彭博社：苹果首款折叠手机 iPhone Ultra 首年出货量预估超 1000 万台

据彭博社援引IDC数据预估，苹果首款折叠手机iPhone Ultra首年出货量将超过1000万台1。IDC全球季度移动电话追踪报告高级研究总监Nabila Popal表示：“如果没有苹果，折叠屏手机的出货量将会逐年以两位数的速度下滑。”1 IDC认为，苹果的入局将推动全球折叠屏手机市场快速增长1。

从整体市场来看，IDC预估2026年全球折叠屏手机出货量将达到2290万部，同比增长12.6%1。到2027年，该市场规模预计将增至2700万部，同比增长18%1。届时，苹果折叠屏iPhone的出货量预计将超过1700万部，并占据全球折叠屏手机市场约40%的份额1。此外，苹果折叠屏iPhone的平均售价预计将超过2550美元，将创造超过457亿美元的市场价值1。

On August 27, 2025, it was reported that Apple's inaugural foldable smartphone, the iPhone Ultra, is projected to ship more than 10 million units in its first year, according to estimates from IDC cited by Bloomberg 1. The tech giant's entry into this segment is expected to drive rapid expansion across the global foldable smartphone market 1.

IDC forecasts that the broader foldable phone market will reach 22.9 million units in 2026, reflecting a 12.6% year-on-year increase, before climbing to 27 million units in 2027 with an 18% annual growth rate 1. By 2027, Apple's foldable iPhone is predicted to account for over 17 million shipments, capturing approximately 40% of the global market share 1. With an average selling price exceeding $2,550, the device is anticipated to generate a market value of more than $45.7 billion 1. Nabila Popal, Senior Research Director at IDC's Worldwide Quarterly Mobile Phone Tracker, stated, "Without Apple, foldable phone shipments would be declining at a double-digit rate year over year" 1.