知名产业分析师郭明𫓹发布的最新研究中提及，苹果公司近期显著上调折叠屏iPhone的出货量预期，显示出科技巨头对这款新品潜在热度的殷切期望。郭明𫓹写道：苹果近期已上修折叠屏iPhone出货量，2026与2027年分别提升至800-1000万，以及2000-2500万。此前预估分别为600-800万以及1000-1500万。
折叠屏手机作为消费电子创新的重要方向，正逐步从高端市场向主流消费群体渗透。据TrendForce数据，2024年全球折叠屏手机出货量为1780万台，预计2027年有望增长至7000万台，2024-27年CAGR为57.8%。
华西证券单慧伟认为，苹果加速入局折叠屏，有望带动折叠屏手机实现加速放量，并有望引领折叠屏产业链实现创新升级。看好折叠屏UTG盖板、铰链等核心增量环节以及液态金属、3D打印等新工艺。
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