折叠机「三国杀」大战引爆苹果史上最贵 iPhone Ultra 迎战华为、小米

这个九月，全球智慧型手机市场迎来一场空前激烈的折叠机「三国杀」大战。在苹果(AAPL-US)前执行长库克(Tim Cook)于9月1日正式卸任、由原硬体负责人特纳斯(John Ternus)接棒后，苹果将于台湾时间9月10日凌晨举办秋季新品发表会。

与此同时，中国两大科技巨头华为与小米也在同周推出新款折叠机，三大品牌正式在顶级旗舰市场展开新一轮较量。

苹果首款折叠机 iPhone Ultra 规格曝光

本次发表的焦点无疑是苹果首款折叠机 iPhone Ultra(或称 iPhone Fold)。这款装置采用「书本式」双折阔萤幕设计，比例为4:3，闭合时外萤幕约5.5英吋，展开时内萤幕达7.8英吋，大小接近 iPad mini。机身厚度在展开状态下仅约4.5毫米，成为苹果史上最薄的 iPhone。为了确保超薄机身的耐用度与强度，苹果采用了钛金属与铝金属复合边框。

针对折叠机常见的折痕问题，苹果在消灭折痕上「不惜代价」。透过使用三星专属的客制化显示面板、液态金属铰链，以及先进的光学透明胶(OCA)技术，使萤幕折痕深度控制在0.15毫米以下、折边角度小于2.5度，呈现几近无折痕的平整视觉与手感。

极致轻薄下的规格妥协与专家看法

然而，极致的轻薄也带来了硬体上的妥协。彭博社记者古曼(Mark Gurman)指出，虽然这款折叠机是「iPhone历史上最重大的变革」，且早期测试人员对其口袋携带性与铰链耐用度印象深刻，但相机系统很可能是最让消费者失望的地方。

由于空间受限，iPhone Ultra 仅配备4800万画素的广角与超广角双镜头，取消了 Pro 机型专属的望远镜头，远景拍摄主要依赖主镜头的数位裁切。

此外，新机也因机身太薄无法容纳原深感测相机(TrueDepth)模组，因而取消 Face ID，改回配置在侧边电源键的 Touch ID 指纹辨识。另外，该机也取消了实体 SIM 卡槽(仅支援 eSIM)且无动作按钮。

在核心效能上，iPhone Ultra 搭载台积电 2 奈米制程的 A20 Pro 晶片，配备 12GB 记忆体与高达 5,400 至 5,800 mAh 的双电池系统。售价方面则挑战史上新高，起售价高达 1,999 美元(256GB)，顶规版本更上看 2,999 美元。

知名苹果分析师郭明𫓹预测其定价落于 2,000 至 2,500 美元之间，并指出由于制造工艺复杂、早期产能受限，苹果可能会采用类似 2017 年 iPhone X 的延迟出货策略，于9月发表后延至10月才正式上市。

摩根士丹利分析师伍德林(Eric Woodring)亦判断，包含 Pro 系列在内的 iPhone 18 全系列今年可能将迎来 200 美元的涨幅。

华为三折叠与小米阔折叠正面迎击

面对苹果来势汹汹，中国厂商采取了不同的折叠方案进行正面对决。华为发表了第三代三折叠旗舰机 Mate XT 2，内建麒麟9050 Pro晶片，展开后萤幕达10.2英吋，起售价高达 17,999 元人民币(约 2,980 美元)，顶配版本更达 24,999 元人民币。

而小米推出的自研晶片中折叠旗舰小米18 Fold，内萤幕 7.6 英吋，采用 3 奈米制程的自研玄戒 O3 晶片，售价区间为 10,999 至 14,999 元人民币。

针对苹果发表会中普通版 iPhone 18 与 18 Air 的缺席，Counterpoint Research 副总监纳兰约(David Naranjo)分析，这是受到供应链约束与全球记忆体晶片短缺造成的成本上涨影响。他指出，苹果目前的策略是将重心押在高端产品上以保护利润率，折叠机 iPhone Ultra 将扮演拉高手机平均单价的「光环产品(Halo Product)」。

