Apple is designed to launch its first folding iPhone, which is reported that the Landscape Landscape is needed for “IPS” issued in the second half of 2026. Revealing the effects of the launch of iPhone FoldA number
Samsung’s Z Fold Se’s UBS Arbskey Analysis (Bum Cost: $ 790)
Preliminary production is expected to be limited, and estimates from 10 million to 15 million points for the first channel. This cautious approach reflects the technical complexity of folding devices and high prices, which analysts see as a major barrier to mass adoption. Early information suggests that the fold of iPhone can be $ 2,000 to $ 2,000, making it the most expensive Apple phone to date and position as a premium, cemetery. However, UBS says that Apple’s value discipline may allow the device to the lower end of the expected range with 53% -58% to the Samsung folder and the iPhone 16 series.
The launch of iPhone Fold is expected to have a positive effect on Apple’s supply network, including companies such as amphenol, Hirose, TDK, Avary and SDI. Many of these firms currently trade on average historical assessment, and the visibility of a new product ramp can promote mood and stocks. The unique design of iPhone Fold is designed to benefit from several main players.
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Display panels. Samsung screen is expected to provide primary supplier, annual production capacity, up to 15 million 7-inch panels per year. LG DISPLAY can also play a role as Apple diversifies its sources.
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Cases and hinges. The device is likely to introduce titanium case and liquid metal suspension, suppliers such as lens technology, amphenol and Hon HAI (Foxconn) have taken advantage of higher materials (BOM) wallet.
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EMS providers. Hon Hay is expected to take the initial meeting that Lux as a secondary partner reflecting the ecosystem of Apple’s emperor.
Apple’s entry will most likely accelerate the adoption of folding devices, not only smartphones, but also in tablets and laptops from average to long-term. A late driving advantage of the company. Using a mature supply chain and refined technology can help manage costs and deliver more brilliant products, it is possible to expand the market from the present character.