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"title": "iPhone Fold走出「狼来了」时代？传三星显示获苹果批准量产、首批供货300万片",
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"description": "三星显示 (Samsung Display) 传出已获苹果批准生产可折叠显示模组，显示外界传闻多年的 iPhone Fold 计划正逐步迈向量产。",
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"content": "<p>三星显示 (Samsung Display) 传出已获苹果批准生产可折叠显示模组，显示外界传闻多年的 iPhone Fold 计划正逐步迈向量产。供应链消息指出，三星已在取得认证前将良率提升至 80% 以上，并启动越南部分产线，准备供应首批约 300 万片面板，市场预期苹果首款折叠手机有望于 2026 年底问世。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6507872/l/ae1c24ea9493c60430513838d3c92f7d.jpg\" alt=\"iPhone Fold走出「狼来了」时代？传三星显示获苹果批准量产、首批供货300万片\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p><em><strong>三星显示获苹果认可 启动折叠面板量产</strong></em></p>\n\n<p>根据《The Elec》报导，三星显示在获得苹果批准前，已将折叠 OLED 面板生产良率提升至 80% 以上，并开始运转越南部分产线，以支应约 300 万片初期订单。</p>\n\n<p>由于苹果对供应链品质、性能及量产稳定性要求严格，三星显示通过认证，被视为 iPhone Fold 开发进入新阶段的重要讯号，也代表苹果已认可三星具备大规模生产折叠萤幕的能力。</p>\n\n<p><em><strong>首批备货约 300 万片 市场看好年底亮相</strong></em></p>\n\n<p>市场先前多次传出，三星显示将成为苹果可折叠 OLED 面板的独家供应商，预计 2026 年供应约 300 万片面板，以支援苹果首波生产计划。</p>\n\n<p>苹果通常会在新产品发表前数个月扩大零组件产能，而显示模组生产则是在供应商完成测试及认证程序后展开。尽管面板开始量产，整体流程仍须经过组装、整机测试及最终扩产等阶段，才能正式出货。</p>\n\n<p>外界也关注，首款折叠 iPhone 是否会与 iPhone 18 Pro 系列同步上市。不过，依照目前供应链进度，市场认为更可能于 2026 年稍晚时间出货。</p>\n\n<p><em><strong>CoE 技术与 M16 材料组提升轻薄与续航表现</strong></em></p>\n\n<p>除了量产进展外，三星显示此次供货也将导入新一代显示技术。</p>\n\n<p>消息指出，苹果 (AAPL-US) 折叠 iPhone 将采用 Color Filter on Encapsulation (CoE) 技术，以覆盖于封装层上的彩色滤光片取代传统偏光片，借此降低萤幕厚度，同时提升亮度及能源效率。</p>\n\n<p>此外，三星显示也预计采用最新 M16 OLED 材料组。该材料专为旗舰智慧手机设计，可进一步改善亮度、色彩表现、使用寿命及省电能力。</p>\n\n<p><em><strong>折叠手机量产再进一步 iPhone Fold 逐渐走出传言阶段</strong></em></p>\n\n<p>由于折叠手机内部空间有限，厚度控制、功耗管理及萤幕耐用性皆比传统手机更具挑战。</p>\n\n<p>CoE 技术与 M16 OLED 材料组的结合，有望协助苹果打造更轻薄、续航表现更佳的折叠装置。</p>\n\n<p>虽然三星显示获准量产并不代表苹果已确定发表时间，但供应链正式进入制造阶段，被视为 iPhone Fold 自传闻走向量产、朝商业化迈进的最明确讯号之一。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-11061.html\" title=\"〈财报〉Cerebras上修全年财测但Q2营收失色 盘后暴跌16%\">〈财报〉Cerebras上修全年财测但Q2营收失色 盘后暴跌16%</a></li>\n <li><a href=\"/new/mg/article-2738.html\" title=\"SpaceX盘中股价一度重挫10% 上市蜜月行情降温\">SpaceX盘中股价一度重挫10% 上市蜜月行情降温</a></li>\n <li><a href=\"/new/mg/article-20758.html\" title=\"AI彻底结束了？Anthropic单季营收168亿美元仍遭唱衰\">AI彻底结束了？Anthropic单季营收168亿美元仍遭唱衰</a></li>\n <li><a href=\"/new/mg/article-13179.html\" title=\"俄罗斯、北约紧张升高 策略师点名「三类资产」重新定价\">俄罗斯、北约紧张升高 策略师点名「三类资产」重新定价</a></li>\n <li><a href=\"/new/mg/article-6170.html\" title=\"苹果怒告OpenAI窃取商业机密 还要求员工携零件面试\">苹果怒告OpenAI窃取商业机密 还要求员工携零件面试</a></li>\n <li><a href=\"/new/mg/article-4960.html\" title=\"美股周五因美国独立日假期休市\">美股周五因美国独立日假期休市</a></li>\n </ul>\n</div>",
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