旧金山——Counterpoint Research表示，苹果预计将在2026年销售约600万部iPhone Duo，这是对其首款折叠屏设备市场表现的首次估算。
SAN FRANCISCO – Apple is set to sell about six million units of the iPhone Duo in 2026, Counterpoint Research said, offering the first estimate for how the company’s inaugural foldable device will fare.
Counterpoint高级分析师Ivan Lam表示，这一数字更符合小众折叠屏市场的特征，而非苹果通常的智能手机销量，且取决于公司新硬件生产爬坡的情况。
The figure, more typical of the niche foldable segment than Apple’s usual smartphone sales, is contingent on how well the company ramps up production of the new hardware, Counterpoint senior analyst Ivan Lam said.
iPhone Duo定价为1999美元（2554新元），定于10月发布，位居苹果产品线顶端，承载着行业对激发折叠屏手机更大兴趣和销量的期望。
Priced at US$1,999 (S$2,554) and set for an October release, the iPhone Duo sits atop the Apple line-up and carries industry-wide hopes for stoking greater interest and sales of foldable phones.
市场研究机构IDC估计，在苹果的助力下，2026年折叠屏手机出货量将增长13%至2290万部。该机构称，如果没有iPhone Duo，该细分市场本将出现下滑。
Market researcher IDC estimates foldables will grow 13% to 22.9 million units shipped in 2026 with Apple’s help. Without the iPhone Duo, the segment would have seen a decline, it said.
Counterpoint称，与Duo一同于9月推出的苹果iPhone 18 Pro系列在中国市场开局强劲。
Introduced alongside the Duo in September, Apple’s iPhone 18 Pro family has had a fast start in China, Counterpoint said.
该公司的Pro版智能手机首次在没有对应基础款升级的情况下发布，引导寻求升级的消费者转向更昂贵的机型，帮助其销量较iPhone 17 Pro的初期销量增长了12%。
The company’s Pro edition smartphones were for the first time released without a corresponding base-model upgrade, steering consumers looking for an upgrade to the pricier models and helping deliver a 12% rise compared to the iPhone 17 Pro’s initial sales.
研究人员称，这一表现逆转了全球最大智能手机市场的整体下行趋势，中国本土品牌在2026年夏季承受了17%的同比下滑。
That performance bucked a broad downtrend in the world’s largest smartphone market, with Chinese brands taking the brunt of a 17% year-on-year decline across summer 2026, according to the researchers.
这帮助苹果在中国竞争激烈的智能手机市场中占据了33%的份额，这在华为、OPPO、vivo和小米通常与苹果份额相当的情况下是不寻常的成就。
That helped Apple grab 33% of China’s highly competitive smartphone arena, an unusual feat when companies like Huawei, Oppo, Vivo and Xiaomi usually have roughly equal shares with Apple.
但高昂的组件成本迫使所有手机制造商提高价格，并试图通过提高单台收入来弥补销量不足。这有利于苹果，因为它缩小了竞争对手的成本优势。
But elevated component costs are forcing all phone makers to raise prices and try to make up the shortfall of unit sales in higher revenue per unit. That works in Apple’s favour by narrowing the cost advantage of its rivals.
Lam表示：“许多中国旗舰机型超过200美元的涨价可能提高了价格锚点，增强了iPhone的相对价值主张。” 彭博社
“Price hikes of over US$200 on many Chinese flagship models may have raised the price anchor, strengthening the iPhone’s relative value proposition,” Lam said. BLOOMBERG