苹果首款折叠机iPhone Duo将于10月16日晚间8时在中国开放预购,随即引发大规模抢购风潮。1京东自营店的预约购买者已突破113.9万人,1黄牛代购喊价最高达人民币9.9万元。1
官方建议价中,256GB款为1.5999万元,2TB款为2.6499万元。1但代购市场上基本款的实际成交价已达3.9999万元,较官方价格溢价150%。1产能限制成为价格飙升的主要推手,产能良率仅为30%至65%,日产量仅数百支。1液态金属轴承的加工难度高是产能瓶颈的原因。1
分析师预测,iPhone Duo第三季度全球备货量为50-100万部,年底出货量为700-800万部,1iPhone 18 Pro系列的年底出货量预计达2000-2200万部。1iPhone Duo预定于10月23日正式发售。1
Apple's first foldable device, the iPhone Duo, is set to open for pre-orders in China on October 16, triggering an intense purchasing rush driven by supply constraints and speculative reselling.1 Pre-registration on JD.com's official store has already exceeded 1.139 million users, with scalpers demanding prices as high as 99,000 yuan (approximately 467,000 New Taiwan dollars).1 The baseline model is seeing actual resale prices reach 39,999 yuan, representing a 150% markup over the official suggested retail price of 15,999 yuan for the 256GB variant.1
The dramatic price premium reflects severe production limitations affecting the device's availability. Manufacturing yield rates stand between 30% and 65%, restricting daily output to just hundreds of units.1 Industry analysts attribute the bottleneck primarily to the difficulty in processing the liquid metal bearing mechanism used in the device's hinge.1 Analysts project global inventory of 500,000 to 1 million units for the third quarter, with annual shipments expected to reach 7 to 8 million units by year-end, compared to projected iPhone 18 Pro series shipments of 20 to 22 million units over the same period.1 The iPhone Duo will officially launch on October 23 following the October 16 pre-order opening, with the 2TB model priced at 26,499 yuan.1
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