Apple's first foldable phone, the iPhone Duo, was heavily hyped by scalpers during the early pre-order period, with premiums on second-hand platforms once exceeding 10,000 yuan. Many rushed to buy in hopes of profiting from the price gap. But after the official launch, the device was hit by a series of issues: the crease is only barely masked by a surface matte film, the screen easily retains grease marks, the crease deepens after repeated folding, some units develop black spots, blue lines, and cracks on the inner screen, and a large number of apps remain unadapted. Coupled with a gradual replenishment of supply, the premium fell rapidly—some channels even dropped below the original price—and offline scalpers quickly dispersed. Apple waited until this year to launch a foldable phone, saying it did not want to rush out a half-finished product. But Chinese manufacturers had already laid out the wide-foldable track in advance and are ahead in product shipments, software-hardware coordination and adaptation, and AI feature integration. Apple will subsequently use App Store review rules to push developers to complete adaptation, and its choice of the wide-foldable form factor will also drive expansion of the track. The wide-foldable and derivative wide-slab form factors have become an important direction for stimulating users to upgrade their phones, bringing certain incremental growth to the consumer electronics industry chain, and ultimately driving foldables from showpiece products toward widespread adoption.
