段，折叠 iPad 研发被搁置》广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","kind":"news","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,"code":"91000000","status":"200"}}}