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苹果首款折叠屏手机 iPhone Duo 于 10 月 23 日在全球多地正式开售。此前业界普遍流传供货延迟的消息,但苹果最终按照 9 月发布时公布的发售时间表,将首批设备准时交到了消费者手中。从全球多家苹果零售门店传回的画面显示,这款备受期待的折叠屏机型在开售首日引发了排队长龙,其中中国上海门店的到场人数尤为可观——中国是苹果最重要的市场之一,这一表现对苹果而言无疑是个积极信号。
折叠屏市场的变量:苹果入局能否激活需求
iPhone Duo 是苹果在折叠形态上的首次尝试,起售价定为 1,999 美元(256GB 版本), positioning 在旗舰价格带的最顶端。为了降低购买门槛,苹果同步推出了以旧换新和租赁等多种购买方案,并强调通过移动运营商渠道购买可享受“格外优惠”的资费捆绑——这也是苹果惯用的渠道策略,借助运营商补贴将高价机型的月付成本摊薄,以拉动销量。
从行业视角看,折叠屏手机市场在过去数年始终处于“雷声大、雨点小”的状态。三星、华为等厂商先后推出多代产品,但全球出货量在智能手机大盘中的占比依然有限,高昂的售价和铰链耐用性等顾虑抑制了大众需求的释放。彭博社记者 Vlad Savov 指出,iPhone Duo 有可能点燃目前表现平淡的折叠屏市场,但他同时提醒,如果苹果无法卖出足够多的设备,这一细分品类可能仍将停留在小众阶段。
【关键数据】
- 起售价格: 1,999 美元(256GB 版本)
- 线上预订等待周期: 最长约 3 个月(此前机型约 6 周)
- 发售节奏: 9 月发布,10 月 23 日全球同步开售
- 重点市场表现: 中国上海门店开售首日出现排队长龙

供货隐忧仍在:线上订单排至 2027 年
尽管门店首销场面火爆,但供货端的压力并未完全消解。上周的多篇报道显示,线上订购 iPhone Duo 的等待时间明显长于以往任何一代 iPhone——交货周期最长可达三个月,部分订单的发货日期甚至排到了 2027 年,而此前机型的典型等待周期约为六周。这一方面折射出折叠屏供应链的复杂性:铰链、超薄柔性面板等关键部件的良率爬坡难度远高于传统直板机型;另一方面也说明需求端的表现超出了苹果的产能储备。
门店准时开售与线上长等待并存的局面,实际上反映了苹果在产能分配上的优先级策略:优先保障零售渠道的首销声量与体验,再逐步消化线上订单。对消费者而言,短期内想要入手 iPhone Duo,前往线下门店或通过运营商渠道可能是更现实的选择。
折叠屏竞争进入下半场
iPhone Duo 的正式落地,标志着折叠屏市场进入了一个新的竞争阶段。此前三星、华为、荣耀等厂商已在折叠形态上深耕多年,产品形态从左右折到上下折不断分化,价格带也在持续下探。苹果的入局带来的最大变数在于其品牌号召力和用户基本盘——如果 iPhone Duo 的首销热度能够延续到供应链产能释放之后,整个折叠屏品类的市场规模有望被显著抬升;反之,若三个月的等待周期劝退了大量潜在买家,苹果可能需要更快下调价格预期或加速产能扩张。从长期看,iPhone Duo 首销季的真实出货数据,将成为判断折叠屏手机能否从细分市场走向主流的关键参照。
出处:iPhone Duo hits stores
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[Apple](https://www.mobileworldlive.com/apple/)[Devices](https://www.mobileworldlive.com/devices/) October 23, 2026
# iPhone Duo hits stores
[By Michael Carroll](https://www.mobileworldlive.com/author/michael-carroll/)
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Apple shrugged off widely-reported delays to shipments of iPhone Duo models by delivering the first units to eager customers worldwide.
Pictures from various of the vendor’s retail locations showed a clamour for its first foldable model, which hit stores on time based on the release schedule Apple gave when it [unveiled the device](https://www.mobileworldlive.com/devices/apple-debuts-long-awaited-foldable-iphone-duo/) in September.
Apple stated it is offering a range of trade-in and leasing options on the devices, which have a starting price of $1,999 for versions with 256GB of storage.
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The vendor may be particularly pleased with the turnout at a store in Shanghai, China, given the nation is one of its biggest markets.
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_Bloomberg_ journalist Vlad Savov wrote the iPhone Duo could ignite a so-far muted foldable smartphone market, though also cautioned the sector may remain niche if Apple fails to shift enough of the devices.
Reports last week pointed to [significantly longer waiting times](https://www.mobileworldlive.com/apple/apple-iphone-duo-delivery-dates-slip-into-2027/) for customers ordering the devices online compared with previous Apple smartphones, with shipments tipped to take up to three months instead of the roughly six weeks of past devices.
Apple highlighted there are “exceptional” deals to be had purchasing iPhone Duo models through mobile operator channels.
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[Michael Carroll - Michael has been a journalist and editor for close to 25 years, covering subjects including shipping and shipbuilding, fixed and mobile telecoms, and motorcycling.](https://www.mobileworldlive.com/author/michael-carroll/)
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[](https://www.mobileworldlive.com/google/google-to-pull-pixel-production-from-china/)
[Devices](https://www.mobileworldlive.com/devices/)[Google](https://www.mobileworldlive.com/google/) August 18, 2026
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[](https://www.mobileworldlive.com/apple/apple-will-empower-users-to-build-custom-wallet-passes-in-ios-27/)
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[](https://www.mobileworldlive.com/apple/apple-will-empower-users-to-build-custom-wallet-passes-in-ios-27/)[By Michael Robuck](https://www.mobileworldlive.com/author/mrobuck/)
[](https://www.mobileworldlive.com/apple/the-friday-file-apple-australia-kt/)
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[](https://www.mobileworldlive.com/operators/the-friday-file-apple-openai-sfr/)
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[](https://www.mobileworldlive.com/devices/smartphone-shipments-sink-to-q2-low/)
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### [Smartphone shipments sink to Q2 low](https://www.mobileworldlive.com/devices/smartphone-shipments-sink-to-q2-low/)
[](https://www.mobileworldlive.com/devices/smartphone-shipments-sink-to-q2-low/)[By Michael Carroll](https://www.mobileworldlive.com/author/michael-carroll/)
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