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iPhone。为了确保超薄机身的耐用度与强度，苹果采用了钛金属与铝金属复合边框。</p>\n\n<p>针对折叠机常见的折痕问题，苹果在消灭折痕上「不惜代价」。透过使用三星专属的客制化显示面板、液态金属铰链，以及先进的光学透明胶(OCA)技术，使萤幕折痕深度控制在0.15毫米以下、折边角度小于2.5度，呈现几近无折痕的平整视觉与手感。</p>\n\n<h6>极致轻薄下的规格妥协与专家看法</h6>\n\n<p>然而，极致的轻薄也带来了硬体上的妥协。彭博社记者古曼(Mark Gurman)指出，虽然这款折叠机是「iPhone历史上最重大的变革」，且早期测试人员对其口袋携带性与铰链耐用度印象深刻，但相机系统很可能是最让消费者失望的地方。</p>\n\n<p>由于空间受限，iPhone Ultra 仅配备4800万画素的广角与超广角双镜头，取消了 Pro 机型专属的望远镜头，远景拍摄主要依赖主镜头的数位裁切。</p>\n\n<p>此外，新机也因机身太薄无法容纳原深感测相机(TrueDepth)模组，因而取消 Face ID，改回配置在侧边电源键的 Touch ID 指纹辨识。另外，该机也取消了实体 SIM 卡槽(仅支援 eSIM)且无动作按钮。</p>\n\n<p>在核心效能上，iPhone Ultra 搭载台积电 2 奈米制程的 A20 Pro 晶片，配备 12GB 记忆体与高达 5,400 至 5,800 mAh 的双电池系统。售价方面则挑战史上新高，起售价高达 1,999 美元(256GB)，顶规版本更上看 2,999 美元。</p>\n\n<p>知名苹果分析师郭明𫓹预测其定价落于 2,000 至 2,500 美元之间，并指出由于制造工艺复杂、早期产能受限，苹果可能会采用类似 2017 年 iPhone X 的延迟出货策略，于9月发表后延至10月才正式上市。</p>\n\n<p>摩根士丹利分析师伍德林(Eric Woodring)亦判断，包含 Pro 系列在内的 iPhone 18 全系列今年可能将迎来 200 美元的涨幅。</p>\n\n<h6>华为三折叠与小米阔折叠正面迎击</h6>\n\n<p>面对苹果来势汹汹，中国厂商采取了不同的折叠方案进行正面对决。华为发表了第三代三折叠旗舰机 Mate XT 2，内建麒麟9050 Pro晶片，展开后萤幕达10.2英吋，起售价高达 17,999 元人民币(约 2,980 美元)，顶配版本更达 24,999 元人民币。</p>\n\n<p>而小米推出的自研晶片中折叠旗舰小米18 Fold，内萤幕 7.6 英吋，采用 3 奈米制程的自研玄戒 O3 晶片，售价区间为 10,999 至 14,999 元人民币。</p>\n\n<p>针对苹果发表会中普通版 iPhone 18 与 18 Air 的缺席，Counterpoint Research 副总监纳兰约(David Naranjo)分析，这是受到供应链约束与全球记忆体晶片短缺造成的成本上涨影响。他指出，苹果目前的策略是将重心押在高端产品上以保护利润率，折叠机 iPhone Ultra 将扮演拉高手机平均单价的「光环产品(Halo Product)」。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-378.html\" title=\"SpaceX新一代星舰V3火箭关键首飞遇故障延至明天马斯克解释原因\">SpaceX新一代星舰V3火箭关键首飞遇故障延至明天马斯克解释原因</a></li>\n <li><a href=\"/new/AI/article-13612.html\" title=\"郭明𫓹：辉达已重启Rubin CPX计划将于明年第一季开始生产\">郭明𫓹：辉达已重启Rubin CPX计划将于明年第一季开始生产</a></li>\n <li><a href=\"/new/AI/article-1479.html\" title=\"AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」\">AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」</a></li>\n <li><a href=\"/new/AI/article-17621.html\" title=\"AI到底要赚多少钱才能撑起这轮资本开支？高盛给出关键KPI指标\">AI到底要赚多少钱才能撑起这轮资本开支？高盛给出关键KPI指标</a></li>\n <li><a href=\"/new/AI/article-13236.html\" 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