Apple is at the top of the launch of its first folding iPhone, reporting that the supply chain is close to finalizing the iPhone-style iPhone, aimed at publishing in the second half of 2026. This move marks an Apple entry into a segment, which, although still niche, is ready for transformation, but the UBS smartphone brand steps have been tested for transformation, as the most influential smartphone brand in the world is the most influential brand of smartphones still niche is ready for transformation, as the most influential smartphone brand in the Smart brand has been tested The most influential brand of smartphones in the steps of the brand of smartphones in. Expanding the effects of starting an iPhone foldingS
The UBS Tse Analysis of Z Fold SE (BOM price: $ 790) suggests that Apple’s iPhone can reach a BOM price of $ 759 – about 4% lower – thanks for savings on memory costs, camera applications and modules, even when first -class materials increase the cost of hulls.
Initial production is expected to be restricted, with forecasts ranging from 10 million to 15 million units for the first wave. This cautious approach reflects both the technical complexity of the folding devices and the high price point, which analysts consider as a major obstacle for mass acceptance. Early reports suggest that folding an iPhone can be priced between 2000 and $ 2,400, making it the most expensive Apple phone to date and positions it as a premium, ambitious product. However, UBS says that Apple’s cost discipline can allow it to appreciate the device at the bottom of the expected range ($ 1800 – 2000), with installments margins being 53%-58%, according to Samsung folders and much above the iPhone 16 series.
The iPhone Fold is expected to have a positive pulsation effect in Apple supply chain, including companies such as Amphenol, Hirose, TDK, Avary and SDI. Many of these companies are currently trading under the average for the historical evaluation and visibility of a new product ramp can increase the mood and stock prices. The unique design of the iPhone Fold is ready to take advantage of several key players:
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Samsung’s display panels: Samsung’s display is expected to be the main supplier, with the capacity to produce up to 15 million 7-inch folding OLED panels annually. LG Display may also play a role as Apple diversifies its sources.
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Housing and hinges: The device will probably have a titanium housing and liquid metal hinge, with suppliers such as lens technology, amphenol and HON HAI (Foxconn), located to take advantage of the higher part of the BOM portfolio (BOM).
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EMS suppliers: HON HAI is expected to deal with initial assembly, such as Luxshare as a secondary partner reflecting Apple’s strategy to use the established production ecosystem.
Apple entry is likely to accelerate the reception of folding devices, not only in smartphones, but also in tablets and notebooks in the medium and long term. The advantage of the company in a late engine-perception of a mature supply chain and refined technology-can help manage costs and provide a more unsettled product by potentially expanding the market beyond its current niche.