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Apple launches first foldable phone iPhoneDuo, starting at 15,999 yuan
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On September 10, 2026, Apple launched its first foldable phone, the iPhoneDuo, with a starting price of 15,999 yuan in China and a 7.6-inch unfolded display, completing its iPhone lineup. According to data cited in the article, global foldable phone shipments are projected to grow from 9.1 million units in 2021 to 101.5 million units by 2027, a more than 11-fold increase. Research reports cited by the source indicate that Apple's entry is strategically timed to capture the transition of foldables from a niche high-end segment to mass adoption. The reports argue that the iPhoneDuo will force upgrades in core supply chains including hinge design, UTG glass, and flexible OLED, benefiting leading Chinese suppliers. The analysis further states that competition has shifted from parameter rivalry to a comprehensive battle of ecosystem, experience, and standards, and that Apple's entry will accelerate the elimination of smaller, less prepared manufacturers, strengthening the position of top-tier supply chain companies.
Source report
Date: September 24, 2026 16:16:56 | Source: CFi.CN
Apple officially launched its first foldable smartphone, the iPhone Duo, at a global event on September 10 (Beijing time). The device, priced from RMB 15,999 in China, features a 7.6-inch unfolded display, marking Apple's full entry into the foldable phone segment.
Market Growth and Timing
Industry data shows that global foldable smartphone shipments are projected to surge from 9.1 million units in 2021 to 101.5 million units by 2027 — a more than 11-fold increase over seven years. The market is entering a phase of rapid adoption.
According to recent institutional research reports, Apple's entry is not a latecomer's move but a strategic positioning at a critical inflection point — when foldable devices are transitioning from a niche high-end category to mainstream adoption.
Supply Chain Impact
The reports suggest that the iPhone Duo will accelerate upgrades across key supply chain components, including:
- Device design and assembly
- Hinges
- UTG (Ultra-Thin Glass)
- Flexible OLED displays
Domestic Chinese suppliers with strong capabilities are expected to enter Apple's supply chain, gaining both market share and pricing power.
Competitive Landscape Shift
The research notes that the competitive logic in the foldable market has shifted from "specification wars" to a comprehensive battle of ecosystem, user experience, and standards. Apple's entry will accelerate the elimination of smaller players with insufficient technological reserves. In contrast, leading supply chain companies are expected to see increased certainty in their business outlook and long-term growth potential.
Source
中财网-期货Eastern
Part of this Story
Apple Launches iPhone Duo Foldable, Triggering Industry Consolidation Race