Apple is located in a closet to launch its first folding iPhone when the supply chain is reported to approach the book style iPhone Fold for 2026. In the second half, specifications. This step marks the Apple post in the segment, which, though still a niche, is for transformation as a transformation as an influential world of smartphone brand. UBS looked at Sandscape in Analy’s note :: Reveals the effects of the iPhone Fold launch;
UBS Samsung’s Z Fold SE (Bom Price: $ 790) Analysis shows that Apple’s iPhone wrinkles can reach $ 759 at a price of $ 759 – about 4% lower – thank you for saved memory, application processor and camera modules, even when Premium materials increase the shell and masculine.
Initial production is expected to be limited and ratings range from 10 to 15 million units per first wave. This cautious approach reflects both the technical complexity of the folding devices and the high -cost point, which analysts consider the main obstacle for mass reception. Early reports show that the iPhone wrinkle can be between $ 2000 and $ 2,400, so so far the most expensive Apple phone is and is set as a premium, the product you aim. However, the UBS says Apple’s expenditure discipline can allow it to prost the device at the lower end of the expected range ($ 1,800-2,000) with 53-58%contributions, depending on the Samsung folding and well above the iPhone 16 series.
The iPhone Fold launch is expected to have a positive Apple supply circuit effect, including companies such as Amphenol, Hirose, TDK, Avary and SDI. Many of these firms are currently selling below historical evaluation averages, and the visibility of the new product ramp can increase moods and stock prices. The unique iPhone Fold design is useful for several main players:
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Screen panels: The main supplier is expected to be the Samsung screen, which has the ability to produce up to 15 million 7 -inch folded OLED panels a year. LG Display can also play a role as Apple diversifies its sources.
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Corps and hinges: The unit is likely to have a titanium body and a liquid metal hinge. Suppliers such as lens technology, amphenol and Hon Hai (Foxconn), using a larger part of the materials (BOM) of the Boms.
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EMS provider is expected: Hon Hai is expected to manage the original assembly, while Luxshare is a secondary partner reflecting Apple’s strategy to use its established production ecosystem.
The Apple post is likely to speed up the adoption of folding devices not only on smartphones, but also on tablets and laptops over medium or long. The advantage of the company’s late advantage-the advantage of the supply chain and refined technology could help it manage costs and deliver a more polished product by potentially expanding the market beyond its current niche.