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
手機產業鏈午後漲幅擴大，鴻騰精密漲 16.89%，偉仕佳傑漲 10.73%，藍思科技漲 10.26%，舜宇光學漲 5.43%。有消息稱，蘋果摺疊屏 iPhone 仍有望於 9 月發佈，駁斥了關於生產遭遇障礙的報道。預計 2026 年全球摺疊屏智能手機出貨量將增長 20%，市場將進入新競爭階段。
智通財經 APP 獲悉，手機產業鏈午後漲幅擴大，截至發稿，鴻騰精密 (06088) 漲 16.89%，報 7.9 港元；偉仕佳傑 (00856) 漲 10.73%，報 9.6 港元；藍思科技 (06613) 漲 10.26%，報 20.74 港元；舜宇光學 (02382) 漲 5.43%，報 63.15 港元。
消息面上，此前有媒體報道，蘋果可摺疊 iPhone 據悉在工程測試階段遭遇挫折，量產與出貨或推遲數月。有知情人士透露，蘋果摺疊屏 iPhone 仍有望於 9 月發佈，駁斥了此前媒體對該手機生產遭遇重大障礙的報道。知情人士稱，蘋果將於 9 月與 iPhone 18 Pro 和 Pro Max 一同發佈這款可摺疊機型。
CounterpointResearch 最新報告顯示，受蘋果預計入局、智能手機市場持續高端化以及 OEM 參與度擴大等因素支撐，2026 年全球摺疊屏智能手機出貨量預計增長 20%。隨着蘋果準備推出其首款摺疊屏 iPhone，摺疊屏智能手機市場將在 2026 年進入一個新的競爭階段。
Source: 智通財經 The copyright of this article belongs to the original author/organization.
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