虎嗅

"Is the Apple Foldable iPhone Duo ( priced at 15,999) just trying to copy its competitors?"

原文:15999的苹果折叠屏iPhone Duo摸着友商过河?

Summary of Key Points

The newly unveiled Apple iPhone Duo, with its foldable screen, represents Apple's first mass-produced foldable phone after a seven-year wait, during which the company has watched the Android camp transform foldable technology from a conceptual novelty into a mature market with annual sales in the tens of millions. Judging from the specifications, materials, and functional details revealed, Apple is not just making a trial product; it is targeting the untapped premium foldable phone market, aiming to encourage existing users to upgrade their devices and drive the next round of growth in the consumer electronics industry. The implications of this release are far beyond the mere launch of a new phone.

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Detailed Analysis

1. Why do Apple's foldable phone specs seem like something Android has already used? The truth is that Apple is picking up the best from what others have tried and tested, entering the market with zero risk.

Many people might think, "Foldable screens, titanium alloy, and under-screen cameras have been around for a while—where's the new, innovative technology from Apple?" However, this is precisely where Apple's strategy lies. When the first generation of foldable phones emerged in 2019, they had issues such as cracking after half a year of use, excessive weight that affected usability, and narrow, long outer screens that made basic tasks like using WeChat difficult. These problems were extensively discussed by users and manufacturers over several years. Now, Apple has adopted the most proven solutions from the market: the 5.4-inch outer screen is the perfect size for a compact phone, easy to hold with one hand, and can be used as a regular phone when not folded; the 7.6-inch inner screen offers a tablet-like experience with no wasted screen space. The titanium alloy frame reduces the overall weight to just over 200 grams, making it lighter than many larger phones, addressing all the previous shortcomings. This means users don't have to be trial-and-error users with a flawed product.

2. Those seemingly trivial features, like the folding animation and the built-in protractor, are actually compelling reasons for users to upgrade.

The main reason Apple's sales have stagnated in recent years is that existing iPhones last for three to four years without significant updates, with only minor changes like chip upgrades or color variations. The average replacement cycle has extended to 38 months. The new foldable phone's features target these pain points: the impressive folding animation makes it clear to others that you're using the latest model; the split-screen feature allows users to watch dramas while checking work messages without switching screens; and the protractor function enables students to sketch or measure angles without needing additional tools. These experiences are unavailable with regular iPhones, providing a strong incentive for users of older models to upgrade.

3. Apple's decision to abandon Face ID in favor of side fingerprint recognition is not a sign of technological backwardness but a understanding of the practical uses of foldable phones.

Many are puzzled by the change from Face ID to side fingerprint recognition. Consider everyday scenarios: when the foldable phone is open, it's a 7.6-inch screen, and if you're lying in bed watching a drama with part of your face covered by a pillow, Face ID won't work effectively. Users of Android foldable phones have long complained about this issue. Additionally, the under-screen camera and multi-finger recognition features eliminate the need for awkward screen notches and allow multiple users to unlock the phone by pressing their fingers simultaneously while viewing travel photos. These improvements are tailored to the actual usage of foldable phones, not just to cut costs.

4. With Apple entering the foldable phone market, foldable phones will move from being a luxury item to a mainstream product affordable for everyone.

Previously, foldable phones were expensive due to limited production and high costs of components like hinge mechanisms, special screens, and titanium alloy. With Apple's entry, annual sales could reach tens of millions, significantly increasing production capacity. This will drive down costs—what used to cost hundreds of dollars for individual components will now be much lower. In just two years, even budget phones priced around a thousand yuan may feature the same technology as the current foldable phones. Just as Apple's introduction of AirPods reduced the cost of true wireless headphones, foldable phones will become more accessible, potentially accounting for over 30% of the entire smartphone market within the next 2-3 years, replacing traditional large-screen phones.

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Please note that this translation is based on the provided Chinese analysis and may require additional context or clarification for a complete understanding of the full implications of Apple's move into the foldable phone market.