【华安证券】折叠屏行业点评：苹果折叠产品或将2026年发布，多家厂商将发布新款折叠屏-250210（2页）.pdf

1、!#$%&()*+,-.*/012345/Table_Title!#$%&()*!+,-.!#$%&()*!+,-.2026/0123456.0178!#/0123456.0178!#Table_IndNameRptType!#$/%&($%9(:;$%9(:;!#$%2025-02-10 !)*+,-!)*+,-300./01./01 Table_Author 23452345678678&()*%S0010523060001+,% 234523459:;9:;&()*%S0010524070001+,%&(&(l iPhone?2026ABCDEFGHIJKLABCDEFGHIJKL MN

2、OPQRSTUVWXYZ 2026 ABC_=iPhoneVa 2027 A=iPad b MacBookVcdefg=Lhijk=iPhone lmnoYp 800 qr 1,000 qsV 2027 AYZtr 2,000 qsV 2026 AuvFGHIJwxV y 2027 Az|k MNUV=iPhone IJT OLED V#T UTG“”V 90 100:ks Tua&V-VQk _=iPhone=YV=9.2“mm V 4.6“mm V”12 VE 6.1 k2vWX!YVKL 110:V“Amphenol bOPS+V vV 35:kVMIM“2v|#+V:kV=iPhone

3、 hE”“MetaLens”Vvz+#VKvFGH+LG+kh+”!Vvz#V$%2&k(V)*+-,(“p-.-+V/0n12 5,000mAhV 3D+Vv ATL“34IJk“OPQRS l WX=5678WX9WX=5678WX9V:8V:8=5ij=5ij;iPhoneVa 2027 A=iPad b MacBookVcdefg=LhijkWX=T6WX AI 3?TAcde78WX9=5BCT;HI.JK5GpLM 2 N 18 SO!6FVP/QRSTijU Galaxy Z Fold7=VW=XYZV9U_=VW Galaxy G Fold59.96 5V2025Q3 6U_=

4、5Tawbcde8=5ijTgk =59Ecdz|“/L=59Ecdz|“/L2027A VA V“UTG Vef“ghi V|#“Vef“ghi V|#“MIM V Vbb“Meta Lens V-.-+“,(V-.-+“,(VVjjkkl“,l“,(m1*(m1*kk nono 1pqrs-otU2WX=5;6ut -20%0%20%40%60%80%2/245/248/2411/242/25电(申万)沪深300Table_CompanyRptType !#$!#$v !#$%&()*+,-.*2/2 012345?ABCDEFGH?ABCDEFGH 23452345678VGwxy!z2

5、34k|GVHxkEV:DEVH 8 AD#Q I=JKI=JK 234234(234Hwx“F”TwxDEEVTT#$V T-VIz(V(T*Nb-ij-V-TA-wV-wT-b-Fk(T-bk-+a-+-F(TA%1A1=TV23-T”AVk%GwxCHdQwxFlV*wxDEEk(vGwxCHdaGb“-OPk(T-4UVGwx#$?sVy-T-wkapV(T-AT-TDEkapVddxAcj-DEdV-+DE2DEV-(T0T$%kDEVNTDE+ddxAcjckGwxcj3FH(Td!Twxc!V3p-dDE!Ak(JVQGwx#$”V#$(T2-!#=T$%&A&;VA()2*VA

6、+,d-Tk./A00Vj1Gwx#$!2Vr3pGwx#$V4-!0c!H56Tb78k.Qd”V9A(V:Td;X?$%Tk LM9NKLM9NK(6S:6 BNVwx“A!)*EtEcwxijw)*TABC#pVA C,-300)*pUDijD)“E“FGTADi)*“EiFGTpUijH)*pUijIJKL)*AGM 500)*pkN.p5!&OP!&OP t 6 BNTDEQRij)*5%S;6 BNTDEQ+ij)*T8CET-5%r 5%;U 6 BNTDEQV