苹果iPhone拟采用错峰发布新策略：高端机型秋季发，标准版移至次年春季

华尔街见闻

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11月17日消息，苹果公司资深分析师马克·古尔曼最新披露，从iPhone 18系列开始，苹果将彻底改变延续十年的“秋季新品发布”模式，正式转向一年两次的"双季发布"。根据新计划，高端机型（包括iPhone 18 Pro、iPhone 18 Pro Max以及传闻中的折叠屏iPhone）将继续在2026年秋季发布，以抢占假日购物季的高端市场。而价格更亲民的iPhone 18、iPhone 18e...

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href=\"https://wallstreetcn.com/articles/3759569\">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":"LU2487616109.SGD","symbol_name":"JPM AMERICA EQUITY \"A\" (SGD) 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Intelligence推广不顺和改进版Siri语音助手的推迟发布，都凸显出现行发布计划的痛点。\n新的发布计划旨在将营收更均衡地分布到全年，减轻员工和制造合作伙伴的压力，并防止高端和入门机型在营销上相互影响。同时，这一调整也将为苹果提供更多机会来应对三星电子等竞争对手的新品发布，三星早已将其Galaxy和折叠屏设备的发布分散在不同季节。\n苹果发布策略的调整伴随着产品线的重大变革。该公司计划在未来三年推出三款全新iPhone机型，包括明年秋季的首款折叠屏iPhone，以及2027年将推出的配备曲面玻璃屏幕和隐藏式摄像头的高端机型。\n 关于iPhone Air系列，古尔曼澄清了相关传闻。他表示第二代iPhone Air并非因销售不佳而推迟，实际上该产品“并未被明确规划在明年发布”。苹果将其命名为“iPhone Air”而非“iPhone 17 Air”的做法，本身就表明公司不希望将该产品绑定在年度发布周期上。\n图：苹果iPhone Air\n古尔曼透露，第二代Air的主要升级将集中在更高效的2纳米处理器上，这有望改善初代产品在电池续航方面的表现。对于增加第二颗后置摄像头的传闻，他认为这个想法有些奇怪，因为手机的相机模组区域已经相当拥挤，而且超广角摄像头是“iPhone上使用率最低的摄像头”。唯一的合理场景是，折叠屏iPhone的双后摄设计最终下放到标准机型。\n 从战略层面看，iPhone Air本质上是苹果的一项“技术试验”，是通往折叠屏iPhone的过渡产品。它将采用许多与未来折叠屏手机相同的材料、小型化技术、内部组件、电池和软件优化，旨在“打磨苹果的供应链”，而非仅仅为了让用户适应更薄的设备。\n 据悉，苹果对iPhone Air的销量预期本就较为保守，预计将占新iPhone总销量的6%至8%，这与被其取代的iPhone 16 Plus的表现相当。\n 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