Abstract:
Topics such as the substantial premium on Apple’s foldable screen mobile phones have become hot searches on the platform. On September 10, Apple released its first foldable screen iPhone Duo at its autumn conference. Although the new phone has not yet been put on sale, demand for pre-orders and pre-orders has surged, resulting in a significant premium in the market. The price list of Dewu App shows that on the evening of September 11, iPhone Duo pre-sale orders have been completed, and the transaction price reached 49,999 yuan, an increase of 34,000 yuan from the official starting price of 15,999 yuan, an increase of approximately 212%. However, on the morning of the 12th, the price of the mobile phone dropped significantly, with the latest price being 24,599 yuan.
In addition, the number of reservations for the upcoming iPhone 18 Pro on the Dewu App has exceeded 280,000, and the number of reservations for the iPhone 18 Pro Max has exceeded 260,000.
In fact, Apple's first foldable screen phone has attracted much attention recently. Yesterday, the topic of nearly 1 million people making reservations to buy iPhone Duo became a hot search topic on the platform.
Looking back, Apple held its autumn conference at 1 a.m. Beijing time on Thursday, launching the iPhone 18 Pro series of phones and its first foldable screen phone, iPhone Duo. This is the first new product launch conference hosted by Apple's new CEO John Ternus after taking office.
Apple’s first foldable screen mobile phone has gained popularity since its release. Related industry chain topics have attracted investors’ attention, and many listed companies have responded recently.
Rongqi Technology stated on the investor interaction platform on September 9 that the company participated in the testing of VC heat dissipation in Apple’s folding screen mobile phones. Qiangrui Technology also recently stated on the Huayi platform that the company maintains a close cooperative relationship with core customers in the Apple industry chain and participates in the R&D, design, proofing and trial production verification of Apple's latest mobile phone-related fixtures and other products every year. The same is true for Apple's folding screen mobile phones.
On September 4, Lingyi Intelligent Manufacturing disclosed in an institutional survey that the company supplies core precision parts related to new generation terminal products to important customers, including hinge precision structural parts, screen support plates, ultra-thin vapor chambers and ultra-thin stainless steel battery shell modules with flanges, etc. The value of a single machine is several times that of a candy bar machine. At present, various folding screen projects are progressing smoothly, and mass production ramp-up and customer delivery are being promoted as planned in the third and fourth quarters. In addition, the stand-alone value of other new machines of the company's important customers has also increased compared with the previous generation models.
Shenzhen Tianma stated at a performance briefing on September 9 that in the field of consumer displays, the company is promoting the application of flexible AMOLED technology in high-end flagship and folding products, and is actively expanding into diversified scenarios.
In addition to Apple’s entry into the folding track, domestic leading brands have also made frequent moves recently.
On September 7, Huawei released a new generation of three-fold mobile phone Mate
According to a Caitong Securities research report, according to IDC data, global folding machine shipments in 2025 will be approximately 20.6 million units. In 2026, with the entry of Apple, it will usher in a year-on-year growth of nearly 30%, reaching approximately 26.72 million units; according to Counterpoint data, Apple is expected to occupy approximately 25% of the market share in the first year of launching folding machines. "We believe that the global folding machine market is at a critical turning point towards mainstream popularity. With its brand potential and ecological advantages, iPhone is expected to quickly activate high-end user groups and push the folding machine track into a period of accelerated growth."
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